| MML INVESTORS SERVICES, LLC | $9.5M | 0.03% |
| Financial Engines Advisors L.L.C. | $9.4M | 0.02% |
| VANCE WEALTH, LLC | $9.4M | 2.72% |
| Trailhead Planners LLC | $9.4M | 9.00% |
| Orion Porfolio Solutions, LLC | $9.4M | 0.08% |
| AdvisorNet Financial, Inc | $9.3M | 0.48% |
| Kaufman Rossin Wealth, LLC | $9.1M | 5.22% |
| WESCAP Management Group, Inc. | $9.1M | 1.78% |
| WorthPointe, LLC | $9.0M | 2.44% |
| Index Fund Advisors, Inc. | $9.0M | 0.40% |
| Dynamic Advisor Solutions LLC | $8.9M | 0.28% |
| CogentBlue Wealth Advisors, LLC | $8.7M | 5.84% |
| CSP Financial Group, LLC | $8.6M | 8.81% |
| Kestra Advisory Services, LLC | $8.5M | 0.03% |
| Lynch Investment Planning, LLC | $8.5M | 7.61% |
| Composition Wealth, LLC | $8.4M | 0.12% |
| Sollinda Capital Management LLC | $8.3M | 2.02% |
| FIDUCIARY FINANCIAL GROUP, LLC | $8.3M | 1.09% |
| Betterment LLC | $8.2M | 0.02% |
| CARDIFF PARK ADVISORS, LLC | $8.2M | 0.65% |
| Warburton Capital Management, LLC | $8.1M | 3.94% |
| Crown Wealth Group, LLC | $7.8M | 2.28% |
| Archford Capital Strategies, LLC | $7.7M | 0.88% |
| Quantinno Capital Management LP | $7.7M | 0.01% |
| Sanchez Levi Garrett | $7.5M | 4.71% |
| Kestra Investment Management, LLC | $7.3M | 0.13% |
| TABLEAUX LLC | $7.2M | 3.48% |
| Private Advisor Group, LLC | $7.2M | 0.03% |
| Security Financial Services, INC. | $7.2M | 1.13% |
| AA Financial Advisors, LLC | $7.1M | 1.00% |
| Disciplined Investments, LLC | $7.0M | 2.53% |
| REDW Wealth LLC | $6.9M | 2.74% |
| Concurrent Investment Advisors, LLC | $6.9M | 0.07% |
| ArborFi Advisors, LLC | $6.8M | 5.51% |
| Ullmann Wealth Partners Group, LLC | $6.7M | 0.69% |
| Waycross Investment Management Co | $6.6M | 6.34% |
| Optimus Capital Advisors, LLC | $6.5M | 3.85% |
| AlTi Global, Inc. | $6.5M | 0.14% |
| Tortoise Investment Management, LLC | $6.3M | 0.52% |
| Vested Financial Planning, LLC | $6.2M | 4.72% |
| Rockefeller Capital Management L.P. | $6.2M | 0.01% |
| BluePrint Investing LLC | $6.2M | 4.91% |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | $6.1M | 3.51% |
| Shore Point Advisors, LLC | $6.1M | 2.40% |
| Entelevest, LLC | $6.1M | 6.07% |
| Altiora Financial Group, LLC | $5.9M | 0.98% |
| Strathmore Capital Advisors, Inc. | $5.9M | 1.66% |
| Aspen Wealth Management LLC | $5.8M | 1.16% |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | $5.6M | 0.51% |
| ROBINSON SMITH WEALTH ADVISORS LLC | $5.6M | 3.76% |
| Parkwoods Wealth Partners, LLC | $5.5M | 1.36% |
| Financial Connections Group, Inc. | $5.5M | 1.92% |
| JONES FINANCIAL COMPANIES LLLP | $5.4M | 0.00% |
| Acorn Wealth Advisors, LLC | $5.4M | 1.56% |
| GEM Asset Management, LLC | $5.2M | 2.31% |
| Waterfront Wealth Inc. | $5.2M | 0.96% |
| Corus Family Wealth Advisors | $5.0M | 4.04% |
| Strategic Investment Solutions, Inc. /IL | $4.8M | 1.15% |
| BetterWealth, LLC | $4.7M | 0.93% |
| CreativeOne Wealth, LLC | $4.7M | 0.11% |
| HMV Wealth Advisors, LLC | $4.7M | 2.20% |
| Emprise Bank | $4.6M | 1.87% |
| Cherry Tree Wealth Management, LLC | $4.6M | 0.96% |
| Creative Planning | $4.5M | 0.00% |
| Strategent Financial, LLC | $4.3M | 2.92% |
| NORTHWEST WEALTH MANAGEMENT, LLC | $4.3M | 0.64% |
| Blue Trust, Inc. | $4.2M | 0.05% |
| Capital Investment Advisory Services, LLC | $4.2M | 0.31% |
| Wealth Management Strategies, Inc. | $4.1M | 1.86% |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | $4.1M | 2.51% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $4.0M | 0.08% |
| PFG Advisors | $4.0M | 0.20% |
| BDFS Capital LLC | $3.9M | 1.89% |
| Integrity Investment Advisors, LLC | $3.9M | 2.13% |
| EverSource Wealth Advisors, LLC | $3.9M | 0.12% |
