| Geneos Wealth Management Inc. | $9.3M | 0.22% |
| DT Investment Partners, LLC | $9.3M | 0.77% |
| Sunbelt Securities, Inc. | $9.2M | 0.58% |
| Maia Wealth LLC | $9.2M | 1.55% |
| FIFTH THIRD SECURITIES, INC. | $9.2M | 0.59% |
| OPPENHEIMER & CO INC | $9.1M | 0.11% |
| UMB Bank, n.a. | $8.9M | 0.12% |
| LBMC INVESTMENT ADVISORS, LLC | $8.9M | 0.54% |
| GREAT VALLEY ADVISOR GROUP, INC. | $8.9M | 0.16% |
| Cresset Asset Management, LLC | $8.7M | 0.04% |
| BLAIR WILLIAM & CO/IL | $8.7M | 0.02% |
| LiftPoint Family Wealth Advisors LLC | $8.6M | 7.16% |
| Integrated Advisors Network LLC | $8.6M | 0.45% |
| Simplicity Wealth,LLC | $8.5M | 0.48% |
| A4 Wealth Advisors LLC | $8.4M | 6.82% |
| Willis Johnson & Associates, Inc. | $8.3M | 0.49% |
| Tower Research Capital LLC (TRC) | $8.3M | 0.22% |
| SEI INVESTMENTS CO | $8.3M | 0.01% |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | $8.3M | 3.62% |
| Lantz Financial LLC | $8.3M | 1.71% |
| Focus Financial Network, Inc. | $8.2M | 0.29% |
| Centerpoint Advisors, LLC | $8.1M | 2.64% |
| FIRETHORN WEALTH PARTNERS, LLC | $8.1M | 2.98% |
| Tradition Wealth Management, LLC | $8.0M | 0.57% |
| AtlasMark Financial, Inc | $8.0M | 5.14% |
| ALLIANCEBERNSTEIN L.P. | $7.9M | 0.00% |
| EXENCIAL WEALTH ADVISORS, LLC | $7.9M | 0.25% |
| BRADLEY FOSTER & SARGENT INC/CT | $7.8M | 0.12% |
| Cornerstone Planning Group LLC | $7.7M | 1.03% |
| CFS Investment Advisory Services, LLC | $7.7M | 0.53% |
| FFG RETIREMENT ADVISORS LLC | $7.7M | 4.45% |
| Adirondack Capital Advisors, LLC | $7.6M | 4.91% |
| YHB Investment Advisors, Inc. | $7.6M | 0.54% |
| KMG FIDUCIARY PARTNERS, LLC | $7.6M | 0.56% |
| B.O.S.S. Retirement Advisors, LLC | $7.5M | 2.30% |
| Soltis Investment Advisors LLC | $7.5M | 0.48% |
| Vise Technologies, Inc. | $7.5M | 0.15% |
| Shared Vision Wealth Group LLC | $7.5M | 3.06% |
| SAX WEALTH ADVISORS, LLC | $7.4M | 0.36% |
| PFG Advisors | $7.3M | 0.36% |
| Portfolio Resources Advisor Group, Inc. | $7.3M | 7.24% |
| Federation des caisses Desjardins du Quebec | $7.3M | 0.03% |
| NICOLET BANKSHARES INC | $7.3M | 0.27% |
| Robertson Stephens Wealth Management, LLC | $7.2M | 0.20% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $7.2M | 0.00% |
| Banco Santander, S.A. | $7.1M | 0.06% |
| DAYMARK WEALTH PARTNERS, LLC | $7.1M | 0.22% |
| Petersen Hastings Wealth Advisors Inc. | $7.0M | 0.64% |
| SCS Capital Management LLC | $7.0M | 0.07% |
| ETF Portfolio Partners, Inc. | $6.9M | 1.80% |
| Pure Financial Advisors, LLC | $6.8M | 0.10% |
| VICUS CAPITAL | $6.8M | 0.50% |
| Hoxton Planning & Management, LLC | $6.7M | 2.02% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $6.7M | 0.03% |
| SAPIENT CAPITAL LLC | $6.6M | 0.10% |
| Wealthspire Advisors, LLC | $6.6M | 0.05% |
| 5T Wealth, LLC | $6.5M | 2.58% |
| Carbahal Olsen Financial Services Group, LLC | $6.5M | 5.21% |
| EQUITABLE TRUST CO | $6.5M | 0.30% |
| Financial Synergies Wealth Advisors, Inc. | $6.5M | 0.62% |
| Jump Financial, LLC | $6.4M | 0.09% |
| Prospera Financial Services Inc | $6.4M | 0.10% |
| First Heartland Consultants, Inc. | $6.3M | 0.49% |
| LEVEL FOUR ADVISORY SERVICES, LLC | $6.3M | 0.21% |
| W ADVISORS, LLC | $6.2M | 3.17% |
| Pathway Financial Advisors LLC | $6.2M | 0.76% |
| Arax Advisory Partners | $6.1M | 0.17% |
| Barnes Wealth Management Group, Inc | $6.1M | 3.10% |
| BROWN ADVISORY INC | $6.0M | 0.01% |
| Independent Advisor Alliance | $6.0M | 0.06% |
| FORTE ASSET MANAGEMENT LLC | $6.0M | 2.65% |
| VERUS CAPITAL PARTNERS, LLC | $6.0M | 0.41% |
| Falcon Wealth Planning | $5.9M | 0.40% |
| B. Riley Wealth Advisors, Inc. | $5.9M | 0.37% |
| MATHER GROUP, LLC. | $5.9M | 0.06% |
