| Beacon Bridge Wealth Partners, LLC | $4.7M | 1.57% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $4.7M | 0.08% |
| Blue Trust, Inc. | $4.7M | 0.05% |
| Elevated Financial Group LLC | $4.6M | 1.51% |
| Aletheian Wealth Advisors LLC | $4.6M | 2.25% |
| Invst, LLC | $4.6M | 0.52% |
| Steward Partners Investment Advisory, LLC | $4.6M | 0.02% |
| Bay Harbor Wealth Management, LLC | $4.6M | 1.18% |
| FFG RETIREMENT ADVISORS LLC | $4.6M | 2.65% |
| HighTower Advisors, LLC | $4.4M | 0.00% |
| U.S. Capital Wealth Advisors, LLC | $4.4M | 0.11% |
| WEALTH ALLIANCE, LLC | $4.4M | 0.44% |
| Legacy Financial Group LLC | $4.4M | 0.56% |
| Valmark Advisers, Inc. | $4.4M | 0.05% |
| Synergy Investment Management, LLC | $4.4M | 1.43% |
| Cobblestone Asset Management LLC | $4.4M | 1.96% |
| Clear Creek Financial Management, LLC | $4.3M | 0.33% |
| PRINCIPAL SECURITIES, INC. | $4.3M | 0.06% |
| Focus Partners Wealth | $4.3M | 0.00% |
| Balance Wealth, LLC | $4.2M | 1.29% |
| Keystone Financial Group | $4.1M | 0.28% |
| SigFig Wealth Management, LLC | $4.1M | 0.12% |
| Evolution Advisers, Inc. | $4.0M | 1.70% |
| Wealthfront Advisers LLC | $4.0M | 0.01% |
| Concurrent Investment Advisors, LLC | $4.0M | 0.04% |
| Strategic Financial Partners, Ltd. | $4.0M | 1.72% |
| JGP Wealth Management, LLC | $4.0M | 0.41% |
| Independent Advisor Alliance | $4.0M | 0.04% |
| HARBOUR INVESTMENTS, INC. | $3.9M | 0.06% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $3.9M | 0.05% |
| Paragon Advisors, LLC | $3.8M | 1.03% |
| ALTERNA WEALTH MANAGEMENT, INC | $3.8M | 2.88% |
| ALLSTREET CAPITAL ADVISORS LLC | $3.8M | 2.78% |
| Sovran Advisors, LLC | $3.7M | 0.29% |
| Quad-Cities Investment Group, LLC | $3.6M | 1.45% |
| Orin Green Financial, LLC | $3.6M | 1.48% |
| True Vision MN LLC | $3.6M | 1.85% |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | $3.5M | 2.36% |
| LIBERTY WEALTH MANAGEMENT LLC | $3.5M | 0.43% |
| WCG Wealth Advisors LLC | $3.4M | 0.10% |
| Daviman Financial, LLC | $3.4M | 2.03% |
| Mayflower Financial Advisors, LLC | $3.4M | 0.42% |
| World Investment Advisors | $3.4M | 0.05% |
| Summit Wealth Group, LLC | $3.4M | 0.78% |
| CAMELOT TECHNOLOGY ADVISORS, INC. | $3.4M | 2.45% |
| Midwestern Financial, LLC /IA | $3.4M | 2.66% |
| INVESTMENT PARTNERS, LTD. | $3.4M | 1.19% |
| CURTIS WEALTH MANAGEMENT LLC | $3.3M | 3.14% |
| Shared Vision Wealth Group LLC | $3.3M | 1.36% |
| Allegheny Financial Group | $3.3M | 0.44% |
| IHT Wealth Management, LLC | $3.2M | 0.08% |
| Dynamic Advisor Solutions LLC | $3.2M | 0.10% |
| CORE WEALTH ADVISORS, LLC | $3.2M | 2.47% |
| Grove Street Fiduciary, LLC | $3.2M | 1.40% |
| Hardy Reed LLC | $3.1M | 0.23% |
| HighPoint Advisor Group LLC | $3.1M | 0.13% |
| Centurion Wealth Management LLC | $3.1M | 0.70% |
| Partners in Financial Planning | $3.1M | 0.51% |
| Ashton Thomas Private Wealth, LLC | $3.0M | 0.07% |
| McIlrath & Eck, LLC | $2.9M | 0.22% |
| Baird Financial Group, Inc. | $2.9M | 0.00% |
| RENAISSANCE TECHNOLOGIES LLC | $2.9M | 0.00% |
| Peak Wealth Management LLC | $2.9M | 2.40% |
| ENDEAVOR PRIVATE WEALTH, INC. | $2.9M | 0.83% |
| Scarborough Advisors, LLC | $2.9M | 0.31% |
| Detalus Advisors, LLC | $2.9M | 0.65% |
| PFG Advisors | $2.8M | 0.14% |
| McKinley Carter Wealth Services, Inc. | $2.8M | 0.16% |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | $2.8M | 0.37% |
| WealthShield Partners, LLC | $2.8M | 0.31% |
| Vertex Planning Partners, LLC | $2.7M | 0.53% |
| Richard W. Paul & Associates, LLC | $2.7M | 0.92% |
| Simplicity Wealth,LLC | $2.7M | 0.15% |
| Revisor Wealth Management LLC | $2.7M | 0.74% |
| VestGen Advisors, LLC | $2.7M | 0.07% |