| Bryant Woods Investment Advisors, LLC | $3.8M | 1.40% |
| City State Bank | $3.8M | 0.99% |
| TRANSCEND CAPITAL ADVISORS, LLC | $3.8M | 0.30% |
| AQR CAPITAL MANAGEMENT LLC | $3.7M | 0.00% |
| Thayer Financial, L.L.C. | $3.7M | 3.77% |
| MORGAN STANLEY | $3.6M | 0.00% |
| Torren Management, LLC | $3.6M | 1.79% |
| Friday Financial | $3.6M | 1.23% |
| Evanson Asset Management, LLC | $3.6M | 0.19% |
| Two West Capital Advisors LLC | $3.5M | 1.85% |
| Connecticut Capital Management Group, LLC | $3.5M | 3.30% |
| DOPKINS WEALTH MANAGEMENT, LLC | $3.4M | 1.38% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $3.4M | 0.00% |
| HBE Wealth Management, LLC | $3.3M | 2.92% |
| McCartney Wealth Management LLC | $3.3M | 2.76% |
| Intelligence Driven Advisers, LLC | $3.2M | 0.56% |
| Summit Wealth Group, LLC | $3.2M | 0.73% |
| Caprock Group, LLC | $3.1M | 0.08% |
| Capstone Wealth Management, Inc. | $3.0M | 2.58% |
| Glass Jacobson Investment Advisors llc | $3.0M | 1.05% |
| Arcadia Wealth Management, Inc. | $3.0M | 1.63% |
| XY Planning Network, Inc. | $3.0M | 0.48% |
| CAPTRUST FINANCIAL ADVISORS | $2.9M | 0.01% |
| Investmark Advisory Group LLC | $2.8M | 1.19% |
| Wealthspire Advisors, LLC | $2.8M | 0.02% |
| SIGNATUREFD, LLC | $2.8M | 0.04% |
| Boyce & Associates Wealth Consulting, Inc. | $2.7M | 2.08% |
| Focus Financial Network, Inc. | $2.7M | 0.10% |
| NWAM LLC | $2.6M | 0.15% |
| Vantage Point Financial LLC | $2.6M | 0.90% |
| TRUIST FINANCIAL CORP | $2.5M | 0.00% |
| Clear Creek Financial Management, LLC | $2.5M | 0.19% |
| Coston, McIsaac & Partners | $2.5M | 0.56% |
| Daner Wealth Management, LLC | $2.5M | 1.46% |
| CITIGROUP INC | $2.5M | 0.00% |
| Approach Retirement Advisors, LLC | $2.4M | 1.98% |
| FIDELIS CAPITAL PARTNERS, LLC | $2.4M | 0.17% |
| Atria Investments, Inc | $2.3M | 0.03% |
| First Heartland Consultants, Inc. | $2.3M | 0.18% |
| Washington Trust Advisors, Inc. | $2.2M | 0.18% |
| CHOREO, LLC | $2.2M | 0.03% |
| GREAT VALLEY ADVISOR GROUP, INC. | $2.2M | 0.04% |
| Qube Research & Technologies Ltd | $2.2M | 0.00% |
| Everest Management Corp. | $2.2M | 1.10% |
| Dorsey & Whitney Trust CO LLC | $2.1M | 0.12% |
| Simplicity Wealth,LLC | $2.1M | 0.12% |
| FIRETHORN WEALTH PARTNERS, LLC | $2.1M | 0.77% |
| RAM Investment Partners, LLC | $2.1M | 0.37% |
| VIAWEALTH, LLC | $2.1M | 1.16% |
| KEB ASSET MANAGEMENT, LLC | $2.1M | 0.40% |
| Wolfstich Capital, LLC | $2.1M | 1.81% |
| International Private Wealth Advisors LLC | $2.0M | 1.25% |
| CHERRYDALE WEALTH MANAGEMENT, LLC | $2.0M | 0.63% |
| Kane Co Wealth Management, Inc. | $2.0M | 1.70% |
| Everest Financial Group LLC | $2.0M | 0.33% |
| Merit Financial Group, LLC | $2.0M | 0.01% |
| MSA Advisors, LLC | $2.0M | 0.59% |
| Brookstone Capital Management | $1.9M | 0.02% |
| Beacon Financial Advisory LLC | $1.9M | 0.42% |
| MATTERN CAPITAL MANAGEMENT, LLC | $1.8M | 0.22% |
| K2 Financial Inc. | $1.8M | 1.29% |
| Accretive Wealth Partners, LLC | $1.7M | 0.48% |
| Balance Wealth, LLC | $1.7M | 0.52% |
| EP Wealth Advisors, LLC | $1.6M | 0.01% |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | $1.6M | 0.97% |
| Argyle Capital Partners, LLC | $1.6M | 1.16% |
| Donalies Financial Planning, LLC | $1.6M | 1.33% |
| First Financial Group Corp | $1.5M | 1.24% |
| Rehmann Capital Advisory Group | $1.5M | 0.08% |
| Hartmann Taylor Wealth Management, LLC | $1.5M | 0.97% |
| Inspire Advisors, LLC | $1.4M | 0.12% |
| Arcadia Wealth Management, LLC | $1.4M | 0.51% |
| Triad Wealth Partners, LLC | $1.4M | 0.11% |
| SEI INVESTMENTS CO | $1.4M | 0.00% |
| American Investment Services, Inc. | $1.3M | 0.30% |