| Atlantic Edge Private Wealth Management, LLC | $12.8M | 3.14% |
| Ackerman Capital Advisors, LLC | $12.8M | 2.62% |
| IEQ CAPITAL, LLC | $12.7M | 0.06% |
| Apella Capital, LLC | $12.7M | 0.19% |
| Probity Advisors, Inc. | $12.7M | 2.01% |
| First National Trust Co | $12.7M | 0.43% |
| Hamilton Capital, LLC | $12.5M | 0.65% |
| Blueprint Investment Partners LLC | $12.5M | 1.28% |
| Beacon Harbor Wealth Advisors, Inc. | $12.5M | 2.62% |
| May Hill Capital, LLC | $12.3M | 3.09% |
| FLYWHEEL PRIVATE WEALTH LLC | $12.2M | 6.96% |
| Bay Harbor Wealth Management, LLC | $12.2M | 3.17% |
| KM Capital Management Ltd. | $12.1M | 8.17% |
| Emerald Advisors, LLC | $12.1M | 1.50% |
| SUMITOMO LIFE INSURANCE CO | $12.1M | 0.28% |
| Fiduciary Trust Co | $12.1M | 0.14% |
| NATIXIS ADVISORS, LLC | $12.1M | 0.02% |
| AVALON CAPITAL MANAGEMENT | $12.0M | 3.40% |
| STRATEGIC INVESTMENT MANAGEMENT, LLC | $11.9M | 4.99% |
| Frontier Asset Management, LLC | $11.9M | 2.49% |
| Keebeck Wealth Management | $11.7M | 1.32% |
| Marble Wealth, LLC | $11.7M | 2.06% |
| Black Diamond Financial, LLC | $11.7M | 1.28% |
| MATHER GROUP, LLC. | $11.7M | 0.12% |
| Tarbox Family Office, Inc. | $11.7M | 1.90% |
| Perennial Investment Advisors, LLC | $11.6M | 0.92% |
| Storen Legacy Partners, LLC | $11.6M | 3.63% |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | $11.4M | 0.73% |
| Dorsey & Whitney Trust CO LLC | $11.4M | 0.63% |
| WLTH Capital Management, LLC | $11.3M | 8.85% |
| Advyzon Investment Management, LLC | $11.3M | 1.01% |
| WEBSTER BANK, N. A. | $11.2M | 1.06% |
| Alliance Wealth Management Group | $11.2M | 2.46% |
| Wakefield Asset Management LLLP | $11.2M | 2.97% |
| Lansing Street Advisors | $11.2M | 2.82% |
| Kingdom Financial Group LLC. | $11.2M | 3.20% |
| Lloyd Advisory Services, LLC. | $11.2M | 3.20% |
| VICUS CAPITAL | $11.2M | 0.82% |
| 1832 Asset Management L.P. | $11.1M | 0.01% |
| Single Point Partners, LLC | $11.0M | 2.20% |
| WCG Wealth Advisors LLC | $11.0M | 0.31% |
| ENDEAVOR PRIVATE WEALTH, INC. | $10.9M | 3.14% |
| Stratos Wealth Advisors, LLC | $10.8M | 0.67% |
| One Capital Management, LLC | $10.8M | 0.30% |
| AXA S.A. | $10.8M | 4.20% |
| Richard P Slaughter Associates Inc | $10.8M | 2.32% |
| TWIN FOCUS CAPITAL PARTNERS, LLC | $10.7M | 1.23% |
| Smartleaf Asset Management LLC | $10.7M | 0.39% |
| Financial Advisors Network, Inc. | $10.7M | 1.48% |
| Wealthquest Corp | $10.6M | 0.80% |
| eCIO, Inc. | $10.6M | 4.65% |
| Aspect Partners, LLC | $10.6M | 4.32% |
| Brooklyn FI, LLC | $10.6M | 2.22% |
| Acropolis Investment Management, LLC | $10.6M | 0.47% |
| Next Capital Management LLC | $10.6M | 3.20% |
| CFS Investment Advisory Services, LLC | $10.5M | 0.73% |
| Avantax Planning Partners, Inc. | $10.5M | 0.29% |
| Sigma Planning Corp | $10.5M | 0.29% |
| Sovran Advisors, LLC | $10.5M | 0.82% |
| Oak Root LLC | $10.5M | 1.27% |
| Winthrop Advisory Group LLC | $10.4M | 0.85% |
| Omega Financial Group, LLC | $10.4M | 3.39% |
| Shelter Ins Retirement Plan | $10.4M | 11.56% |
| North Berkeley Wealth Management, LLC | $10.3M | 5.44% |
| TWIN PEAKS WEALTH ADVISORS, LLC | $10.3M | 2.58% |
| LAZARD ASSET MANAGEMENT LLC | $10.2M | 0.02% |
| PKO Investment Management Joint-Stock Co | $10.2M | 0.86% |
| Bell Investment Advisors, Inc | $10.2M | 1.60% |
| Arkadios Wealth Advisors | $10.1M | 0.17% |
| Missouri Trust & Investment Co | $10.1M | 2.97% |
| GRAYBILL WEALTH MANAGEMENT, LTD. | $10.1M | 3.08% |
| Beirne Wealth Consulting Services, LLC | $10.1M | 2.86% |
| Fortitude Family Office, LLC | $10.1M | 2.25% |
| Galvin, Gaustad & Stein, LLC | $10.1M | 0.80% |
