| INDEPENDENT FINANCIAL GROUP, LLC | $10.2M | 0.23% |
| Jacobi Capital Management LLC | $10.2M | 0.57% |
| Kilter Group LLC | $10.1M | 4.35% |
| Wealthcare Advisory Partners LLC | $10.0M | 0.19% |
| Forthright Family Wealth Advisory LLC | $10.0M | 6.68% |
| Apeiron RIA LLC | $9.9M | 2.31% |
| BANK OF NOVA SCOTIA | $9.9M | 0.02% |
| Regal Investment Advisors LLC | $9.9M | 0.57% |
| NORTHERN TRUST CORP | $9.9M | 0.00% |
| MRA Advisory Group | $9.8M | 4.00% |
| Crown Wealth Group, LLC | $9.7M | 2.86% |
| HRT FINANCIAL LP | $9.7M | 0.02% |
| ARQ WEALTH ADVISORS, LLC | $9.7M | 1.74% |
| CLEAR WAVE WEALTH MANAGEMENT LLC | $9.7M | 2.09% |
| OVERSEA-CHINESE BANKING Corp Ltd | $9.6M | 0.26% |
| Addison Capital Co | $9.6M | 1.70% |
| FORTE ASSET MANAGEMENT LLC | $9.6M | 4.19% |
| Flagship Private Wealth, LLC | $9.5M | 3.86% |
| ALTFEST L J & CO INC | $9.5M | 1.01% |
| FINANCIAL LIFE ADVISORS | $9.5M | 2.95% |
| Guided Capital Wealth Management, LLC | $9.5M | 6.25% |
| FIRST FOUNDATION ADVISORS | $9.5M | 0.38% |
| Three Magnolias Financial Advisors, LLC | $9.4M | 5.97% |
| Sigma Planning Corp | $9.4M | 0.26% |
| MAI Capital Management | $9.3M | 0.05% |
| Highview Capital Management LLC/DE/ | $8.9M | 3.25% |
| Premier Path Wealth Partners, LLC | $8.9M | 1.16% |
| Sculati Wealth Management, LLC | $8.9M | 3.29% |
| Ullmann Wealth Partners Group, LLC | $8.8M | 0.92% |
| PMG Wealth Management, Inc. | $8.8M | 6.36% |
| BROWN ADVISORY INC | $8.8M | 0.01% |
| CoreCap Advisors, LLC | $8.8M | 0.30% |
| Legacy Financial Group LLC | $8.8M | 1.10% |
| Claro Advisors Inc. | $8.7M | 1.05% |
| J.W. COLE ADVISORS, INC. | $8.7M | 0.29% |
| Financial Enhancement Group LLC | $8.7M | 1.08% |
| Rothschild Wealth LLC | $8.7M | 0.78% |
| BOS Asset Management, LLC | $8.7M | 2.21% |
| Stonehearth Capital Management, LLC | $8.6M | 3.41% |
| Legacy Advisory Services, LLC | $8.6M | 6.55% |
| SWMG, LLC | $8.5M | 2.44% |
| Geneva Partners, LLC | $8.5M | 4.08% |
| CLIENT 1ST ADVISORY GROUP, LLC | $8.5M | 2.57% |
| TSFG, LLC | $8.4M | 1.28% |
| WATERSHED PRIVATE WEALTH LLC | $8.4M | 2.63% |
| XTX Topco Ltd | $8.4M | 0.15% |
| CONNABLE OFFICE INC | $8.3M | 0.82% |
| Snowden Capital Advisors LLC | $8.2M | 0.22% |
| Spire Wealth Management | $8.2M | 0.28% |
| NATIONAL BANK OF CANADA /FI/ | $8.2M | 0.01% |
| Western Wealth Management, LLC | $8.1M | 0.31% |
| BEACON ADVISORS HOLDINGS, LLC | $8.0M | 4.27% |
| Green Ridge Wealth Planning LLC | $8.0M | 4.18% |
| Emissary Wealth LLC | $7.8M | 7.27% |
| Nuveen, LLC | $7.7M | 0.00% |
| VestGen Advisors, LLC | $7.7M | 0.20% |
| Mutual Advisors, LLC | $7.6M | 0.16% |
| West Wealth Group, LLC | $7.6M | 1.50% |
| Tradition Wealth Management, LLC | $7.6M | 0.54% |
| PFG Advisors | $7.5M | 0.36% |
| HSBC HOLDINGS PLC | $7.4M | 0.00% |
| Performa Ltd (US), LLC | $7.4M | 1.67% |
| Golden State Wealth Management, LLC | $7.3M | 0.80% |
| Maia Wealth LLC | $7.3M | 1.24% |
| Capital Advantage, Inc. | $7.3M | 0.96% |
| GUARDIAN WEALTH ADVISORS, LLC / NC | $7.3M | 0.46% |
| ShoreHaven Wealth Partners, LLC | $7.3M | 2.62% |
| Formidable Asset Management, LLC | $7.1M | 1.10% |
| RWA WEALTH PARTNERS, LLC | $7.0M | 0.08% |
| PEDDOCK CAPITAL ADVISORS, LLC | $7.0M | 1.55% |
| EASTERN BANK | $7.0M | 0.12% |
| Capital Investment Advisors, LLC | $6.9M | 0.10% |
| TruWealth Advisors, LLC | $6.9M | 0.33% |
| WealthShield Partners, LLC | $6.8M | 0.76% |
| Annex Advisory Services, LLC | $6.8M | 0.13% |
| Jump Financial, LLC | $6.8M | 0.09% |
| Summit Trail Advisors, LLC | $6.8M | 0.10% |
