| Weinberger Asset Management, Inc | $7.6M | 2.86% |
| Lighthouse Wealth Management Inc. | $7.6M | 5.18% |
| Cresset Asset Management, LLC | $7.6M | 0.03% |
| Sun Financial Inc | $7.5M | 3.77% |
| Arnold Financial Planning LLC | $7.3M | 6.82% |
| Baring Financial LLC | $7.2M | 4.39% |
| Pathstone Holdings, LLC | $7.2M | 0.03% |
| LOWERY THOMAS, LLC | $7.0M | 3.99% |
| Savvy Advisors, Inc. | $7.0M | 0.19% |
| US BANCORP \DE\ | $6.9M | 0.01% |
| Cadence Wealth Management LLC | $6.9M | 2.87% |
| PANORAMIC INVESTMENT ADVISORS, LLC | $6.8M | 3.70% |
| CERTUITY, LLC | $6.8M | 0.44% |
| Brookstone Capital Management | $6.7M | 0.08% |
| ProVise Management Group, LLC | $6.7M | 0.48% |
| Quantinno Capital Management LP | $6.6M | 0.01% |
| Curtis Advisory Group, LLC | $6.6M | 1.41% |
| Ifrah Financial Services, Inc. | $6.5M | 1.73% |
| PACES FERRY WEALTH ADVISORS, LLC | $6.4M | 2.67% |
| Glassman Wealth Services | $6.3M | 0.86% |
| Avant Capital LLC | $6.3M | 4.44% |
| BlueSky Wealth Advisors, LLC | $6.3M | 0.81% |
| EP Wealth Advisors, LLC | $6.2M | 0.03% |
| Valpey Financial Services, LLC | $6.2M | 4.02% |
| Game Plan Financial Advisors, LLC | $6.1M | 2.75% |
| Summit Financial, LLC | $6.1M | 0.08% |
| New Hampshire Trust | $6.0M | 1.21% |
| Columbus Macro, LLC | $6.0M | 0.64% |
| Werba Rubin Papier Wealth Management | $6.0M | 0.83% |
| PETRA FINANCIAL ADVISORS INC | $5.9M | 3.63% |
| Capital Advisors Wealth Management, LLC | $5.9M | 0.79% |
| SpringVest Wealth Management LLC | $5.8M | 3.99% |
| Westbourne Investment Advisors, Inc. | $5.8M | 1.68% |
| GOLDMAN SACHS GROUP INC | $5.8M | 0.00% |
| PRINCIPAL FINANCIAL GROUP INC | $5.7M | 0.00% |
| CAHILL FINANCIAL ADVISORS INC | $5.6M | 0.60% |
| Leeward Financial Partners, LLC | $5.4M | 1.61% |
| Rinkey Investments | $5.4M | 1.37% |
| FLORIDA FINANCIAL ADVISORS, LLC | $5.3M | 1.27% |
| Meridian Wealth Management, LLC | $5.3M | 0.19% |
| Grey Fox Wealth Advisors, LLC | $5.2M | 1.01% |
| SHEPHERD KAPLAN KROCHUK, LLC | $5.2M | 4.35% |
| Apex Wealth Management, LLC | $5.0M | 3.43% |
| OneAscent Financial Services LLC | $5.0M | 0.27% |
| BROWN WEALTH MANAGEMENT, LLC | $4.9M | 1.27% |
| STIFEL FINANCIAL CORP | $4.9M | 0.00% |
| Dakota Wealth Management | $4.9M | 0.11% |
| Coastwise Capital Group, LLC | $4.9M | 2.72% |
| WARNER FINANCIAL, INC | $4.8M | 1.66% |
| L2 Asset Management, LLC | $4.8M | 0.45% |
| Embree Financial Group | $4.7M | 0.56% |
| One Capital Management, LLC | $4.7M | 0.13% |
| Pinnacle Family Advisors, LLC | $4.7M | 2.20% |
| Sequoia Financial Advisors, LLC | $4.7M | 0.03% |
| AQR CAPITAL MANAGEMENT LLC | $4.6M | 0.00% |
| Retirement Investment Advisors, Inc. | $4.6M | 0.37% |
| Golden Bell Financial Planning LLC | $4.6M | 3.63% |
| Baird Financial Group, Inc. | $4.5M | 0.01% |
| KPP Advisory Services LLC | $4.5M | 0.65% |
| Stratos Wealth Partners, LTD. | $4.5M | 0.05% |
| Newman Dignan & Sheerar, Inc. | $4.5M | 0.94% |
| SeaCrest Wealth Management, LLC | $4.4M | 0.47% |
| Independent Advisor Alliance | $4.4M | 0.05% |
| CFG Wealth Management Services, Inc. | $4.4M | 3.96% |
| DDD Partners, LLC | $4.4M | 0.30% |
| CITADEL ADVISORS LLC | $4.3M | 0.00% |
| Affinity Capital Advisors, LLC | $4.3M | 0.60% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $4.3M | 0.61% |
| KINGSWOOD WEALTH ADVISORS, LLC | $4.2M | 0.20% |
| Joseph Group Capital Management | $4.0M | 1.00% |
| LifePlan Investment Advisors, Inc. | $4.0M | 1.56% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | $3.9M | 0.33% |
| NORTH STAR ASSET MANAGEMENT INC | $3.9M | 0.17% |
| Everhart Financial Group, Inc. | $3.9M | 0.33% |
| Centerline Wealth Advisors, LLC | $3.9M | 1.40% |
