| Archer Investment Management, LLC | $11.4M | 4.79% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $11.2M | 0.23% |
| Financial Perspectives, Inc | $11.2M | 3.12% |
| Horizon Family Wealth, Inc. | $11.1M | 5.86% |
| May Hill Capital, LLC | $11.0M | 2.77% |
| Financial Advisors Network, Inc. | $11.0M | 1.52% |
| Avid Wealth Partners LLC | $10.9M | 5.16% |
| GREAT VALLEY ADVISOR GROUP, INC. | $10.8M | 0.20% |
| North Berkeley Wealth Management, LLC | $10.6M | 5.61% |
| Arch Global Advisors, LLC | $10.6M | 5.52% |
| BKM Wealth Management, LLC | $10.5M | 3.84% |
| RESOLUTE WEALTH ADVISOR, INC. | $10.5M | 5.98% |
| Howard Capital Management Inc. | $10.5M | 0.17% |
| TSA Wealth Managment LLC | $10.5M | 3.39% |
| Apella Capital, LLC | $10.4M | 0.15% |
| COLDSTREAM CAPITAL MANAGEMENT INC | $10.4M | 0.13% |
| Geneos Wealth Management Inc. | $10.3M | 0.24% |
| TWIN PEAKS WEALTH ADVISORS, LLC | $10.3M | 2.59% |
| PACIFIC FINANCIAL GROUP INC | $10.3M | 5.53% |
| Lee-Kelleher Wealth Management | $10.3M | 6.11% |
| Clear Creek Financial Management, LLC | $10.3M | 0.79% |
| TSG Advice Partners, LLC | $10.3M | 1.54% |
| Godfrey Financial Associates, Inc. | $10.2M | 8.77% |
| SGL Investment Advisors, Inc. | $10.2M | 3.83% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $10.1M | 0.04% |
| Vestmark Advisory Solutions, Inc. | $10.1M | 0.11% |
| Investment Advisory Group, LLC | $10.1M | 2.57% |
| Pallas Capital Advisors LLC | $10.1M | 0.38% |
| Embree Financial Group | $10.0M | 1.18% |
| Broadview Financial Management, LLC | $10.0M | 6.85% |
| EPG Wealth Management LLC | $9.9M | 2.70% |
| Associated Banc-Corp | $9.9M | 0.26% |
| Net Worth Advisory Group | $9.9M | 2.05% |
| SigFig Wealth Management, LLC | $9.9M | 0.29% |
| OLD NATIONAL BANCORP /IN/ | $9.8M | 0.16% |
| ELEMENT POINTE ADVISORS, LLC | $9.7M | 1.83% |
| Wellspring Financial Advisors, LLC | $9.7M | 0.72% |
| PEOPLES BANK /OH | $9.6M | 5.92% |
| True Vision MN LLC | $9.6M | 4.95% |
| BETO FINANCIAL GROUP, LLC | $9.5M | 5.56% |
| Sovereign Investment Advisors, LLC | $9.5M | 2.01% |
| Polaris Investment Advisors, LLC | $9.4M | 6.84% |
| Gen-Wealth Partners Inc | $9.4M | 2.95% |
| EXENCIAL WEALTH ADVISORS, LLC | $9.3M | 0.29% |
| CIBC Bancorp USA Inc. | $9.3M | 0.01% |
| Tilson Financial Group, Inc. | $9.2M | 2.76% |
| D.A. DAVIDSON & CO. | $9.2M | 0.06% |
| Polianta Ltd | $9.2M | 1.21% |
| ENDEAVOR PRIVATE WEALTH, INC. | $9.1M | 2.61% |
| Alpine Bank Wealth Management | $9.1M | 1.32% |
| Hobbs Wealth Management, LLC | $9.0M | 8.89% |
| MidFirst Bank | $9.0M | 0.74% |
| CROBAN | $9.0M | 4.22% |
| Daviman Financial, LLC | $8.9M | 5.27% |
| LiftPoint Family Wealth Advisors LLC | $8.9M | 7.35% |
| EVERGREEN CAPITAL MANAGEMENT LLC | $8.9M | 0.19% |
| GC Wealth Management RIA, LLC | $8.7M | 0.36% |
| Koss-Olinger Consulting, LLC | $8.7M | 0.73% |
| Ameritas Advisory Services, LLC | $8.7M | 0.34% |
| FRANKLIN RESOURCES INC | $8.7M | 0.00% |
| Summit Financial, LLC | $8.7M | 0.11% |
| UNITED BANK | $8.6M | 1.10% |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | $8.6M | 3.76% |
| TRUE Private Wealth Advisors | $8.6M | 0.82% |
| Integrated Advisors Network LLC | $8.6M | 0.45% |
| Cosner Financial Group, LLC | $8.5M | 4.70% |
| Maia Wealth LLC | $8.5M | 1.44% |
| PKS Advisory Services, LLC | $8.4M | 2.17% |
| Parallel Advisors, LLC | $8.4M | 0.15% |
| Soltis Investment Advisors LLC | $8.3M | 0.52% |
| StoneX Group Inc. | $8.3M | 0.44% |
| Ellis Investment Partners, LLC | $8.2M | 1.42% |
| Transcendent Capital Group LLC | $8.2M | 3.73% |
| NOVARE CAPITAL MANAGEMENT LLC | $8.1M | 0.64% |
| NorthRock Partners, LLC | $8.1M | 0.13% |
| SONATA CAPITAL GROUP INC | $8.1M | 2.98% |
