| MONOGRAPH WEALTH ADVISORS, LLC | $35.8M | 3.40% |
| Alliance Wealth Management Group | $35.8M | 7.82% |
| Atwater Malick LLC | $35.7M | 9.65% |
| Elevated Financial Group LLC | $35.7M | 11.59% |
| CHEMUNG CANAL TRUST CO | $35.6M | 7.21% |
| DURANTE & WATERS, LLC | $35.6M | 25.80% |
| PRIVATE CLIENT SERVICES, LLC | $35.6M | 10.66% |
| BEACON FINANCIAL PLANNING, INC | $35.6M | 13.80% |
| SVB WEALTH LLC | $35.6M | 2.34% |
| Aurdan Capital Management, LLC | $35.5M | 10.67% |
| IFP Advisors, Inc | $35.4M | 0.73% |
| WealthShield Partners, LLC | $35.2M | 3.93% |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | $35.1M | 4.60% |
| Clear Creek Financial Management, LLC | $35.1M | 2.69% |
| Ballew Advisors, Inc | $35.0M | 19.75% |
| Voya Financial Advisors, Inc. | $34.9M | 3.48% |
| Orin Green Financial, LLC | $34.8M | 14.26% |
| Gradient Capital Advisors, LLC | $34.5M | 8.96% |
| RATIONAL ADVISORS, INC. | $34.5M | 3.52% |
| Simplicity Wealth,LLC | $34.5M | 1.95% |
| Pinnacle Wealth Management Advisory Group, LLC | $34.4M | 2.35% |
| CYPRESS FINANCIAL PLANNING LLC | $34.3M | 9.47% |
| SFMG, LLC | $34.3M | 2.32% |
| KANAWHA CAPITAL MANAGEMENT LLC | $34.2M | 2.41% |
| KINTRA WEALTH, LLC | $34.2M | 2.42% |
| Boulder Wealth Advisors, LLC | $34.2M | 13.62% |
| Capital Group Private Client Services, Inc. | $34.1M | 0.58% |
| CAMBIENT FAMILY OFFICE, LLC | $34.1M | 4.76% |
| Sonoma Allocations LLC | $34.1M | 11.76% |
| B. Riley Wealth Advisors, Inc. | $34.1M | 2.16% |
| ATLANTIC FAMILY WEALTH, LLC | $34.0M | 24.58% |
| NOTTINGHAM ADVISORS, INC. | $34.0M | 4.37% |
| Vestmark Advisory Solutions, Inc. | $33.8M | 0.37% |
| Verus Financial Partners, Inc. | $33.7M | 3.03% |
| ONE Advisory Partners, LLC | $33.6M | 10.34% |
| Integrated Capital Management, LLC | $33.5M | 14.15% |
| Atlas Legacy Advisors, LLC | $33.5M | 6.09% |
| CAMELOT TECHNOLOGY ADVISORS, INC. | $33.4M | 24.24% |
| RiverGlades Family Offices LLC | $33.4M | 19.65% |
| TIAA TRUST, NATIONAL ASSOCIATION | $33.1M | 2.01% |
| HCR Wealth Advisors | $33.1M | 3.43% |
| SYON CAPITAL LLC | $33.0M | 1.66% |
| OKABENA INVESTMENT SERVICES INC | $32.7M | 6.31% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | $32.7M | 2.86% |
| VeraBank, N.A. | $32.7M | 5.98% |
| NorthLanding Financial Partners, LLC | $32.6M | 26.29% |
| Elk River Wealth Management LLC | $32.4M | 5.39% |
| Dynamic Advisor Solutions LLC | $32.4M | 1.02% |
| EXENCIAL WEALTH ADVISORS, LLC | $32.3M | 1.00% |
| WCG Wealth Advisors LLC | $32.2M | 0.90% |
| VERUS CAPITAL PARTNERS, LLC | $32.2M | 2.20% |
| J.E. Simmons & Co., P.C. | $32.1M | 21.46% |
| Belpointe Asset Management LLC | $31.9M | 1.16% |
| Lee-Kelleher Wealth Management | $31.8M | 18.94% |
| BENJAMIN EDWARDS INC | $31.8M | 0.32% |
| MIDDLETON & CO INC/MA | $31.7M | 3.61% |
| CoreCap Advisors, LLC | $31.6M | 1.07% |
| SCOTIA CAPITAL INC. | $31.5M | 0.13% |
| Flagship Private Wealth, LLC | $31.5M | 12.80% |
| Ameritas Advisory Services, LLC | $31.4M | 1.22% |
| Carbahal Olsen Financial Services Group, LLC | $31.4M | 25.09% |
| Illinois Municipal Retirement Fund | $31.3M | 0.40% |
| Client First Capital LLC | $31.2M | 13.53% |
| Soltis Investment Advisors LLC | $31.1M | 1.96% |
| Aptus Capital Advisors, LLC | $31.0M | 0.24% |
| River Wealth Advisors LLC | $31.0M | 3.56% |
| Pinion Investment Advisors, LLC | $30.9M | 7.22% |
| Lantz Financial LLC | $30.7M | 6.34% |
| Community Bank, N.A. | $30.6M | 3.65% |
| MERIDIAN MANAGEMENT CO | $30.6M | 7.61% |
| BridgePort Financial Solutions, LLC | $30.6M | 8.67% |
| PFG Private Wealth Management, LLC | $30.4M | 12.91% |
| CIBC Asset Management Inc | $30.3M | 0.07% |
| WESTWOOD HOLDINGS GROUP INC | $30.3M | 0.22% |
| IFS Advisors, LLC | $30.3M | 15.63% |
| CFS Investment Advisory Services, LLC | $30.3M | 2.09% |
