| Upper Left Wealth Management, LLC | $4.5M | 2.63% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $4.4M | 0.23% |
| Jacobs Equity LLC | $4.4M | 3.93% |
| White & Co Financial Planning Inc | $4.4M | 3.07% |
| Gleason Group, Inc. | $4.3M | 0.43% |
| Ausdal Financial Partners, Inc. | $4.3M | 0.19% |
| Ethos Financial Group, LLC | $4.2M | 0.31% |
| Apollon Wealth Management, LLC | $4.2M | 0.07% |
| MISSION WEALTH MANAGEMENT, LP | $4.2M | 0.09% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | $4.2M | 0.05% |
| Vivaldi Capital Management LP | $4.2M | 0.57% |
| Christensen, King & Associates Investment Services, Inc. | $4.1M | 1.78% |
| Creekside Partners | $4.1M | 1.69% |
| Sightline Wealth Advisors, LLC | $4.1M | 1.71% |
| Bishop & Co Investment Management, LLC | $4.0M | 1.38% |
| RKL Wealth Management LLC | $4.0M | 0.36% |
| Asset Allocation Strategies LLC | $3.9M | 0.70% |
| Cape Investment Advisory, Inc. | $3.9M | 1.30% |
| Seek First Inc. | $3.9M | 2.74% |
| Quantinno Capital Management LP | $3.9M | 0.01% |
| Cascade Financial Partners, LLC | $3.9M | 0.40% |
| Diversified Enterprises, LLC | $3.9M | 0.21% |
| WealthShield Partners, LLC | $3.8M | 0.43% |
| Stonekeep Investments, LLC | $3.8M | 2.44% |
| ZynergyRetirementPlanningLLC | $3.7M | 2.26% |
| Betterment LLC | $3.7M | 0.01% |
| TPG Advisors LLC | $3.7M | 2.31% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $3.7M | 0.02% |
| Pioneer Wealth Management Group | $3.7M | 1.03% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | $3.6M | 0.30% |
| MYECFO, LLC | $3.6M | 1.50% |
| GREAT VALLEY ADVISOR GROUP, INC. | $3.5M | 0.06% |
| Fort Point Capital Partners LLC | $3.5M | 0.43% |
| Kathmere Capital Management, LLC | $3.5M | 0.21% |
| Destination Wealth Management | $3.4M | 0.09% |
| Sollinda Capital Management LLC | $3.3M | 0.79% |
| Arnold Financial Planning LLC | $3.3M | 3.04% |
| STEVENS CAPITAL PARTNERS | $3.3M | 0.78% |
| CITIGROUP INC | $3.3M | 0.00% |
| Omega Financial Group, LLC | $3.2M | 1.06% |
| Dakota Wealth Management | $3.2M | 0.07% |
| Lee Financial Co | $3.2M | 0.45% |
| North Forty Two & Co. | $3.2M | 2.97% |
| Koesten, Hirschmann & Crabtree, INC. | $3.2M | 1.56% |
| Hamilton Capital, LLC | $3.2M | 0.17% |
| NATIXIS ADVISORS, LLC | $3.2M | 0.00% |
| BCK Partners, Inc. | $3.2M | 1.72% |
| Bleakley Financial Group, LLC | $3.1M | 0.05% |
| AQR CAPITAL MANAGEMENT LLC | $3.0M | 0.00% |
| Curbstone Financial Management Corp | $3.0M | 0.58% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $3.0M | 0.12% |
| Orcam Financial Group | $2.9M | 2.07% |
| Private Advisor Group, LLC | $2.9M | 0.01% |
| Ifrah Financial Services, Inc. | $2.9M | 0.76% |
| Kingsview Wealth Management, LLC | $2.9M | 0.04% |
| Accurate Wealth Management, LLC | $2.9M | 0.34% |
| Sequoia Financial Advisors, LLC | $2.8M | 0.02% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | $2.8M | 0.24% |
| Holistic Financial Partners | $2.8M | 1.03% |
| SNS Financial Group, LLC | $2.7M | 0.23% |
| HOWARD FINANCIAL SERVICES, LTD. | $2.7M | 0.30% |
| Asset Management Group, Inc. | $2.7M | 0.43% |
| Chesapeake Wealth Management | $2.6M | 0.80% |
| Etesian Wealth Advisors, Inc. | $2.6M | 0.82% |
| Badgley Phelps Wealth Managers, LLC | $2.6M | 0.05% |
| MBE Wealth Management, LLC | $2.6M | 1.07% |
| Tortoise Investment Management, LLC | $2.6M | 0.21% |
| Arcataur Capital Management LLC | $2.6M | 0.71% |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | $2.6M | 0.25% |
| Williams Financial, LLC | $2.5M | 1.46% |
| Walkner Condon Financial Advisors LLC | $2.5M | 0.33% |
| HANCOCK WHITNEY CORP | $2.5M | 0.04% |
| Goldstone Financial Group, LLC | $2.5M | 0.27% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $2.4M | 0.01% |
