| OMNI 360 Wealth, Inc. | $10.5M | 5.44% |
| VANCE WEALTH, LLC | $10.4M | 3.00% |
| Kings Path Partners LLC | $10.1M | 3.53% |
| New England Private Wealth Advisors LLC | $9.9M | 1.14% |
| Efficient Advisors, LLC | $9.7M | 0.69% |
| Pioneer Wealth Management Group | $9.6M | 2.69% |
| LEGACY FINANCIAL GROUP, INC. | $9.5M | 2.51% |
| REGIONS FINANCIAL CORP | $9.4M | 0.06% |
| Austin Asset Management Co Inc | $9.4M | 1.54% |
| Lutz Financial Services LLC | $9.3M | 0.63% |
| Pillar Financial Advisors, LLC | $9.3M | 5.42% |
| McKinley Carter Wealth Services, Inc. | $9.2M | 0.53% |
| Twin Cities Retirement Group LLC | $9.1M | 8.30% |
| American Investment Services, Inc. | $8.9M | 1.99% |
| MATHER GROUP, LLC. | $8.9M | 0.09% |
| Gradient Capital Advisors, LLC | $8.7M | 2.24% |
| CAPTRUST FINANCIAL ADVISORS | $8.6M | 0.02% |
| Strategic Investment Solutions, Inc. /IL | $8.6M | 2.07% |
| JUNCTURE WEALTH STRATEGIES, LLC | $8.5M | 2.85% |
| Vawter Financial, Ltd. | $8.5M | 3.56% |
| LIBERTY WEALTH MANAGEMENT LLC | $8.4M | 1.05% |
| DiNuzzo Private Wealth, Inc. | $8.4M | 0.90% |
| City State Bank | $8.4M | 2.17% |
| Kestra Advisory Services, LLC | $8.4M | 0.03% |
| Avondale Wealth Management | $8.3M | 4.10% |
| SCRATCH CAPITAL LLC | $8.2M | 4.71% |
| Stratos Wealth Partners, LTD. | $8.2M | 0.09% |
| Lakeshore Financial Planning, Inc. | $8.1M | 2.94% |
| OPPENHEIMER & CO INC | $8.0M | 0.10% |
| Rather & Kittrell, Inc. | $7.9M | 1.22% |
| Mason Investment Advisory Services, Inc. | $7.5M | 0.35% |
| Annandale Capital, LLC | $7.5M | 1.05% |
| SACHEM HILL LLC | $7.3M | 1.42% |
| WATERSHED PRIVATE WEALTH LLC | $7.3M | 2.28% |
| Zhang Financial LLC | $7.3M | 0.25% |
| Capstone Wealth Management, Inc. | $7.0M | 5.93% |
| Parkshore Wealth Management, Inc. | $7.0M | 2.33% |
| Seneschal Advisors, LLC | $6.9M | 5.11% |
| CWM, LLC | $6.7M | 0.02% |
| Valued Wealth Advisors LLC | $6.6M | 2.67% |
| FMB WEALTH MANAGEMENT | $6.6M | 2.72% |
| NORTHWEST WEALTH MANAGEMENT, LLC | $6.5M | 0.98% |
| TAGStone Capital, Inc. | $6.5M | 2.30% |
| Ariadne Wealth Management, LP | $6.5M | 2.92% |
| M Holdings Securities, Inc. | $6.5M | 0.44% |
| Arkadios Wealth Advisors | $6.4M | 0.11% |
| BWM Planning, LLC | $6.3M | 1.66% |
| COGENT STRATEGIC WEALTH LLC | $6.3M | 6.46% |
| Quantum Financial Planning Services, Inc. | $6.3M | 2.25% |
| STIFEL FINANCIAL CORP | $6.2M | 0.01% |
| Quantinno Capital Management LP | $6.2M | 0.01% |
| Ferguson Johnson Wealth Management Inc | $6.1M | 4.93% |
| Mills Wealth Advisors LLC | $6.0M | 2.09% |
| CLARIS ADVISORS, LLC / MO / | $5.9M | 1.76% |
| TRB Wealth Management, LLC | $5.9M | 0.83% |
| Vestment Financial LLC | $5.9M | 2.76% |
| SwitchPoint Financial Planning, LLC | $5.8M | 3.91% |
| Greenspring Advisors, LLC | $5.7M | 0.35% |
| Weinberger Asset Management, Inc | $5.7M | 2.14% |
| Gibson Capital, LLC | $5.6M | 1.05% |
| Glassy Mountain Advisors, Inc. | $5.6M | 1.74% |
| CogentBlue Wealth Advisors, LLC | $5.6M | 3.74% |
| Cherry Tree Wealth Management, LLC | $5.5M | 1.17% |
| Baird Financial Group, Inc. | $5.5M | 0.01% |
| Burk Holdings LLC | $5.4M | 2.33% |
| STUDIO INVESTMENT MANAGEMENT LLC | $5.4M | 0.98% |
| 1900 WEALTH MANAGEMENT LLC | $5.3M | 0.34% |
| Lionshead Wealth Management, LLC | $5.3M | 3.90% |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | $5.3M | 1.77% |
| Porter White Investment Advisors, Inc. | $5.2M | 2.10% |
| Shearwater Capital LLC | $5.1M | 2.69% |
| WorthPointe, LLC | $5.1M | 1.38% |
| Bragg Financial Advisors, Inc | $5.1M | 0.16% |
| Factor Wealth Management LTD | $5.0M | 0.95% |
| Passive Capital Management, LLC. | $4.9M | 1.47% |
