| Grey Ledge Advisors, LLC | $12.3M | 2.79% |
| LAKE STREET PRIVATE WEALTH, LLC | $12.3M | 1.57% |
| Advisor OS, LLC | $12.3M | 0.89% |
| MJP ASSOCIATES INC /ADV | $12.3M | 1.49% |
| ERn Financial, LLC | $12.2M | 2.29% |
| Mueller Wealth, LLC | $12.1M | 9.68% |
| Wilkerson Advisory Group LLC | $12.1M | 4.16% |
| Precision Wealth Strategies, LLC | $11.9M | 3.94% |
| Stratos Wealth Advisors, LLC | $11.6M | 0.71% |
| LHM, INC. | $11.5M | 4.52% |
| Cerity Partners LLC | $11.4M | 0.02% |
| Breakwater Capital Group | $11.2M | 1.50% |
| Equitable Holdings, Inc. | $11.0M | 0.07% |
| Pasadena Private Wealth, LLC | $11.0M | 1.52% |
| Avondale Wealth Management | $10.9M | 5.38% |
| Optimus Capital Advisors, LLC | $10.9M | 6.45% |
| Johnson & White Wealth Management, LLC | $10.9M | 4.61% |
| Selby Wealth Management, LLC | $10.5M | 4.16% |
| HANCOCK WHITNEY CORP | $10.3M | 0.18% |
| WESPAC Advisors SoCal, LLC | $10.1M | 2.15% |
| Wayfinding Financial, LLC | $10.0M | 4.34% |
| Tidal Investments LLC | $9.8M | 0.02% |
| Fiduciary Alliance LLC | $9.7M | 0.59% |
| AVAII WEALTH MANAGEMENT, LLC | $9.7M | 3.38% |
| SENTINEL PENSION ADVISORS, LLC | $9.4M | 1.39% |
| Bleakley Financial Group, LLC | $9.3M | 0.14% |
| J HAGAN CAPITAL, INC. | $9.1M | 4.90% |
| Rollins Financial Advisors, LLC | $9.0M | 1.43% |
| San Luis Wealth Advisors LLC | $8.8M | 1.46% |
| Destiny Wealth Partners, LLC | $8.3M | 0.91% |
| Delta Investment Management, LLC | $8.3M | 1.49% |
| Econ Financial Services Corp | $8.3M | 3.84% |
| Dakota Wealth Management | $8.2M | 0.18% |
| EXCHANGE TRADED CONCEPTS, LLC | $8.2M | 0.06% |
| Refined Wealth Management | $8.1M | 5.13% |
| LVW Advisors, LLC | $8.1M | 0.77% |
| Kingsview Wealth Management, LLC | $8.1M | 0.11% |
| Hedeker Wealth, LLC | $8.0M | 1.70% |
| HARBOUR INVESTMENTS, INC. | $8.0M | 0.12% |
| Integrity Investment Advisors, LLC | $8.0M | 4.34% |
| Focus Partners Advisor Solutions, LLC | $8.0M | 0.08% |
| Great Diamond Partners, LLC | $8.0M | 1.54% |
| PAX Financial Group, LLC | $7.9M | 1.35% |
| OLD MISSION CAPITAL LLC | $7.9M | 0.13% |
| Private Advisory Group LLC | $7.9M | 0.52% |
| PFG Advisors | $7.8M | 0.38% |
| Quadcap Wealth Management, LLC | $7.8M | 0.89% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | $7.8M | 0.38% |
| &PARTNERS | $7.7M | 0.04% |
| Richard W. Paul & Associates, LLC | $7.6M | 2.55% |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | $7.6M | 0.99% |
| Security Financial Services, INC. | $7.5M | 1.19% |
| NOVEM GROUP | $7.4M | 0.85% |
| Arkadios Wealth Advisors | $7.4M | 0.12% |
| TRUIST FINANCIAL CORP | $7.4M | 0.01% |
| Strata Wealth Advisors, LLC | $7.2M | 1.97% |
| VestGen Advisors, LLC | $7.1M | 0.19% |
| Landmark Wealth Management, LLC | $7.1M | 1.90% |
| Redhawk Wealth Advisors, Inc. | $7.1M | 0.78% |
| Clearstead Advisors, LLC | $7.0M | 0.06% |
| Coastal Bridge Advisors, LLC | $6.9M | 0.49% |
| LifeGoal Investments, LLC | $6.9M | 3.97% |
| ODonnell Financial Services, LLC | $6.9M | 2.38% |
| Argo Wealth Advisory, LLC | $6.8M | 4.02% |
| Wagner Wealth Management, Corp | $6.8M | 6.13% |
| White Pine Investment CO | $6.8M | 1.57% |
| ARBOR TRUST WEALTH ADVISORS, LLC | $6.7M | 2.96% |
| Asset Advisory Group, Inc. | $6.7M | 3.34% |
| O'Connor Financial Group LLC | $6.6M | 2.69% |
| J. Mark Nickell & Co. | $6.6M | 5.92% |
| CarsonAllaria Wealth Management, Ltd. | $6.4M | 3.18% |
| JPMORGAN CHASE & CO | $6.3M | 0.00% |
| SHARPEPOINT LLC | $6.3M | 3.77% |
| Beacon Pointe Advisors, LLC | $6.2M | 0.03% |
| Geneos Wealth Management Inc. | $6.2M | 0.14% |
| Williams & Novak, LLC | $5.8M | 4.37% |
| Brookwood Investment Group LLC | $5.8M | 0.72% |
