| waypoint wealth counsel | $6.6M | 3.41% |
| Fifth Third Wealth Advisors LLC | $6.6M | 0.22% |
| Pacific Park Financial, Inc. | $6.5M | 4.27% |
| WCG Wealth Advisors LLC | $6.5M | 0.18% |
| Apollon Financial, LLC | $6.5M | 0.90% |
| Argentarii, LLC | $6.5M | 2.27% |
| EQ LLC | $6.5M | 1.83% |
| Aspect Partners, LLC | $6.5M | 2.65% |
| Focus Partners Advisor Solutions, LLC | $6.5M | 0.07% |
| Palisades Hudson Asset Management, L.P. | $6.5M | 2.52% |
| Vontobel Holding Ltd. | $6.5M | 0.02% |
| Marex Group plc | $6.4M | 0.04% |
| Nadler Financial Group, Inc. | $6.4M | 0.62% |
| D.A. DAVIDSON & CO. | $6.4M | 0.04% |
| Fermata Advisors, LLC | $6.3M | 1.43% |
| Pinnacle Financial Partners, Inc. | $6.3M | 0.05% |
| Excelsior Advisor Network LLC | $6.3M | 2.40% |
| NBC SECURITIES, INC. | $6.3M | 0.47% |
| Everest Financial Group LLC | $6.2M | 1.03% |
| Gibson Capital, LLC | $6.2M | 1.15% |
| Icon Wealth Advisors, LLC | $6.1M | 0.40% |
| Plan Group Financial, LLC | $6.1M | 1.43% |
| Pacific Point Advisors, LLC | $6.1M | 3.20% |
| Versant Capital Management, Inc | $6.1M | 0.60% |
| Guardian Wealth Management, LLC | $6.0M | 1.83% |
| Family Manage LLC | $6.0M | 0.72% |
| Financial Alternatives, Inc | $6.0M | 3.23% |
| Ausdal Financial Partners, Inc. | $6.0M | 0.27% |
| Mutual Advisors, LLC | $5.9M | 0.13% |
| Parallel Advisors, LLC | $5.9M | 0.11% |
| Vestmark Advisory Solutions, Inc. | $5.9M | 0.07% |
| Beacon Bridge Wealth Partners, LLC | $5.9M | 1.97% |
| Chicago Partners Investment Group LLC | $5.8M | 0.13% |
| Wealthfront Advisers LLC | $5.8M | 0.01% |
| Mengis Capital Management, Inc. | $5.8M | 1.00% |
| FINANCIAL MANAGEMENT NETWORK INC | $5.8M | 0.89% |
| AE Wealth Management LLC | $5.8M | 0.03% |
| Alvarez & Marsal Private Wealth Partners, LLC | $5.7M | 0.81% |
| Heck Capital Advisors, LLC | $5.7M | 0.43% |
| Brookwood Investment Group LLC | $5.7M | 0.71% |
| BRADLEY FOSTER & SARGENT INC/CT | $5.7M | 0.09% |
| CI INVESTMENTS INC. | $5.7M | 0.03% |
| Amplius Wealth Advisors, LLC | $5.7M | 0.47% |
| TIAA TRUST, NATIONAL ASSOCIATION | $5.7M | 0.35% |
| Altiora Financial Group, LLC | $5.7M | 0.94% |
| Modera Wealth Management, LLC | $5.6M | 0.07% |
| Independent Advisor Alliance | $5.6M | 0.06% |
| Garde Capital, Inc. | $5.6M | 0.34% |
| BURNS J W & CO INC/NY | $5.6M | 0.64% |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | $5.6M | 4.23% |
| Advisory Alpha, LLC | $5.5M | 0.15% |
| Westover Capital Advisors, LLC | $5.5M | 1.01% |
| SGL Investment Advisors, Inc. | $5.4M | 2.03% |
| BOK Financial Private Wealth, Inc. | $5.4M | 0.33% |
| One Capital Management, LLC | $5.4M | 0.15% |
| Per Stirling Capital Management, LLC. | $5.3M | 0.59% |
| Smith Thornton Advisors LLC | $5.3M | 2.68% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $5.3M | 0.27% |
| Ridge Creek Global, Inc | $5.3M | 4.50% |
| LEVEL FOUR ADVISORY SERVICES, LLC | $5.3M | 0.17% |
| Red Door Wealth Management, LLC | $5.2M | 0.54% |
| Firestone Capital Management | $5.2M | 1.09% |
| WESPAC Advisors SoCal, LLC | $5.2M | 1.11% |
| Allie Family Office LLC | $5.2M | 2.27% |
| Emerald Investment Advisers, LLC | $5.2M | 0.47% |
| ELEVATION POINT WEALTH PARTNERS, LLC | $5.2M | 0.12% |
| REGIONS FINANCIAL CORP | $5.1M | 0.03% |
| INSIGNEO ADVISORY SERVICES, LLC | $5.0M | 0.36% |
| Sovran Advisors, LLC | $5.0M | 0.39% |
| U.S. Capital Wealth Advisors, LLC | $5.0M | 0.13% |
| WHITTIER TRUST CO | $5.0M | 0.06% |
| Snowden Capital Advisors LLC | $5.0M | 0.13% |
| FIDELIS CAPITAL PARTNERS, LLC | $5.0M | 0.35% |
| Trademark Financial Management, LLC | $5.0M | 2.43% |
| Stonehage Fleming Financial Services Holdings Ltd | $5.0M | 0.18% |
