| RESOLUTE WEALTH ADVISOR, INC. | $4.8M | 2.76% |
| Red Tortoise LLC | $4.8M | 2.01% |
| HMV Wealth Advisors, LLC | $4.8M | 2.27% |
| OMNI 360 Wealth, Inc. | $4.8M | 2.48% |
| FORTERIS WEALTH MANAGEMENT INC. | $4.8M | 4.59% |
| Tacita Capital Inc | $4.8M | 2.83% |
| LiftPoint Family Wealth Advisors LLC | $4.8M | 3.95% |
| SWP FINANCIAL LLC | $4.8M | 2.43% |
| SigFig Wealth Management, LLC | $4.8M | 0.14% |
| Bedminster, LLC | $4.8M | 4.42% |
| Daviman Financial, LLC | $4.7M | 2.80% |
| B.O.S.S. Retirement Advisors, LLC | $4.7M | 1.44% |
| ENDEAVOR PRIVATE WEALTH, INC. | $4.6M | 1.33% |
| Sound Financial Strategies Group, LLC | $4.6M | 3.15% |
| LINCOLN CAPITAL CORP | $4.6M | 1.69% |
| FLAGSHIP HARBOR ADVISORS, LLC | $4.6M | 0.20% |
| True Vision MN LLC | $4.6M | 2.37% |
| Ascentis Independent Advisors | $4.6M | 0.35% |
| Rollins Financial Advisors, LLC | $4.6M | 0.72% |
| MAGNOLIA CAPITAL ADVISORS LLC | $4.5M | 0.89% |
| Aries Wealth Management | $4.5M | 1.00% |
| Hudson Oak Wealth Advisory LLC | $4.5M | 3.92% |
| Stanich Group LLC | $4.5M | 3.42% |
| INSIGNEO ADVISORY SERVICES, LLC | $4.5M | 0.32% |
| TCI Wealth Advisors, Inc. | $4.5M | 0.24% |
| First Citizens Financial Corp | $4.4M | 2.10% |
| TITLEIST ASSET MANAGEMENT, LLC | $4.4M | 0.33% |
| TME FINANCIAL, INC. | $4.4M | 3.06% |
| Avidian Wealth Enterprises, LLC | $4.4M | 0.14% |
| FIRETHORN WEALTH PARTNERS, LLC | $4.3M | 1.58% |
| Astoria Portfolio Advisors LLC. | $4.3M | 0.92% |
| Investor's Fiduciary Advisor Network, LLC | $4.3M | 1.32% |
| Inspire Advisors, LLC | $4.2M | 0.35% |
| M1 Capital Management LLC | $4.2M | 1.96% |
| BRIDGES INVESTMENT MANAGEMENT INC | $4.2M | 0.06% |
| Cornerstone Wealth Management, LLC | $4.2M | 0.21% |
| Shared Vision Wealth Group LLC | $4.2M | 1.71% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $4.2M | 0.66% |
| Gambit Capital Management, LLC | $4.2M | 2.87% |
| Kastel Capital Advisors, LLC | $4.2M | 2.55% |
| Interchange Capital Partners, LLC | $4.1M | 1.30% |
| Davis Wealth Advisors, LLC | $4.1M | 3.41% |
| CURTIS WEALTH MANAGEMENT LLC | $4.1M | 3.85% |
| Triumph Capital Management | $4.1M | 0.83% |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | $4.1M | 1.78% |
| Avestar Capital, LLC | $4.1M | 0.26% |
| Prospera Financial Services Inc | $4.0M | 0.06% |
| Simplicity Wealth,LLC | $4.0M | 0.23% |
| Geneos Wealth Management Inc. | $4.0M | 0.09% |
| AXXCESS WEALTH MANAGEMENT, LLC | $4.0M | 0.13% |
| Fluent Financial, LLC | $4.0M | 1.45% |
| Sherman Wealth Management LLC | $4.0M | 3.41% |
| Bulltick Wealth Management, LLC | $4.0M | 0.87% |
| Global Wealth Strategies & Associates | $4.0M | 0.97% |
| CFM WEALTH PARTNERS LLC | $3.9M | 0.59% |
| Cynosure Group, LLC | $3.9M | 0.49% |
| HARBOUR INVESTMENTS, INC. | $3.9M | 0.06% |
| WOODMONT INVESTMENT COUNSEL LLC | $3.9M | 0.24% |
| Polaris Investment Advisors, LLC | $3.8M | 2.80% |
| Sollinda Capital Management LLC | $3.8M | 0.93% |
| Chicago Partners Investment Group LLC | $3.8M | 0.09% |
| PRIVATE TRUST CO NA | $3.8M | 0.34% |
| DAVENPORT & Co LLC | $3.8M | 0.02% |
| Barnes Wealth Management Group, Inc | $3.8M | 1.94% |
| Farrell Financial LLC | $3.8M | 2.27% |
| Clear Creek Financial Management, LLC | $3.8M | 0.29% |
| Tyche Wealth Partners LLC | $3.8M | 0.58% |
| Buttonwood Financial Group, LLC | $3.7M | 2.31% |
| FOUNDERS FINANCIAL SECURITIES LLC | $3.7M | 0.21% |
| J.E. Simmons & Co., P.C. | $3.7M | 2.46% |
| Beacon Financial Advisory LLC | $3.7M | 0.83% |
| Etesian Wealth Advisors, Inc. | $3.7M | 1.17% |
| SIMON QUICK ADVISORS, LLC | $3.6M | 0.17% |
| JPL Wealth Management, LLC | $3.6M | 0.83% |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | $3.6M | 1.20% |
