| FIDELITY D & D BANCORP INC | $20.9M | 8.38% |
| Leicht Financial Planning & Wealth Management, Inc. | $20.7M | 9.37% |
| PROFFITT & GOODSON INC | $20.7M | 3.18% |
| WRAPMANAGER INC | $20.0M | 6.94% |
| Valmark Advisers, Inc. | $19.9M | 0.24% |
| NewEdge Advisors, LLC | $19.7M | 0.94% |
| Values Added Financial LLC | $19.6M | 8.23% |
| Atria Investments, Inc | $19.1M | 0.21% |
| IAG Wealth Partners, LLC | $18.9M | 2.11% |
| Kestra Advisory Services, LLC | $18.6M | 0.07% |
| IHT Wealth Management, LLC | $18.6M | 0.43% |
| INVENIO WEALTH PARTNERS LLC | $18.3M | 7.26% |
| SEEDS INVESTOR LLC | $18.2M | 2.48% |
| Portside Wealth Group, LLC | $18.2M | 2.46% |
| FIFTH THIRD BANCORP | $17.8M | 0.03% |
| CITIGROUP INC | $17.6M | 0.01% |
| Mason & Associates, LLC | $17.5M | 4.01% |
| Empowered Funds, LLC | $17.5M | 0.11% |
| Goodman Financial Corp | $17.4M | 2.99% |
| Belpointe Asset Management LLC | $16.7M | 0.61% |
| Strategic Financial Partners, Ltd. | $16.7M | 7.20% |
| Advyzon Investment Management, LLC | $16.7M | 1.49% |
| Rodgers & Associates, LTD | $16.5M | 1.67% |
| SCS Capital Management LLC | $16.0M | 0.17% |
| Moss Adams Wealth Advisors LLC | $16.0M | 1.17% |
| Sanctuary Advisors, LLC | $15.9M | 0.09% |
| Summit Financial, LLC | $15.6M | 0.20% |
| SCOTIA CAPITAL INC. | $15.4M | 0.06% |
| RFG Advisory, LLC | $15.4M | 0.28% |
| Cornerstone Wealth Management, LLC | $15.3M | 0.77% |
| &PARTNERS | $15.3M | 0.08% |
| ABOUND FINANCIAL, LLC | $15.3M | 6.67% |
| Capital Investment Management, Inc. | $15.1M | 5.19% |
| RESTON WEALTH MANAGEMENT LLC | $15.1M | 4.62% |
| Summit Global Investments | $15.0M | 0.89% |
| CARY STREET PARTNERS FINANCIAL LLC | $15.0M | 0.37% |
| Probity Advisors, Inc. | $14.8M | 2.35% |
| Millington Financial Advisors, LLC | $14.8M | 6.22% |
| MERCER GLOBAL ADVISORS INC /ADV | $14.7M | 0.02% |
| Plante Moran Financial Advisors, LLC | $14.6M | 0.95% |
| Macco Financial Group, Inc. | $14.6M | 11.02% |
| Orion Porfolio Solutions, LLC | $14.4M | 0.12% |
| Gradient Capital Advisors, LLC | $14.4M | 3.73% |
| Brookstone Capital Management | $14.3M | 0.16% |
| HARBOUR INVESTMENTS, INC. | $14.1M | 0.22% |
| Signal Advisors Wealth, LLC | $14.0M | 0.96% |
| Sanchez Wealth Management Group | $14.0M | 3.02% |
| Blueprint Financial Advisors LLC | $14.0M | 2.07% |
| GREAT VALLEY ADVISOR GROUP, INC. | $13.8M | 0.25% |
| Certified Advisory Corp | $13.6M | 1.22% |
| Navigation Group, LLC | $13.6M | 3.19% |
| PECAUT & CO. | $13.5M | 4.39% |
| Western Wealth Management, LLC | $13.5M | 0.51% |
| RETIREMITTEN FINANCIAL LLC | $13.3M | 6.45% |
| Collaborative Wealth Managment Inc. | $13.3M | 6.11% |
| O'Connor Financial Group LLC | $13.3M | 5.44% |
| Palatine Hill Wealth Management, LLC | $13.3M | 11.54% |
| Partners in Financial Planning | $13.2M | 2.20% |
| Cascade Financial Partners, LLC | $13.2M | 1.36% |
| Foundations Investment Advisors, LLC | $13.1M | 0.16% |
| FMR LLC | $13.0M | 0.00% |
| Sage Advisory Services, Ltd.Co. | $12.9M | 7.08% |
| Clear Retirement Advice LLC | $12.8M | 10.08% |
| WALLER FINANCIAL PLANNING GROUP, INC | $12.8M | 2.83% |
| HORIZON FINANCIAL SERVICES, LLC | $12.8M | 5.64% |
| DORVAL Corp | $12.7M | 3.94% |
| Tortoise Investment Management, LLC | $12.6M | 1.04% |
| Boltwood Capital Management | $12.5M | 3.20% |
| Aquire Wealth Advisors, LLC | $12.5M | 3.27% |
| Financial Planning Fort Collins, LLC | $12.4M | 9.30% |
| Focus Partners Advisor Solutions, LLC | $12.4M | 0.12% |
| NovaPoint Capital, LLC | $12.3M | 3.08% |
| Kagan Cocozza Asset Management | $12.0M | 8.42% |
| Aspire Private Capital, LLC | $11.9M | 2.70% |
| Roble, Belko & Company, Inc | $11.9M | 1.51% |