| SSI INVESTMENT MANAGEMENT LLC | $9.9M | 0.69% |
| LAKE STREET PRIVATE WEALTH, LLC | $9.9M | 1.26% |
| Adaptive Financial Consulting, LLC | $9.9M | 3.80% |
| Fairway Wealth LLC | $9.8M | 2.59% |
| RWA WEALTH PARTNERS, LLC | $9.8M | 0.11% |
| Roth Financial Partners LLC | $9.7M | 3.32% |
| CONNING INC. | $9.6M | 0.32% |
| Community Bank, N.A. | $9.6M | 1.15% |
| TITLEIST ASSET MANAGEMENT, LLC | $9.6M | 0.73% |
| Sowell Financial Services LLC | $9.6M | 0.36% |
| WBH ADVISORY INC | $9.6M | 0.72% |
| Prosperity Consulting Group, LLC | $9.6M | 0.43% |
| ROGCO, LP | $9.6M | 3.19% |
| Martel Wealth Advisors LLC | $9.6M | 1.63% |
| BIRCHBROOK, INC. | $9.6M | 4.68% |
| Compagnie Lombard Odier SCmA | $9.5M | 0.12% |
| RPTC Inc. | $9.5M | 1.67% |
| Capital Investment Advisors, LLC | $9.5M | 0.14% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | $9.5M | 0.79% |
| Atlantic Union Bankshares Corp | $9.3M | 0.18% |
| GREAT LAKES ADVISORS, LLC | $9.3M | 0.08% |
| Aptus Capital Advisors, LLC | $9.3M | 0.07% |
| Beacon Bridge Wealth Partners, LLC | $9.2M | 3.08% |
| Allianz SE | $9.1M | 0.10% |
| Florida Trust Wealth Management Co | $9.1M | 0.26% |
| Alvarez & Marsal Private Wealth Partners, LLC | $9.1M | 1.28% |
| Central Pacific Bank - Trust Division | $9.0M | 1.14% |
| RESOLUTE WEALTH ADVISOR, INC. | $8.9M | 5.07% |
| FIRST TRUST ADVISORS LP | $8.9M | 0.01% |
| VPR Management LLC | $8.8M | 3.53% |
| Synergy Investment Management, LLC | $8.8M | 2.89% |
| Matthew Goff Investment Advisor, LLC | $8.8M | 1.47% |
| LiftPoint Family Wealth Advisors LLC | $8.8M | 7.30% |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | $8.8M | 2.99% |
| TSA Wealth Managment LLC | $8.8M | 2.84% |
| DE BURLO GROUP INC | $8.8M | 1.99% |
| Jaffetilchin Investment Partners, LLC | $8.8M | 0.52% |
| Ascent Group, LLC | $8.8M | 0.30% |
| Ausdal Financial Partners, Inc. | $8.7M | 0.39% |
| True Vision MN LLC | $8.7M | 4.46% |
| Guidance Point Advisors, LLC | $8.6M | 2.04% |
| SAGE FINANCIAL GROUP INC | $8.6M | 0.56% |
| Argent Trust Co | $8.5M | 0.29% |
| SACHEM HILL LLC | $8.5M | 1.65% |
| Ameritas Advisory Services, LLC | $8.5M | 0.33% |
| NATIONAL BANK OF CANADA /FI/ | $8.5M | 0.01% |
| Evensky & Katz LLC | $8.5M | 0.48% |
| SIGNET FINANCIAL MANAGEMENT, LLC | $8.5M | 0.95% |
| HARBOUR INVESTMENTS, INC. | $8.4M | 0.13% |
| Geneva Partners, LLC | $8.4M | 4.04% |
| Allegiance Financial Group Advisory Services LLC | $8.4M | 1.67% |
| Versant Capital Management, Inc | $8.4M | 0.83% |
| FIL Ltd | $8.4M | 0.01% |
| Maia Wealth LLC | $8.4M | 1.42% |
| YHB Investment Advisors, Inc. | $8.4M | 0.60% |
| GoalVest Advisory LLC | $8.4M | 1.63% |
| McNaughton Wealth Management, LLC | $8.4M | 3.46% |
| Northern Lights Advisors, Inc. | $8.3M | 5.65% |
| Texas Yale Capital Corp. | $8.3M | 0.24% |
| Avid Wealth Partners LLC | $8.2M | 3.90% |
| Aspirean Wealth, LLC | $8.2M | 8.96% |
| Geneos Wealth Management Inc. | $8.2M | 0.19% |
| Broadview Financial Management, LLC | $8.2M | 5.59% |
| SMITH, MOORE & CO. | $8.0M | 0.59% |
| Americana Partners, LLC | $8.0M | 0.21% |
| AMICA MUTUAL INSURANCE CO | $8.0M | 0.69% |
| BANK OF STOCKTON | $8.0M | 2.47% |
| KICKSTAND VENTURES, LLC. | $7.9M | 1.67% |
| Sequoia Financial Advisors, LLC | $7.9M | 0.04% |
| FEDERATED HERMES, INC. | $7.9M | 0.01% |
| Crane Advisory, LLC | $7.8M | 1.17% |
| CORE WEALTH ADVISORS, LLC | $7.8M | 6.00% |
| Cornerstone Wealth Group, LLC | $7.8M | 0.50% |
| Financial Council, LLC | $7.8M | 3.00% |
| Emergent Wealth Advisors, LLC | $7.8M | 4.60% |
| Salomon & Ludwin, LLC | $7.8M | 0.69% |