| Onyx Bridge Wealth Group LLC | $7.6M | 0.81% |
| Van Hulzen Asset Management, LLC | $7.5M | 0.56% |
| Yanni & Associates Investment Advisors, LLC | $7.5M | 7.74% |
| Robertson Stephens Wealth Management, LLC | $7.4M | 0.21% |
| Sandbox Financial Partners, LLC | $7.4M | 2.07% |
| FINANCIAL LIFE ADVISORS | $7.4M | 2.29% |
| HB Wealth Management, LLC | $7.3M | 0.05% |
| Federation des caisses Desjardins du Quebec | $7.2M | 0.03% |
| WEALTH ALLIANCE, LLC | $7.2M | 0.71% |
| W ADVISORS, LLC | $7.1M | 3.65% |
| Alternative Investment Advisors, LLC. | $7.1M | 3.09% |
| Apollon Wealth Management, LLC | $7.0M | 0.11% |
| FSA WEALTH PARTNERS, INC. | $7.0M | 3.35% |
| Ascent Group, LLC | $7.0M | 0.24% |
| BLAIR WILLIAM & CO/IL | $7.0M | 0.02% |
| Cypress Wealth Services, LLC | $6.8M | 0.97% |
| SCS Capital Management LLC | $6.8M | 0.07% |
| Manchester Capital Management LLC | $6.8M | 0.97% |
| MONECO ADVISORS, LLC | $6.7M | 0.52% |
| Savvy Advisors, Inc. | $6.7M | 0.18% |
| JOHNSON INVESTMENT COUNSEL INC | $6.6M | 0.05% |
| Client First Capital LLC | $6.4M | 2.77% |
| PATTON ALBERTSON MILLER GROUP, LLC | $6.2M | 0.74% |
| Quotient Wealth Partners, LLC | $6.2M | 0.16% |
| Security Financial Services, INC. | $6.1M | 0.97% |
| HSBC HOLDINGS PLC | $6.0M | 0.00% |
| NTV Asset Management LLC | $6.0M | 0.66% |
| Pinion Investment Advisors, LLC | $5.9M | 1.39% |
| Kaydan Wealth Management, Inc. | $5.9M | 1.98% |
| Advisory Services Network, LLC | $5.9M | 0.08% |
| HUNTINGTON NATIONAL BANK | $5.8M | 0.03% |
| VERUS CAPITAL PARTNERS, LLC | $5.8M | 0.40% |
| CFS Investment Advisory Services, LLC | $5.8M | 0.40% |
| Veridan Wealth LLC | $5.8M | 2.14% |
| CITIZENS FINANCIAL GROUP INC/RI | $5.8M | 0.08% |
| Fisher Asset Management, LLC | $5.6M | 0.00% |
| Independence Bank of Kentucky | $5.6M | 0.71% |
| Ashton Thomas Private Wealth, LLC | $5.6M | 0.13% |
| NewEdge Wealth, LLC | $5.6M | 0.07% |
| CULBERTSON A N & CO INC | $5.6M | 0.72% |
| MONETA GROUP INVESTMENT ADVISORS LLC | $5.5M | 0.04% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $5.5M | 0.01% |
| IHT Wealth Management, LLC | $5.4M | 0.13% |
| ASHTON THOMAS SECURITIES, LLC | $5.4M | 0.68% |
| GenWealth Group, Inc. | $5.4M | 0.92% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $5.4M | 0.11% |
| BlackRock, Inc. | $5.4M | 0.00% |
| Thrivent Financial for Lutherans | $5.2M | 0.01% |
| Spectrum Planning & Advisory Services Inc. | $5.2M | 2.56% |
| FULTON BREAKEFIELD BROENNIMAN LLC | $5.1M | 0.33% |
| REGIONS FINANCIAL CORP | $5.0M | 0.03% |
| Asempa Wealth Advisors | $4.9M | 4.29% |
| Mayflower Financial Advisors, LLC | $4.9M | 0.59% |
| Sovran Advisors, LLC | $4.9M | 0.38% |
| Dana Investment Advisors, Inc. | $4.8M | 0.14% |
| Beacon Pointe Advisors, LLC | $4.8M | 0.03% |
| WHITTIER TRUST CO OF NEVADA INC | $4.8M | 0.10% |
| Able Wealth Management LLC | $4.7M | 1.26% |
| Kelly Financial Services LLC | $4.7M | 1.13% |
| HRT FINANCIAL LP | $4.6M | 0.01% |
| McAdam, LLC | $4.5M | 0.20% |
| ONE Advisory Partners, LLC | $4.5M | 1.39% |
| Ridgeline Wealth, LLC | $4.5M | 3.22% |
| Horst & Graben Wealth Management LLC | $4.4M | 0.61% |
| Quadrant Private Wealth Management, LLC | $4.4M | 0.68% |
| Strategic Blueprint, LLC | $4.3M | 0.25% |
| BBR PARTNERS, LLC | $4.3M | 0.24% |
| SHEETS SMITH WEALTH MANAGEMENT | $4.3M | 0.48% |
| Claro Advisors Inc. | $4.3M | 0.51% |
| Polaris Investment Advisors, LLC | $4.2M | 3.09% |
| Welch & Forbes LLC | $4.2M | 0.05% |
| Meridian Wealth Management, LLC | $4.1M | 0.15% |
| WEDBUSH SECURITIES INC | $4.1M | 0.12% |
| Csenge Advisory Group | $4.1M | 0.19% |