| Montz Harcus Wealth Management LLC | $11.6M | 4.67% |
| Leslie Global Wealth, LLC | $11.5M | 6.06% |
| Simplicity Wealth,LLC | $11.5M | 0.65% |
| Gateway Wealth Partners, LLC | $11.4M | 0.45% |
| Lifestyle Asset Management, Inc. | $11.3M | 3.68% |
| SIGNET FINANCIAL MANAGEMENT, LLC | $11.2M | 1.25% |
| AE Wealth Management LLC | $11.2M | 0.06% |
| Marathon Strategic Advisors, LLC | $11.1M | 8.02% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $11.1M | 0.16% |
| Kingsview Wealth Management, LLC | $11.0M | 0.15% |
| Delta Wealth Advisors LLC | $10.9M | 8.30% |
| MGO ONE SEVEN LLC | $10.9M | 0.22% |
| Rosenberg Matthew Hamilton | $10.8M | 2.22% |
| Amicus Financial Advisors, LLC | $10.8M | 2.98% |
| TPG Financial Advisors, LLC | $10.8M | 3.50% |
| Luken Investment Analytics, LLC | $10.6M | 4.07% |
| Wrenne Financial Planning LLC | $10.5M | 4.13% |
| WBH ADVISORY INC | $10.5M | 0.79% |
| Quantinno Capital Management LP | $10.5M | 0.02% |
| Mutual Advisors, LLC | $10.4M | 0.22% |
| Valtinson Bruner Financial Planning LLC | $10.4M | 2.86% |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $10.4M | 0.59% |
| GRIMES & Co WEALTH MANAGEMENT, LLC | $10.2M | 0.28% |
| FLAGSHIP HARBOR ADVISORS, LLC | $10.2M | 0.45% |
| New England Capital Financial Advisors LLC | $10.1M | 2.77% |
| Fort Point Capital Partners LLC | $10.1M | 1.23% |
| NBC SECURITIES, INC. | $9.9M | 0.75% |
| Collier Financial | $9.7M | 7.38% |
| Partnership Wealth Management, LLC | $9.6M | 7.34% |
| Xena Financial Planning, LLC | $9.5M | 10.70% |
| Brown Financial Advisory | $9.5M | 4.70% |
| Cornerstone Financial Group, LLC /NE/ | $9.3M | 5.97% |
| Salomon & Ludwin, LLC | $9.2M | 0.82% |
| JONES FINANCIAL COMPANIES LLLP | $9.2M | 0.00% |
| Modera Wealth Management, LLC | $9.1M | 0.11% |
| INTEGRATED CAPITAL MANAGEMENT, INC. | $9.1M | 6.05% |
| ATLAS CAPITAL ADVISORS INC. | $9.1M | 1.04% |
| Orin Green Financial, LLC | $9.1M | 3.72% |
| LEGACY SOLUTIONS, LLC | $8.9M | 8.27% |
| Arete Wealth Advisors, LLC | $8.9M | 0.67% |
| VERUS CAPITAL PARTNERS, LLC | $8.8M | 0.60% |
| Fortitude Financial, LLC | $8.8M | 4.65% |
| Security Financial Services, INC. | $8.7M | 1.38% |
| Truepoint, Inc. | $8.7M | 0.19% |
| Ignite Planners, LLC | $8.7M | 1.34% |
| CreativeOne Wealth, LLC | $8.6M | 0.20% |
| Patriot Financial Group Insurance Agency, LLC | $8.6M | 0.49% |
| Squarepoint Ops LLC | $8.6M | 0.01% |
| RWA WEALTH PARTNERS, LLC | $8.5M | 0.09% |
| IFS Advisors, LLC | $8.5M | 4.36% |
| AIRE ADVISORS, LLC | $8.4M | 1.54% |
| INDEPENDENT FINANCIAL GROUP, LLC | $8.2M | 0.18% |
| YHB Investment Advisors, Inc. | $8.2M | 0.58% |
| Bay Capital Advisors, LLC | $8.1M | 4.98% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $8.1M | 0.02% |
| Venturi Wealth Management, LLC | $8.0M | 0.36% |
| Seven Springs Wealth Group, LLC | $8.0M | 1.86% |
| OLD MISSION CAPITAL LLC | $7.8M | 0.12% |
| Ironwood Wealth Management, LLC. | $7.7M | 2.22% |
| XML Financial, LLC | $7.7M | 0.62% |
| Richmond Investment Services, LLC | $7.7M | 1.24% |
| PLANWISER FINANCIAL, LLC | $7.7M | 5.55% |
| Bensler, LLC | $7.6M | 0.79% |
| NOVEM GROUP | $7.6M | 0.87% |
| Convergence Financial, LLC | $7.6M | 0.81% |
| Optimist Retirement Group LLC | $7.6M | 3.35% |
| SENTINEL PENSION ADVISORS, LLC | $7.6M | 1.12% |
| TCP Asset Management, LLC | $7.6M | 0.97% |
| Fairfield University | $7.5M | 3.78% |
| FINANCIAL ADVISORY PARTNERS, LLC | $7.5M | 2.12% |
| Ausdal Financial Partners, Inc. | $7.5M | 0.33% |
| CSM Advisors, LLC | $7.4M | 0.18% |
| Diligent Investors, LLC | $7.4M | 1.82% |
| AQR CAPITAL MANAGEMENT LLC | $7.3M | 0.00% |
| NICOLET BANKSHARES INC | $7.3M | 0.27% |