| Collier Financial | $2.2M | 1.65% |
| Dynamic Financial Group | $2.2M | 1.76% |
| Inman Jager Wealth Management, LLC | $2.1M | 1.25% |
| STEVENS CAPITAL PARTNERS | $2.1M | 0.51% |
| Western Wealth Management, LLC | $2.1M | 0.08% |
| DENVER WEALTH MANAGEMENT, INC. | $2.0M | 0.70% |
| Ignite Planners, LLC | $2.0M | 0.32% |
| FMR LLC | $2.0M | 0.00% |
| Savvy Advisors, Inc. | $2.0M | 0.05% |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | $2.0M | 0.52% |
| Pinnacle Family Advisors, LLC | $1.9M | 0.91% |
| Palisades Hudson Asset Management, L.P. | $1.9M | 0.74% |
| TAGStone Capital, Inc. | $1.9M | 0.66% |
| M&T Bank Corp | $1.8M | 0.01% |
| Brady Martz Wealth Solutions, LLC | $1.8M | 0.31% |
| Partners in Financial Planning | $1.8M | 0.30% |
| FELL CAPITAL MANAGEMENT /ADV | $1.7M | 1.64% |
| Trilogy Capital Inc. | $1.7M | 0.07% |
| CAPTRUST FINANCIAL ADVISORS | $1.7M | 0.00% |
| Financial Advisors Network, Inc. | $1.7M | 0.23% |
| Perigon Wealth Management, LLC | $1.6M | 0.03% |
| Twelve Points Wealth Management LLC | $1.6M | 0.34% |
| TOBIAS FINANCIAL ADVISORS, INC. | $1.5M | 0.22% |
| Courage Miller Partners, LLC | $1.5M | 0.44% |
| LAUREL OAK WEALTH MANAGEMENT, LLC | $1.5M | 0.26% |
| Kestra Advisory Services, LLC | $1.5M | 0.01% |
| Walsh & Associates, LLC | $1.5M | 1.48% |
| World Investment Advisors | $1.5M | 0.02% |
| XTX Topco Ltd | $1.4M | 0.02% |
| NATIXIS ADVISORS, LLC | $1.4M | 0.00% |
| FOUNDERS FINANCIAL SECURITIES LLC | $1.4M | 0.08% |
| Stratos Wealth Partners, LTD. | $1.3M | 0.02% |
| Investors Research Corp | $1.3M | 0.26% |
| Koss-Olinger Consulting, LLC | $1.3M | 0.11% |
| LTG Capital LLC | $1.3M | 0.99% |
| Dakota Wealth Management | $1.3M | 0.03% |
| JNBA Financial Advisors | $1.3M | 0.11% |
| WILLNER & HELLER, LLC | $1.3M | 0.95% |
| Haverford Trust Co | $1.3M | 0.01% |
| Capital Squared Financial LLC | $1.3M | 0.96% |
| GREAT VALLEY ADVISOR GROUP, INC. | $1.2M | 0.02% |
| JPMORGAN CHASE & CO | $1.2M | 0.00% |
| Friday Financial | $1.2M | 0.41% |
| MOTIVE WEALTH ADVISORS | $1.2M | 0.56% |
| Payne Capital Management, LLC | $1.2M | 0.35% |
| Clear Retirement Advice LLC | $1.2M | 0.91% |
| Indie Asset Partners, LLC | $1.1M | 1.31% |
| Octavia Wealth Advisors, LLC | $1.1M | 0.11% |
| Brooklyn Investment Group | $1.1M | 0.03% |
| Occidental Asset Management, LLC | $1.1M | 0.13% |
| Prime Capital Investment Advisors, LLC | $1.1M | 0.01% |
| Beacon Pointe Advisors, LLC | $1.1M | 0.01% |
| Bill Few Associates, Inc. | $1.1M | 0.26% |
| Visionary Wealth Advisors | $1.1M | 0.05% |
| Confluence Wealth Services, Inc. | $1.1M | 0.04% |
| Solutions 4 Wealth, Ltd | $1.1M | 1.62% |
| Rockefeller Capital Management L.P. | $1.1M | 0.00% |
| YHB Investment Advisors, Inc. | $1.0M | 0.08% |
| PSI Advisors, LLC | $1.0M | 0.25% |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | $1.0M | 0.35% |
| Diligent Investors, LLC | $1.0M | 0.25% |
| Advisory Services Network, LLC | $1.0M | 0.01% |
| PRIVATE TRUST CO NA | $970.6K | 0.09% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $952.6K | 0.01% |
| Pinnacle Financial Partners, Inc. | $941.6K | 0.01% |
| Salomon & Ludwin, LLC | $935.9K | 0.08% |
| MidAtlantic Capital Management, Inc. | $900.3K | 0.62% |
| Patriot Financial Group Insurance Agency, LLC | $897.2K | 0.05% |
| CWA Asset Management Group, LLC | $893.9K | 0.03% |
| STIFEL FINANCIAL CORP | $871.6K | 0.00% |
| Valmark Advisers, Inc. | $870.6K | 0.01% |
| One Capital Management, LLC | $866.1K | 0.02% |
| Freedom Investment Management, Inc. | $863.1K | 0.26% |
| Connecticut Wealth Management, LLC | $853.2K | 0.04% |
| Sanctuary Advisors, LLC | $844.5K | 0.00% |
| Keystone Wealth Services, LLC | $837.8K | 0.18% |
