| Krilogy Financial LLC | $10.0M | 0.32% |
| PCM Encore, LLC | $9.9M | 2.05% |
| Pitcairn Wealth Advisors LLC | $9.9M | 0.91% |
| Montis Financial, LLC | $9.9M | 2.05% |
| NorthCrest Asset Manangement, LLC | $9.9M | 0.31% |
| HARBOR ADVISORY CORP /MA/ | $9.9M | 2.98% |
| Lighthouse Financial LLC | $9.9M | 5.97% |
| WHITE PINE CAPITAL LLC | $9.9M | 2.78% |
| Aprio Wealth Management, LLC | $9.9M | 0.54% |
| National Wealth Management Group, LLC | $9.9M | 3.67% |
| Sugar Maple Asset Management, LLC | $9.8M | 5.97% |
| Avid Wealth Partners LLC | $9.8M | 4.65% |
| ARRIEN INVESTMENTS, INC. | $9.8M | 5.33% |
| Joel Isaacson & Co., LLC | $9.8M | 0.33% |
| Meridian Financial Advisors, LLC | $9.8M | 5.35% |
| Davis Wealth Advisors, LLC | $9.8M | 8.13% |
| Maia Wealth LLC | $9.8M | 1.65% |
| SFM, LLC | $9.7M | 5.89% |
| Marathon Strategic Advisors, LLC | $9.7M | 7.01% |
| Canvas Wealth Advisors, LLC | $9.7M | 1.66% |
| QRG CAPITAL MANAGEMENT, INC. | $9.7M | 0.10% |
| Geneva Partners, LLC | $9.7M | 4.65% |
| Granite Harbor Advisors, Inc. | $9.7M | 4.22% |
| IFC Advisors LLC | $9.6M | 1.38% |
| Bank Julius Baer & Co. Ltd, Zurich | $9.6M | 0.03% |
| KING LUTHER CAPITAL MANAGEMENT CORP | $9.6M | 0.04% |
| EdgeRock Capital LLC | $9.6M | 2.60% |
| INVESTMENT MANAGEMENT CORP /VA/ /ADV | $9.6M | 8.23% |
| Mechanics Financial Corp | $9.6M | 4.01% |
| MARQUETTE ASSOCIATES, INC. | $9.5M | 10.38% |
| JT Stratford LLC | $9.5M | 1.21% |
| Asset Allocation & Management Company, LLC | $9.5M | 3.54% |
| Cornerstone Wealth Partners, LLC | $9.5M | 5.40% |
| Abacus Planning Group, Inc. | $9.4M | 1.27% |
| Plante Moran Financial Advisors, LLC | $9.4M | 0.61% |
| 1015 Capital Partners, LLC | $9.4M | 9.11% |
| Elm Partners Management LLC | $9.4M | 0.41% |
| KWB Wealth | $9.4M | 0.93% |
| COFG Advisors, LLC | $9.4M | 2.31% |
| Security National Bank | $9.3M | 1.36% |
| Legacy Edge Advisors, LLC | $9.3M | 0.98% |
| Scissortail Wealth Management, LLC | $9.3M | 1.88% |
| Marin Bay Wealth Advisors, LLC | $9.3M | 5.60% |
| Jaffetilchin Investment Partners, LLC | $9.3M | 0.55% |
| Nilsine Partners, LLC | $9.3M | 0.72% |
| Apex Wealth Management, LLC | $9.2M | 6.34% |
| LaSalle St. Investment Advisors, LLC | $9.2M | 1.29% |
| First Growth Capital LLC | $9.2M | 8.27% |
| Independent Solutions Wealth Management, LLC | $9.1M | 1.34% |
| Strategic Wealth Advisors LLC | $9.1M | 7.31% |
| Ethos Financial Group, LLC | $9.1M | 0.66% |
| Hilltop National Bank | $9.1M | 2.16% |
| NEPC LLC | $9.1M | 0.18% |
| CUTLER INVESTMENT COUNSEL LLC | $9.1M | 0.93% |
| CANANDAIGUA NATIONAL CORP | $9.1M | 0.81% |
| GeoWealth Management, LLC | $9.0M | 0.33% |
| Successful Portfolios LLC | $9.0M | 4.98% |
| Coign Capital Advisors LLC | $9.0M | 4.74% |
| Strategic Financial Concepts, LLC | $9.0M | 2.21% |
| NatWest Group plc | $8.9M | 1.94% |
| Gen-Wealth Partners Inc | $8.9M | 2.81% |
| waypoint wealth counsel | $8.9M | 4.61% |
| GREENWOOD GEARHART LLC | $8.9M | 0.48% |
| Procyon Advisors, LLC | $8.9M | 0.44% |
| Continuum Advisory, LLC | $8.9M | 0.85% |
| Private Advisory Group LLC | $8.9M | 0.58% |
| Activest Wealth Management | $8.8M | 1.55% |
| Shoker Investment Counsel, Inc. | $8.8M | 2.62% |
| First Heartland Consultants, Inc. | $8.8M | 0.68% |
| AWM CAPITAL, LLC | $8.8M | 0.80% |
| WPG Advisers, LLC | $8.8M | 6.47% |
| Founders Financial Alliance, LLC | $8.8M | 1.58% |
| BWM Planning, LLC | $8.7M | 2.31% |
| Riverwater Partners LLC | $8.7M | 2.91% |
| Mendota Financial Group, LLC | $8.7M | 6.47% |
| Ironwood Investment Counsel, LLC | $8.7M | 1.26% |