| Nikulski Financial, Inc. | $2.4M | 0.60% |
| GRIMES & Co WEALTH MANAGEMENT, LLC | $2.4M | 0.07% |
| Allen Capital Group, LLC | $2.4M | 0.21% |
| CoreCap Advisors, LLC | $2.4M | 0.08% |
| RITHOLTZ WEALTH MANAGEMENT | $2.4M | 0.04% |
| Oakwell Private Wealth Management, LLC | $2.3M | 0.41% |
| World Investment Advisors | $2.3M | 0.04% |
| HUB Investment Partners, LLC | $2.3M | 0.05% |
| Roberts Wealth Advisors, LLC | $2.3M | 0.58% |
| Avior Wealth Management, LLC | $2.3M | 0.06% |
| CAP Partners, LLC | $2.2M | 1.25% |
| Schneider Downs Wealth Management Advisors, LP | $2.2M | 0.24% |
| Soltis Investment Advisors LLC | $2.2M | 0.14% |
| Focus Financial Network, Inc. | $2.2M | 0.08% |
| INTEGRITY ALLIANCE, LLC. | $2.2M | 0.08% |
| Capital Analysts, LLC | $2.2M | 0.06% |
| Blankinship & Foster, LLC | $2.1M | 0.47% |
| Breakwater Investment Management | $2.1M | 0.78% |
| Valmark Advisers, Inc. | $2.1M | 0.02% |
| Heirloom Wealth Management | $2.1M | 0.38% |
| Indie Asset Partners, LLC | $2.1M | 2.34% |
| WorthPointe, LLC | $2.0M | 0.55% |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | $2.0M | 1.27% |
| FIFTH THIRD BANCORP | $2.0M | 0.00% |
| Payne Capital LLC | $2.0M | 1.82% |
| WEST PACES ADVISORS INC. | $2.0M | 0.38% |
| Capital Investment Advisory Services, LLC | $1.9M | 0.14% |
| THOMPSON INVESTMENT MANAGEMENT, INC. | $1.9M | 0.25% |
| Anchor Investment Management, LLC | $1.9M | 0.16% |
| Winthrop Capital Management, LLC | $1.9M | 0.50% |
| James J. Burns & Company, LLC | $1.9M | 0.26% |
| CONTINENTAL INVESTORS SERVICES, INC. | $1.9M | 1.80% |
| AMI INVESTMENT MANAGEMENT INC | $1.9M | 0.43% |
| Valued Wealth Advisors LLC | $1.9M | 0.77% |
| Valeo Financial Advisors, LLC | $1.9M | 0.05% |
| Embree Financial Group | $1.9M | 0.22% |
| Allworth Financial LP | $1.9M | 0.01% |
| Veridan Wealth LLC | $1.9M | 0.69% |
| Meramec Financial Planners, LLC | $1.8M | 0.71% |
| Bell Investment Advisors, Inc | $1.7M | 0.27% |
| Passive Capital Management, LLC. | $1.7M | 0.51% |
| Tenret Co LLC | $1.7M | 0.82% |
| Econ Financial Services Corp | $1.7M | 0.79% |
| BAILARD, INC. | $1.7M | 0.04% |
| Elevated Financial Group LLC | $1.6M | 0.53% |
| Clay Northam Wealth Management, LLC | $1.6M | 0.90% |
| Rialto Wealth Management, LLC | $1.6M | 0.36% |
| PEAPACK GLADSTONE FINANCIAL CORP | $1.6M | 0.02% |
| Foster Group, Inc. | $1.6M | 0.05% |
| Mill Creek Capital Advisors, LLC | $1.6M | 0.03% |
| GOLDMAN SACHS GROUP INC | $1.5M | 0.00% |
| Athena Investment Management | $1.5M | 0.80% |
| RENAISSANCE TECHNOLOGIES LLC | $1.5M | 0.00% |
| Noble Family Wealth, LLC | $1.5M | 0.31% |
| MONEYWISE, INC. | $1.5M | 0.65% |
| JAMES INVESTMENT RESEARCH, INC. | $1.5M | 0.17% |
| PRINCIPAL FINANCIAL GROUP INC | $1.5M | 0.00% |
| Roundview Capital LLC | $1.5M | 0.09% |
| Aptus Capital Advisors, LLC | $1.5M | 0.01% |
| Concurrent Investment Advisors, LLC | $1.4M | 0.02% |
| QUADRANT CAPITAL GROUP LLC | $1.4M | 0.04% |
| Greenline Partners, LLC | $1.4M | 0.15% |
| Diversified Trust Co | $1.4M | 0.03% |
| Armor Investment Advisors, LLC | $1.4M | 0.51% |
| OneDigital Investment Advisors LLC | $1.4M | 0.01% |
| Modera Wealth Management, LLC | $1.4M | 0.02% |
| Empower Advisory Group, LLC | $1.4M | 0.00% |
| FSM Wealth Advisors, LLC | $1.4M | 0.18% |
| Integrated Wealth Concepts LLC | $1.4M | 0.01% |
| SILVER OAK SECURITIES, INCORPORATED | $1.4M | 0.10% |
| Values Added Financial LLC | $1.4M | 0.58% |
| Alpha Omega Wealth Management LLC | $1.4M | 0.22% |
| Brookstone Capital Management | $1.4M | 0.02% |
| HB Wealth Management, LLC | $1.4M | 0.01% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | $1.3M | 0.24% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $1.3M | 0.08% |