| KWB Wealth | $6.5M | 0.64% |
| Amtrust Financial Services, Inc. | $6.4M | 2.14% |
| Melone Private Wealth, LLC | $6.3M | 2.59% |
| Bank of New York Mellon Corp | $6.2M | 0.00% |
| Lunt Capital Management, Inc. | $6.1M | 2.33% |
| INDEPENDENT FINANCIAL GROUP, LLC | $6.1M | 0.14% |
| TRUIST FINANCIAL CORP | $5.9M | 0.01% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | $5.8M | 1.82% |
| Certified Advisory Corp | $5.8M | 0.52% |
| Kestra Advisory Services, LLC | $5.6M | 0.02% |
| HBW ADVISORY SERVICES LLC | $5.6M | 0.59% |
| Rinkey Investments | $5.5M | 1.40% |
| AE Wealth Management LLC | $5.4M | 0.03% |
| Lifeworks Advisors, LLC | $5.2M | 0.67% |
| Belpointe Asset Management LLC | $5.1M | 0.19% |
| Parallel Advisors, LLC | $5.1M | 0.09% |
| Barden Capital Management, Inc. | $5.0M | 4.29% |
| ALEXANDER LABRUNERIE & CO., INC. | $5.0M | 1.88% |
| Total Clarity Wealth Management, Inc. | $5.0M | 1.17% |
| IFP Advisors, Inc | $5.0M | 0.10% |
| Vertex Planning Partners, LLC | $5.0M | 0.97% |
| CWC Advisors, LLC. | $4.8M | 2.31% |
| Eldridge Investment Advisors, Inc. | $4.7M | 1.03% |
| Avior Wealth Management, LLC | $4.6M | 0.13% |
| Global Endowment Management, LP | $4.4M | 0.49% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $4.3M | 0.00% |
| Allworth Financial LP | $4.3M | 0.02% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $4.2M | 0.26% |
| Arkadios Wealth Advisors | $4.2M | 0.07% |
| Bull Oak Capital, LLC | $4.1M | 1.59% |
| Larson Financial Group LLC | $4.1M | 0.13% |
| Auour Investments LLC | $3.9M | 1.24% |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | $3.9M | 2.13% |
| CVFG LLC | $3.9M | 0.48% |
| McNamara Financial Services, Inc. | $3.8M | 0.71% |
| NYL Investors LLC | $3.7M | 1.38% |
| RAINIER FAMILY WEALTH INC | $3.7M | 2.45% |
| JT Stratford LLC | $3.6M | 0.45% |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $3.5M | 0.20% |
| Raleigh Capital Management Inc. | $3.5M | 1.20% |
| WealthTrak Capital Management LLC | $3.4M | 2.42% |
| CAHILL FINANCIAL ADVISORS INC | $3.3M | 0.36% |
| PRECEDENT WEALTH PARTNERS, LLC | $3.2M | 0.65% |
| Sowell Financial Services LLC | $3.2M | 0.12% |
| Atria Investments, Inc | $3.1M | 0.04% |
| Aspetuck Financial Management LLC | $3.0M | 2.09% |
| PCB Capital LLC | $3.0M | 4.76% |
| CGN Advisors LLC | $3.0M | 0.24% |
| SENTINEL PENSION ADVISORS, LLC | $2.9M | 0.43% |
| HighPoint Advisor Group LLC | $2.9M | 0.12% |
| Independent Wealth Network Inc. | $2.9M | 0.86% |
| Retirement Planning Group, LLC | $2.8M | 0.09% |
| Destination Wealth Management | $2.7M | 0.07% |
| Partners in Financial Planning | $2.7M | 0.45% |
| Empower Advisory Group, LLC | $2.7M | 0.01% |
| Ashton Thomas Private Wealth, LLC | $2.6M | 0.06% |
| Aquire Wealth Advisors, LLC | $2.6M | 0.69% |
| JBR Co Financial Management Inc | $2.6M | 1.09% |
| Orin Green Financial, LLC | $2.6M | 1.05% |
| HARBOUR INVESTMENTS, INC. | $2.5M | 0.04% |
| Stratos Wealth Partners, LTD. | $2.5M | 0.03% |
| Breakwater Investment Management | $2.5M | 0.91% |
| LEGACY SOLUTIONS, LLC | $2.4M | 2.26% |
| Tempus Wealth Planning, LLC | $2.4M | 0.54% |
| Busey Bank | $2.4M | 0.06% |
| EP Wealth Advisors, LLC | $2.3M | 0.01% |
| Smartleaf Asset Management LLC | $2.3M | 0.08% |
| Compass Financial Group, Inc. | $2.3M | 1.02% |
| Core Wealth Partners LLC | $2.2M | 1.03% |
| Steele Capital Management, Inc. | $2.2M | 0.09% |
| Private Wealth Group, LLC | $2.1M | 0.99% |
| International Private Wealth Advisors LLC | $2.1M | 1.29% |
| Mill Capital Management, LLC | $2.1M | 0.16% |
| Winch Advisory Services, LLC | $2.1M | 0.47% |
| Fermata Advisors, LLC | $2.1M | 0.46% |
