| BANK OF AMERICA CORP /DE/ | $8.5B | 0.62% |
| LPL Financial LLC | $1.8B | 0.47% |
| MORGAN STANLEY | $1.0B | 0.06% |
| JONES FINANCIAL COMPANIES LLLP | $768.3M | 0.37% |
| ENVESTNET ASSET MANAGEMENT INC | $732.6M | 0.20% |
| SIGNATUREFD, LLC | $474.7M | 7.27% |
| Blue Trust, Inc. | $437.2M | 5.00% |
| Kestra Investment Management, LLC | $398.1M | 6.87% |
| ASPIRIANT, LLC | $376.6M | 10.73% |
| Merit Financial Group, LLC | $285.2M | 2.12% |
| JPMORGAN CHASE & CO | $208.9M | 0.01% |
| RAYMOND JAMES FINANCIAL INC | $167.7M | 0.05% |
| UBS Group AG | $163.5M | 0.02% |
| ROYAL BANK OF CANADA | $154.2M | 0.03% |
| PNC FINANCIAL SERVICES GROUP, INC. | $147.0M | 0.08% |
| Auto-Owners Insurance Co | $138.6M | 2.90% |
| BENJAMIN EDWARDS INC | $134.3M | 1.33% |
| Modera Wealth Management, LLC | $121.4M | 1.46% |
| WELLS FARGO & COMPANY/MN | $121.1M | 0.02% |
| BLAIR WILLIAM & CO/IL | $119.2M | 0.34% |
| Foster Group, Inc. | $113.7M | 3.38% |
| NATIXIS ADVISORS, LLC | $104.8M | 0.15% |
| Corient Private Wealth LLC | $83.3M | 0.12% |
| CANANDAIGUA NATIONAL CORP | $82.9M | 7.42% |
| Venturi Wealth Management, LLC | $81.0M | 3.65% |
| HighTower Advisors, LLC | $73.4M | 0.08% |
| Cetera Investment Advisers | $72.7M | 0.08% |
| PRINCIPAL SECURITIES, INC. | $71.8M | 1.05% |
| Sequoia Financial Advisors, LLC | $71.1M | 0.40% |
| COMMONWEALTH EQUITY SERVICES, LLC | $67.3M | 0.09% |
| McGlone Suttner Wealth Management, Inc. | $66.8M | 8.85% |
| Allworth Financial LP | $61.1M | 0.25% |
| CWM, LLC | $58.2M | 0.15% |
| Allspring Global Investments Holdings, LLC | $53.7M | 0.09% |
| OSAIC HOLDINGS, INC. | $52.5M | 0.08% |
| FMR LLC | $48.9M | 0.00% |
| Nadler Financial Group, Inc. | $46.4M | 4.47% |
| Curi Capital, LLC | $46.0M | 0.82% |
| KINTRA WEALTH, LLC | $45.3M | 3.20% |
| GOLDMAN SACHS GROUP INC | $44.5M | 0.01% |
| Focus Partners Wealth | $42.8M | 0.05% |
| AMERIPRISE FINANCIAL INC | $42.7M | 0.01% |
| FLAGSHIP HARBOR ADVISORS, LLC | $41.7M | 1.83% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $40.1M | 0.08% |
| Tanglewood Legacy Advisors, LLC | $39.0M | 14.11% |
| Atlantic Union Bankshares Corp | $37.6M | 0.72% |
| Veracity Capital LLC | $36.9M | 13.18% |
| HOWE & RUSLING INC | $36.7M | 2.39% |
| HANTZ FINANCIAL SERVICES, INC. | $36.6M | 0.56% |
| Financial Engines Advisors L.L.C. | $35.2M | 0.07% |
| Townsend & Associates, Inc | $34.1M | 2.94% |
| PCA Investment Advisory Services Inc. | $32.8M | 10.95% |
| Madison Wealth Partners, Inc | $31.9M | 5.09% |
| ForthRight Wealth Management, LLC | $30.9M | 8.77% |
| DDFG, Inc | $30.4M | 6.55% |
| SOUTHERN CAPITAL ADVISORS, LLC | $30.2M | 14.15% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $29.3M | 0.36% |
| Duncan Williams Asset Management, LLC | $27.7M | 7.67% |
| Vident Advisory, LLC | $25.6M | 0.22% |
| MML INVESTORS SERVICES, LLC | $25.5M | 0.07% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $25.2M | 0.02% |
| Gotham Asset Management, LLC | $24.6M | 0.08% |
| Garde Capital, Inc. | $24.3M | 1.45% |
| Waldron Private Wealth LLC | $24.0M | 0.94% |
| GDS Wealth Management | $23.3M | 1.40% |
| Sanctuary Advisors, LLC | $23.2M | 0.13% |
| Salus Financial Advisors, LLC | $23.0M | 13.43% |
| Alliance Private Wealth, LLC | $22.6M | 8.12% |
| Private Advisor Group, LLC | $22.5M | 0.11% |
| Rockefeller Capital Management L.P. | $22.1M | 0.04% |
| Cambridge Investment Research Advisors, Inc. | $21.6M | 0.06% |
| Steele Capital Management, Inc. | $21.4M | 0.89% |
| Kestra Advisory Services, LLC | $21.1M | 0.08% |
| Strategies Wealth Advisors, LLC | $20.8M | 2.09% |
| Birchcreek Wealth Management, LLC | $20.6M | 9.94% |
