| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $399.9M | 0.06% |
| MORGAN STANLEY | $328.7M | 0.02% |
| JPMORGAN CHASE & CO | $307.7M | 0.02% |
| Savant Capital, LLC | $296.3M | 1.43% |
| Sequoia Financial Advisors, LLC | $294.1M | 1.64% |
| WELLS FARGO & COMPANY/MN | $266.4M | 0.05% |
| BANK OF AMERICA CORP /DE/ | $166.6M | 0.01% |
| ENVESTNET ASSET MANAGEMENT INC | $119.9M | 0.03% |
| Waverly Advisors, LLC | $114.8M | 0.86% |
| ROYAL BANK OF CANADA | $105.4M | 0.02% |
| RAYMOND JAMES FINANCIAL INC | $80.0M | 0.02% |
| OSAIC HOLDINGS, INC. | $75.7M | 0.11% |
| Southern Financial Group, LLC | $62.2M | 17.37% |
| Arkadios Wealth Advisors | $55.4M | 0.90% |
| CARY STREET PARTNERS FINANCIAL LLC | $52.0M | 1.29% |
| Syntegra Private Wealth Group, LLC | $50.9M | 4.83% |
| Williams Financial, LLC | $48.4M | 28.19% |
| Janney Montgomery Scott LLC | $47.6M | 0.12% |
| Hilton Capital Management, LLC | $44.7M | 3.37% |
| D'Orazio & Associates, Inc. | $43.6M | 5.65% |
| Wagner Wealth Management, LLC | $41.7M | 8.42% |
| Rockefeller Capital Management L.P. | $40.8M | 0.07% |
| Enclave Advisors LLC | $40.5M | 5.55% |
| TRUIST FINANCIAL CORP | $37.3M | 0.05% |
| Diversified Enterprises, LLC | $36.5M | 2.00% |
| Cetera Investment Advisers | $33.8M | 0.04% |
| LPL Financial LLC | $33.2M | 0.01% |
| Cornerstone Advisory, LLC | $31.7M | 3.00% |
| Capital Advisors Wealth Management, LLC | $30.3M | 4.06% |
| COMMONWEALTH EQUITY SERVICES, LLC | $29.4M | 0.04% |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | $27.7M | 2.73% |
| Wealthcare Advisory Partners LLC | $27.4M | 0.53% |
| Lineweaver Wealth Advisors, LLC | $26.9M | 3.63% |
| KINTRA WEALTH, LLC | $26.6M | 1.88% |
| Scott Capital Advisors, LLC | $26.4M | 5.34% |
| NewEdge Wealth, LLC | $26.1M | 0.31% |
| STIFEL FINANCIAL CORP | $25.6M | 0.02% |
| Confluence Wealth Services, Inc. | $25.6M | 0.99% |
| D.A. DAVIDSON & CO. | $25.4M | 0.15% |
| Armor Investment Advisors, LLC | $25.0M | 9.02% |
| Resonant Capital Advisors, LLC | $25.0M | 1.31% |
| Planned Solutions, Inc. | $24.6M | 8.04% |
| Longview Financial Advisors LLC | $24.0M | 13.02% |
| True North Advisors, LLC | $23.9M | 2.73% |
| TPG Financial Advisors, LLC | $23.9M | 7.78% |
| Visionary Wealth Advisors | $23.4M | 1.03% |
| NavPoint Financial, Inc. | $23.0M | 9.29% |
| GREAT VALLEY ADVISOR GROUP, INC. | $22.2M | 0.40% |
| Schneider Downs Wealth Management Advisors, LP | $21.8M | 2.40% |
| ELEMENT POINTE ADVISORS, LLC | $21.8M | 4.11% |
| Certified Advisory Corp | $21.8M | 1.95% |
| Cambridge Investment Research Advisors, Inc. | $21.3M | 0.05% |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | $21.3M | 6.08% |
| Legacy Edge Advisors, LLC | $20.5M | 2.15% |
| Echo Wealth Management, LLC | $20.3M | 11.71% |
| One Capital Management, LLC | $20.0M | 0.55% |
| Vestmark Advisory Solutions, Inc. | $20.0M | 0.22% |
| Private Advisor Group, LLC | $19.8M | 0.09% |
| Apollon Wealth Management, LLC | $19.2M | 0.31% |
| HBW ADVISORY SERVICES LLC | $18.9M | 1.99% |
| NORTHLAND SECURITIES, INC. | $18.8M | 17.86% |
| Peterson Wealth Advisors, LLC | $18.7M | 2.49% |
| JONES FINANCIAL COMPANIES LLLP | $18.5M | 0.01% |
| Horizon Investments, LLC | $17.1M | 0.19% |
| ELEVATION POINT WEALTH PARTNERS, LLC | $16.8M | 0.39% |
| Integrated Wealth Concepts LLC | $16.5M | 0.13% |
| Pearl Planning LLC | $16.5M | 8.82% |
| Magnus Financial Group LLC | $16.5M | 1.34% |
| HighTower Advisors, LLC | $16.3M | 0.02% |
| Greenwich Wealth Management LLC | $15.9M | 0.65% |
| Tradition Wealth Management, LLC | $15.0M | 1.07% |
| Merit Financial Group, LLC | $15.0M | 0.11% |
| Geneos Wealth Management Inc. | $14.9M | 0.35% |
| Kestra Advisory Services, LLC | $14.4M | 0.05% |