| PITTENGER & ANDERSON INC | $8.7M | 0.35% |
| Genesis Wealth Advisors, LLC | $8.7M | 5.80% |
| WEST BANCORPORATION INC | $8.7M | 4.34% |
| Forefront Wealth Partners, LLC | $8.7M | 3.63% |
| Quartz Partners, LLC | $8.7M | 3.34% |
| Lexington Hill Partners, LLC | $8.6M | 4.88% |
| McMill Wealth Management | $8.6M | 2.29% |
| C2C Wealth Management, LLC | $8.5M | 7.21% |
| LEUTHOLD GROUP, LLC | $8.5M | 0.91% |
| MSH Capital Advisors LLC | $8.5M | 1.80% |
| Trust Point Inc. | $8.5M | 0.74% |
| Granby Capital Management, LLC | $8.5M | 4.87% |
| Investment Research Partners LLC | $8.5M | 3.45% |
| Nelson Capital Management, LLC | $8.5M | 1.03% |
| Storen Legacy Partners, LLC | $8.4M | 2.63% |
| Reality Financial Planning Services, LLC | $8.4M | 8.11% |
| Arete Wealth Advisors, LLC | $8.3M | 0.62% |
| DeLarme Wealth Management, Inc. | $8.3M | 5.34% |
| J HAGAN CAPITAL, INC. | $8.3M | 4.47% |
| S.A. Mason LLC | $8.3M | 3.11% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $8.3M | 0.57% |
| Presidio Capital Management, LLC | $8.3M | 2.40% |
| HighRoad Wealth Advisors, LLC | $8.3M | 8.07% |
| WASHINGTON TRUST Co | $8.3M | 0.28% |
| Fortress Financial Solutions, LLC | $8.3M | 8.62% |
| Riverbend Wealth Management, LLC | $8.2M | 4.69% |
| BARRETT & COMPANY, INC. | $8.2M | 2.82% |
| Portfolio Resources Advisor Group, Inc. | $8.2M | 8.12% |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | $8.2M | 2.71% |
| Catalina Capital Group, LLC | $8.1M | 4.84% |
| Transcendent Capital Group LLC | $8.1M | 3.70% |
| Sterling Financial Planning, Inc. | $8.1M | 2.40% |
| Innovative Wealth Building LLC | $8.1M | 5.69% |
| FIRST FINANCIAL CORP /IN/ | $8.1M | 3.18% |
| Salomon & Ludwin, LLC | $8.1M | 0.72% |
| Barnes Wealth Management Group, Inc | $8.1M | 4.10% |
| Index Fund Advisors, Inc. | $8.1M | 0.36% |
| Commonwealth Retirement Investments LLC | $8.0M | 2.49% |
| Fidato Wealth LLC | $8.0M | 5.21% |
| Navigoe, LLC | $8.0M | 4.73% |
| Flower City Capital | $8.0M | 4.01% |
| Keystone Global Partners, LLC | $8.0M | 3.55% |
| Brand Asset Management Group, Inc. | $8.0M | 2.08% |
| Heritage Trust Co | $8.0M | 0.80% |
| WealthSpring Partners, LLC | $8.0M | 7.30% |
| W ADVISORS, LLC | $7.9M | 4.07% |
| UPTICK PARTNERS, LLC | $7.9M | 1.58% |
| XY Planning Network, Inc. | $7.9M | 1.26% |
| Legacy Capital Wealth Partners, LLC | $7.9M | 1.63% |
| North Berkeley Wealth Management, LLC | $7.9M | 4.17% |
| TradeWell Securities, LLC. | $7.9M | 3.31% |
| Allodium Investment Consultants, LLC | $7.8M | 3.76% |
| LAUREL OAK WEALTH MANAGEMENT, LLC | $7.8M | 1.32% |
| STRATEGY ASSET MANAGERS LLC | $7.8M | 1.29% |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | $7.8M | 2.88% |
| Prudent Man Advisors, LLC | $7.8M | 2.34% |
| Retirement Planning Group, LLC | $7.8M | 0.24% |
| FDx Advisors, Inc. | $7.8M | 2.49% |
| Fisher Asset Management, LLC | $7.8M | 0.00% |
| OMERS ADMINISTRATION Corp | $7.8M | 0.05% |
| Meridian Financial Partners LLC | $7.8M | 2.95% |
| Bedel Financial Consulting, Inc. | $7.8M | 0.87% |
| Facet Wealth, Inc. | $7.8M | 0.13% |
| Clearstead Trust, LLC | $7.7M | 1.26% |
| Jacobi Capital Management LLC | $7.7M | 0.43% |
| Confluence Wealth Services, Inc. | $7.7M | 0.30% |
| Larson Financial Group LLC | $7.7M | 0.25% |
| Sage Mountain Advisors LLC | $7.7M | 0.54% |
| Rede Wealth, LLC | $7.7M | 2.77% |
| KCM INVESTMENT ADVISORS LLC | $7.7M | 0.25% |
| Prasad Wealth Partners, LLC | $7.7M | 2.09% |
| Stone Summit Wealth LLC | $7.7M | 2.13% |
| Curated Wealth Partners LLC | $7.7M | 0.96% |
| MRA Advisory Group | $7.6M | 3.11% |