| SkyOak Wealth, LLC | $20.5M | 3.75% |
| IRONWOOD WEALTH MANAGEMENT, INC. | $20.3M | 9.08% |
| Richard W. Paul & Associates, LLC | $18.6M | 6.27% |
| High Probability Advisors, LLC | $18.2M | 2.33% |
| Crescent Grove Advisors, LLC | $16.6M | 1.60% |
| Financial Partners Group, Inc | $16.5M | 1.97% |
| MFA WEALTH ADVISORS, LLC | $16.3M | 3.21% |
| Concurrent Investment Advisors, LLC | $16.2M | 0.18% |
| Equitable Holdings, Inc. | $16.1M | 0.10% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $16.0M | 0.10% |
| Trek Financial, LLC | $15.9M | 0.84% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $15.6M | 0.05% |
| STIFEL FINANCIAL CORP | $15.5M | 0.01% |
| Allianz Asset Management GmbH | $15.3M | 0.02% |
| Savant Capital, LLC | $15.1M | 0.07% |
| Global Strategic Investment Solutions, LLC | $14.9M | 1.45% |
| Petix & Botte Co | $14.7M | 3.29% |
| Cosner Financial Group, LLC | $14.3M | 7.85% |
| FORTRESS FINANCIAL GROUP, LLC | $14.3M | 10.54% |
| Carl P. Sherr & Co., LLC | $13.9M | 6.55% |
| Creative Planning | $13.7M | 0.01% |
| Baird Financial Group, Inc. | $12.8M | 0.02% |
| Keenan, LLC | $12.4M | 10.42% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $12.2M | 0.74% |
| Atria Investments, Inc | $12.1M | 0.14% |
| TRUIST FINANCIAL CORP | $11.5M | 0.02% |
| Lutz Financial Services LLC | $11.4M | 0.77% |
| Stratos Wealth Partners, LTD. | $11.3M | 0.13% |
| Roberts Financial Services LLC | $11.3M | 3.59% |
| Mariner, LLC | $10.9M | 0.01% |
| Integrated Wealth Concepts LLC | $10.9M | 0.09% |
| ARWA LLC | $10.8M | 5.34% |
| Crestwood Advisors Group, LLC | $10.7M | 0.18% |
| Janney Montgomery Scott LLC | $10.6M | 0.03% |
| Tortoise Investment Management, LLC | $10.4M | 0.86% |
| Sigma Planning Corp | $10.3M | 0.29% |
| Dynamic Advisor Solutions LLC | $10.0M | 0.31% |
| Weil Company, Inc. | $10.0M | 2.24% |
| SAPIENT CAPITAL LLC | $9.9M | 0.15% |
| Quent Capital, LLC | $9.9M | 0.70% |
| &PARTNERS | $9.7M | 0.05% |
| Charter Oak Capital Management, LLC | $9.6M | 0.74% |
| TD PRIVATE CLIENT WEALTH LLC | $9.6M | 0.20% |
| Independence Financial Advisors, LLC | $9.5M | 2.85% |
| Financial Council, LLC | $9.3M | 3.58% |
| Zuckerman Investment Group, LLC | $9.1M | 0.85% |
| ICONIQ Capital, LLC | $8.8M | 0.20% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $8.7M | 0.00% |
| Amplius Wealth Advisors, LLC | $8.7M | 0.72% |
| Alpha Zero LLC | $8.5M | 4.31% |
| ALLIANCEBERNSTEIN L.P. | $8.4M | 0.00% |
| Foundry Financial Group, Inc. | $8.2M | 4.08% |
| HighMark Wealth Management LLC | $8.2M | 3.34% |
| MERCER GLOBAL ADVISORS INC /ADV | $8.1M | 0.01% |
| Vestmark Advisory Solutions, Inc. | $7.9M | 0.09% |
| Canvas Wealth Advisors, LLC | $7.8M | 1.33% |
| OneDigital Investment Advisors LLC | $7.7M | 0.08% |
| MOTIVE WEALTH ADVISORS | $7.7M | 3.61% |
| Family Capital Management, Inc. | $7.7M | 3.41% |
| Symphony Financial, Ltd. Co. | $7.6M | 1.00% |
| Canandaigua National Trust Co of Florida | $7.5M | 6.06% |
| Gallagher Fiduciary Advisors, LLC | $7.3M | 0.28% |
| CENTAURUS FINANCIAL, INC. | $7.3M | 0.35% |
| LEGACY SOLUTIONS, LLC | $7.2M | 6.70% |
| Independent Advisor Alliance | $7.2M | 0.08% |
| Cerity Partners LLC | $7.2M | 0.01% |
| Certified Advisory Corp | $7.0M | 0.63% |
| CIBC Bancorp USA Inc. | $7.0M | 0.01% |
| Valmark Advisers, Inc. | $6.9M | 0.08% |
| INTEGRITY ALLIANCE, LLC. | $6.9M | 0.26% |
| Townsend Financial Planning, LLC | $6.8M | 6.54% |
| Able Wealth Management LLC | $6.6M | 1.78% |
| Mutual Advisors, LLC | $6.5M | 0.14% |
| BEAM WEALTH ADVISORS, INC. | $6.2M | 1.55% |
| COREPATH WEALTH PARTNERS LLC | $6.0M | 4.06% |