| American Investment Services, Inc. | $12.3M | 2.74% |
| SUTTON PLACE INVESTORS LLC | $12.2M | 6.65% |
| Indivisible Partners | $12.1M | 1.07% |
| AWM CAPITAL, LLC | $11.8M | 1.07% |
| Cornerstone Financial Group, LLC /NE/ | $11.7M | 7.51% |
| Alpha Financial Advisors, LLC | $11.5M | 3.54% |
| Warwick Investment Management, Inc. | $11.3M | 1.63% |
| Physician Wealth Solutions Inc. | $11.2M | 4.63% |
| Rehmann Capital Advisory Group | $11.1M | 0.58% |
| FCG Investment Co | $11.0M | 4.81% |
| Embree Financial Group | $10.9M | 1.29% |
| Envision Financial Planning, LLC | $10.9M | 3.95% |
| CFS Investment Advisory Services, LLC | $10.9M | 0.75% |
| Hughes Financial Services, LLC | $10.7M | 1.64% |
| Cedar Point Capital Partners, LLC | $10.4M | 6.77% |
| Savvy Advisors, Inc. | $10.4M | 0.28% |
| BostonPremier Wealth LLC | $10.4M | 5.36% |
| RF&L WEALTH MANAGEMENT, LLC | $10.3M | 7.74% |
| Atlantic Union Bankshares Corp | $10.2M | 0.20% |
| Tillman Hartley LLC | $10.0M | 2.52% |
| Private Advisor Group, LLC | $10.0M | 0.05% |
| Fund Evaluation Group, LLC | $10.0M | 0.31% |
| Sowell Financial Services LLC | $9.9M | 0.37% |
| HARBOUR INVESTMENTS, INC. | $9.5M | 0.15% |
| Team Hewins, LLC | $9.5M | 2.83% |
| Coston, McIsaac & Partners | $9.4M | 2.12% |
| Herold Advisors, Inc. | $9.4M | 2.06% |
| Topsail Wealth Management, LLC | $9.0M | 1.32% |
| GREENWOOD CAPITAL ASSOCIATES LLC | $8.8M | 0.97% |
| VSM Wealth Advisory, LLC | $8.7M | 2.61% |
| Seneschal Advisors, LLC | $8.7M | 6.45% |
| Richard Young Associates, Ltd. | $8.7M | 6.57% |
| LVZ, Inc. | $8.3M | 0.95% |
| Financial Engines Advisors L.L.C. | $8.3M | 0.02% |
| BAYSHORE ASSET MANAGEMENT, LLC | $8.3M | 3.28% |
| Yardley Wealth Management LLC | $8.2M | 4.19% |
| XY Planning Network, Inc. | $8.1M | 1.29% |
| FMB WEALTH MANAGEMENT | $8.0M | 3.33% |
| JDH Wealth Management, LLC | $8.0M | 5.39% |
| Altiora Financial Group, LLC | $7.9M | 1.30% |
| Robertson Stephens Wealth Management, LLC | $7.9M | 0.22% |
| SeaBridge Investment Advisors LLC | $7.8M | 1.32% |
| Capstone Wealth Management, Inc. | $7.8M | 6.60% |
| Lauterbach Financial Advisors, LLC | $7.6M | 3.72% |
| Kondo Wealth Advisors, Inc. | $7.6M | 2.86% |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | $7.5M | 1.61% |
| Quantum Financial Advisors, LLC | $7.4M | 0.83% |
| CPA Asset Management Group, LLC | $7.4M | 2.48% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $7.4M | 0.00% |
| SEMITAM BONAM LLC | $7.3M | 5.94% |
| Ridgeline Wealth, LLC | $7.1M | 5.10% |
| Burk Holdings LLC | $7.1M | 3.03% |
| Arista Wealth Management, LLC | $7.1M | 0.86% |
| Tortoise Investment Management, LLC | $6.9M | 0.57% |
| EnRich Financial Partners LLC | $6.9M | 1.82% |
| CVA Family Office, LLC | $6.6M | 0.70% |
| EverSource Wealth Advisors, LLC | $6.6M | 0.20% |
| Gradient Investments LLC | $6.6M | 0.10% |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $6.5M | 0.37% |
| Aurelius Family Office LLC | $6.5M | 2.82% |
| Pathstone Holdings, LLC | $6.3M | 0.03% |
| FMR LLC | $6.3M | 0.00% |
| Gemmer Asset Management LLC | $6.2M | 0.49% |
| Bridgewater Advisors Inc. | $6.2M | 0.37% |
| Innovative Wealth Building LLC | $6.2M | 4.34% |
| RFG Advisory, LLC | $6.1M | 0.11% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $6.0M | 0.11% |
| Elm Partners Management LLC | $5.9M | 0.25% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $5.8M | 0.04% |
| Symmetry Partners, LLC | $5.8M | 0.33% |
| Clearstead Advisors, LLC | $5.6M | 0.05% |
| DOPKINS WEALTH MANAGEMENT, LLC | $5.5M | 2.21% |
| Vantage Point Financial LLC | $5.5M | 1.92% |
| Oakmont Advisory Group, LLC | $5.4M | 5.46% |
| SNS Financial Group, LLC | $5.3M | 0.46% |
