| Indivisible Partners | $15.1M | 1.34% |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | $15.0M | 4.76% |
| SBI Securities Co., Ltd. | $14.7M | 0.40% |
| APPLETON PARTNERS INC/MA | $14.7M | 1.02% |
| Arrow Financial Corp | $14.5M | 1.46% |
| Mechanics Bank Trust Department | $14.4M | 2.00% |
| Private Advisor Group, LLC | $14.4M | 0.07% |
| Magnus Financial Group LLC | $14.3M | 1.16% |
| World Investment Advisors | $14.1M | 0.23% |
| Signature Wealth Management Partners, LLC | $14.1M | 7.05% |
| Geneos Wealth Management Inc. | $14.0M | 0.33% |
| Curtis Advisory Group, LLC | $14.0M | 3.02% |
| Kingsview Wealth Management, LLC | $13.9M | 0.19% |
| Allen Capital Group, LLC | $13.9M | 1.24% |
| RETIREMENT PLANNING GROUP, LLC / NY | $13.8M | 8.92% |
| Financial Futures Ltd Liability Co. | $13.8M | 6.08% |
| Larson Financial Group LLC | $13.8M | 0.44% |
| Fermata Advisors, LLC | $13.8M | 3.11% |
| Legacy Edge Advisors, LLC | $13.8M | 1.45% |
| Prentice Wealth Management LLC | $13.7M | 3.09% |
| Trinity Legacy Partners, LLC | $13.7M | 2.97% |
| Summit Financial, LLC | $13.6M | 0.17% |
| Mosley Wealth Management | $13.6M | 6.15% |
| Dynamic Advisor Solutions LLC | $13.3M | 0.42% |
| KINGSWOOD WEALTH ADVISORS, LLC | $13.0M | 0.62% |
| Matthew Goff Investment Advisor, LLC | $12.8M | 2.13% |
| CreativeOne Wealth, LLC | $12.8M | 0.30% |
| Financial Guidance Group, Inc. | $12.7M | 5.12% |
| Community Bank, N.A. | $12.7M | 1.52% |
| SageGuard Financial Group, LLC | $12.7M | 1.97% |
| WESTWOOD HOLDINGS GROUP INC | $12.5M | 0.09% |
| IVC Wealth Advisors LLC | $12.4M | 5.40% |
| First National Advisers, LLC | $12.0M | 1.76% |
| UMB Bank, n.a. | $12.0M | 0.17% |
| Capital Analysts, LLC | $11.9M | 0.31% |
| MTM FINANCIAL GROUP, LLC | $11.8M | 5.56% |
| WEDBUSH SECURITIES INC | $11.8M | 0.34% |
| John A. Wolfe & Associates, Inc. | $11.8M | 18.05% |
| COURIER CAPITAL LLC | $11.5M | 0.64% |
| Belpointe Asset Management LLC | $11.3M | 0.41% |
| Sandbox Financial Partners, LLC | $11.2M | 3.16% |
| Wealthspire Retirement, LLC | $11.2M | 0.67% |
| GUARDIAN WEALTH ADVISORS, LLC / NC | $11.1M | 0.70% |
| Arax Advisory Partners | $11.1M | 0.31% |
| MCF Advisors LLC | $11.1M | 0.48% |
| POWER WEALTH MANAGEMENT LLC | $11.0M | 4.10% |
| Cassia Capital Partners, LLC | $10.8M | 5.55% |
| Argent Trust Co | $10.8M | 0.37% |
| INDEPENDENT FINANCIAL GROUP, LLC | $10.7M | 0.24% |
| ADG Wealth Management Group, LLC | $10.6M | 7.31% |
| FIRST HAWAIIAN BANK | $10.5M | 1.47% |
| Rooted Wealth Advisors, Inc. | $10.5M | 2.76% |
| F/m Investments LLC | $10.4M | 0.69% |
| FLOYD FINANCIAL GROUP LLC | $10.3M | 6.88% |
| Cambridge Advisors Inc. | $10.3M | 1.99% |
| Perkins Coie Trust Co | $10.1M | 1.95% |
| Merit Financial Group, LLC | $10.0M | 0.07% |
| Thrivent Financial for Lutherans | $10.0M | 0.02% |
| TD Waterhouse Canada Inc. | $9.9M | 0.03% |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $9.9M | 1.21% |
| FIDUCIARY FAMILY OFFICE, LLC | $9.8M | 2.81% |
| Koshinski Asset Management, Inc. | $9.7M | 0.61% |
| Edgemoor Investment Advisors, Inc. | $9.7M | 0.76% |
| Global Assets Advisory, LLC | $9.6M | 2.88% |
| CENTRAL TRUST Co | $9.5M | 0.19% |
| MBA Advisors LLC | $9.5M | 3.65% |
| Montis Financial, LLC | $9.5M | 1.96% |
| Independent Advisor Alliance | $9.4M | 0.10% |
| Integrity Wealth Partners, LLC | $9.3M | 8.41% |
| Concurrent Investment Advisors, LLC | $9.3M | 0.10% |
| High Net Worth Advisory Group LLC | $9.3M | 2.17% |
| Krilogy Financial LLC | $9.3M | 0.30% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $9.1M | 0.63% |
| Scott Capital Advisors, LLC | $9.1M | 1.84% |
| FIRST NATIONAL BANK OF OMAHA | $9.0M | 0.28% |