| Scissortail Wealth Management, LLC | $2.0M | 0.41% |
| Security Financial Services, INC. | $2.0M | 0.32% |
| Signal Advisors Wealth, LLC | $2.0M | 0.14% |
| Strategic Wealth Partners, Ltd. | $1.9M | 0.13% |
| FLAGSHIP HARBOR ADVISORS, LLC | $1.9M | 0.08% |
| Gambit Capital Management, LLC | $1.8M | 1.26% |
| NATIXIS ADVISORS, LLC | $1.8M | 0.00% |
| E&G Advisors, LP | $1.8M | 0.40% |
| USAdvisors Wealth Management, LLC | $1.8M | 0.60% |
| RESOLUTE WEALTH ADVISOR, INC. | $1.8M | 1.02% |
| Integrated Wealth Concepts LLC | $1.8M | 0.01% |
| Wealth Alliance Advisory Group, LLC | $1.7M | 0.28% |
| Wealth Advisory Solutions, LLC | $1.7M | 0.39% |
| Koshinski Asset Management, Inc. | $1.7M | 0.11% |
| MILLENNIUM MANAGEMENT LLC | $1.7M | 0.00% |
| TMB Capital Partners, LLC | $1.7M | 0.56% |
| SHELTON CAPITAL MANAGEMENT | $1.6M | 0.04% |
| HF Advisory Group, LLC | $1.6M | 0.56% |
| Prospect Financial Group LLC | $1.6M | 1.49% |
| TrueWealth Advisors, LLC | $1.6M | 0.41% |
| United Advisor Group, LLC | $1.6M | 0.20% |
| Carnegie Investment Counsel | $1.6M | 0.03% |
| Laraway Financial Advisors Inc | $1.6M | 1.09% |
| Ballast Rock Private Wealth LLC | $1.5M | 0.85% |
| Sanchez Levi Garrett | $1.5M | 0.94% |
| CITIGROUP INC | $1.5M | 0.00% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $1.5M | 0.02% |
| Global Strategic Investment Solutions, LLC | $1.4M | 0.14% |
| Flagship Private Wealth, LLC | $1.4M | 0.58% |
| Wealthspire Retirement, LLC | $1.4M | 0.09% |
| FIRST FINANCIAL BANK - TRUST DIVISION | $1.4M | 0.11% |
| Destiny Wealth Partners, LLC | $1.4M | 0.15% |
| Balance Wealth, LLC | $1.4M | 0.43% |
| Astoria Portfolio Advisors LLC. | $1.4M | 0.29% |
| FIFTH THIRD BANCORP | $1.4M | 0.00% |
| Kelman-Lazarov, Inc. | $1.3M | 0.19% |
| Advisor Resource Council | $1.3M | 0.43% |
| Financial & Tax Architects, LLC | $1.3M | 0.29% |
| LANDMARK WEALTH MANAGEMENT, INC. | $1.3M | 0.49% |
| Advisory Services Network, LLC | $1.3M | 0.02% |
| RED CRANE WEALTH MANAGEMENT, LLC | $1.3M | 1.05% |
| Comprehensive Money Management Services LLC | $1.3M | 0.84% |
| Brown Financial Advisors | $1.3M | 0.48% |
| G&S Capital LLC | $1.3M | 0.44% |
| Arsenal Capital Advisors LLC | $1.2M | 0.91% |
| Altus Wealth Group LLC | $1.2M | 0.50% |
| Carroll Advisory Group, LLC | $1.2M | 0.46% |
| GOLDMAN SACHS GROUP INC | $1.2M | 0.00% |
| AXXCESS WEALTH MANAGEMENT, LLC | $1.2M | 0.04% |
| Walkner Condon Financial Advisors LLC | $1.1M | 0.14% |
| Rooted Wealth Advisors, Inc. | $1.1M | 0.28% |
| Pinnacle Family Advisors, LLC | $1.1M | 0.50% |
| LexAurum Advisors, LLC | $1.1M | 0.14% |
| TKG Advisors, LLC | $1.1M | 0.44% |
| Tandem Financial, LLC | $1.1M | 0.34% |
| Meridian Wealth Management, LLC | $1.0M | 0.04% |
| PRIVATE TRUST CO NA | $1.0M | 0.09% |
| Vise Technologies, Inc. | $1.0M | 0.02% |
| Fortis Capital Advisors, LLC | $1.0M | 0.13% |
| Ascentis Independent Advisors | $1.0M | 0.08% |
| Wrenne Financial Planning LLC | $990.7K | 0.39% |
| PRINCIPAL SECURITIES, INC. | $985.9K | 0.01% |
| Farther Finance Advisors, LLC | $956.0K | 0.01% |
| PKS Advisory Services, LLC | $951.9K | 0.25% |
| Wealth Watch Advisors, INC | $950.3K | 0.40% |
| Keystone Wealth Services, LLC | $905.9K | 0.19% |
| Mutual Advisors, LLC | $896.2K | 0.02% |
| Merit Financial Group, LLC | $878.6K | 0.01% |
| MSH Capital Advisors LLC | $876.6K | 0.19% |
| Hibernia Wealth Partners, LLC | $844.2K | 0.25% |
| CFS Investment Advisory Services, LLC | $844.0K | 0.06% |
| Shelter Mutual Insurance Co | $843.6K | 0.19% |
| Narus Financial Partners, LLC | $841.0K | 0.22% |
| SAX WEALTH ADVISORS, LLC | $835.1K | 0.04% |
| AdvisorNet Financial, Inc | $826.6K | 0.04% |