| B&D White Capital Company, LLC | $4.9M | 0.61% |
| Broadhurst Jeffrey B | $4.9M | 5.01% |
| White Wing Wealth Management | $4.9M | 2.91% |
| Aviance Capital Partners, LLC | $4.8M | 0.56% |
| Fortitude Family Office, LLC | $4.7M | 1.06% |
| RTD Financial Advisors, Inc. | $4.7M | 0.58% |
| Verdence Capital Advisors LLC | $4.7M | 0.27% |
| Bedel Financial Consulting, Inc. | $4.7M | 0.53% |
| SC&H Financial Advisors, Inc. | $4.7M | 0.70% |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | $4.6M | 1.31% |
| Integras Partners LLC | $4.6M | 3.04% |
| Physician Wealth Solutions Inc. | $4.6M | 1.90% |
| Total Clarity Wealth Management, Inc. | $4.5M | 1.06% |
| Private Wealth Management Group, LLC | $4.5M | 1.18% |
| Frankly Finances, LLC | $4.5M | 4.05% |
| Ares Financial Consulting, LLC | $4.4M | 3.48% |
| Pacific Asset Management, LLC | $4.4M | 2.47% |
| ELEVATE WEALTH ADVISORY, INC | $4.4M | 2.78% |
| Evensky & Katz LLC | $4.4M | 0.25% |
| Diversified Portfolios, Inc. | $4.4M | 0.36% |
| HB Wealth Management, LLC | $4.3M | 0.03% |
| Hill Investment Group Partners, LLC | $4.3M | 0.48% |
| Level Financial Advisors | $4.3M | 1.10% |
| Rooted Wealth Advisors, Inc. | $4.2M | 1.10% |
| MAI Capital Management | $4.1M | 0.02% |
| InTrack Investment Management Inc | $4.1M | 2.33% |
| Belleair Asset Management, LLC | $4.0M | 3.69% |
| Klingman & Associates, LLC | $4.0M | 0.19% |
| Certified Advisory Corp | $4.0M | 0.36% |
| Burton Enright Welch | $3.9M | 0.53% |
| Vistica Wealth Advisors, LLC | $3.8M | 3.77% |
| Vantage Point Financial LLC | $3.8M | 1.32% |
| Compound Planning, Inc. | $3.7M | 0.11% |
| Pinnacle Financial Partners, Inc. | $3.7M | 0.03% |
| PW ADVISORS, LLC \ FL | $3.7M | 2.75% |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $3.6M | 0.44% |
| BANK OF MONTREAL /CAN/ | $3.6M | 0.00% |
| Live Oak Private Wealth LLC | $3.6M | 0.50% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $3.6M | 0.07% |
| Thayer Financial, L.L.C. | $3.6M | 3.68% |
| EverSource Wealth Advisors, LLC | $3.6M | 0.11% |
| MORRIS FINANCIAL CONCEPTS, INC. | $3.6M | 1.22% |
| US BANCORP \DE\ | $3.6M | 0.00% |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | $3.5M | 0.73% |
| CURIO WEALTH, LLC | $3.5M | 1.19% |
| Symmetry Partners, LLC | $3.5M | 0.20% |
| Johnson Wealth Management, LLC | $3.4M | 1.66% |
| MONETA GROUP INVESTMENT ADVISORS LLC | $3.4M | 0.03% |
| Simplicity Wealth,LLC | $3.4M | 0.19% |
| Freedom Investment Management, Inc. | $3.4M | 1.01% |
| AG Asset Advisory, LLC | $3.4M | 2.81% |
| Generations Wealth, LLC | $3.4M | 3.26% |
| FORTERIS WEALTH MANAGEMENT INC. | $3.3M | 3.18% |
| CFS Investment Advisory Services, LLC | $3.3M | 0.23% |
| Kane Co Wealth Management, Inc. | $3.3M | 2.77% |
| Activest Wealth Management | $3.2M | 0.57% |
| OneDigital Investment Advisors LLC | $3.2M | 0.03% |
| Strategent Financial, LLC | $3.2M | 2.18% |
| Waverly Advisors, LLC | $3.2M | 0.02% |
| Merit Financial Group, LLC | $3.1M | 0.02% |
| Cresset Asset Management, LLC | $3.1M | 0.01% |
| Sound Portfolio Advisors, LLC | $3.1M | 2.50% |
| NATIXIS ADVISORS, LLC | $3.1M | 0.00% |
| RFG Advisory, LLC | $3.0M | 0.06% |
| BluePrint Investing LLC | $3.0M | 2.40% |
| Integrated Wealth Concepts LLC | $3.0M | 0.02% |
| Astra Wealth Partners LLC | $3.0M | 1.77% |
| Redwood Park Advisors LLC | $2.9M | 1.96% |
| Entelevest, LLC | $2.9M | 2.92% |
| Applied Capital LLC | $2.9M | 1.09% |
| Aegis Wealth Management LLC | $2.9M | 1.65% |
| Beckerman Institutional, LLC | $2.9M | 1.53% |
| Werba Rubin Papier Wealth Management | $2.9M | 0.40% |
| XY Planning Network, Inc. | $2.8M | 0.44% |
| Private Advisor Group, LLC | $2.7M | 0.01% |