| Wealth Advisory Solutions, LLC | $2.6M | 0.59% |
| SAGE RHINO CAPITAL LLC | $2.6M | 0.49% |
| Kilter Group LLC | $2.6M | 1.11% |
| FC Advisory LLC | $2.6M | 0.75% |
| Parallel Advisors, LLC | $2.5M | 0.04% |
| Snowden Capital Advisors LLC | $2.5M | 0.07% |
| Prepared Retirement Institute LLC | $2.5M | 1.22% |
| Patriot Financial Group Insurance Agency, LLC | $2.4M | 0.14% |
| Addison Advisors LLC | $2.4M | 0.53% |
| RESOLUTE WEALTH ADVISOR, INC. | $2.4M | 1.37% |
| Stonekeep Investments, LLC | $2.4M | 1.55% |
| Compass Financial Group, Inc. | $2.4M | 1.07% |
| Cornerstone Planning Group LLC | $2.3M | 0.31% |
| SEEDS INVESTOR LLC | $2.3M | 0.32% |
| Columbus Macro, LLC | $2.3M | 0.25% |
| ASHTON THOMAS SECURITIES, LLC | $2.3M | 0.29% |
| Synergy Asset Management, LLC | $2.3M | 0.25% |
| COREPATH WEALTH PARTNERS LLC | $2.3M | 1.57% |
| NBT BANK N A /NY | $2.3M | 0.15% |
| ShoreHaven Wealth Partners, LLC | $2.3M | 0.83% |
| TWIN PEAKS WEALTH ADVISORS, LLC | $2.3M | 0.58% |
| Atlatl Advisers LLC | $2.3M | 1.69% |
| Prosperity Planning, Inc. | $2.2M | 0.57% |
| Chatterton & Associates Inc. | $2.2M | 1.56% |
| Livet Wealth, LLC | $2.2M | 1.40% |
| Hoxton Planning & Management, LLC | $2.2M | 0.66% |
| Vawter Financial, Ltd. | $2.2M | 0.91% |
| Western Wealth Management, LLC | $2.1M | 0.08% |
| Center For Asset Management LLC | $2.1M | 1.05% |
| City State Bank | $2.1M | 0.55% |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | $2.1M | 0.13% |
| THEORY FINANCIAL LLC | $2.1M | 0.73% |
| BETO FINANCIAL GROUP, LLC | $2.0M | 1.19% |
| ELEVATION POINT WEALTH PARTNERS, LLC | $2.0M | 0.05% |
| Merkkuri Wealth Advisors LLC | $2.0M | 1.32% |
| Factor Wealth Management LTD | $2.0M | 0.37% |
| May Hill Capital, LLC | $2.0M | 0.50% |
| Csenge Advisory Group | $2.0M | 0.09% |
| Polaris Investment Advisors, LLC | $1.9M | 1.40% |
| Stratos Wealth Partners, LTD. | $1.9M | 0.02% |
| Kingsview Wealth Management, LLC | $1.9M | 0.03% |
| Richmond Investment Services, LLC | $1.9M | 0.31% |
| BFSG, LLC | $1.9M | 0.18% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $1.9M | 0.08% |
| Tradition Wealth Management, LLC | $1.9M | 0.13% |
| Comprehensive Wealth Management, LLC | $1.9M | 0.94% |
| Northern Lights Advisors, Inc. | $1.8M | 1.23% |
| Wedmont Private Capital | $1.8M | 0.06% |
| Ausdal Financial Partners, Inc. | $1.8M | 0.08% |
| GOLDMAN SACHS GROUP INC | $1.8M | 0.00% |
| Cypress Wealth Services, LLC | $1.7M | 0.25% |
| BridgePort Financial Solutions, LLC | $1.7M | 0.49% |
| Blossom Wealth Management | $1.7M | 2.58% |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | $1.7M | 0.75% |
| Financial Architects, LLC | $1.7M | 0.90% |
| Cassilly Financial Group LLC | $1.7M | 1.47% |
| Lifelong Wealth Advisors, Inc. | $1.7M | 0.45% |
| Range Financial Group LLC | $1.7M | 0.57% |
| Horizons Wealth Management | $1.7M | 1.10% |
| Tenret Co LLC | $1.7M | 0.81% |
| INDEPENDENT FINANCIAL GROUP, LLC | $1.6M | 0.04% |
| Keebeck Wealth Management | $1.6M | 0.18% |
| Redwood Investment Management, LLC | $1.6M | 0.20% |
| Napier Financial, LLC | $1.6M | 0.36% |
| Friedenthal Financial | $1.6M | 0.79% |
| HEADINVEST, LLC | $1.6M | 0.32% |
| Smartleaf Asset Management LLC | $1.6M | 0.06% |
| CFS Investment Advisory Services, LLC | $1.6M | 0.11% |
| Advisory Alpha, LLC | $1.5M | 0.04% |
| Rothschild Wealth LLC | $1.5M | 0.14% |
| OneDigital Investment Advisors LLC | $1.5M | 0.01% |
| Portfolio Resources Advisor Group, Inc. | $1.5M | 1.45% |
| RFG Advisory, LLC | $1.5M | 0.03% |
| Exchange Bank | $1.4M | 0.99% |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | $1.4M | 0.08% |