| Park Edge Advisors, LLC | $4.9M | 1.13% |
| HUB Investment Partners, LLC | $4.9M | 0.12% |
| FDx Advisors, Inc. | $4.8M | 1.53% |
| THOMPSON SIEGEL & WALMSLEY LLC | $4.8M | 0.08% |
| Banque Cantonale Vaudoise | $4.8M | 0.18% |
| Global Wealth Management, LLC | $4.8M | 2.59% |
| Avior Wealth Management, LLC | $4.7M | 0.13% |
| Elevated Financial Group LLC | $4.7M | 1.53% |
| Choate Investment Advisors | $4.7M | 0.09% |
| Rathbones Group PLC | $4.7M | 0.02% |
| Ameritas Advisory Services, LLC | $4.7M | 0.18% |
| HOWLAND CAPITAL MANAGEMENT LLC | $4.7M | 0.18% |
| Insight Wealth Partners, LLC | $4.7M | 0.65% |
| Keystone Financial Group | $4.6M | 0.32% |
| EP Wealth Advisors, LLC | $4.6M | 0.02% |
| Keebeck Wealth Management | $4.6M | 0.52% |
| NATIXIS ADVISORS, LLC | $4.6M | 0.01% |
| Wealth Watch Advisors, INC | $4.6M | 1.92% |
| Laird Norton Wetherby Trust Company, LLC | $4.6M | 0.10% |
| EQ WEALTH ADVISORS, LLC | $4.6M | 2.66% |
| Compagnie Lombard Odier SCmA | $4.5M | 0.06% |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | $4.5M | 3.54% |
| MATHER GROUP, LLC. | $4.5M | 0.05% |
| Strathmore Capital Advisors, Inc. | $4.5M | 1.27% |
| Hilltop Holdings Inc. | $4.5M | 0.40% |
| Robinson Value Management, Ltd. | $4.5M | 2.50% |
| Valeo Financial Advisors, LLC | $4.5M | 0.11% |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $4.5M | 0.54% |
| Alpha Zero LLC | $4.4M | 2.24% |
| Pettinga Financial Advisors LLC | $4.4M | 0.83% |
| Bellecapital International Ltd. | $4.4M | 0.79% |
| SteelPeak Wealth, LLC | $4.4M | 0.13% |
| Farrell Financial LLC | $4.4M | 2.62% |
| LifePlan Investment Advisors, Inc. | $4.4M | 1.72% |
| Tennessee Valley Asset Management Partners | $4.4M | 0.58% |
| M Holdings Securities, Inc. | $4.3M | 0.29% |
| Bryn Mawr Trust Advisors, LLC | $4.3M | 0.21% |
| LIBERTY WEALTH MANAGEMENT LLC | $4.3M | 0.54% |
| MILLENNIUM MANAGEMENT LLC | $4.3M | 0.00% |
| SHRIER WEALTH MANAGEMENT, LLC | $4.3M | 1.57% |
| Altman Advisors, Inc. | $4.3M | 1.78% |
| Kelly Financial Services LLC | $4.3M | 1.03% |
| Sanchez Gaunt Capital Management, LLC | $4.3M | 2.66% |
| ALLSTATE CORP | $4.3M | 0.05% |
| BLUEDOOR PRIVATE WEALTH, LLC | $4.2M | 1.97% |
| Northside Capital Management, LLC | $4.2M | 0.37% |
| Lynx Investment Advisory | $4.2M | 2.01% |
| Financial & Tax Architects, LLC | $4.2M | 0.93% |
| Bank of Jackson Hole Trust | $4.2M | 2.02% |
| Midwest Capital Advisors, LLC | $4.2M | 1.95% |
| Savant Capital, LLC | $4.2M | 0.02% |
| Security Financial Services, INC. | $4.2M | 0.66% |
| Connective Portfolio Management, LLC | $4.1M | 11.23% |
| BAILARD, INC. | $4.1M | 0.10% |
| BOSTON RESEARCH & MANAGEMENT INC | $4.1M | 0.98% |
| NorthRock Partners, LLC | $4.1M | 0.07% |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | $4.1M | 0.26% |
| DAHRING | CUSMANO LLC | $4.1M | 2.53% |
| STABLEFORD CAPITAL II LLC | $4.1M | 1.53% |
| WEDBUSH SECURITIES INC | $4.1M | 0.12% |
| Parkside Financial Bank & Trust | $4.1M | 0.31% |
| Towerpoint Wealth, LLC | $4.1M | 1.64% |
| Stone House Investment Management, LLC | $4.0M | 0.72% |
| AVALON CAPITAL MANAGEMENT | $4.0M | 1.14% |
| BridgePort Financial Solutions, LLC | $4.0M | 1.12% |
| BEACON FINANCIAL GROUP | $3.9M | 0.39% |
| PATTON ALBERTSON MILLER GROUP, LLC | $3.9M | 0.47% |
| Trek Financial, LLC | $3.9M | 0.21% |
| Eagle Strategies LLC | $3.9M | 0.47% |
| New Capital Management LP | $3.9M | 0.96% |
| ARKANSAS FINANCIAL GROUP, INC. | $3.9M | 0.54% |
| Gateway Wealth Partners, LLC | $3.9M | 0.15% |
| Vise Technologies, Inc. | $3.9M | 0.08% |
| Perennial Advisors, LLC | $3.9M | 0.66% |
| TITLEIST ASSET MANAGEMENT, LLC | $3.8M | 0.29% |