| Legacy Financial Strategies, LLC | $8.2M | 1.48% |
| Wrenne Financial Planning LLC | $8.2M | 3.21% |
| 25 LLC | $8.2M | 2.51% |
| ST GERMAIN D J CO INC | $8.1M | 0.32% |
| WealthShield Partners, LLC | $8.0M | 0.90% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $8.0M | 0.02% |
| Gerber Kawasaki Wealth & Investment Management | $8.0M | 0.25% |
| Belpointe Asset Management LLC | $7.9M | 0.29% |
| CONNABLE OFFICE INC | $7.9M | 0.78% |
| Acropolis Investment Management, LLC | $7.9M | 0.35% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | $7.8M | 0.50% |
| Pines Wealth Management, LLC | $7.7M | 2.51% |
| Focus Financial Network, Inc. | $7.6M | 0.27% |
| MOLLER WEALTH PARTNERS | $7.6M | 1.49% |
| NAPLES GLOBAL ADVISORS, LLC | $7.5M | 0.55% |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | $7.5M | 3.26% |
| TD PRIVATE CLIENT WEALTH LLC | $7.4M | 0.15% |
| Focus Partners Advisor Solutions, LLC | $7.4M | 0.07% |
| Ashton Thomas Private Wealth, LLC | $7.4M | 0.18% |
| FULTON BREAKEFIELD BROENNIMAN LLC | $7.4M | 0.48% |
| IMPACTfolio, LLC | $7.2M | 3.04% |
| SVB WEALTH LLC | $7.1M | 0.47% |
| Private Wealth Management Group, LLC | $7.1M | 1.86% |
| PROATHLETE WEALTH MANAGEMENT LLC | $7.1M | 1.96% |
| Wealth Advisory Solutions, LLC | $7.1M | 1.57% |
| Granite Harbor Advisors, Inc. | $7.0M | 3.06% |
| WIT, LLC | $7.0M | 0.13% |
| GM Advisory Group, LLC | $6.9M | 0.27% |
| EXENCIAL WEALTH ADVISORS, LLC | $6.9M | 0.21% |
| Tilson Financial Group, Inc. | $6.9M | 2.07% |
| Clarity Asset Management, Inc. | $6.9M | 3.48% |
| AUA CAPITAL MANAGEMENT, LLC | $6.9M | 3.50% |
| San Luis Wealth Advisors LLC | $6.9M | 1.13% |
| Fortis Capital Advisors, LLC | $6.8M | 0.90% |
| Partners in Financial Planning | $6.8M | 1.13% |
| Bare Financial Services, Inc | $6.8M | 1.80% |
| Smithfield Trust Co | $6.8M | 0.30% |
| Premier Path Wealth Partners, LLC | $6.8M | 0.88% |
| Quantinno Capital Management LP | $6.8M | 0.01% |
| Stone House Investment Management, LLC | $6.7M | 1.20% |
| Kingsview Wealth Management, LLC | $6.7M | 0.09% |
| BENJAMIN EDWARDS INC | $6.7M | 0.07% |
| First Citizens Asset Management, Inc. | $6.6M | 2.35% |
| Prosperity Consulting Group, LLC | $6.5M | 0.29% |
| Joel Isaacson & Co., LLC | $6.4M | 0.21% |
| Hirtle & Co., LLC | $6.4M | 0.22% |
| NORTH DALLAS BANK & TRUST CO | $6.3M | 4.29% |
| CHESAPEAKE CAPITAL CORP /IL/ | $6.3M | 4.62% |
| Tidal Investments LLC | $6.3M | 0.01% |
| BROWN ADVISORY INC | $6.3M | 0.01% |
| HUB Investment Partners, LLC | $6.2M | 0.15% |
| Visionary Wealth Advisors | $6.2M | 0.27% |
| PRESILIUM PRIVATE WEALTH, LLC | $6.2M | 1.09% |
| Prospera Financial Services Inc | $6.1M | 0.10% |
| 21 West Wealth Management LLC | $6.1M | 5.66% |
| Aletheian Wealth Advisors LLC | $6.1M | 2.97% |
| Composition Wealth, LLC | $6.1M | 0.08% |
| Somnio Financial Group, LLC | $6.1M | 3.99% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | $6.1M | 0.09% |
| Biltmore Family Office, LLC | $5.9M | 0.83% |
| Alpha Financial Partners LLC | $5.9M | 3.51% |
| FIRST AMERICAN TRUST, FSB | $5.9M | 0.40% |
| Financial Planning Fort Collins, LLC | $5.9M | 4.40% |
| True Vision MN LLC | $5.9M | 3.02% |
| Level Wealth Management LLC | $5.8M | 2.73% |
| Valeo Financial Advisors, LLC | $5.8M | 0.14% |
| Mainsail Financial Group, LLC | $5.8M | 2.42% |
| Foundations Investment Advisors, LLC | $5.8M | 0.07% |
| Dogwood Wealth Management LLC | $5.8M | 2.51% |
| PRECEDENT WEALTH PARTNERS, LLC | $5.8M | 1.15% |
| ANDERSON HOAGLAND & CO | $5.8M | 0.50% |
| Smartleaf Asset Management LLC | $5.8M | 0.21% |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | $5.7M | 0.31% |