| IEQ CAPITAL, LLC | $3.6M | 0.02% |
| Integrity Advisory Solutions, LLC | $3.6M | 0.48% |
| Carnegie Investment Counsel | $3.6M | 0.07% |
| Mayfair Advisory Group, LLC | $3.6M | 1.25% |
| Cornerstone Planning Group LLC | $3.5M | 0.47% |
| Vertex Planning Partners, LLC | $3.5M | 0.69% |
| Pathstone Holdings, LLC | $3.5M | 0.01% |
| HighPoint Advisor Group LLC | $3.5M | 0.15% |
| MACROVIEW INVESTMENT MANAGEMENT LLC | $3.5M | 2.41% |
| 10Elms LLP | $3.5M | 2.19% |
| GeoWealth Management, LLC | $3.5M | 0.12% |
| SimpliFi, Inc. | $3.4M | 1.45% |
| Banco Santander, S.A. | $3.4M | 0.03% |
| Bedel Financial Consulting, Inc. | $3.4M | 0.39% |
| HB Wealth Management, LLC | $3.4M | 0.02% |
| Tortoise Investment Management, LLC | $3.4M | 0.28% |
| Ethos Financial Group, LLC | $3.4M | 0.25% |
| NorthRock Partners, LLC | $3.4M | 0.05% |
| Cornerstone Wealth Group, LLC | $3.4M | 0.21% |
| A4 Wealth Advisors LLC | $3.3M | 2.73% |
| Ausdal Financial Partners, Inc. | $3.3M | 0.15% |
| Crestwood Advisors Group, LLC | $3.3M | 0.06% |
| SIGNET FINANCIAL MANAGEMENT, LLC | $3.3M | 0.37% |
| Pinion Investment Advisors, LLC | $3.3M | 0.77% |
| B. Riley Wealth Advisors, Inc. | $3.3M | 0.21% |
| TRANSCEND CAPITAL ADVISORS, LLC | $3.3M | 0.26% |
| ROBINSON SMITH WEALTH ADVISORS LLC | $3.2M | 2.19% |
| BROWN BROTHERS HARRIMAN & CO | $3.2M | 0.02% |
| U.S. Capital Wealth Advisors, LLC | $3.2M | 0.08% |
| Marks Group Wealth Management, Inc | $3.2M | 0.31% |
| Clarendon Private LLC | $3.2M | 2.46% |
| WEALTHGARDEN F.S. LLC | $3.2M | 2.18% |
| Dakota Wealth Management | $3.2M | 0.07% |
| CITIGROUP INC | $3.2M | 0.00% |
| Mesirow Financial Investment Management, Inc. | $3.1M | 0.05% |
| QRG CAPITAL MANAGEMENT, INC. | $3.1M | 0.03% |
| MANNING & NAPIER ADVISORS LLC | $3.1M | 0.04% |
| Crescent Grove Advisors, LLC | $3.1M | 0.29% |
| Brookwood Investment Group LLC | $3.0M | 0.38% |
| Acorn Wealth Advisors, LLC | $3.0M | 0.88% |
| MILESTONE ASSET MANAGEMENT, LLC | $3.0M | 0.56% |
| Keystone Wealth Services, LLC | $3.0M | 0.65% |
| BESSEMER GROUP INC | $3.0M | 0.00% |
| Houlihan Financial Resource Group, Ltd. | $2.9M | 1.14% |
| THEORY FINANCIAL LLC | $2.9M | 1.02% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | $2.9M | 0.04% |
| Alta Wealth Advisors LLC | $2.9M | 0.94% |
| Portfolio Resources Advisor Group, Inc. | $2.9M | 2.86% |
| Ridgeline Wealth, LLC | $2.9M | 2.06% |
| OpenArc Corporate Advisory, LLC | $2.9M | 0.04% |
| MAIMON WEALTH MANAGEMENT LTD. | $2.8M | 2.50% |
| Carr Financial Group Corp | $2.8M | 0.75% |
| Intentional Wealth Strategies, LLC | $2.8M | 2.65% |
| Boreal Capital Management LLC | $2.8M | 2.31% |
| Jaffetilchin Investment Partners, LLC | $2.8M | 0.17% |
| Waterloo Capital, L.P. | $2.8M | 0.20% |
| AlTi Global, Inc. | $2.8M | 0.06% |
| Integrated Advisors Network LLC | $2.8M | 0.15% |
| ALTERNA WEALTH MANAGEMENT, INC | $2.7M | 2.08% |
| FFG RETIREMENT ADVISORS LLC | $2.7M | 1.60% |
| Provident Investment Management, Inc. | $2.7M | 0.27% |
| Gotham Asset Management, LLC | $2.7M | 0.01% |
| Hoxton Planning & Management, LLC | $2.7M | 0.82% |
| Delta Wealth Advisors LLC | $2.7M | 2.07% |
| MorganRosel Wealth Management, LLC | $2.7M | 1.06% |
| M Holdings Securities, Inc. | $2.7M | 0.18% |
| Providence First Trust Co | $2.7M | 0.95% |
| GREENLEAF TRUST | $2.7M | 0.03% |
| Thrive Wealth Management, LLC | $2.7M | 0.40% |
| Alpha Zero LLC | $2.6M | 1.34% |
| BENJAMIN EDWARDS INC | $2.6M | 0.03% |
| Freestone Capital Holdings, LLC | $2.6M | 0.08% |
| MISSION WEALTH MANAGEMENT, LP | $2.6M | 0.05% |
| EHRLICH FINANCIAL GROUP | $2.6M | 1.49% |
| Smartleaf Asset Management LLC | $2.6M | 0.09% |