| Visionary Wealth Advisors | $9.3M | 0.41% |
| EverSource Wealth Advisors, LLC | $9.1M | 0.28% |
| Walsh & Associates, LLC | $9.1M | 8.99% |
| Werba Rubin Papier Wealth Management | $9.0M | 1.25% |
| BANK OF AMERICA CORP /DE/ | $8.9M | 0.00% |
| TRUIST FINANCIAL CORP | $8.7M | 0.01% |
| Wealthspire Advisors, LLC | $8.6M | 0.07% |
| Strathmore Capital Advisors, Inc. | $8.6M | 2.43% |
| Financial Harvest, LLC | $8.5M | 4.99% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $8.3M | 2.02% |
| Belleair Asset Management, LLC | $8.1M | 7.43% |
| CWM, LLC | $8.1M | 0.02% |
| TruNorth Capital Management, LLC | $7.9M | 1.52% |
| Ariadne Wealth Management, LP | $7.9M | 3.54% |
| Seneschal Advisors, LLC | $7.9M | 5.84% |
| Sprinkle Financial Consultants LLC | $7.6M | 3.51% |
| EXENCIAL WEALTH ADVISORS, LLC | $7.5M | 0.23% |
| JFS WEALTH ADVISORS, LLC | $7.4M | 0.41% |
| Lutz Financial Services LLC | $7.3M | 0.49% |
| Summit Portfolio Management, LTD. | $7.1M | 4.58% |
| Kondo Wealth Advisors, Inc. | $6.9M | 2.61% |
| Weinberger Asset Management, Inc | $6.9M | 2.57% |
| FIRST NATIONAL BANK SIOUX FALLS | $6.8M | 1.85% |
| CarsonAllaria Wealth Management, Ltd. | $6.7M | 3.31% |
| NORTHWEST WEALTH MANAGEMENT, LLC | $6.6M | 0.99% |
| Aegis Wealth Management LLC | $6.6M | 3.76% |
| CAPTRUST FINANCIAL ADVISORS | $6.6M | 0.01% |
| Abacus Wealth Partners, LLC | $6.6M | 0.60% |
| Shearwater Capital LLC | $6.4M | 3.38% |
| EnRich Financial Partners LLC | $6.4M | 1.69% |
| Strategic Investment Solutions, Inc. /IL | $6.3M | 1.52% |
| Cherry Tree Wealth Management, LLC | $6.3M | 1.33% |
| LAM GROUP, INC. | $6.3M | 3.45% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $6.2M | 0.00% |
| HUB Investment Partners, LLC | $6.2M | 0.15% |
| GEM Asset Management, LLC | $6.2M | 2.73% |
| BUILDER INVESTMENT GROUP INC /ADV | $6.2M | 1.34% |
| Colorado Capital Management, Inc. | $6.2M | 2.30% |
| Gradient Capital Advisors, LLC | $6.1M | 1.58% |
| Annandale Capital, LLC | $6.1M | 0.86% |
| Cambridge Investment Research Advisors, Inc. | $6.0M | 0.02% |
| BOK Financial Private Wealth, Inc. | $6.0M | 0.36% |
| FMR LLC | $6.0M | 0.00% |
| WNY Asset Management, LLC | $5.9M | 0.61% |
| Envestnet Portfolio Solutions, Inc. | $5.7M | 0.03% |
| Merit Financial Group, LLC | $5.7M | 0.04% |
| ROYAL BANK OF CANADA | $5.7M | 0.00% |
| FORTERIS WEALTH MANAGEMENT INC. | $5.7M | 5.44% |
| PFG Advisors | $5.7M | 0.28% |
| Sollinda Capital Management LLC | $5.5M | 1.34% |
| AG Asset Advisory, LLC | $5.5M | 4.55% |
| Simplicity Wealth,LLC | $5.5M | 0.31% |
| Evensky & Katz LLC | $5.3M | 0.30% |
| COGENT STRATEGIC WEALTH LLC | $5.3M | 5.48% |
| ACTION POINT FINANCIAL PLANNING, LLC | $5.3M | 4.69% |
| Stratos Wealth Partners, LTD. | $5.2M | 0.06% |
| FMB WEALTH MANAGEMENT | $5.1M | 2.12% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $5.1M | 0.03% |
| Trace Wealth Advisors, LLC | $4.9M | 3.67% |
| Cascade Wealth Advisors, Inc | $4.9M | 2.14% |
| Vannoy Advisory Group, Inc. | $4.9M | 3.07% |
| Joel Isaacson & Co., LLC | $4.8M | 0.16% |
| Rockefeller Capital Management L.P. | $4.8M | 0.01% |
| Investment Advisory Group, LLC | $4.8M | 1.21% |
| Verdence Capital Advisors LLC | $4.8M | 0.28% |
| Arkadios Wealth Advisors | $4.7M | 0.08% |
| SwitchPoint Financial Planning, LLC | $4.7M | 3.19% |
| US BANCORP \DE\ | $4.7M | 0.01% |
| Summit Financial Strategies, Inc. | $4.6M | 0.36% |
| HMV Wealth Advisors, LLC | $4.6M | 2.14% |
| McCartney Wealth Management LLC | $4.5M | 3.75% |
| MONETA GROUP INVESTMENT ADVISORS LLC | $4.3M | 0.03% |
| Pacific Asset Management, LLC | $4.2M | 2.36% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $4.1M | 0.02% |