| Midwest Trust Co | $837.4K | 0.01% |
| Topel & Distasi Wealth Management, LLC | $831.2K | 0.43% |
| CVFG LLC | $827.5K | 0.10% |
| FLORIDA FINANCIAL ADVISORS, LLC | $822.3K | 0.20% |
| Vestwell Advisors, LLC | $818.7K | 0.22% |
| Idaho Trust Co | $814.5K | 0.26% |
| ABOUND FINANCIAL, LLC | $806.9K | 0.35% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | $791.7K | 0.20% |
| VANCE WEALTH, LLC | $787.1K | 0.23% |
| OneDigital Investment Advisors LLC | $772.3K | 0.01% |
| CITIGROUP INC | $769.6K | 0.00% |
| Equity Wealth Partners, LLC | $760.8K | 0.49% |
| Slagle Financial, LLC | $729.6K | 0.24% |
| Winthrop Capital Management, LLC | $728.0K | 0.19% |
| FIFTH THIRD BANCORP | $724.8K | 0.00% |
| Snowden Capital Advisors LLC | $720.1K | 0.02% |
| TRITONPOINT WEALTH, LLC | $709.9K | 0.08% |
| Asset Dedication, LLC | $706.8K | 0.05% |
| BURNEY CO/ | $706.3K | 0.02% |
| Foster Victor Wealth Advisors, LLC | $695.3K | 0.04% |
| CENTRAL TRUST Co | $687.1K | 0.01% |
| LexAurum Advisors, LLC | $669.0K | 0.09% |
| Farther Finance Advisors, LLC | $660.8K | 0.01% |
| Diversified Investment Strategies, LLC | $655.8K | 0.42% |
| US BANCORP \DE\ | $636.1K | 0.00% |
| Intrua Financial, LLC | $622.5K | 0.06% |
| Smart Portfolios, LLC | $621.8K | 0.62% |
| CONNORS INVESTOR SERVICES INC | $615.5K | 0.06% |
| Vawter Financial, Ltd. | $613.5K | 0.26% |
| INSPIRION WEALTH ADVISORS, LLC | $607.3K | 0.08% |
| Arkadios Wealth Advisors | $604.4K | 0.01% |
| AlphaCore Capital LLC | $596.1K | 0.01% |
| Clear Creek Financial Management, LLC | $594.9K | 0.05% |
| Eagle Strategies LLC | $587.3K | 0.07% |
| Atlas Brown,Inc. | $583.5K | 0.18% |
| Navigate Wealth Management, LLC | $583.0K | 0.41% |
| BLAIR WILLIAM & CO/IL | $571.5K | 0.00% |
| Sigma Planning Corp | $561.9K | 0.02% |
| Financial Network Wealth Advisors LLC | $557.6K | 0.57% |
| PRINCIPAL SECURITIES, INC. | $553.8K | 0.01% |
| Inspire Advisors, LLC | $544.6K | 0.04% |
| Baltimore-Washington Financial Advisors, Inc. | $536.9K | 0.02% |
| First City Capital Management, Inc. | $533.6K | 0.28% |
| Wealthspire Advisors, LLC | $532.1K | 0.00% |
| Towerpoint Wealth, LLC | $528.6K | 0.21% |
| Richmond Investment Services, LLC | $527.6K | 0.09% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $522.3K | 0.00% |
| ELEVATION POINT WEALTH PARTNERS, LLC | $518.9K | 0.01% |
| Waverly Advisors, LLC | $512.4K | 0.00% |
| RFG Advisory, LLC | $507.4K | 0.01% |
| Advisor Resource Council | $505.8K | 0.16% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $505.4K | 0.01% |
| Commonwealth Financial Services, LLC | $500.5K | 0.08% |
| Vestmark Advisory Solutions, Inc. | $496.7K | 0.01% |
| CALTON & ASSOCIATES, INC. | $492.0K | 0.07% |
| Fairscale Capital, LLC | $488.5K | 0.34% |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | $487.2K | 0.14% |
| Wellington Grp LLC | $486.9K | 0.15% |
| Flagship Private Wealth, LLC | $486.5K | 0.20% |
| Capital Investment Advisory Services, LLC | $482.7K | 0.04% |
| Grant Private Wealth Management Inc | $476.6K | 0.25% |
| Clearstead Advisors, LLC | $470.5K | 0.00% |
| Urban Financial Advisory Corp | $460.9K | 0.16% |
| CARY STREET PARTNERS FINANCIAL LLC | $460.3K | 0.01% |
| Essex Financial Services, Inc. | $458.5K | 0.03% |
| NORDEN GROUP LLC | $457.7K | 0.04% |
| Sandy Cove Advisors, LLC | $457.5K | 0.14% |
| Avior Wealth Management, LLC | $457.4K | 0.01% |
| Ameritas Advisory Services, LLC | $455.2K | 0.02% |
| Quantinno Capital Management LP | $454.2K | 0.00% |
| Texas Yale Capital Corp. | $452.3K | 0.01% |
| Comprehensive Financial Consultants Institutional, Inc. | $448.3K | 0.13% |
| Avestar Capital, LLC | $437.9K | 0.03% |
| Stonebridge Wealth Management, LLC | $431.8K | 0.41% |