| Compound Planning, Inc. | $6.7M | 0.21% |
| Mirae Asset Global Investments Co., Ltd. | $6.7M | 0.00% |
| Security Financial Services, INC. | $6.7M | 1.06% |
| Advisory Services Network, LLC | $6.7M | 0.09% |
| Beacon Bridge Wealth Partners, LLC | $6.7M | 2.24% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | $6.7M | 4.37% |
| MARINO, STRAM & ASSOCIATES LLC | $6.6M | 1.19% |
| Archer Investment Management, LLC | $6.6M | 2.78% |
| Invst, LLC | $6.6M | 0.75% |
| Bison Wealth, LLC | $6.5M | 0.63% |
| Arkadios Wealth Advisors | $6.5M | 0.11% |
| Elevation Capital Advisory, LLC | $6.5M | 2.75% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $6.5M | 0.26% |
| VISTA INVESTMENT MANAGEMENT | $6.4M | 2.14% |
| OLD NATIONAL BANCORP /IN/ | $6.4M | 0.11% |
| FIDELIS CAPITAL PARTNERS, LLC | $6.4M | 0.46% |
| Bay Harbor Wealth Management, LLC | $6.4M | 1.65% |
| Symphony Financial, Ltd. Co. | $6.4M | 0.84% |
| Capital Analysts, LLC | $6.4M | 0.17% |
| BEACON FINANCIAL PLANNING, INC | $6.3M | 2.45% |
| Savvy Advisors, Inc. | $6.3M | 0.17% |
| RFG Advisory, LLC | $6.2M | 0.11% |
| Advyzon Investment Management, LLC | $6.2M | 0.56% |
| CORA CAPITAL ADVISORS LLC | $6.2M | 2.06% |
| Ironsides Asset Advisors, LLC | $6.2M | 1.55% |
| WCG Wealth Advisors LLC | $6.2M | 0.17% |
| ALLSTATE CORP | $6.2M | 0.07% |
| Centurion Wealth Management LLC | $6.1M | 1.38% |
| Yoder Wealth Management, Inc. | $6.1M | 2.78% |
| ASHTON THOMAS SECURITIES, LLC | $6.0M | 0.75% |
| KM Capital Management Ltd. | $5.9M | 3.98% |
| Trust Co | $5.9M | 0.55% |
| Shum Financial Group, Inc. | $5.9M | 4.15% |
| McNaughton Wealth Management, LLC | $5.8M | 2.40% |
| EP Wealth Advisors, LLC | $5.8M | 0.03% |
| American Money Management, LLC | $5.7M | 0.90% |
| Stillwater Wealth Management Group | $5.7M | 3.51% |
| Sheridan Capital Management, LLC | $5.7M | 2.99% |
| Keystone Financial Group | $5.7M | 0.39% |
| INTRUST BANK NA | $5.6M | 0.46% |
| Breakwater Capital Group | $5.6M | 0.75% |
| Paller Financial Services Inc | $5.6M | 4.65% |
| Inscription Capital, LLC | $5.6M | 0.59% |
| BLAIR WILLIAM & CO/IL | $5.6M | 0.02% |
| FLYWHEEL PRIVATE WEALTH LLC | $5.6M | 3.19% |
| Avant Capital LLC | $5.6M | 3.91% |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | $5.5M | 0.21% |
| Apollon Financial, LLC | $5.5M | 0.76% |
| Quadrant Private Wealth Management, LLC | $5.4M | 0.84% |
| Summa Corp. | $5.4M | 2.24% |
| NATIXIS ADVISORS, LLC | $5.4M | 0.01% |
| BEACON FINANCIAL GROUP | $5.4M | 0.54% |
| VERUS CAPITAL PARTNERS, LLC | $5.4M | 0.37% |
| Hoese & Co LLP | $5.3M | 3.91% |
| Ehrenkranz Partners L.P. | $5.3M | 4.17% |
| Lifelong Wealth Advisors, Inc. | $5.2M | 1.39% |
| Rossby Financial, LCC | $5.2M | 1.06% |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | $5.1M | 0.79% |
| Tempo Wealth, LLC | $5.1M | 0.88% |
| CORE WEALTH ADVISORS, LLC | $5.0M | 3.88% |
| Mosley Wealth Management | $5.0M | 2.28% |
| Leslie Global Wealth, LLC | $5.0M | 2.66% |
| Peak Wealth Management LLC | $5.0M | 4.13% |
| TWIN PEAKS WEALTH ADVISORS, LLC | $5.0M | 1.26% |
| Braun-Bostich & Associates Inc. | $5.0M | 3.13% |
| Delos Wealth Advisors, LLC | $5.0M | 2.86% |
| Gen-Wealth Partners Inc | $5.0M | 1.57% |
| TIAA TRUST, NATIONAL ASSOCIATION | $5.0M | 0.30% |
| Spectrum Planning & Advisory Services Inc. | $5.0M | 2.45% |
| WARNER FINANCIAL, INC | $4.9M | 1.69% |
| Hobbs Wealth Management, LLC | $4.9M | 4.88% |
| Lantz Financial LLC | $4.9M | 1.02% |
| Fortis Capital Management LLC | $4.9M | 0.50% |