| PRIMORIS WEALTH ADVISORS, LLC | $5.8M | 4.03% |
| LINCOLN CAPITAL CORP | $5.7M | 2.11% |
| Quad-Cities Investment Group, LLC | $5.7M | 2.28% |
| Clearview Wealth Management LLC | $5.7M | 4.02% |
| Davis Wealth Advisors, LLC | $5.6M | 4.68% |
| Schwallier Wealth Management LLC | $5.6M | 4.11% |
| PRINCIPAL SECURITIES, INC. | $5.6M | 0.08% |
| Composition Wealth, LLC | $5.6M | 0.08% |
| Onyx Bridge Wealth Group LLC | $5.5M | 0.59% |
| Essential Planning, LLC. | $5.5M | 1.74% |
| Carnegie Investment Counsel | $5.4M | 0.11% |
| AMERIPRISE FINANCIAL INC | $5.4M | 0.00% |
| IFP Advisors, Inc | $5.4M | 0.11% |
| RDA Financial Network | $5.3M | 1.33% |
| Chesley Taft & Associates LLC | $5.3M | 0.22% |
| Walker Financial Services, Inc. | $5.3M | 1.81% |
| CFO4Life Group, LLC | $5.3M | 0.81% |
| SILVERLAKE WEALTH MANAGEMENT LLC | $5.3M | 1.10% |
| Foundations Investment Advisors, LLC | $5.3M | 0.07% |
| Betterment LLC | $5.2M | 0.01% |
| Intrua Financial, LLC | $5.1M | 0.53% |
| FIRST UNITED BANK & TRUST | $5.1M | 1.66% |
| Cornerstone Wealth, LLC/TN | $5.1M | 2.87% |
| Spectrum Investment Advisors, Inc. | $5.1M | 2.52% |
| Maple Capital Management, Inc. | $5.0M | 0.34% |
| Madison Wealth Partners, Inc | $5.0M | 0.80% |
| Allen Capital Group, LLC | $5.0M | 0.45% |
| Ascentis Independent Advisors | $5.0M | 0.38% |
| Ancora Advisors LLC | $5.0M | 0.11% |
| MERCER GLOBAL ADVISORS INC /ADV | $4.9M | 0.01% |
| Ipsen Advisor Group LLC | $4.8M | 3.38% |
| InTrack Investment Management Inc | $4.8M | 2.73% |
| Opal Wealth Advisors, LLC | $4.8M | 1.07% |
| Triangle Securities Wealth Management | $4.7M | 1.07% |
| FLAGSHIP HARBOR ADVISORS, LLC | $4.7M | 0.21% |
| Cadia Private Client LLC | $4.7M | 3.83% |
| PKS Advisory Services, LLC | $4.6M | 1.19% |
| CLEAR INVESTMENT RESEARCH, LLC | $4.5M | 7.11% |
| Investment Advisory Group, LLC | $4.5M | 1.14% |
| U.S. Capital Wealth Advisors, LLC | $4.5M | 0.11% |
| Family Capital Management, Inc. | $4.4M | 1.97% |
| Richard W. Paul & Associates, LLC | $4.4M | 1.48% |
| Lebenthal Global Advisors, LLC | $4.4M | 0.64% |
| Orion Porfolio Solutions, LLC | $4.4M | 0.04% |
| Smartleaf Asset Management LLC | $4.3M | 0.16% |
| Essex Financial Services, Inc. | $4.3M | 0.24% |
| Canvas Wealth Advisors, LLC | $4.1M | 0.70% |
| MAGNOLIA CAPITAL ADVISORS LLC | $4.1M | 0.81% |
| LEIGH BALDWIN & CO., LLC | $4.1M | 2.66% |
| PlanVest Financial, Inc | $4.0M | 3.02% |
| RETIREMENT PLANNING GROUP, LLC / NY | $3.9M | 2.53% |
| UPTICK PARTNERS, LLC | $3.9M | 0.77% |
| Advisor OS, LLC | $3.9M | 0.28% |
| Ausdal Financial Partners, Inc. | $3.9M | 0.17% |
| Essex LLC | $3.8M | 0.68% |
| DecisionMap Wealth Management, LLC | $3.8M | 2.48% |
| Armor Investment Advisors, LLC | $3.8M | 1.37% |
| Savvy Advisors, Inc. | $3.8M | 0.10% |
| Fiduciary Alliance LLC | $3.8M | 0.23% |
| Paragon Advisors, LLC | $3.7M | 1.01% |
| DAHRING | CUSMANO LLC | $3.7M | 2.29% |
| Bryant Woods Investment Advisors, LLC | $3.7M | 1.36% |
| Tower Wealth Partners, Inc. | $3.7M | 2.04% |
| Rockefeller Capital Management L.P. | $3.7M | 0.01% |
| Marks Group Wealth Management, Inc | $3.6M | 0.35% |
| Red Mountain Financial, LLC | $3.6M | 3.43% |
| ALEXANDER LABRUNERIE & CO., INC. | $3.6M | 1.36% |
| Simplicity Wealth,LLC | $3.6M | 0.20% |
| 21 West Wealth Management LLC | $3.6M | 3.31% |
| Horizon Investment Services, LLC | $3.6M | 1.24% |
| EAGLE ROCK INVESTMENT COMPANY, LLC | $3.5M | 0.52% |
| Shore Point Advisors, LLC | $3.5M | 1.38% |
| BETO FINANCIAL GROUP, LLC | $3.4M | 2.00% |
| KG Capital Management | $3.4M | 2.44% |
| M Holdings Securities, Inc. | $3.4M | 0.23% |
