| TBH Global Asset Management, LLC | $14.9M | 3.00% |
| LifeGoal Investments, LLC | $14.7M | 8.44% |
| Envestnet Portfolio Solutions, Inc. | $14.5M | 0.08% |
| Stratos Investment Management, LLC | $14.4M | 0.58% |
| FC Advisory LLC | $14.0M | 4.08% |
| KOM Wealth Management Group, LLC | $14.0M | 9.52% |
| Beaumont Financial Advisors, LLC | $13.9M | 0.96% |
| Argent Advisors, Inc. | $13.8M | 3.76% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | $13.6M | 1.83% |
| Meridian Wealth Management, LLC | $13.6M | 0.48% |
| Arkadios Wealth Advisors | $13.5M | 0.22% |
| SouthState Bank Corp | $13.0M | 0.61% |
| WealthShield Partners, LLC | $13.0M | 1.45% |
| WealthPlan Investment Management, LLC | $12.6M | 0.70% |
| RIDGECREST WEALTH PARTNERS, LLC | $12.6M | 6.94% |
| Journey Advisory Group, LLC | $12.5M | 1.06% |
| Rothschild Wealth LLC | $12.3M | 1.11% |
| Allworth Financial LP | $12.3M | 0.05% |
| SVRN Asset Management, LLC | $12.1M | 11.74% |
| Twelve Points Wealth Management LLC | $11.9M | 2.62% |
| Atlas Private Wealth Advisors | $11.9M | 2.79% |
| Summit Financial, LLC | $11.8M | 0.15% |
| Gladstone Institutional Advisory LLC | $11.8M | 0.44% |
| CITIGROUP INC | $11.8M | 0.01% |
| TriaGen Wealth Management LLC | $11.8M | 3.22% |
| Cornerstone Wealth Management, LLC | $11.7M | 0.59% |
| Baker Avenue Asset Management, LP | $11.7M | 0.26% |
| Cerity Partners LLC | $11.6M | 0.02% |
| Colonial Trust Co / SC | $11.6M | 1.58% |
| STEPHENS INC /AR/ | $11.6M | 0.15% |
| Valmark Advisers, Inc. | $11.3M | 0.13% |
| Talisman Wealth Advisors LLC | $11.3M | 9.07% |
| Fairway Financial, LLC | $11.2M | 8.54% |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | $11.2M | 1.51% |
| Gallagher Fiduciary Advisors, LLC | $11.1M | 0.43% |
| COFG Advisors, LLC | $11.0M | 2.72% |
| BEACON ADVISORS HOLDINGS, LLC | $10.9M | 5.85% |
| OneDigital Investment Advisors LLC | $10.9M | 0.11% |
| Targeted Financial Services LLC | $10.9M | 8.93% |
| CORRECT CAPITAL WEALTH MANAGEMENT | $10.9M | 2.03% |
| Prota Financial, LLC | $10.8M | 7.81% |
| KPP Advisory Services LLC | $10.8M | 1.56% |
| Strategic Wealth Partners, Ltd. | $10.6M | 0.74% |
| Advisory Services Network, LLC | $10.6M | 0.14% |
| Churchill Financial Advisors, LLC | $10.5M | 2.22% |
| Princeton Global Asset Management LLC | $10.5M | 1.72% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | $10.5M | 0.63% |
| ASSETMARK, INC | $10.4M | 0.02% |
| Forbes Financial Planning, Inc. | $10.4M | 6.02% |
| EQ LLC | $10.4M | 2.92% |
| Legacy Financial Advisors, Inc. | $10.2M | 1.43% |
| Orion Porfolio Solutions, LLC | $10.2M | 0.09% |
| Essex Financial Services, Inc. | $10.1M | 0.57% |
| Shepherd Financial Partners LLC | $10.0M | 0.95% |
| FORTE ASSET MANAGEMENT LLC | $10.0M | 4.38% |
| Savant Capital, LLC | $10.0M | 0.05% |
| Capital Investment Counsel, LLC | $9.9M | 1.36% |
| Sterling Manor Financial, LLC | $9.9M | 6.21% |
| Prosperity Consulting Group, LLC | $9.9M | 0.44% |
| SAGESPRING WEALTH PARTNERS, LLC | $9.9M | 0.18% |
| Sound View Wealth Advisors Group, LLC | $9.9M | 0.67% |
| SFAM, LLC | $9.9M | 9.15% |
| Premier Path Wealth Partners, LLC | $9.9M | 1.29% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $9.9M | 0.00% |
| DAVIDSON INVESTMENT ADVISORS | $9.8M | 0.42% |
| Modus Advisors, LLC | $9.8M | 2.70% |
| Aptus Capital Advisors, LLC | $9.8M | 0.08% |
| CVA Family Office, LLC | $9.7M | 1.02% |
| Strategic Blueprint, LLC | $9.6M | 0.56% |
| IEQ CAPITAL, LLC | $9.6M | 0.04% |
| FIRST FOUNDATION ADVISORS | $9.5M | 0.38% |
| MGO ONE SEVEN LLC | $9.5M | 0.19% |
| CONSILIO WEALTH ADVISORS, LLC | $9.4M | 2.75% |
| D.A. DAVIDSON & CO. | $9.4M | 0.06% |