| Intelligent Financial Strategies | $4.1M | 2.11% |
| BluePrint Investing LLC | $4.0M | 3.16% |
| Tumwater Wealth Management, LLC | $3.9M | 1.58% |
| 55 North Private Wealth, LLC | $3.8M | 0.98% |
| Axis Wealth Partners, LLC | $3.8M | 2.01% |
| VIRTUE ASSET MANAGEMENT LLC | $3.7M | 2.97% |
| Embree Financial Group | $3.7M | 0.43% |
| TAGStone Capital, Inc. | $3.7M | 1.29% |
| KILNER CAPITAL ADVISORS, LLC | $3.6M | 3.49% |
| WASHINGTON TRUST Co | $3.6M | 0.12% |
| Aspen Capital Management, LLC | $3.6M | 0.88% |
| Vistica Wealth Advisors, LLC | $3.5M | 3.49% |
| Cloud Capital Management, LLC | $3.5M | 1.52% |
| REGIONS FINANCIAL CORP | $3.5M | 0.02% |
| Wealth Advisors Northwest LLC | $3.4M | 1.44% |
| Prospera Financial Services Inc | $3.4M | 0.06% |
| Generations Wealth, LLC | $3.3M | 3.24% |
| Zhang Financial LLC | $3.3M | 0.11% |
| BWM Planning, LLC | $3.3M | 0.87% |
| Navigate Wealth Management, LLC | $3.2M | 2.26% |
| Clearstead Advisors, LLC | $3.2M | 0.03% |
| Disciplined Investments, LLC | $3.2M | 1.14% |
| Laird Norton Wetherby Trust Company, LLC | $3.2M | 0.07% |
| Cresset Asset Management, LLC | $3.1M | 0.01% |
| Glass Jacobson Investment Advisors llc | $3.1M | 1.09% |
| MELFA WEALTH MANAGEMENT, INC. | $3.0M | 1.73% |
| Woodside Wealth Management LLC | $3.0M | 2.36% |
| Bank of New York Mellon Corp | $2.9M | 0.00% |
| Westmount Partners, LLC | $2.9M | 0.72% |
| MML INVESTORS SERVICES, LLC | $2.9M | 0.01% |
| Clarity Capital Advisors, LLC | $2.9M | 1.34% |
| Robertson Stephens Wealth Management, LLC | $2.8M | 0.08% |
| Cypress Wealth Services, LLC | $2.8M | 0.40% |
| Clark Asset Management, LLC | $2.8M | 0.26% |
| Triumph Capital Management | $2.8M | 0.57% |
| POINCIANA ADVISORS GROUP, LLC | $2.8M | 2.18% |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | $2.7M | 1.58% |
| Fonville Wealth Management LLC | $2.7M | 0.51% |
| Family CFO Inc | $2.7M | 1.20% |
| Aptus Capital Advisors, LLC | $2.7M | 0.02% |
| Foundation Wealth Management, LLC\PA | $2.6M | 0.92% |
| Capital Investment Advisory Services, LLC | $2.6M | 0.19% |
| Daybright Advisory Services, Inc. | $2.6M | 0.71% |
| Quantum Financial Advisors, LLC | $2.6M | 0.29% |
| PNC FINANCIAL SERVICES GROUP, INC. | $2.6M | 0.00% |
| Warwick Investment Management, Inc. | $2.5M | 0.36% |
| Nicholas Hoffman & Company, LLC. | $2.5M | 0.06% |
| Chicago Partners Investment Group LLC | $2.4M | 0.05% |
| Curi Capital, LLC | $2.4M | 0.04% |
| BLAIR WILLIAM & CO/IL | $2.4M | 0.01% |
| Quadrature Capital Ltd | $2.3M | 0.03% |
| IEQ CAPITAL, LLC | $2.3M | 0.01% |
| 25 LLC | $2.2M | 0.69% |
| Blue Trust, Inc. | $2.2M | 0.03% |
| Kane Co Wealth Management, Inc. | $2.2M | 1.85% |
| Stone Summit Wealth LLC | $2.1M | 0.60% |
| Valued Wealth Advisors LLC | $2.1M | 0.85% |
| CFS Investment Advisory Services, LLC | $2.1M | 0.14% |
| IFP Advisors, Inc | $2.1M | 0.04% |
| Samalin Investment Counsel, LLC | $2.1M | 0.73% |
| CURIO WEALTH, LLC | $2.0M | 0.70% |
| TRED AVON FAMILY WEALTH, LLC | $2.0M | 0.67% |
| Tarbox Family Office, Inc. | $2.0M | 0.33% |
| Private Advisor Group, LLC | $2.0M | 0.01% |
| IFG Advisors, LLC | $2.0M | 0.32% |
| Rialto Wealth Management, LLC | $2.0M | 0.44% |
| Aurelius Family Office LLC | $1.9M | 0.84% |
| Equitable Holdings, Inc. | $1.9M | 0.01% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $1.9M | 0.01% |
| BROWN ADVISORY INC | $1.9M | 0.00% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | $1.8M | 0.53% |
| Entelevest, LLC | $1.8M | 1.79% |
| KAVAR CAPITAL PARTNERS GROUP, LLC | $1.8M | 0.22% |
| Empowered Funds, LLC | $1.8M | 0.01% |
| JOHNSON INVESTMENT COUNSEL INC | $1.7M | 0.01% |
| Francis Financial, Inc. | $1.7M | 0.32% |