| U.S. Capital Wealth Advisors, LLC | $9.5M | 0.24% |
| Pacific Asset Management, LLC | $9.2M | 5.14% |
| American Capital Advisory, LLC | $8.5M | 3.43% |
| Cerity Partners LLC | $8.5M | 0.01% |
| SEMITAM BONAM LLC | $8.4M | 6.89% |
| International Private Wealth Advisors LLC | $8.4M | 5.13% |
| Private Advisor Group, LLC | $8.3M | 0.04% |
| Larry Mathis Financial Planning, LLC | $8.3M | 7.46% |
| Vigil Wealth Management, LLC | $8.3M | 6.71% |
| Invst, LLC | $8.2M | 0.92% |
| Abel Hall, LLC | $8.2M | 1.74% |
| KENNEDY INVESTMENT GROUP, INC. | $7.7M | 3.01% |
| World Investment Advisors | $7.7M | 0.12% |
| 3 FACTOR INDEXING, LLC | $7.6M | 7.17% |
| My Personal CFO, LLC | $7.5M | 3.30% |
| FORTERIS WEALTH MANAGEMENT INC. | $7.4M | 7.04% |
| Aspen Wealth Management LLC | $7.4M | 1.47% |
| Diversified Portfolios, Inc. | $7.4M | 0.60% |
| SUMMIT WEALTH GROUP LLC / CO | $7.2M | 0.76% |
| Capital Investment Advisory Services, LLC | $7.0M | 0.51% |
| Mattern Wealth Management LLC | $6.8M | 1.33% |
| Kestra Advisory Services, LLC | $6.8M | 0.03% |
| Chico Wealth RIA | $6.8M | 4.12% |
| Morton Capital Management LLC/CA | $6.7M | 1.00% |
| Wealth Advisors Northwest LLC | $6.7M | 2.82% |
| GEM Asset Management, LLC | $6.7M | 2.96% |
| JDH Wealth Management, LLC | $6.6M | 4.43% |
| Aegis Wealth Management LLC | $6.4M | 3.69% |
| Vise Technologies, Inc. | $6.4M | 0.13% |
| Hardy Reed LLC | $6.4M | 0.46% |
| Quad-Cities Investment Group, LLC | $6.2M | 2.48% |
| CROBAN | $6.2M | 2.91% |
| KEB ASSET MANAGEMENT, LLC | $6.1M | 1.17% |
| D.A. DAVIDSON & CO. | $5.9M | 0.04% |
| Level Wealth Management LLC | $5.8M | 2.74% |
| Dodds Wealth, LLC | $5.8M | 1.43% |
| HFG Wealth Management, LLC | $5.7M | 3.16% |
| Rather & Kittrell, Inc. | $5.6M | 0.87% |
| SYM FINANCIAL Corp | $5.6M | 0.56% |
| Signature Resources Capital Management, LLC | $5.6M | 2.63% |
| APS Management Group, Inc. | $5.5M | 4.75% |
| Cypress Point Wealth Management, LLC | $5.5M | 1.19% |
| Waterfront Wealth Inc. | $5.5M | 1.00% |
| RFG Advisory, LLC | $5.5M | 0.10% |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | $5.4M | 3.24% |
| Concurrent Investment Advisors, LLC | $5.3M | 0.06% |
| TRUIST FINANCIAL CORP | $5.2M | 0.01% |
| Rockefeller Capital Management L.P. | $5.2M | 0.01% |
| Sanchez Levi Garrett | $5.2M | 3.28% |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | $5.1M | 0.74% |
| Waverly Advisors, LLC | $4.9M | 0.04% |
| CreativeOne Wealth, LLC | $4.9M | 0.11% |
| CSP Financial Group, LLC | $4.9M | 5.03% |
| ROBINSON SMITH WEALTH ADVISORS LLC | $4.8M | 3.25% |
| TABLEAUX LLC | $4.8M | 2.31% |
| TCI Wealth Advisors, Inc. | $4.6M | 0.24% |
| ALKEME WEALTH, LLC | $4.5M | 1.86% |
| Stratos Wealth Partners, LTD. | $4.5M | 0.05% |
| FIDUCIARY FINANCIAL GROUP, LLC | $4.5M | 0.59% |
| Twin Cities Retirement Group LLC | $4.5M | 4.08% |
| ELEVATION WEALTH PARTNERS, LLC | $4.4M | 1.56% |
| BluePrint Investing LLC | $4.2M | 3.36% |
| Retirement Solution LLC | $4.2M | 1.00% |
| J HAGAN CAPITAL, INC. | $4.2M | 2.25% |
| MAGNOLIA CAPITAL ADVISORS LLC | $4.1M | 0.81% |
| 180 WEALTH ADVISORS, LLC | $4.1M | 0.46% |
| QUARRY HILL ADVISORS, LLC | $4.1M | 1.67% |
| ARK & TLK INVESTMENTS, LLC | $4.0M | 1.08% |
| Strategic Investment Solutions, Inc. /IL | $3.9M | 0.94% |
| Burton Enright Welch | $3.9M | 0.53% |
| COWA, LLC | $3.9M | 1.05% |
| SEAMOUNT FINANCIAL GROUP INC | $3.9M | 1.75% |
| Strategic Wealth Advisors LLC | $3.9M | 3.09% |
| Tandem Financial, LLC | $3.8M | 1.22% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $3.8M | 0.60% |
| BCR Wealth Strategies, LLC | $3.7M | 1.17% |
| Savvy Advisors, Inc. | $3.7M | 0.10% |