| ADAPT WEALTH ADVISORS, LLC | $30.2M | 10.93% |
| Sandy Cove Advisors, LLC | $30.1M | 9.01% |
| Compass Financial Group, Inc. | $30.1M | 13.57% |
| Advyzon Investment Management, LLC | $30.1M | 2.69% |
| Meridian Wealth Management, LLC | $30.0M | 1.05% |
| Cypress Wealth Services, LLC | $30.0M | 4.23% |
| Altus Wealth Group LLC | $29.9M | 12.25% |
| Cascade Financial Partners, LLC | $29.8M | 3.07% |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | $29.8M | 8.52% |
| Verger Capital Management LLC | $29.7M | 8.76% |
| a16z Perennial Management, L.P. | $29.6M | 2.45% |
| OpenArc Corporate Advisory, LLC | $29.5M | 0.42% |
| Adaptive Financial Consulting, LLC | $29.4M | 11.26% |
| Silverleafe Capital Partners, LLC | $29.4M | 8.68% |
| JHP Wealth Management, LLC | $29.3M | 28.04% |
| Western Wealth Management, LLC | $29.3M | 1.11% |
| Nadler Financial Group, Inc. | $29.2M | 2.82% |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | $29.1M | 4.50% |
| Grove Bank & Trust | $29.1M | 3.29% |
| Matrix Trust Co | $29.1M | 4.83% |
| PATTON ALBERTSON MILLER GROUP, LLC | $29.1M | 3.45% |
| E Fund Management Co., Ltd. | $29.0M | 0.86% |
| E Fund Management (Hong Kong) Co., Ltd. | $29.0M | 13.21% |
| HICKS CAPITAL MANAGEMENT LLC | $29.0M | 29.00% |
| Powerhouse Assets LLC | $28.9M | 25.18% |
| Fairman Group, LLC | $28.9M | 24.69% |
| LIBERTY WEALTH MANAGEMENT LLC | $28.8M | 3.60% |
| MOODY NATIONAL BANK TRUST DIVISION | $28.7M | 2.74% |
| ACIMA PRIVATE WEALTH, LLC | $28.6M | 8.98% |
| Trek Financial, LLC | $28.4M | 1.51% |
| Summit Wealth Partners, LLC | $28.3M | 4.48% |
| CATALYST PRIVATE WEALTH, LLC | $28.2M | 15.27% |
| NAPLES GLOBAL ADVISORS, LLC | $28.1M | 2.05% |
| Legacy Trust | $28.1M | 5.39% |
| Diversified Trust Co | $28.1M | 0.52% |
| CacheTech Inc. | $28.0M | 5.39% |
| Bedminster, LLC | $27.9M | 25.99% |
| Alpine Bank Wealth Management | $27.8M | 4.04% |
| Intrepid Financial Planning Group LLC | $27.6M | 11.12% |
| Financial Life Planners | $27.5M | 21.09% |
| DAGCO, INC. | $27.4M | 5.94% |
| Sanchez Wealth Management Group | $27.3M | 5.91% |
| Fidelis Wealth Advisors LLC | $27.3M | 39.73% |
| Adams Wealth Management | $27.2M | 5.98% |
| Abound Wealth Management | $27.2M | 6.17% |
| Legacy Financial Group LLC | $26.9M | 3.38% |
| Keystone Wealth Services, LLC | $26.9M | 5.74% |
| PEDDOCK CAPITAL ADVISORS, LLC | $26.8M | 5.92% |
| MOLLER WEALTH PARTNERS | $26.8M | 5.29% |
| AlphaCore Capital LLC | $26.8M | 0.63% |
| Birch Hill Investment Advisors LLC | $26.7M | 1.20% |
| Hubbell Strickland Wealth Management, LLC | $26.6M | 10.59% |
| NICOLET BANKSHARES INC | $26.6M | 0.98% |
| Wick Capital Partners, LLC | $26.5M | 4.84% |
| CARY STREET PARTNERS FINANCIAL LLC | $26.5M | 0.66% |
| Aspen Grove Capital, LLC | $26.4M | 5.14% |
| JMG Financial Group, Ltd. | $26.4M | 0.73% |
| Destiny Capital Corp/CO | $26.4M | 14.07% |
| Riverpoint Wealth Management Holdings, LLC | $26.4M | 5.61% |
| Vivid Wealth Management, LLC | $26.4M | 10.67% |
| William Howard & Co Financial Advisors Inc | $26.3M | 22.75% |
| WHI TRUST Co LLC | $26.3M | 19.84% |
| MEMBERS WEALTH LLC | $26.3M | 15.71% |
| Commonwealth Financial Services, LLC | $26.3M | 4.16% |
| First National Bank of Hutchinson | $26.2M | 16.75% |
| Richwood Investment Advisors, LLC | $26.2M | 20.21% |
| DRIVE WEALTH MANAGEMENT, LLC | $26.1M | 5.51% |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | $26.1M | 1.07% |
| Townsend Financial Planning, LLC | $26.1M | 25.23% |
| PRAIRIEVIEW WEALTH PARTNERS, LLC | $26.1M | 21.37% |
| BEACON FINANCIAL GROUP | $26.0M | 2.59% |
| SOUTHERN CAPITAL ADVISORS, LLC | $26.0M | 12.15% |
| Park Place Capital Corp | $25.9M | 5.19% |
| Investment Advisory Services Group LLC | $25.8M | 22.49% |