| BCS Wealth Management | $7.5M | 1.53% |
| IFC & Insurance Marketing, Inc. | $7.4M | 7.69% |
| Red Tortoise LLC | $7.1M | 2.95% |
| INTEGRITY ALLIANCE, LLC. | $7.0M | 0.27% |
| COWA, LLC | $6.6M | 1.79% |
| Boyce & Associates Wealth Consulting, Inc. | $6.6M | 4.98% |
| Flatrock Wealth Partners LLC | $6.6M | 2.96% |
| Journey Advisory Group, LLC | $6.5M | 0.55% |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | $6.4M | 1.08% |
| EQ WEALTH ADVISORS, LLC | $6.4M | 3.72% |
| Argos Wealth Advisors, LLC | $6.4M | 1.83% |
| Avant Capital LLC | $6.3M | 4.42% |
| NOVEM GROUP | $6.2M | 0.71% |
| AE Wealth Management LLC | $6.1M | 0.03% |
| Baker Ellis Asset Management LLC | $6.1M | 0.72% |
| Csenge Advisory Group | $6.0M | 0.27% |
| IMA Advisory Services, Inc. | $5.8M | 0.56% |
| Kingsview Wealth Management, LLC | $5.7M | 0.08% |
| Verum Partners LLC | $5.7M | 1.07% |
| Pinnacle Financial Partners, Inc. | $5.7M | 0.04% |
| BLAIR WILLIAM & CO/IL | $5.5M | 0.02% |
| Bravera Wealth | $5.3M | 2.40% |
| Aberdeen Wealth Management LLC | $5.3M | 2.43% |
| CVA Family Office, LLC | $5.3M | 0.55% |
| EXENCIAL WEALTH ADVISORS, LLC | $5.1M | 0.16% |
| Allworth Financial LP | $5.1M | 0.02% |
| Payne Capital LLC | $5.0M | 4.64% |
| IEQ CAPITAL, LLC | $5.0M | 0.02% |
| STAGE HARBOR FINANCIAL, LLC | $5.0M | 3.32% |
| Capital Advantage, Inc. | $5.0M | 0.65% |
| Savant Capital, LLC | $4.9M | 0.02% |
| QRG CAPITAL MANAGEMENT, INC. | $4.9M | 0.05% |
| Wilkins Miller Wealth Management, LLC | $4.9M | 2.95% |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | $4.8M | 1.27% |
| Yanni & Associates Investment Advisors, LLC | $4.8M | 4.96% |
| Focus Financial Network, Inc. | $4.8M | 0.17% |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $4.7M | 0.58% |
| BFI Wealth Solutions, LLC | $4.7M | 4.48% |
| Shakespeare Wealth Management, LLC | $4.7M | 1.10% |
| Blueprint Investment Partners LLC | $4.6M | 0.47% |
| Blueprint Financial Advisors LLC | $4.6M | 0.69% |
| Advisory Services Network, LLC | $4.6M | 0.06% |
| Magnolia Private Wealth, LLC | $4.5M | 3.00% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | $4.5M | 0.27% |
| Beacon Pointe Advisors, LLC | $4.4M | 0.02% |
| Sequoia Financial Advisors, LLC | $4.4M | 0.02% |
| Fortitude Family Office, LLC | $4.4M | 0.98% |
| &PARTNERS | $4.4M | 0.02% |
| Stillwater Wealth Management Group | $4.4M | 2.70% |
| RFG - Bristol Wealth Advisors, LLC | $4.4M | 1.18% |
| CIDEL ASSET MANAGEMENT INC | $4.3M | 0.24% |
| Lido Advisors, LLC | $4.3M | 0.01% |
| WELLS FARGO & COMPANY/MN | $4.3M | 0.00% |
| FRG Family Wealth Advisors LLC | $4.2M | 0.69% |
| Tempus Wealth Planning, LLC | $4.2M | 0.97% |
| Equitable Holdings, Inc. | $4.1M | 0.03% |
| Safe Harbor Family Capital, LLC | $4.0M | 3.17% |
| CATHY PARETO & ASSOCIATES, INC | $4.0M | 2.71% |
| BlackRock, Inc. | $3.9M | 0.00% |
| FCA CORP /TX | $3.8M | 1.09% |
| Cambridge Advisors Inc. | $3.7M | 0.71% |
| Next Capital Management LLC | $3.6M | 1.08% |
| IFP Advisors, Inc | $3.6M | 0.07% |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | $3.5M | 1.20% |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | $3.5M | 0.34% |
| Western Wealth Management, LLC | $3.4M | 0.13% |
| Valmark Advisers, Inc. | $3.4M | 0.04% |
| WARNER FINANCIAL, INC | $3.4M | 1.15% |
| CITADEL ADVISORS LLC | $3.3M | 0.00% |
| Meridian Wealth Management, LLC | $3.3M | 0.12% |
| Carnegie Investment Counsel | $3.3M | 0.06% |
| Vise Technologies, Inc. | $3.2M | 0.06% |
| Prostatis Group LLC | $3.1M | 0.81% |
| Farther Finance Advisors, LLC | $3.1M | 0.03% |
| Prospera Financial Services Inc | $3.1M | 0.05% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $3.0M | 0.05% |