| HARBOUR INVESTMENTS, INC. | $9.2M | 0.14% |
| HF Advisory Group, LLC | $9.2M | 3.13% |
| Aprio Wealth Management, LLC | $9.2M | 0.50% |
| Philip James Wealth Mangement, LLC | $9.1M | 1.04% |
| Bernard Wealth Management Corp. | $9.0M | 3.84% |
| Foundations Investment Advisors, LLC | $8.8M | 0.11% |
| Crews Bank & Trust | $8.8M | 1.27% |
| Stonebridge Financial Planning Group, LLC | $8.7M | 3.21% |
| Meridian Financial Advisors, LLC | $8.7M | 4.73% |
| Royal Fund Management, LLC | $8.6M | 0.82% |
| YARGER WEALTH STRATEGIES, LLC | $8.6M | 3.46% |
| Sunbelt Securities, Inc. | $8.5M | 0.54% |
| Cresset Asset Management, LLC | $8.5M | 0.04% |
| Hoese & Co LLP | $8.5M | 6.30% |
| NorthRock Partners, LLC | $8.4M | 0.14% |
| Arkos Global Advisors | $8.4M | 1.06% |
| Johnson & White Wealth Management, LLC | $8.3M | 3.50% |
| CWM, LLC | $8.2M | 0.02% |
| Madson Wealth Advisors Inc | $8.2M | 6.82% |
| HighPoint Advisor Group LLC | $8.2M | 0.34% |
| PARSONS CAPITAL MANAGEMENT INC/RI | $8.2M | 0.37% |
| Wright Wealth LLC | $8.1M | 5.45% |
| SHEETS SMITH WEALTH MANAGEMENT | $8.1M | 0.92% |
| ADG Wealth Management Group, LLC | $8.1M | 5.63% |
| Lineweaver Wealth Advisors, LLC | $8.1M | 1.10% |
| Crumly & Associates Inc. | $8.1M | 1.70% |
| Coastal Bridge Advisors, LLC | $8.1M | 0.57% |
| B. Riley Wealth Advisors, Inc. | $8.0M | 0.51% |
| Brookstone Capital Management | $8.0M | 0.09% |
| Avidian Wealth Enterprises, LLC | $8.0M | 0.25% |
| SOA Wealth Advisors, LLC. | $8.0M | 1.50% |
| PARK AVENUE SECURITIES LLC | $8.0M | 0.06% |
| Hubbell Strickland Wealth Management, LLC | $7.9M | 3.15% |
| Physician Wealth Advisors, Inc. | $7.9M | 1.10% |
| AlphaCore Capital LLC | $7.9M | 0.19% |
| ARQ WEALTH ADVISORS, LLC | $7.9M | 1.42% |
| Fiduciary Alliance LLC | $7.9M | 0.48% |
| Matisse Capital | $7.8M | 3.34% |
| Alhambra Investment Management LLC | $7.8M | 3.58% |
| Quad-Cities Investment Group, LLC | $7.7M | 3.06% |
| Professional Financial Advisors, LLC | $7.7M | 1.56% |
| Autumn Glory Partners, LLC | $7.7M | 2.82% |
| LGL PARTNERS, LLC | $7.7M | 3.15% |
| Tempo Wealth, LLC | $7.6M | 1.33% |
| Asset Dedication, LLC | $7.6M | 0.53% |
| Houlihan Financial Resource Group, Ltd. | $7.6M | 2.94% |
| Concurrent Investment Advisors, LLC | $7.5M | 0.08% |
| Pearl Planning LLC | $7.5M | 4.00% |
| Wealth Group Ltd | $7.3M | 1.66% |
| FLAGSTAR ADVISORS INC | $7.3M | 2.64% |
| NORTHERN TRUST CORP | $7.3M | 0.00% |
| Connecticut Wealth Management, LLC | $7.1M | 0.30% |
| Concord Wealth Partners | $7.1M | 0.92% |
| RENAISSANCE TECHNOLOGIES LLC | $6.9M | 0.01% |
| SMITH, MOORE & CO. | $6.8M | 0.50% |
| Stratos Wealth Advisors, LLC | $6.8M | 0.42% |
| KINGSWOOD WEALTH ADVISORS, LLC | $6.8M | 0.32% |
| AtlasMark Financial, Inc | $6.7M | 4.36% |
| Wealthcare Advisory Partners LLC | $6.7M | 0.13% |
| TD Waterhouse Canada Inc. | $6.7M | 0.02% |
| HARBOR INVESTMENT ADVISORY, LLC | $6.7M | 0.53% |
| Pathstone Holdings, LLC | $6.6M | 0.03% |
| Geneos Wealth Management Inc. | $6.6M | 0.15% |
| Talon Private Wealth, LLC | $6.6M | 0.88% |
| Csenge Advisory Group | $6.6M | 0.30% |
| EP Wealth Advisors, LLC | $6.5M | 0.03% |
| LEIGH BALDWIN & CO., LLC | $6.5M | 4.23% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $6.5M | 0.12% |
| Carr Financial Group Corp | $6.5M | 1.71% |
| BLAIR WILLIAM & CO/IL | $6.5M | 0.02% |
| Independent Advisor Alliance | $6.4M | 0.07% |
| Flagship Capital Management Inc. | $6.4M | 4.67% |
| Cornell Pochily Investment Advisors, Inc. | $6.3M | 1.85% |
| Towercrest Capital Management | $6.2M | 0.97% |
| TME FINANCIAL, INC. | $6.1M | 4.24% |
| Larson Financial Group LLC | $6.1M | 0.19% |