| Trinity Financial Advisors LLC | $8.4M | 2.40% |
| Davis Capital Management | $8.4M | 5.66% |
| Advisory Services Network, LLC | $8.3M | 0.11% |
| EXENCIAL WEALTH ADVISORS, LLC | $8.3M | 0.26% |
| Kathmere Capital Management, LLC | $8.3M | 0.51% |
| Wealth Architects, LLC | $8.3M | 0.74% |
| MA Private Wealth | $8.3M | 1.40% |
| FFT WEALTH MANAGEMENT LLC | $8.2M | 1.49% |
| BOK Financial Private Wealth, Inc. | $8.2M | 0.49% |
| Vestwell Advisors, LLC | $8.2M | 2.23% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $8.1M | 0.00% |
| Facet Wealth, Inc. | $7.9M | 0.14% |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | $7.9M | 2.37% |
| ALLIANCEBERNSTEIN L.P. | $7.9M | 0.00% |
| Clearstead Advisors, LLC | $7.8M | 0.07% |
| Sound View Wealth Advisors Group, LLC | $7.7M | 0.52% |
| Cooke Wealth Management, LLC | $7.7M | 6.82% |
| Paradigm, Strategies in Wealth Management, LLC | $7.7M | 5.21% |
| BCK Partners, Inc. | $7.6M | 4.08% |
| Stonekeep Investments, LLC | $7.6M | 4.90% |
| Leverty Financial Group, LLC | $7.5M | 1.66% |
| Weinberger Asset Management, Inc | $7.4M | 2.79% |
| Flatrock Wealth Partners LLC | $7.3M | 3.27% |
| GENESIS PRIVATE WEALTH, LLC | $7.2M | 2.28% |
| Phil A. Younker & Associates, Ltd. | $7.2M | 4.81% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | $7.2M | 0.63% |
| Retirement Planning Group, LLC | $7.1M | 0.22% |
| GRIMES & Co WEALTH MANAGEMENT, LLC | $7.1M | 0.20% |
| AA Financial Advisors, LLC | $7.0M | 0.99% |
| Plus Group Wealth Advisors LLC | $7.0M | 7.70% |
| Integrated Wealth Concepts LLC | $7.0M | 0.06% |
| Modera Wealth Management, LLC | $7.0M | 0.08% |
| Tudor Financial Inc. | $6.9M | 3.54% |
| Private Advisor Group, LLC | $6.9M | 0.03% |
| Vise Technologies, Inc. | $6.9M | 0.13% |
| BANK OF MONTREAL /CAN/ | $6.8M | 0.00% |
| McKinley Carter Wealth Services, Inc. | $6.8M | 0.39% |
| Fortis Capital Management LLC | $6.7M | 0.69% |
| Heirloom Wealth Management | $6.7M | 1.21% |
| L.K. Benson & Company, P.C. | $6.7M | 2.22% |
| Grey Ledge Advisors, LLC | $6.7M | 1.51% |
| Redhawk Wealth Advisors, Inc. | $6.6M | 0.73% |
| Hurley Capital, LLC | $6.6M | 3.55% |
| Rialto Wealth Management, LLC | $6.6M | 1.49% |
| Rockbridge Investment Management, LCC | $6.5M | 0.59% |
| Berger Financial Group, Inc | $6.5M | 0.36% |
| SVB WEALTH LLC | $6.4M | 0.42% |
| Bond & Devick Financial Network, Inc. | $6.4M | 1.79% |
| Armbruster Capital Management, Inc. | $6.4M | 1.05% |
| WARNER FINANCIAL, INC | $6.4M | 2.19% |
| Milestone Investment Advisors LLC | $6.3M | 1.53% |
| HORAN Wealth, LLC | $6.3M | 0.60% |
| Texas Yale Capital Corp. | $6.2M | 0.18% |
| Allen Capital Group, LLC | $6.1M | 0.55% |
| JPL Wealth Management, LLC | $6.1M | 1.41% |
| Alpha Omega Wealth Management LLC | $6.0M | 0.98% |
| Blueprint Investment Partners LLC | $6.0M | 0.61% |
| Blueprint Financial Advisors LLC | $6.0M | 0.88% |
| Koshinski Asset Management, Inc. | $5.9M | 0.37% |
| Destination Wealth Management | $5.9M | 0.15% |
| Schwallier Wealth Management LLC | $5.9M | 4.33% |
| Seek First Inc. | $5.9M | 4.15% |
| Grant Street Asset Management, Inc. | $5.8M | 1.13% |
| FIFTH THIRD BANCORP | $5.8M | 0.01% |
| DAVIS R M INC | $5.7M | 0.10% |
| Acropolis Investment Management, LLC | $5.7M | 0.25% |
| OneAscent Financial Services LLC | $5.7M | 0.31% |
| KOM Wealth Management Group, LLC | $5.7M | 3.87% |
| Armor Investment Advisors, LLC | $5.6M | 2.04% |
| Advisors Capital Management, LLC | $5.6M | 0.07% |
| Valmark Advisers, Inc. | $5.6M | 0.07% |
| Robbins Farley | $5.6M | 2.47% |
| Tradewinds Capital Management, LLC | $5.6M | 1.10% |