| Foster Victor Wealth Advisors, LLC | $3.9M | 0.22% |
| Barden Capital Management, Inc. | $3.9M | 3.30% |
| RKL Wealth Management LLC | $3.8M | 0.35% |
| Vise Technologies, Inc. | $3.8M | 0.07% |
| Q3 Asset Management | $3.8M | 0.92% |
| JONES FINANCIAL COMPANIES LLLP | $3.8M | 0.00% |
| UNIQUE WEALTH, LLC | $3.7M | 0.51% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $3.7M | 0.00% |
| Cassady Wealth & Retirement Planning, LLC | $3.6M | 1.85% |
| Allen Capital Group, LLC | $3.6M | 0.32% |
| Apriem Advisors | $3.6M | 0.34% |
| Advisory Services Network, LLC | $3.5M | 0.05% |
| MONEY CONCEPTS CAPITAL CORP | $3.5M | 0.19% |
| Diversified Enterprises, LLC | $3.5M | 0.19% |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | $3.3M | 1.63% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $3.3M | 0.14% |
| TRUIST FINANCIAL CORP | $3.2M | 0.00% |
| Lido Advisors, LLC | $3.2M | 0.01% |
| IVC Wealth Advisors LLC | $3.2M | 1.39% |
| Altus Wealth Group LLC | $3.2M | 1.30% |
| Mill Creek Capital Advisors, LLC | $3.2M | 0.07% |
| WOODMONT INVESTMENT COUNSEL LLC | $3.2M | 0.20% |
| CYPRESS FINANCIAL PLANNING LLC | $3.2M | 0.87% |
| Murphy & Mullick Capital Management Corp | $3.1M | 2.31% |
| RFG Advisory, LLC | $3.1M | 0.06% |
| ARBOR TRUST WEALTH ADVISORS, LLC | $3.0M | 1.33% |
| ZynergyRetirementPlanningLLC | $3.0M | 1.82% |
| Compass Advisory Group LLC | $3.0M | 0.80% |
| Ameritas Advisory Services, LLC | $3.0M | 0.11% |
| Nadler Financial Group, Inc. | $2.9M | 0.28% |
| Corient Private Wealth LLC | $2.9M | 0.00% |
| Steele Capital Management, Inc. | $2.9M | 0.12% |
| HB Wealth Management, LLC | $2.9M | 0.02% |
| NewEdge Wealth, LLC | $2.9M | 0.03% |
| Bleakley Financial Group, LLC | $2.9M | 0.04% |
| M3 Advisory Group, LLC | $2.9M | 1.76% |
| Secure Asset Management, LLC | $2.8M | 0.44% |
| Johnson Financial Group, LLC | $2.8M | 0.18% |
| SUMMITPOINT CAPITAL MANAGEMENT | $2.7M | 3.47% |
| Apella Capital, LLC | $2.7M | 0.04% |
| Broadview Financial Management, LLC | $2.7M | 1.84% |
| EVOKE WEALTH, LLC | $2.7M | 0.05% |
| Rossby Financial, LCC | $2.7M | 0.54% |
| Modera Wealth Management, LLC | $2.6M | 0.03% |
| Clearstead Advisors, LLC | $2.6M | 0.02% |
| Amicus Financial Advisors, LLC | $2.6M | 0.71% |
| Tortoise Investment Management, LLC | $2.6M | 0.21% |
| FAGAN ASSOCIATES, INC. | $2.5M | 0.35% |
| AE Wealth Management LLC | $2.5M | 0.01% |
| Arkadios Wealth Advisors | $2.5M | 0.04% |
| Wilkins Miller Wealth Management, LLC | $2.5M | 1.51% |
| Concurrent Investment Advisors, LLC | $2.5M | 0.03% |
| Dynamic Advisor Solutions LLC | $2.4M | 0.08% |
| RITHOLTZ WEALTH MANAGEMENT | $2.4M | 0.04% |
| Regal Investment Advisors LLC | $2.4M | 0.14% |
| Stratos Wealth Advisors, LLC | $2.4M | 0.15% |
| Elgethun Capital Management | $2.4M | 0.40% |
| RIVERSEDGE ADVISORS, LLC | $2.4M | 0.39% |
| MISSION WEALTH MANAGEMENT, LP | $2.4M | 0.05% |
| Pure Financial Advisors, LLC | $2.4M | 0.03% |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | $2.4M | 0.71% |
| Matthew Goff Investment Advisor, LLC | $2.3M | 0.39% |
| Quantum Portfolio Management LLC | $2.3M | 1.01% |
| Berger Financial Group, Inc | $2.3M | 0.13% |
| MYECFO, LLC | $2.3M | 0.96% |
| Financial Strategies Group, Inc. | $2.3M | 0.38% |
| Cambridge Financial Group, LLC | $2.3M | 0.76% |
| Aspen Grove Capital, LLC | $2.2M | 0.44% |
| Elevation Capital Advisory, LLC | $2.2M | 0.95% |
| CreativeOne Wealth, LLC | $2.2M | 0.05% |
| Weaver Capital Management LLC | $2.1M | 0.46% |
| Ridgewood Investments LLC | $2.1M | 0.86% |
| Asset One Wealth Management LLC | $2.1M | 0.23% |
| Stewardship Advisors, LLC | $2.1M | 0.48% |
| Monetary Solutions, Ltd | $2.1M | 2.02% |