| Bernardo Wealth Planning LLC | $14.2M | 2.78% |
| SMITH, MOORE & CO. | $14.2M | 1.03% |
| Clear Trail Advisors, LLC | $13.7M | 2.28% |
| PARK AVENUE SECURITIES LLC | $13.6M | 0.11% |
| FMA Wealth Management, LLC | $12.7M | 8.44% |
| Pinion Investment Advisors, LLC | $12.1M | 2.83% |
| Farther Finance Advisors, LLC | $12.1M | 0.11% |
| HARBOR ADVISORY CORP /MA/ | $12.1M | 3.64% |
| American Financial Advisors, LLC | $12.0M | 1.61% |
| Perigon Wealth Management, LLC | $11.9M | 0.22% |
| Krilogy Financial LLC | $11.9M | 0.38% |
| PNC FINANCIAL SERVICES GROUP, INC. | $11.6M | 0.01% |
| FAGAN ASSOCIATES, INC. | $11.3M | 1.58% |
| Bridgewealth Advisory Group, LLC | $11.3M | 2.35% |
| CHOREO, LLC | $11.1M | 0.14% |
| O'ROURKE & COMPANY, Inc | $11.1M | 4.42% |
| Waterloo Capital, L.P. | $11.0M | 0.78% |
| Richard W. Paul & Associates, LLC | $10.8M | 3.64% |
| PLANNING DIRECTIONS INC | $10.6M | 5.36% |
| WINEBRENNER CAPITAL MANAGEMENT LLC | $10.2M | 6.53% |
| Andrews Advisory Associates, LLC | $10.1M | 5.34% |
| Financial Futures Ltd Liability Co. | $9.7M | 4.27% |
| Penney Financial, LLC | $9.6M | 3.69% |
| Royal Harbor Partners, LLC | $9.4M | 3.20% |
| S Harris Financial Group, LLC | $9.3M | 8.50% |
| BankPlus Wealth Management LLC | $9.3M | 4.79% |
| OLD MISSION CAPITAL LLC | $9.1M | 0.14% |
| JOURNEY STRATEGIC WEALTH LLC | $9.0M | 0.22% |
| FOUNDERS FINANCIAL SECURITIES LLC | $8.8M | 0.49% |
| N.E.W. Advisory Services LLC | $8.7M | 0.65% |
| SkyOak Wealth, LLC | $8.7M | 1.59% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $8.6M | 0.02% |
| AXXCESS WEALTH MANAGEMENT, LLC | $8.6M | 0.28% |
| MATHER GROUP, LLC. | $8.5M | 0.08% |
| MGO ONE SEVEN LLC | $8.4M | 0.17% |
| Focus Partners Wealth | $8.3M | 0.01% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $8.1M | 0.00% |
| DAVENPORT & Co LLC | $8.0M | 0.04% |
| BEAM WEALTH ADVISORS, INC. | $8.0M | 1.99% |
| Seascape Capital Management | $8.0M | 2.30% |
| Mutual Advisors, LLC | $7.9M | 0.17% |
| MML INVESTORS SERVICES, LLC | $7.8M | 0.02% |
| Financial Management Professionals, Inc. | $7.8M | 0.87% |
| DAYMARK WEALTH PARTNERS, LLC | $7.6M | 0.24% |
| VanWeelden Wealth Management, LLC | $7.1M | 5.64% |
| Etesian Wealth Advisors, Inc. | $7.0M | 2.22% |
| Blue Chip Partners, LLC | $6.8M | 0.49% |
| LARCH CAPITAL PARTNERS LLC | $6.7M | 0.97% |
| Lionsbridge Wealth Management LLC | $6.6M | 6.64% |
| Patriot Financial Group Insurance Agency, LLC | $6.5M | 0.37% |
| Asset Advisory Group, Inc. | $6.4M | 3.22% |
| Mariner, LLC | $6.3M | 0.01% |
| EPG Wealth Management LLC | $6.2M | 1.67% |
| Fiduciary Alliance LLC | $6.1M | 0.37% |
| Jeter Robert S II | $6.0M | 5.94% |
| OPTIMA CAPITAL LLC | $5.9M | 2.75% |
| Sovran Advisors, LLC | $5.8M | 0.46% |
| LifeGoal Investments, LLC | $5.8M | 3.33% |
| KINGSWOOD WEALTH ADVISORS, LLC | $5.8M | 0.28% |
| Focus Financial Network, Inc. | $5.7M | 0.20% |
| US BANCORP \DE\ | $5.5M | 0.01% |
| KELLY FINANCIAL GROUP LLC | $5.5M | 1.38% |
| Red Mountain Financial, LLC | $5.4M | 5.11% |
| Creative Planning | $5.3M | 0.00% |
| HARBOUR INVESTMENTS, INC. | $5.3M | 0.08% |
| Ethos Financial Group, LLC | $5.3M | 0.39% |
| Continuum Advisory, LLC | $5.2M | 0.50% |
| Nordwand Advisors, LLC | $5.1M | 0.89% |
| Colter Lewis Investment Partners LLC | $4.8M | 4.49% |
| MorganRosel Wealth Management, LLC | $4.8M | 1.88% |
| Cauble & Harre Wealth Management, Inc. | $4.8M | 3.79% |
| KICKSTAND VENTURES, LLC. | $4.7M | 1.00% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $4.7M | 0.00% |
| HTG Investment Advisors, Inc. | $4.6M | 1.32% |
| Evolution Wealth Advisors, LLC | $4.6M | 0.47% |
| Marmo Financial Group, LLC | $4.6M | 2.29% |