| Brooklyn Investment Group | $5.7M | 0.18% |
| Johnson Bixby & Associates, LLC | $5.7M | 0.71% |
| Capital Investment Services of America, Inc. | $5.7M | 0.59% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $5.7M | 0.10% |
| Seaside Wealth Management, Inc. | $5.6M | 1.59% |
| First Business Financial Services, Inc. | $5.6M | 0.50% |
| Sincerus Advisory, LLC | $5.6M | 4.22% |
| Pinnacle Financial Partners, Inc. | $5.6M | 0.04% |
| Hobart Private Capital, LLC | $5.6M | 1.09% |
| Midwest Trust Co | $5.5M | 0.07% |
| Gutierrez Wealth Advisory, LLC | $5.5M | 3.40% |
| Exchange Bank | $5.5M | 3.79% |
| ONE Advisory Partners, LLC | $5.5M | 1.68% |
| Capital Analysts, LLC | $5.4M | 0.14% |
| Bleakley Financial Group, LLC | $5.4M | 0.08% |
| K2 Financial Inc. | $5.4M | 3.93% |
| Tower Research Capital LLC (TRC) | $5.4M | 0.14% |
| McAdam, LLC | $5.4M | 0.24% |
| PRICE T ROWE ASSOCIATES INC /MD/ | $5.4M | 0.00% |
| Forza Wealth Management, LLC | $5.4M | 1.87% |
| Lifeworks Advisors, LLC | $5.4M | 0.69% |
| Sterling Investment Advisors, Ltd. | $5.4M | 0.97% |
| Greenspring Advisors, LLC | $5.3M | 0.33% |
| Armor Investment Advisors, LLC | $5.3M | 1.90% |
| IEQ CAPITAL, LLC | $5.3M | 0.02% |
| DAVIDSON INVESTMENT ADVISORS | $5.2M | 0.23% |
| CreativeOne Wealth, LLC | $5.1M | 0.12% |
| TRAPHAGEN INVESTMENT ADVISORS LLC | $5.1M | 0.41% |
| Westside Investment Management, Inc. | $5.1M | 0.78% |
| DRAVO BAY LLC | $5.1M | 2.07% |
| Traveka Wealth, LLC | $5.1M | 1.94% |
| Vannoy Advisory Group, Inc. | $5.1M | 3.21% |
| Checchi Capital Advisers, LLC | $5.0M | 0.25% |
| Cascade Financial Partners, LLC | $5.0M | 0.52% |
| EFG International AG | $5.0M | 0.11% |
| Curbstone Financial Management Corp | $5.0M | 0.95% |
| RFG Advisory, LLC | $5.0M | 0.09% |
| Mayflower Financial Advisors, LLC | $5.0M | 0.60% |
| FINANCIAL LIFE ADVISORS | $4.9M | 1.54% |
| MOTIVE WEALTH ADVISORS | $4.9M | 2.29% |
| Hassell Wealth Management, LLC | $4.8M | 1.63% |
| ARKANSAS FINANCIAL GROUP, INC. | $4.8M | 0.67% |
| Spartan Wealth Advisory Services LLC | $4.8M | 0.42% |
| Edgestream Partners, L.P. | $4.7M | 0.16% |
| Sand Hill Global Advisors, LLC | $4.7M | 0.16% |
| Ironwood Wealth Management, LLC. | $4.7M | 1.34% |
| Parallel Advisors, LLC | $4.6M | 0.08% |
| Blue Trust, Inc. | $4.6M | 0.05% |
| Westover Capital Advisors, LLC | $4.6M | 0.84% |
| GLR Partners, LLC | $4.6M | 2.49% |
| TruNorth Capital Management, LLC | $4.5M | 0.87% |
| CGN Advisors LLC | $4.5M | 0.36% |
| Avant Financial Advisors LLC | $4.5M | 3.19% |
| HANCOCK WHITNEY CORP | $4.5M | 0.08% |
| Life Planning Partners, Inc | $4.5M | 3.42% |
| Opus Capital Group, LLC | $4.5M | 0.48% |
| GenTrust, LLC | $4.5M | 0.19% |
| BCGM Wealth Management, LLC | $4.5M | 1.12% |
| Brio Consultants, LLC | $4.4M | 0.54% |
| Avid Wealth Partners LLC | $4.4M | 2.08% |
| Austin Wealth Management, LLC | $4.4M | 1.00% |
| Johnson Financial Group, Inc. | $4.4M | 0.16% |
| Concurrent Investment Advisors, LLC | $4.4M | 0.05% |
| Leeward Financial Partners, LLC | $4.3M | 1.29% |
| Topsail Wealth Management, LLC | $4.3M | 0.64% |
| FIRST FOUNDATION ADVISORS | $4.3M | 0.17% |
| Ascentis Independent Advisors | $4.3M | 0.32% |
| Sovran Advisors, LLC | $4.3M | 0.33% |
| Beaird Harris Wealth Management, LLC | $4.3M | 0.29% |
| KINGSWOOD WEALTH ADVISORS, LLC | $4.3M | 0.20% |
| Baker Avenue Asset Management, LP | $4.2M | 0.10% |
| JB Capital LLC | $4.2M | 0.17% |
| Insight Wealth Strategies, LLC | $4.2M | 0.47% |
| Dorsey & Whitney Trust CO LLC | $4.2M | 0.23% |
| GREENLEAF TRUST | $4.2M | 0.04% |
| First National Trust Co | $4.1M | 0.14% |
| Venturi Wealth Management, LLC | $4.1M | 0.19% |