| Visionary Wealth Advisors | $9.0M | 0.40% |
| NATIXIS ADVISORS, LLC | $9.0M | 0.01% |
| INTEGRITY ALLIANCE, LLC. | $9.0M | 0.34% |
| Cascade Wealth Advisors, Inc | $8.9M | 3.92% |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | $8.9M | 1.18% |
| Savant Capital, LLC | $8.8M | 0.04% |
| Pacific Center for Financial Services | $8.8M | 2.22% |
| CVA Family Office, LLC | $8.7M | 0.91% |
| Mayfair Advisory Group, LLC | $8.5M | 2.99% |
| Northeast Financial Group, Inc. | $8.5M | 2.11% |
| FIFTH THIRD SECURITIES, INC. | $8.5M | 0.55% |
| Fairway Wealth LLC | $8.5M | 2.24% |
| NWF Advisory Services Inc. | $8.5M | 0.96% |
| Stonebridge Financial Group, LLC | $8.4M | 0.69% |
| Snowden Capital Advisors LLC | $8.4M | 0.22% |
| AXXCESS WEALTH MANAGEMENT, LLC | $8.4M | 0.27% |
| Bouvel Investment Partners, LLC | $8.3M | 2.42% |
| Turn8 Private Wealth Inc. | $8.2M | 5.15% |
| NCM Capital Management, LLC | $8.2M | 2.93% |
| Valmark Advisers, Inc. | $8.2M | 0.10% |
| Sigma Planning Corp | $8.2M | 0.23% |
| CFO4Life Group, LLC | $8.1M | 1.24% |
| Financially in Tune, LLC | $8.1M | 6.93% |
| Sterling Investment Advisors, Ltd. | $8.0M | 1.46% |
| Decker Retirement Planning Inc. | $8.0M | 3.63% |
| DeDora Capital, Inc. | $8.0M | 1.97% |
| ASSETMARK, INC | $7.9M | 0.02% |
| Mutual Advisors, LLC | $7.8M | 0.17% |
| SeaCrest Wealth Management, LLC | $7.8M | 0.83% |
| PFG Investments, LLC | $7.7M | 0.36% |
| SPIREPOINT PRIVATE CLIENT, LLC | $7.7M | 0.74% |
| Intrepid Financial Planning Group LLC | $7.7M | 3.12% |
| Madrona Financial Services, LLC | $7.6M | 1.67% |
| CENTAURUS FINANCIAL, INC. | $7.6M | 0.36% |
| Garden State Investment Advisory Services LLC | $7.6M | 1.66% |
| EverSource Wealth Advisors, LLC | $7.6M | 0.23% |
| Financial Alternatives, Inc | $7.5M | 4.07% |
| Strategic Wealth Partners, Ltd. | $7.5M | 0.52% |
| Aprio Wealth Management, LLC | $7.5M | 0.41% |
| Stelac Advisory Services LLC | $7.5M | 1.51% |
| EASTERN BANK | $7.5M | 0.13% |
| MILESTONE ASSET MANAGEMENT, LLC | $7.4M | 1.37% |
| Focus Partners Advisor Solutions, LLC | $7.4M | 0.07% |
| Capital Advisors Wealth Management, LLC | $7.4M | 0.99% |
| Moors & Cabot, Inc. | $7.4M | 0.32% |
| StrongBox Wealth, LLC | $7.4M | 2.36% |
| Sulzberger Capital Advisors, Inc. | $7.4M | 7.53% |
| Clearstead Trust, LLC | $7.4M | 1.20% |
| Smartleaf Asset Management LLC | $7.3M | 0.26% |
| Decker Wealth Management LLC | $7.2M | 1.64% |
| New England Private Wealth Advisors LLC | $7.2M | 0.83% |
| CHILDRESS CAPITAL ADVISORS, LLC | $7.2M | 1.30% |
| Summit Financial Wealth Advisors, LLC | $7.2M | 1.02% |
| Avior Wealth Management, LLC | $6.8M | 0.19% |
| LAKE STREET PRIVATE WEALTH, LLC | $6.8M | 0.87% |
| MONEY CONCEPTS CAPITAL CORP | $6.8M | 0.38% |
| Leelyn Smith, LLC | $6.8M | 0.96% |
| Blue Water Asset Management | $6.6M | 2.29% |
| LeClair Wealth Partners LLC | $6.6M | 2.29% |
| Community Financial Services Group, LLC | $6.6M | 1.17% |
| KMG FIDUCIARY PARTNERS, LLC | $6.6M | 0.49% |
| L2 Asset Management, LLC | $6.5M | 0.62% |
| Aureum Wealth Management, LLC | $6.3M | 4.42% |
| Selective Wealth Management, Inc. | $6.3M | 1.88% |
| RFG Advisory, LLC | $6.3M | 0.12% |
| Spire Wealth Management | $6.2M | 0.21% |
| NICOLET BANKSHARES INC | $6.2M | 0.23% |
| CIBC WORLD MARKET INC. | $6.2M | 0.01% |
| Southeast Asset Advisors, LLC | $6.2M | 0.68% |
| LEVEL FOUR ADVISORY SERVICES, LLC | $6.2M | 0.20% |
| IHT Wealth Management, LLC | $6.2M | 0.14% |
| Gotham Asset Management, LLC | $6.2M | 0.02% |
| BANK OF MONTREAL /CAN/ | $6.1M | 0.00% |
| Stratos Wealth Partners, LTD. | $6.1M | 0.07% |
| SMART Wealth LLC | $6.1M | 1.80% |