| Approach Retirement Advisors, LLC | $6.5M | 5.43% |
| Kane Co Wealth Management, Inc. | $6.5M | 5.51% |
| BOS Asset Management, LLC | $6.4M | 1.65% |
| Babb Wealth Advisors LLC | $6.3M | 3.46% |
| New Dimensions Wealth Management, LLC | $6.2M | 5.25% |
| Kooman & Associates | $6.1M | 1.83% |
| White Wing Wealth Management | $6.1M | 3.65% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $6.0M | 0.12% |
| EverSource Wealth Advisors, LLC | $5.8M | 0.18% |
| Coston, McIsaac & Partners | $5.8M | 1.30% |
| BURNEY CO/ | $5.7M | 0.18% |
| BDFS Capital LLC | $5.7M | 2.75% |
| Index Fund Advisors, Inc. | $5.6M | 0.25% |
| CreativeOne Wealth, LLC | $5.5M | 0.13% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $5.5M | 0.10% |
| Lakeridge Wealth Management LLC | $5.4M | 2.31% |
| SwitchPoint Financial Planning, LLC | $5.4M | 3.64% |
| JANE STREET GROUP, LLC | $5.2M | 0.00% |
| Simplicity Wealth,LLC | $5.2M | 0.29% |
| Orion Porfolio Solutions, LLC | $5.2M | 0.04% |
| SpringVest Wealth Management LLC | $5.1M | 3.50% |
| Corient Private Wealth LLC | $5.1M | 0.01% |
| Envestnet Portfolio Solutions, Inc. | $5.0M | 0.03% |
| Vermillion & White Wealth Management Group, LLC | $4.9M | 2.84% |
| MERCER GLOBAL ADVISORS INC /ADV | $4.9M | 0.01% |
| Prism Planning Partners LLC | $4.9M | 5.79% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $4.9M | 0.00% |
| Tencap Wealth Coaching, LLC | $4.9M | 1.83% |
| Kestra Advisory Services, LLC | $4.8M | 0.02% |
| Savvy Advisors, Inc. | $4.7M | 0.12% |
| CITIGROUP INC | $4.6M | 0.00% |
| CogentBlue Wealth Advisors, LLC | $4.6M | 3.08% |
| Aspirean Wealth, LLC | $4.5M | 4.91% |
| CLARIS ADVISORS, LLC / MO / | $4.5M | 1.35% |
| Chico Wealth RIA | $4.5M | 2.75% |
| Private Advisor Group, LLC | $4.5M | 0.02% |
| AQR CAPITAL MANAGEMENT LLC | $4.4M | 0.00% |
| Foundations Investment Advisors, LLC | $4.4M | 0.05% |
| Shore Point Advisors, LLC | $4.3M | 1.69% |
| Graves Light Lenhart Wealth, Inc. | $4.2M | 0.43% |
| 49 WEALTH MANAGEMENT, LLC | $4.0M | 0.30% |
| Porter White Investment Advisors, Inc. | $4.0M | 1.60% |
| VESTIA PERSONAL WEALTH ADVISORS | $4.0M | 1.87% |
| Invst, LLC | $3.9M | 0.44% |
| Composition Wealth, LLC | $3.7M | 0.05% |
| Sowell Financial Services LLC | $3.7M | 0.14% |
| RFG Advisory, LLC | $3.6M | 0.07% |
| GREAT VALLEY ADVISOR GROUP, INC. | $3.4M | 0.06% |
| Powerhouse Assets LLC | $3.3M | 2.84% |
| Acorn Wealth Advisors, LLC | $3.2M | 0.94% |
| Creative Planning | $3.2M | 0.00% |
| Mustard Seed Financial, LLC | $3.0M | 1.82% |
| Henrickson Nauta Wealth Advisors, Inc. | $3.0M | 0.84% |
| MB Generational Wealth, LLC | $3.0M | 1.64% |
| Broadhurst Jeffrey B | $2.9M | 2.99% |
| Kaufman Rossin Wealth, LLC | $2.9M | 1.64% |
| TCP Asset Management, LLC | $2.9M | 0.37% |
| Cerity Partners LLC | $2.8M | 0.00% |
| ProCore Advisors, LLC | $2.7M | 4.16% |
| Five Oceans Advisors | $2.7M | 0.98% |
| Arkadios Wealth Advisors | $2.6M | 0.04% |
| Aspire Private Capital, LLC | $2.5M | 0.57% |
| Apollon Wealth Management, LLC | $2.5M | 0.04% |
| TCI Wealth Advisors, Inc. | $2.5M | 0.13% |
| JONES FINANCIAL COMPANIES LLLP | $2.5M | 0.00% |
| Hippocratic Financial Advisors, LLC | $2.4M | 1.07% |
| Wheels Up Wealth, Inc. | $2.4M | 2.29% |
| MML INVESTORS SERVICES, LLC | $2.4M | 0.01% |
| DOPKINS WEALTH MANAGEMENT, LLC | $2.3M | 0.93% |
| Keating Financial Advisory Services, Inc. | $2.3M | 0.37% |
| Tassel Capital Management, Inc. | $2.3M | 1.24% |
| IFP Advisors, Inc | $2.2M | 0.05% |
| Barry Investment Advisors, LLC | $2.2M | 0.49% |
| Narus Financial Partners, LLC | $2.2M | 0.58% |
| Applied Capital LLC | $2.2M | 0.83% |
| Rockwood Wealth Management, LLC | $2.2M | 0.16% |