| VIRTUE ASSET MANAGEMENT LLC | $5.2M | 4.17% |
| CLG LLC | $5.2M | 1.29% |
| Independent Wealth Network Inc. | $5.2M | 1.54% |
| GK Wealth Management LLC | $5.2M | 4.51% |
| DWR WEALTH MANAGEMENT, LLC | $5.2M | 4.51% |
| Oak Wealth Advisors LLC | $5.2M | 2.85% |
| Financial Connections Group, Inc. | $5.1M | 1.77% |
| Avant Financial Advisors LLC | $5.0M | 3.49% |
| Waverly Advisors, LLC | $4.9M | 0.04% |
| EXENCIAL WEALTH ADVISORS, LLC | $4.9M | 0.15% |
| Nova R Wealth, Inc. | $4.9M | 1.56% |
| Factor Wealth Management LTD | $4.9M | 0.92% |
| Frankly Finances, LLC | $4.8M | 4.33% |
| Ariadne Wealth Management, LP | $4.8M | 2.15% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $4.8M | 1.16% |
| Advisory Services Network, LLC | $4.7M | 0.06% |
| VESTIA PERSONAL WEALTH ADVISORS | $4.7M | 2.19% |
| Capital Investment Management, Inc. | $4.6M | 1.59% |
| Hardy Reed LLC | $4.5M | 0.33% |
| CPC Advisors, LLC | $4.5M | 0.73% |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | $4.4M | 2.64% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $4.3M | 0.02% |
| BROWN ADVISORY INC | $4.3M | 0.01% |
| Integrated Wealth Concepts LLC | $4.2M | 0.03% |
| CWA Asset Management Group, LLC | $4.2M | 0.14% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $4.1M | 0.07% |
| HTG Investment Advisors, Inc. | $4.1M | 1.17% |
| Sand Hill Global Advisors, LLC | $4.1M | 0.14% |
| Werba Rubin Papier Wealth Management | $4.1M | 0.56% |
| MPWM ADVISORY SOLUTIONS, LLC | $3.9M | 2.09% |
| Clarity Capital Advisors, LLC | $3.9M | 1.84% |
| Arax Advisory Partners | $3.9M | 0.11% |
| Squire Investment Management Company, LLC | $3.9M | 1.08% |
| L.K. Benson & Company, P.C. | $3.9M | 1.28% |
| Nemes Rush Group LLC | $3.9M | 0.37% |
| Beaird Harris Wealth Management, LLC | $3.8M | 0.26% |
| Clark Asset Management, LLC | $3.8M | 0.36% |
| Ballentine Partners, LLC | $3.8M | 0.05% |
| Apollon Wealth Management, LLC | $3.7M | 0.06% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | $3.6M | 1.04% |
| BANK OF MONTREAL /CAN/ | $3.6M | 0.00% |
| ELEVATE WEALTH ADVISORY, INC | $3.6M | 2.25% |
| Lodestone Wealth Management LLC | $3.5M | 1.41% |
| FORTERIS WEALTH MANAGEMENT INC. | $3.5M | 3.39% |
| Cresset Asset Management, LLC | $3.5M | 0.02% |
| Sterling Wealth Management, Inc. | $3.5M | 0.95% |
| Red Door Wealth Management, LLC | $3.5M | 0.36% |
| Financial Council, LLC | $3.4M | 1.32% |
| CWM, LLC | $3.4M | 0.01% |
| Berger Financial Group, Inc | $3.4M | 0.19% |
| Canvas Wealth Advisors, LLC | $3.3M | 0.57% |
| IHT Wealth Management, LLC | $3.3M | 0.08% |
| Everest Financial Group LLC | $3.3M | 0.55% |
| V2 Financial group LLC | $3.3M | 1.52% |
| Pinnacle Wealth Planning Services, Inc. | $3.2M | 0.33% |
| Ponta Wealth Partners, LLC | $3.2M | 2.56% |
| Navigate Wealth Management, LLC | $3.1M | 2.19% |
| Foundations Investment Advisors, LLC | $3.0M | 0.04% |
| Abacus Wealth Partners, LLC | $3.0M | 0.28% |
| Acorn Wealth Advisors, LLC | $3.0M | 0.88% |
| Twin Cities Retirement Group LLC | $3.0M | 2.74% |
| 21 West Wealth Management LLC | $3.0M | 2.76% |
| Retirement Planning Group, LLC | $2.9M | 0.09% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $2.9M | 0.04% |
| Shearwater Capital LLC | $2.9M | 1.52% |
| MONETA GROUP INVESTMENT ADVISORS LLC | $2.9M | 0.02% |
| Moisand Fitzgerald Tamayo, LLC | $2.9M | 0.31% |
| NORTHERN TRUST CORP | $2.8M | 0.00% |
| CURIO WEALTH, LLC | $2.8M | 0.97% |
| LRI Investments, LLC | $2.8M | 0.25% |
| Brooklyn FI, LLC | $2.8M | 0.59% |
| Orion Porfolio Solutions, LLC | $2.8M | 0.02% |
| POINCIANA ADVISORS GROUP, LLC | $2.8M | 2.19% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.8M | 0.00% |
| LAM GROUP, INC. | $2.8M | 1.52% |