| STEVENS CAPITAL PARTNERS | $5.6M | 1.34% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $5.5M | 0.10% |
| Leisure Capital Management | $5.5M | 1.93% |
| Orcam Financial Group | $5.4M | 3.83% |
| Pitcairn Wealth Advisors LLC | $5.4M | 0.50% |
| WT Wealth Management | $5.3M | 1.57% |
| Breakwater Investment Management | $5.3M | 1.95% |
| Upper Left Wealth Management, LLC | $5.2M | 3.10% |
| Five Oceans Advisors | $5.2M | 1.87% |
| &PARTNERS | $5.2M | 0.03% |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | $5.1M | 2.19% |
| Yanni & Associates Investment Advisors, LLC | $5.1M | 5.27% |
| Waterford Advisors, LLC | $5.1M | 1.61% |
| Capital Analysts, LLC | $5.0M | 0.13% |
| Madison Wealth Partners, Inc | $5.0M | 0.80% |
| CGN Advisors LLC | $5.0M | 0.39% |
| Valpey Financial Services, LLC | $5.0M | 3.24% |
| Tenret Co LLC | $5.0M | 2.39% |
| Apollon Wealth Management, LLC | $4.9M | 0.08% |
| Friday Financial | $4.9M | 1.70% |
| Summit Financial Strategies, Inc. | $4.9M | 0.39% |
| Cherry Tree Wealth Management, LLC | $4.9M | 1.04% |
| Womack Financial LLC | $4.9M | 3.61% |
| SWS Partners | $4.9M | 1.20% |
| Foster Group, Inc. | $4.9M | 0.15% |
| Valeo Financial Advisors, LLC | $4.9M | 0.12% |
| Independent Solutions Wealth Management, LLC | $4.8M | 0.71% |
| SEEDS INVESTOR LLC | $4.8M | 0.66% |
| RHS Financial, LLC | $4.8M | 2.28% |
| CVA Family Office, LLC | $4.8M | 0.51% |
| Cooper Financial Group | $4.8M | 0.49% |
| Diversified Enterprises, LLC | $4.8M | 0.26% |
| Tempus Wealth Planning, LLC | $4.8M | 1.10% |
| BLAIR WILLIAM & CO/IL | $4.8M | 0.01% |
| Hamrick Investment Counsel, llc | $4.8M | 2.64% |
| Curtis Advisory Group, LLC | $4.7M | 1.02% |
| Mutual Advisors, LLC | $4.7M | 0.10% |
| Bishop & Co Investment Management, LLC | $4.7M | 1.62% |
| Elm Partners Management LLC | $4.7M | 0.20% |
| Pacific Capital Wealth Advisors, Inc. | $4.7M | 0.79% |
| MONEYWISE, INC. | $4.7M | 2.06% |
| Shared Vision Wealth Group LLC | $4.7M | 1.91% |
| CAHILL FINANCIAL ADVISORS INC | $4.7M | 0.51% |
| IFP Advisors, Inc | $4.7M | 0.10% |
| LifePlan Investment Advisors, Inc. | $4.6M | 1.81% |
| AdvisorNet Financial, Inc | $4.6M | 0.24% |
| OLD NATIONAL BANCORP /IN/ | $4.6M | 0.08% |
| Uptown Financial Advisors LLC | $4.6M | 3.64% |
| Windsor Advisory Group, LLC | $4.5M | 3.80% |
| CAP Partners, LLC | $4.5M | 2.55% |
| Independent Advisor Alliance | $4.5M | 0.05% |
| LVW Advisors, LLC | $4.5M | 0.43% |
| Ancora Advisors LLC | $4.4M | 0.09% |
| Argent Trust Co | $4.4M | 0.15% |
| Carnegie Investment Counsel | $4.4M | 0.09% |
| Avalon Advisory Group | $4.4M | 1.77% |
| NORTHERN TRUST CORP | $4.4M | 0.00% |
| Enclave Advisors LLC | $4.4M | 0.60% |
| Clearwater Capital Advisors, LLC | $4.4M | 0.35% |
| EVERGREEN CAPITAL MANAGEMENT LLC | $4.3M | 0.09% |
| Blackhawk Capital Partners, LLC | $4.3M | 1.58% |
| Sollinda Capital Management LLC | $4.3M | 1.04% |
| Beacon Wealthcare LLC | $4.3M | 1.50% |
| SUMMITPOINT CAPITAL MANAGEMENT | $4.3M | 5.40% |
| Spectrum Asset Management, Inc. (NB/CA) | $4.2M | 1.33% |
| Attessa Capital LLC | $4.2M | 2.27% |
| Avior Wealth Management, LLC | $4.2M | 0.12% |
| Foundations Investment Advisors, LLC | $4.1M | 0.05% |
| IEQ CAPITAL, LLC | $4.1M | 0.02% |
| RFG Advisory, LLC | $4.1M | 0.08% |
| AIRE ADVISORS, LLC | $4.1M | 0.75% |
| Peak Financial Management, Inc. | $4.1M | 1.03% |
| DHJJ Financial Advisors, Ltd. | $4.1M | 1.34% |
| WOODMONT INVESTMENT COUNSEL LLC | $4.0M | 0.25% |
| SHUTTLEWORTH & Co | $4.0M | 3.63% |
| VALICENTI ADVISORY SERVICES INC | $4.0M | 0.87% |
| SHEETS SMITH WEALTH MANAGEMENT | $4.0M | 0.45% |