| Foundation Wealth Management, LLC\PA | $2.2M | 0.76% |
| Vigil Wealth Management, LLC | $2.1M | 1.69% |
| Wealth Advisors Northwest LLC | $2.0M | 0.85% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $2.0M | 0.48% |
| Arcadia Wealth Management, LLC | $1.9M | 0.70% |
| KEB ASSET MANAGEMENT, LLC | $1.9M | 0.36% |
| Strategic Investment Solutions, Inc. /IL | $1.9M | 0.46% |
| Hartmann Taylor Wealth Management, LLC | $1.9M | 1.24% |
| American Investment Services, Inc. | $1.9M | 0.42% |
| Pillar Financial Advisors, LLC | $1.8M | 1.06% |
| Wealthspire Advisors, LLC | $1.8M | 0.01% |
| SUTTON PLACE INVESTORS LLC | $1.8M | 0.99% |
| Aegis Wealth Management LLC | $1.8M | 1.03% |
| SENTINEL WEALTH MANAGEMENT, INC. | $1.8M | 1.43% |
| Pathstone Holdings, LLC | $1.7M | 0.01% |
| Linscomb Wealth, Inc. | $1.6M | 0.07% |
| JPMORGAN CHASE & CO | $1.6M | 0.00% |
| Forza Wealth Management, LLC | $1.6M | 0.55% |
| Modera Wealth Management, LLC | $1.6M | 0.02% |
| QUARRY HILL ADVISORS, LLC | $1.5M | 0.63% |
| Capstone Wealth Management, LLC | $1.5M | 1.05% |
| FIRETHORN WEALTH PARTNERS, LLC | $1.5M | 0.54% |
| BetterWealth, LLC | $1.4M | 0.28% |
| MORRIS FINANCIAL CONCEPTS, INC. | $1.4M | 0.48% |
| Abacus Wealth Partners, LLC | $1.4M | 0.13% |
| PFG Advisors | $1.4M | 0.07% |
| DecisionMap Wealth Management, LLC | $1.4M | 0.91% |
| Solutions 4 Wealth, Ltd | $1.4M | 2.10% |
| Samalin Investment Counsel, LLC | $1.4M | 0.49% |
| JDH Wealth Management, LLC | $1.4M | 0.93% |
| CYPRESS FINANCIAL PLANNING LLC | $1.4M | 0.38% |
| Smartleaf Asset Management LLC | $1.3M | 0.05% |
| Concurrent Investment Advisors, LLC | $1.3M | 0.01% |
| CARY STREET PARTNERS FINANCIAL LLC | $1.3M | 0.03% |
| Merit Financial Group, LLC | $1.3M | 0.01% |
| Triad Wealth Partners, LLC | $1.3M | 0.10% |
| Geometric Wealth Advisors | $1.3M | 0.16% |
| POINCIANA ADVISORS GROUP, LLC | $1.2M | 0.98% |
| DEMMING FINANCIAL SERVICES CORP /ADV | $1.2M | 0.88% |
| Washington Trust Advisors, Inc. | $1.2M | 0.09% |
| Safeguard Investment Advisory Group, LLC | $1.1M | 0.31% |
| Two West Capital Advisors LLC | $1.1M | 0.60% |
| CSP Financial Group, LLC | $1.1M | 1.15% |
| ELEVATE WEALTH ADVISORY, INC | $1.1M | 0.71% |
| Mariner, LLC | $1.1M | 0.00% |
| PLANWISER FINANCIAL, LLC | $1.1M | 0.78% |
| Financial Symmetry Inc | $1.0M | 0.36% |
| Lutz Financial Services LLC | $947.4K | 0.06% |
| Blossom Wealth Management | $920.2K | 1.37% |
| MISSION WEALTH MANAGEMENT, LP | $906.1K | 0.02% |
| Geneos Wealth Management Inc. | $889.6K | 0.02% |
| USAdvisors Wealth Management, LLC | $881.0K | 0.29% |
| MGO ONE SEVEN LLC | $848.0K | 0.02% |
| NWAM LLC | $845.6K | 0.05% |
| UBS Group AG | $844.7K | 0.00% |
| Forthright Family Wealth Advisory LLC | $819.0K | 0.55% |
| GeoWealth Management, LLC | $813.5K | 0.03% |
| Krilogy Financial LLC | $799.8K | 0.03% |
| Advyzon Investment Management, LLC | $788.8K | 0.07% |
| HMV Wealth Advisors, LLC | $786.9K | 0.37% |
| HB Wealth Management, LLC | $783.4K | 0.01% |
| TAGStone Capital, Inc. | $774.5K | 0.27% |
| Ashton Thomas Private Wealth, LLC | $767.4K | 0.02% |
| Ballast Rock Private Wealth LLC | $766.9K | 0.42% |
| CARDIFF PARK ADVISORS, LLC | $759.4K | 0.06% |
| Nautilus Advisors LLC | $756.1K | 0.52% |
| IHT Wealth Management, LLC | $742.7K | 0.02% |
| HFG Wealth Management, LLC | $740.6K | 0.41% |
| Leading Edge Financial Planning LLC | $738.1K | 0.16% |
| Integrated Advisors Network LLC | $728.6K | 0.04% |
| Navigoe, LLC | $722.0K | 0.43% |
| Straight Path Wealth Management | $717.8K | 0.19% |
| Stirlingshire Investments, Inc. | $711.5K | 0.62% |
| Warburton Capital Management, LLC | $704.0K | 0.34% |