| Tortoise Investment Management, LLC | $5.9M | 0.49% |
| Keystone Financial Group | $5.9M | 0.40% |
| ASHTON THOMAS SECURITIES, LLC | $5.8M | 0.73% |
| Caliber Wealth Management, LLC / KS | $5.8M | 0.63% |
| Tilson Financial Group, Inc. | $5.7M | 1.71% |
| Stenger Family Office, LLC | $5.7M | 1.01% |
| PACIFIC FINANCIAL GROUP INC | $5.7M | 3.06% |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | $5.7M | 1.88% |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | $5.6M | 1.28% |
| Chatterton & Associates Inc. | $5.5M | 3.88% |
| Davis Wealth Advisors, LLC | $5.5M | 4.60% |
| Ascent Wealth Partners, LLC | $5.5M | 0.64% |
| Diversified Trust Co | $5.5M | 0.10% |
| Efficient Advisors, LLC | $5.5M | 0.39% |
| THEORY FINANCIAL LLC | $5.4M | 1.90% |
| HRT FINANCIAL LP | $5.4M | 0.01% |
| Centurion Wealth Management LLC | $5.4M | 1.22% |
| Yanni & Associates Investment Advisors, LLC | $5.4M | 5.60% |
| OLD NATIONAL BANCORP /IN/ | $5.3M | 0.09% |
| Redwood Investment Management, LLC | $5.3M | 0.65% |
| Alpine Bank Wealth Management | $5.3M | 0.76% |
| Retirement Wealth Solutions LLC | $5.2M | 3.28% |
| Sequoia Financial Advisors, LLC | $5.2M | 0.03% |
| FLAGSTAR ADVISORS INC | $5.2M | 1.87% |
| INVESTMENT PARTNERS, LTD. | $5.2M | 1.83% |
| BETO FINANCIAL GROUP, LLC | $5.1M | 3.01% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | $5.1M | 0.07% |
| Clarus Wealth Advisors | $5.1M | 2.19% |
| TWIN FOCUS CAPITAL PARTNERS, LLC | $5.1M | 0.58% |
| Charter Oak Capital Management, LLC | $5.0M | 0.39% |
| Quotient Wealth Partners, LLC | $5.0M | 0.13% |
| STERLING INVESTMENT ADVISORS LLC /ADV | $5.0M | 2.38% |
| FIRST FOUNDATION ADVISORS | $4.9M | 0.20% |
| FIRST TRUST ADVISORS LP | $4.9M | 0.00% |
| Cranbrook Wealth Management, LLC | $4.9M | 1.00% |
| Avestar Capital, LLC | $4.9M | 0.31% |
| Strategic Blueprint, LLC | $4.9M | 0.28% |
| WealthPoint Financial, LLC | $4.9M | 4.09% |
| Sterling Financial Planning, Inc. | $4.8M | 1.43% |
| Resolute Wealth Strategies, LLC | $4.8M | 2.08% |
| Apeiron RIA LLC | $4.7M | 1.10% |
| Jackson Hole Capital Partners, LLC | $4.7M | 0.78% |
| Leo Wealth, LLC | $4.7M | 0.34% |
| Lighthouse Financial LLC | $4.7M | 2.83% |
| KICKSTAND VENTURES, LLC. | $4.7M | 0.99% |
| RIK SAYLOR FINANCIAL, INC. | $4.7M | 3.56% |
| Prosperity Consulting Group, LLC | $4.7M | 0.21% |
| BLALOCK WILLIAMS, LLC | $4.6M | 3.53% |
| PEOPLES BANK /OH | $4.6M | 2.80% |
| Stordahl Capital Management, Inc. | $4.5M | 0.94% |
| LifePlan Investment Advisors, Inc. | $4.5M | 1.76% |
| Commonwealth Retirement Investments LLC | $4.5M | 1.39% |
| ASSETMARK, INC | $4.5M | 0.01% |
| ARCADIA INVESTMENT ADVISORS LLC | $4.5M | 2.11% |
| HARBOR INVESTMENT ADVISORY, LLC | $4.5M | 0.35% |
| Florida Trust Wealth Management Co | $4.4M | 0.12% |
| Prime Capital Investment Advisors, LLC | $4.4M | 0.05% |
| Guardian Wealth Advisors, LLC | $4.4M | 2.53% |
| Mosley Wealth Management | $4.4M | 1.99% |
| EDGAR LOMAX CO/VA | $4.4M | 0.31% |
| Smithfield Trust Co | $4.4M | 0.19% |
| SOUTHERN CAPITAL ADVISORS, LLC | $4.4M | 2.05% |
| Forvis Mazars Wealth Advisors, LLC | $4.4M | 0.08% |
| MSH Capital Advisors LLC | $4.3M | 0.92% |
| First Commonwealth Financial Corp /PA/ | $4.3M | 0.69% |
| HANCOCK WHITNEY CORP | $4.3M | 0.08% |
| Venturi Wealth Management, LLC | $4.3M | 0.19% |
| HILLTOP WEALTH ADVISORS, LLC | $4.3M | 2.57% |
| Wealth Advisory Solutions, LLC | $4.3M | 0.95% |
| Chicago Partners Investment Group LLC | $4.2M | 0.09% |
| WESBANCO BANK INC | $4.2M | 0.12% |
| Valor Advisors LLC | $4.2M | 3.53% |
| Belpointe Asset Management LLC | $4.2M | 0.15% |
| MORRIS FINANCIAL CONCEPTS, INC. | $4.2M | 1.41% |
| WealthPLAN Partners, LLC | $4.1M | 0.80% |