| Simplicity Wealth,LLC | $8.1M | 0.46% |
| Bleakley Financial Group, LLC | $8.0M | 0.12% |
| CORE WEALTH ADVISORS, LLC | $7.9M | 6.11% |
| Spectrum Planning & Advisory Services Inc. | $7.9M | 3.92% |
| FINANCIAL MANAGEMENT NETWORK INC | $7.8M | 1.19% |
| M1 Capital Management LLC | $7.8M | 3.58% |
| Lifelong Wealth Advisors, Inc. | $7.7M | 2.05% |
| Next Capital Management LLC | $7.7M | 2.33% |
| ATLANTIC FAMILY WEALTH, LLC | $7.7M | 5.55% |
| Summit Investment Advisory Services, LLC | $7.7M | 2.85% |
| KMG FIDUCIARY PARTNERS, LLC | $7.6M | 0.57% |
| B. Riley Wealth Advisors, Inc. | $7.6M | 0.48% |
| Robertson Stephens Wealth Management, LLC | $7.6M | 0.21% |
| Avestar Capital, LLC | $7.6M | 0.49% |
| Retirement Planning Group, LLC | $7.6M | 0.24% |
| Portfolio Resources Advisor Group, Inc. | $7.6M | 7.53% |
| Cornerstone Planning Group LLC | $7.5M | 1.00% |
| CAPITAL ADVISORS INC/OK | $7.5M | 0.12% |
| FIRST FOUNDATION ADVISORS | $7.5M | 0.30% |
| Charter Oak Capital Management, LLC | $7.5M | 0.58% |
| CURTIS WEALTH MANAGEMENT LLC | $7.5M | 7.04% |
| AlTi Global, Inc. | $7.4M | 0.16% |
| Lantz Financial LLC | $7.4M | 1.52% |
| Asset One Wealth Management LLC | $7.3M | 0.81% |
| Gryphon Financial Partners LLC | $7.3M | 0.75% |
| Mosley Wealth Management | $7.3M | 3.29% |
| FIRETHORN WEALTH PARTNERS, LLC | $7.1M | 2.62% |
| A4 Wealth Advisors LLC | $7.1M | 5.78% |
| Prospera Financial Services Inc | $7.1M | 0.11% |
| Sterling Group Wealth Management, LLC | $7.0M | 3.32% |
| JANE STREET GROUP, LLC | $7.0M | 0.00% |
| GLENMEDE TRUST CO NA | $7.0M | 0.03% |
| CONNING INC. | $7.0M | 0.23% |
| Focus Partners Advisor Solutions, LLC | $7.0M | 0.07% |
| WealthPLAN Partners, LLC | $6.9M | 1.34% |
| OpenArc Corporate Advisory, LLC | $6.9M | 0.10% |
| Summit Financial Consulting LLC | $6.9M | 4.94% |
| Private Wealth Advisors, LLC | $6.9M | 1.94% |
| Heritage Wealth Advisors | $6.9M | 0.27% |
| Tradition Wealth Management, LLC | $6.8M | 0.49% |
| Arvest Bank Trust Division | $6.8M | 0.37% |
| KICKSTAND VENTURES, LLC. | $6.8M | 1.43% |
| Higgins & Schmidt Wealth Strategies LLC | $6.8M | 3.08% |
| Coastline Complete Wealth LLC | $6.7M | 4.18% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | $6.7M | 0.09% |
| Shared Vision Wealth Group LLC | $6.7M | 2.72% |
| Goelzer Investment Management, Inc. | $6.6M | 0.32% |
| Cranbrook Wealth Management, LLC | $6.6M | 1.34% |
| B.O.S.S. Retirement Advisors, LLC | $6.6M | 2.01% |
| Compton Wealth Advisory Group, LLC | $6.5M | 1.46% |
| VESTOR CAPITAL, LLC | $6.5M | 0.47% |
| BTC Capital Management, Inc. | $6.5M | 0.44% |
| Belpointe Asset Management LLC | $6.5M | 0.24% |
| Dorsey Wright & Associates | $6.5M | 0.80% |
| ASHTON THOMAS SECURITIES, LLC | $6.4M | 0.81% |
| Gotham Asset Management, LLC | $6.4M | 0.02% |
| AtlasMark Financial, Inc | $6.3M | 4.10% |
| Narwhal Capital Management | $6.3M | 0.47% |
| MILESTONE ASSET MANAGEMENT, LLC | $6.3M | 1.17% |
| SAPIENT CAPITAL LLC | $6.3M | 0.10% |
| CAHABA WEALTH MANAGEMENT, INC. | $6.3M | 0.43% |
| Mill Creek Capital Advisors, LLC | $6.3M | 0.13% |
| VERUS CAPITAL PARTNERS, LLC | $6.3M | 0.43% |
| ALBION FINANCIAL GROUP /UT | $6.2M | 0.40% |
| INVESTMENT PARTNERS, LTD. | $6.2M | 2.21% |
| MATHER GROUP, LLC. | $6.2M | 0.06% |
| Evercore Wealth Management, LLC | $6.2M | 0.10% |
| Centurion Wealth Management LLC | $6.1M | 1.38% |
| Barnes Wealth Management Group, Inc | $6.1M | 3.10% |
| GAMCO INVESTORS, INC. ET AL | $6.1M | 0.06% |
| RIK SAYLOR FINANCIAL, INC. | $6.0M | 4.59% |
| Ascent Wealth Partners, LLC | $6.0M | 0.70% |
| Turtle Creek Wealth Advisors, LLC | $6.0M | 0.45% |
| FORMULATE FINANCIAL LLC | $6.0M | 7.37% |