| Vantage Point Financial LLC | $3.6M | 1.26% |
| Sageworth Trust Co of South Dakota | $3.6M | 2.85% |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | $3.5M | 1.19% |
| Stratos Investment Management, LLC | $3.5M | 0.14% |
| Apollon Wealth Management, LLC | $3.5M | 0.06% |
| HMV Wealth Advisors, LLC | $3.4M | 1.61% |
| G2 CAPITAL MANAGEMENT, LLC / OH | $3.3M | 0.80% |
| SwitchPoint Financial Planning, LLC | $3.3M | 2.21% |
| Investmark Advisory Group LLC | $3.2M | 1.38% |
| MELFA WEALTH MANAGEMENT, INC. | $3.2M | 1.83% |
| CATALYST PRIVATE WEALTH, LLC | $3.2M | 1.72% |
| AssuredPartners Investment Advisors, LLC | $3.2M | 0.34% |
| Versant Capital Management, Inc | $3.2M | 0.31% |
| Milestone Asset Management Group, LLC | $3.1M | 1.84% |
| Financial Alternatives, Inc | $3.1M | 1.67% |
| Altiora Financial Group, LLC | $3.1M | 0.51% |
| Donalies Financial Planning, LLC | $3.0M | 2.55% |
| Legacy Capital Wealth Partners, LLC | $3.0M | 0.61% |
| FreeGulliver LLC | $3.0M | 1.25% |
| Washington Trust Advisors, Inc. | $2.9M | 0.24% |
| SpringVest Wealth Management LLC | $2.9M | 1.98% |
| Meritas Wealth Management, LLC | $2.8M | 1.27% |
| Kane Co Wealth Management, Inc. | $2.8M | 2.34% |
| ERn Financial, LLC | $2.8M | 0.52% |
| Ballast Rock Private Wealth LLC | $2.7M | 1.52% |
| Concord Wealth Partners | $2.7M | 0.35% |
| Capstone Financial Advisors, Inc. | $2.7M | 0.14% |
| FIRST CITIZENS BANK & TRUST CO | $2.7M | 0.06% |
| Smartleaf Asset Management LLC | $2.6M | 0.09% |
| Orion Porfolio Solutions, LLC | $2.5M | 0.02% |
| CGN Advisors LLC | $2.5M | 0.20% |
| IEQ CAPITAL, LLC | $2.5M | 0.01% |
| HighTower Advisors, LLC | $2.5M | 0.00% |
| CHOREO, LLC | $2.5M | 0.03% |
| Factor Wealth Management LTD | $2.5M | 0.46% |
| IHT Wealth Management, LLC | $2.4M | 0.06% |
| Arkadios Wealth Advisors | $2.4M | 0.04% |
| Herold Advisors, Inc. | $2.4M | 0.53% |
| Pinnacle Financial Group, LLC / IL | $2.4M | 0.65% |
| ELEVATE WEALTH ADVISORY, INC | $2.4M | 1.49% |
| Rehmann Capital Advisory Group | $2.3M | 0.12% |
| EARNED WEALTH ADVISORS, LLC | $2.3M | 0.16% |
| CAHILL FINANCIAL ADVISORS INC | $2.3M | 0.25% |
| RCS Financial Planning, LLC | $2.3M | 1.19% |
| LRI Investments, LLC | $2.3M | 0.20% |
| COGENT STRATEGIC WEALTH LLC | $2.2M | 2.31% |
| GWN SECURITIES INC. | $2.2M | 0.43% |
| Verisail Partners, LLC | $2.2M | 0.89% |
| Capstone Wealth Management, LLC | $2.2M | 1.52% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.2M | 0.00% |
| Greenspring Advisors, LLC | $2.1M | 0.13% |
| MORGAN STANLEY | $2.1M | 0.00% |
| Berger Financial Group, Inc | $2.1M | 0.12% |
| MB Generational Wealth, LLC | $2.0M | 1.12% |
| CAPTRUST FINANCIAL ADVISORS | $2.0M | 0.00% |
| Parkshore Wealth Management, Inc. | $2.0M | 0.67% |
| Werba Rubin Papier Wealth Management | $2.0M | 0.28% |
| Selective Wealth Management, Inc. | $2.0M | 0.59% |
| Patriot Financial Group Insurance Agency, LLC | $2.0M | 0.11% |
| Forum Financial Management, LP | $1.9M | 0.03% |
| Hiley Hunt Wealth Management | $1.9M | 0.82% |
| Tanglewood Legacy Advisors, LLC | $1.8M | 0.66% |
| American Investment Services, Inc. | $1.8M | 0.41% |
| Foundations Investment Advisors, LLC | $1.8M | 0.02% |
| Woodside Wealth Management LLC | $1.8M | 1.40% |
| VESTIA PERSONAL WEALTH ADVISORS | $1.8M | 0.84% |
| Rockbridge Investment Management, LCC | $1.8M | 0.16% |
| Lionshead Wealth Management, LLC | $1.8M | 1.31% |
| Forthright Family Wealth Advisory LLC | $1.7M | 1.16% |
| Financial Symmetry Inc | $1.7M | 0.61% |
| CARDIFF PARK ADVISORS, LLC | $1.7M | 0.14% |
| Marshall Financial Group, LLC | $1.7M | 0.27% |
| SLT Holdings LLC | $1.7M | 1.13% |