| Soltis Investment Advisors LLC | $3.3M | 0.21% |
| VALLEY WEALTH MANAGERS, INC. | $3.3M | 0.21% |
| Boston Partners | $3.2M | 0.00% |
| FIFTH THIRD SECURITIES, INC. | $3.2M | 0.21% |
| NATIXIS ADVISORS, LLC | $3.2M | 0.00% |
| XY Planning Network, Inc. | $3.2M | 0.51% |
| Bucket List Wealth Management, LLC | $3.2M | 1.92% |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | $3.2M | 1.39% |
| Capital Asset Advisory Services LLC | $3.2M | 0.12% |
| Wingate Wealth Advisors, Inc. | $3.2M | 1.69% |
| Sowell Financial Services LLC | $3.1M | 0.12% |
| Peterson Wealth Advisors, LLC | $3.1M | 0.41% |
| NORRIS PERNE & FRENCH LLP/MI | $3.0M | 0.20% |
| Future Financial Wealth Managment LLC | $3.0M | 1.94% |
| Mainsail Financial Group, LLC | $3.0M | 1.25% |
| BENJAMIN EDWARDS INC | $2.9M | 0.03% |
| Align Financial, LLC | $2.9M | 1.65% |
| AdvisorNet Financial, Inc | $2.9M | 0.15% |
| SHP Wealth Management | $2.9M | 0.22% |
| COZAD ASSET MANAGEMENT INC | $2.9M | 0.23% |
| Mascagni Wealth Management, Inc. | $2.9M | 2.05% |
| CAPTRUST FINANCIAL ADVISORS | $2.9M | 0.00% |
| GUARDIAN WEALTH ADVISORS, LLC / NC | $2.8M | 0.18% |
| Forthright Family Wealth Advisory LLC | $2.8M | 1.89% |
| Marble Wealth, LLC | $2.8M | 0.49% |
| Warwick Investment Management, Inc. | $2.8M | 0.40% |
| Sanctuary Advisors, LLC | $2.8M | 0.01% |
| Verity Asset Management, Inc. | $2.8M | 1.16% |
| FORONJY FINANCIAL LLC | $2.7M | 1.14% |
| OLD MISSION CAPITAL LLC | $2.7M | 0.04% |
| Sequoia Financial Advisors, LLC | $2.7M | 0.02% |
| Golden State Wealth Management, LLC | $2.7M | 0.29% |
| Summit Wealth Partners, LLC | $2.7M | 0.42% |
| Retirement Management Systems Inc. | $2.7M | 0.64% |
| HARMONY ASSET MANAGEMENT LLC | $2.6M | 0.81% |
| Powell Investment Advisors, LLC | $2.6M | 0.91% |
| Professional Financial Advisors, LLC | $2.6M | 0.53% |
| NWAM LLC | $2.5M | 0.15% |
| Sugar Maple Asset Management, LLC | $2.5M | 1.53% |
| LEGACY SOLUTIONS, LLC | $2.5M | 2.33% |
| Transcendent Capital Group LLC | $2.5M | 1.13% |
| FORTRESS FINANCIAL GROUP, LLC | $2.5M | 1.84% |
| StoneX Group Inc. | $2.5M | 0.13% |
| BROWN ADVISORY INC | $2.4M | 0.00% |
| Kuhn & Co Investment Counsel | $2.4M | 1.52% |
| Woodside Wealth Management LLC | $2.3M | 1.77% |
| Bond & Devick Financial Network, Inc. | $2.2M | 0.62% |
| Galvin, Gaustad & Stein, LLC | $2.2M | 0.18% |
| WCG Wealth Advisors LLC | $2.2M | 0.06% |
| Berger Financial Group, Inc | $2.1M | 0.12% |
| Rinkey Investments | $2.1M | 0.54% |
| Eley Financial Management, Inc | $2.1M | 0.76% |
| Riverbend Wealth Management, LLC | $2.0M | 1.16% |
| SMITH, MOORE & CO. | $2.0M | 0.15% |
| Bangor Savings Bank | $2.0M | 0.16% |
| Fullerton Advisors, LLC | $2.0M | 2.08% |
| Apollon Financial, LLC | $2.0M | 0.28% |
| BRIGHT FINANCIAL ADVISORS, INC. | $2.0M | 0.92% |
| Apex Wealth Management, LLC | $2.0M | 1.37% |
| Lido Advisors, LLC | $2.0M | 0.01% |
| Cerity Partners LLC | $2.0M | 0.00% |
| GERBER, LLC | $2.0M | 1.09% |
| Connecticut Wealth Management, LLC | $1.9M | 0.08% |
| CARY STREET PARTNERS FINANCIAL LLC | $1.8M | 0.05% |
| KINTRA WEALTH, LLC | $1.8M | 0.13% |
| Interchange Capital Partners, LLC | $1.8M | 0.58% |
| Avidian Wealth Enterprises, LLC | $1.8M | 0.06% |
| IRON Financial LLC | $1.8M | 0.79% |
| Ascent Group, LLC | $1.8M | 0.06% |
| Slagle Financial, LLC | $1.8M | 0.59% |
| Next Level Wealth Planning, LLC | $1.8M | 0.92% |
| Vise Technologies, Inc. | $1.8M | 0.03% |
| McAdam, LLC | $1.7M | 0.08% |
| Centurion Wealth Management LLC | $1.7M | 0.39% |
| QUADRANT CAPITAL GROUP LLC | $1.7M | 0.05% |