| Capital Analysts, LLC | $5.7M | 0.15% |
| USAdvisors Wealth Management, LLC | $5.7M | 1.90% |
| Centerpoint Advisory Group | $5.7M | 4.29% |
| Vermillion & White Wealth Management Group, LLC | $5.6M | 3.25% |
| WNY Asset Management, LLC | $5.5M | 0.57% |
| Walkner Condon Financial Advisors LLC | $5.5M | 0.72% |
| CENTAURUS FINANCIAL, INC. | $5.4M | 0.26% |
| RiverTree Advisors, LLC | $5.4M | 3.43% |
| AJ Advisors, LLC | $5.4M | 2.01% |
| Jeter Robert S II | $5.4M | 5.39% |
| GREAT VALLEY ADVISOR GROUP, INC. | $5.4M | 0.10% |
| PMG Wealth Management, Inc. | $5.4M | 3.87% |
| MEANS INVESTMENT CO., INC. | $5.4M | 0.47% |
| MATRIX PRIVATE CAPITAL GROUP LLC | $5.3M | 2.56% |
| CHERRYDALE WEALTH MANAGEMENT, LLC | $5.3M | 1.64% |
| Hobbs Group Advisors, LLC | $5.1M | 1.53% |
| Pinnacle Financial Group, LLC / IL | $5.0M | 1.37% |
| Oak Wealth Advisors LLC | $4.9M | 2.69% |
| Apollon Financial, LLC | $4.9M | 0.67% |
| Mirae Asset Global Investments Co., Ltd. | $4.8M | 0.00% |
| IAG Wealth Partners, LLC | $4.8M | 0.54% |
| Foundry Financial LLC | $4.7M | 2.00% |
| Catalyst Investment Management LLC | $4.7M | 5.21% |
| GOLDMAN SACHS GROUP INC | $4.7M | 0.00% |
| Talisman Wealth Advisors LLC | $4.7M | 3.75% |
| Tennessee Valley Asset Management Partners | $4.6M | 0.61% |
| NewEdge Wealth, LLC | $4.6M | 0.05% |
| Western Wealth Management, LLC | $4.5M | 0.17% |
| AdvisorNet Financial, Inc | $4.5M | 0.23% |
| Weaver Consulting Group | $4.5M | 1.07% |
| Parallel Advisors, LLC | $4.5M | 0.08% |
| OmniStar Financial Group, Inc. | $4.4M | 2.27% |
| Prasad Wealth Partners, LLC | $4.4M | 1.19% |
| Concurrent Investment Advisors, LLC | $4.3M | 0.05% |
| Palouse Capital Management, Inc. | $4.2M | 2.78% |
| Mayfair Advisory Group, LLC | $4.2M | 1.47% |
| Merit Financial Group, LLC | $4.2M | 0.03% |
| Noble Wealth Management PBC | $4.1M | 2.07% |
| Wagner Wealth Management, LLC | $4.1M | 0.83% |
| NATIXIS ADVISORS, LLC | $4.1M | 0.01% |
| Investment Partners Asset Management, Inc. | $4.0M | 2.48% |
| PKS Advisory Services, LLC | $4.0M | 1.04% |
| StoneCrest Wealth Management, Inc. | $4.0M | 1.69% |
| Legacy Capital Group California, Inc. | $3.8M | 1.45% |
| NavPoint Financial, Inc. | $3.8M | 1.54% |
| Ascentis Independent Advisors | $3.8M | 0.29% |
| Trek Financial, LLC | $3.8M | 0.20% |
| Intelligence Driven Advisers, LLC | $3.7M | 0.64% |
| BAM Wealth Management, LLC | $3.7M | 2.73% |
| Envestnet Portfolio Solutions, Inc. | $3.7M | 0.02% |
| Composition Wealth, LLC | $3.6M | 0.05% |
| Trademark Financial Management, LLC | $3.6M | 1.75% |
| SteelPeak Wealth, LLC | $3.4M | 0.10% |
| AQR CAPITAL MANAGEMENT LLC | $3.3M | 0.00% |
| FIFTH THIRD BANCORP | $3.3M | 0.01% |
| Elevated Capital Advisors, LLC | $3.3M | 0.82% |
| Medallion Wealth Advisors, LLC | $3.2M | 1.05% |
| INSPIRION WEALTH ADVISORS, LLC | $3.2M | 0.40% |
| CIBC WORLD MARKET INC. | $3.2M | 0.01% |
| BANK OF MONTREAL /CAN/ | $3.2M | 0.00% |
| Wealth Advisors of Iowa, LLC | $3.2M | 0.98% |
| GSG Advisors LLC | $3.1M | 0.82% |
| Eldridge Investment Advisors, Inc. | $3.1M | 0.69% |
| Centennial Wealth Advisory LLC | $3.1M | 0.75% |
| Sovereign Financial Group, Inc. | $3.1M | 0.54% |
| ELEVATION POINT WEALTH PARTNERS, LLC | $3.1M | 0.07% |
| Gotham Asset Management, LLC | $3.1M | 0.01% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | $3.0M | 0.78% |
| KMG FIDUCIARY PARTNERS, LLC | $3.0M | 0.22% |
| Ashton Thomas Private Wealth, LLC | $3.0M | 0.07% |
| Sprinkle Financial Consultants LLC | $3.0M | 1.37% |
| RMR Wealth Builders | $2.9M | 0.23% |
| Taylor & Morgan Wealth Management, LLC | $2.9M | 1.65% |