| RENAISSANCE TECHNOLOGIES LLC | $3.0M | 0.00% |
| Savvy Advisors, Inc. | $3.0M | 0.08% |
| Roof Eidam Maycock Peralta, LLC | $3.0M | 0.69% |
| WHITENER CAPITAL MANAGEMENT, INC. | $2.9M | 0.67% |
| Perigon Wealth Management, LLC | $2.9M | 0.05% |
| Orion Porfolio Solutions, LLC | $2.9M | 0.02% |
| Cascades Capital Asset Management, LLC | $2.9M | 1.21% |
| SAX WEALTH ADVISORS, LLC | $2.8M | 0.14% |
| Wellspring Financial Advisors, LLC | $2.8M | 0.21% |
| Kings Path Partners LLC | $2.7M | 0.96% |
| SIGNAL TREE FINANCIAL PARTNERS LLC | $2.7M | 2.06% |
| Tower Research Capital LLC (TRC) | $2.7M | 0.07% |
| Wealthspire Advisors, LLC | $2.6M | 0.02% |
| STIFEL FINANCIAL CORP | $2.6M | 0.00% |
| Avidian Wealth Enterprises, LLC | $2.6M | 0.08% |
| PFG Advisors | $2.5M | 0.12% |
| TRUIST FINANCIAL CORP | $2.5M | 0.00% |
| Capital Group Private Client Services, Inc. | $2.5M | 0.04% |
| CIBC Bancorp USA Inc. | $2.5M | 0.00% |
| BROWN BROTHERS HARRIMAN & CO | $2.5M | 0.01% |
| Integrated Wealth Concepts LLC | $2.4M | 0.02% |
| RIVERCHASE WEALTH MANAGEMENT, LLC | $2.4M | 1.25% |
| Clarkston Capital Partners, LLC | $2.3M | 0.18% |
| WORLD EQUITY GROUP, INC. | $2.3M | 0.61% |
| Betterment LLC | $2.3M | 0.00% |
| Asset Advisory Group, Inc. | $2.3M | 1.14% |
| MASECO LLP | $2.2M | 0.07% |
| R. W. Roge & Company, Inc. | $2.2M | 1.06% |
| Westmount Partners, LLC | $2.2M | 0.55% |
| Mezzasalma Advisors, LLC | $2.1M | 0.54% |
| CUTLER INVESTMENT COUNSEL LLC | $2.1M | 0.22% |
| Schrum Private Wealth Management LLC | $2.1M | 1.59% |
| Valeo Financial Advisors, LLC | $2.1M | 0.05% |
| Focus Partners Advisor Solutions, LLC | $2.1M | 0.02% |
| WealthCare Investment Partners, LLC | $2.0M | 0.55% |
| Colonial Trust Co / SC | $2.0M | 0.27% |
| Larson Financial Group LLC | $2.0M | 0.06% |
| ANGELES WEALTH MANAGEMENT, LLC | $2.0M | 0.11% |
| KMG FIDUCIARY PARTNERS, LLC | $2.0M | 0.15% |
| BANK OF MONTREAL /CAN/ | $1.9M | 0.00% |
| Briggs Wealth Management, Inc | $1.9M | 2.02% |
| Alpha Omega Wealth Management LLC | $1.9M | 0.31% |
| Harbor Asset Planning, Inc. | $1.9M | 1.59% |
| FLAGSHIP HARBOR ADVISORS, LLC | $1.9M | 0.08% |
| NORTHERN TRUST CORP | $1.9M | 0.00% |
| Sanctuary Advisors, LLC | $1.9M | 0.01% |
| BEARING POINT CAPITAL, LLC | $1.8M | 0.29% |
| Financial Synergies Wealth Advisors, Inc. | $1.8M | 0.17% |
| SHEETS SMITH WEALTH MANAGEMENT | $1.8M | 0.20% |
| Harbor Group, Inc. | $1.8M | 0.26% |
| Aspiring Ventures, LLC | $1.8M | 0.55% |
| Bulwark Capital Corp | $1.8M | 1.11% |
| MIDLAND WEALTH ADVISORS, LLC | $1.8M | 0.09% |
| Nabity-Jensen Investment Management Inc | $1.8M | 1.22% |
| Berger Financial Group, Inc | $1.7M | 0.10% |
| Capital Investment Advisors, LLC | $1.7M | 0.03% |
| Waverly Advisors, LLC | $1.7M | 0.01% |
| Madison Asset Management, LLC | $1.7M | 0.02% |
| Modern Wealth Management, LLC | $1.7M | 0.03% |
| HARBOUR INVESTMENT MANAGEMENT LLC | $1.7M | 0.90% |
| Whipplewood Advisors, LLC | $1.6M | 0.85% |
| LBMC INVESTMENT ADVISORS, LLC | $1.6M | 0.10% |
| IHT Wealth Management, LLC | $1.6M | 0.04% |
| Chicago Partners Investment Group LLC | $1.6M | 0.04% |
| Yoder Wealth Management, Inc. | $1.6M | 0.72% |
| Directional Asset Management | $1.6M | 1.43% |
| McGrath & Associates, Inc. | $1.5M | 2.28% |
| SALEM INVESTMENT COUNSELORS INC | $1.5M | 0.05% |
| Brand Asset Management Group, Inc. | $1.5M | 0.40% |
| Pinnacle Wealth Planning Services, Inc. | $1.5M | 0.16% |
| MidAtlantic Capital Management, Inc. | $1.5M | 1.04% |
| Addison Advisors LLC | $1.5M | 0.33% |
| Jacobi Capital Management LLC | $1.5M | 0.08% |
| Bleakley Financial Group, LLC | $1.5M | 0.02% |