| Accredited Investors Inc. | $4.1M | 0.22% |
| Centurion Wealth Management LLC | $4.1M | 0.92% |
| Canal Capital Management, LLC | $4.1M | 0.55% |
| Family Manage LLC | $4.1M | 0.49% |
| JPL Wealth Management, LLC | $3.9M | 0.91% |
| Peloton Wealth Strategists | $3.9M | 1.59% |
| HM PAYSON & CO | $3.9M | 0.06% |
| Gladstone Institutional Advisory LLC | $3.9M | 0.15% |
| Dakota Wealth Management | $3.9M | 0.08% |
| Argent Trust Co | $3.8M | 0.13% |
| CreativeOne Wealth, LLC | $3.8M | 0.09% |
| Perigon Wealth Management, LLC | $3.8M | 0.07% |
| TITLEIST ASSET MANAGEMENT, LLC | $3.8M | 0.28% |
| GTS FINANCIAL, LLC | $3.7M | 2.91% |
| Regal Investment Advisors LLC | $3.7M | 0.21% |
| Heritage Wealth Advisors | $3.7M | 0.14% |
| Squarepoint Ops LLC | $3.6M | 0.00% |
| Runnymede Capital Advisors, Inc. | $3.6M | 3.11% |
| AMG National Trust Bank | $3.6M | 0.08% |
| Capital Investment Counsel, LLC | $3.6M | 0.49% |
| ShoreHaven Wealth Partners, LLC | $3.6M | 1.28% |
| Arkadios Wealth Advisors | $3.5M | 0.06% |
| Summit Financial, LLC | $3.5M | 0.04% |
| MCMORGAN & CO LLC | $3.5M | 0.56% |
| RENAISSANCE TECHNOLOGIES LLC | $3.5M | 0.01% |
| Forthright Family Wealth Advisory LLC | $3.4M | 2.31% |
| Parallel Advisors, LLC | $3.4M | 0.06% |
| Black Swift Group, LLC | $3.4M | 0.59% |
| Mutual Advisors, LLC | $3.4M | 0.07% |
| Aviance Capital Partners, LLC | $3.4M | 0.39% |
| Sharkey, Howes & Javer | $3.4M | 0.45% |
| PERRYMAN FINANCIAL ADVISORY INC /AD | $3.3M | 0.49% |
| MONTAG A & ASSOCIATES INC | $3.2M | 0.15% |
| Mezzasalma Advisors, LLC | $3.2M | 0.82% |
| Foundations Investment Advisors, LLC | $3.2M | 0.04% |
| MAI Capital Management | $3.2M | 0.02% |
| Excelsior Advisor Network LLC | $3.2M | 1.20% |
| St. Clair Advisors, LLC | $3.1M | 0.82% |
| JFS WEALTH ADVISORS, LLC | $3.0M | 0.17% |
| St. Louis Trust Co | $3.0M | 0.35% |
| Sigma Planning Corp | $2.9M | 0.08% |
| RMR Wealth Builders | $2.9M | 0.23% |
| Stokes Family Office, LLC | $2.9M | 0.30% |
| COMMERCE BANK | $2.9M | 0.01% |
| Adirondack Capital Advisors, LLC | $2.9M | 1.83% |
| KCM INVESTMENT ADVISORS LLC | $2.8M | 0.09% |
| FIRETHORN WEALTH PARTNERS, LLC | $2.8M | 1.04% |
| Nova Wealth Management, Inc. | $2.8M | 1.85% |
| PARSONS CAPITAL MANAGEMENT INC/RI | $2.7M | 0.12% |
| Optivise Advisory Services LLC | $2.7M | 1.65% |
| MEANS INVESTMENT CO., INC. | $2.7M | 0.23% |
| EHRLICH FINANCIAL GROUP | $2.7M | 1.54% |
| HOWE & RUSLING INC | $2.7M | 0.17% |
| Venturi Wealth Management, LLC | $2.6M | 0.12% |
| NWF Advisory Services Inc. | $2.6M | 0.29% |
| GLENMEDE TRUST CO NA | $2.6M | 0.01% |
| Trek Financial, LLC | $2.6M | 0.14% |
| Global Wealth Strategies & Associates | $2.6M | 0.63% |
| BridgePort Financial Solutions, LLC | $2.5M | 0.72% |
| CMH Wealth Management LLC | $2.5M | 0.43% |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | $2.5M | 0.37% |
| Summit Wealth Partners, LLC | $2.5M | 0.40% |
| Lynch Investment Planning, LLC | $2.4M | 2.19% |
| BESSEMER GROUP INC | $2.4M | 0.00% |
| 5T Wealth, LLC | $2.4M | 0.96% |
| SAX WEALTH ADVISORS, LLC | $2.4M | 0.12% |
| SCOTIA CAPITAL INC. | $2.4M | 0.01% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $2.4M | 0.04% |
| ACCESS FINANCIAL SERVICES, INC. | $2.4M | 0.85% |
| Trail Ridge Investment Advisors, LLC | $2.4M | 1.04% |
| Wealthspire Advisors, LLC | $2.4M | 0.02% |
| UPTICK PARTNERS, LLC | $2.4M | 0.48% |
| Shared Vision Wealth Group LLC | $2.4M | 0.97% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $2.3M | 0.01% |
| JT Stratford LLC | $2.3M | 0.30% |
| Kingsview Wealth Management, LLC | $2.3M | 0.03% |