| Sherman Wealth Management LLC | $7.2M | 6.21% |
| WealthTrak Capital Management LLC | $7.2M | 5.12% |
| Vista Cima Wealth Management LLC | $7.2M | 7.07% |
| BayBridge Capital Group, LLC | $7.2M | 4.43% |
| Aerodigm Wealth, LLC | $7.1M | 2.67% |
| Cresset Asset Management, LLC | $7.0M | 0.03% |
| Battery Global Advisors, LLC | $7.0M | 3.74% |
| Oregon Pacific Wealth Management, LLC | $6.9M | 7.24% |
| Avior Wealth Management, LLC | $6.9M | 0.19% |
| Vested Financial Planning, LLC | $6.9M | 5.22% |
| Fourth Dimension Wealth, LLC | $6.8M | 2.59% |
| Benchmark Financial, LLC | $6.8M | 6.08% |
| BIP Wealth, LLC | $6.8M | 0.27% |
| SHEETS SMITH WEALTH MANAGEMENT | $6.7M | 0.75% |
| Total Clarity Wealth Management, Inc. | $6.6M | 1.56% |
| GREAT LAKES ADVISORS, LLC | $6.6M | 0.05% |
| Continuum Advisory, LLC | $6.3M | 0.60% |
| Raleigh Capital Management Inc. | $6.3M | 2.17% |
| Wilkins Miller Wealth Management, LLC | $6.3M | 3.80% |
| BCS Wealth Management | $6.1M | 1.25% |
| Capital Analysts, LLC | $6.1M | 0.16% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | $6.1M | 1.55% |
| Tyche Wealth Partners LLC | $5.9M | 0.91% |
| FDx Advisors, Inc. | $5.9M | 1.88% |
| Montis Financial, LLC | $5.9M | 1.22% |
| NORTH STAR ASSET MANAGEMENT INC | $5.9M | 0.25% |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | $5.8M | 0.90% |
| Occidental Asset Management, LLC | $5.8M | 0.69% |
| Advisory Services Network, LLC | $5.8M | 0.08% |
| Symphony Financial, Ltd. Co. | $5.8M | 0.76% |
| Hughes Financial Services, LLC | $5.8M | 0.88% |
| Balefire, LLC | $5.7M | 1.08% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $5.7M | 0.04% |
| ARQ WEALTH ADVISORS, LLC | $5.7M | 1.03% |
| Yukon Wealth Management, Inc. | $5.7M | 3.40% |
| Breachway Investments LLC | $5.6M | 5.35% |
| Red Wave Investments LLC | $5.5M | 1.65% |
| Smith Thornton Advisors LLC | $5.5M | 2.75% |
| LBMC INVESTMENT ADVISORS, LLC | $5.4M | 0.33% |
| Schwallier Wealth Management LLC | $5.4M | 3.96% |
| Valpey Financial Services, LLC | $5.4M | 3.51% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | $5.4M | 1.69% |
| Integrity Wealth Solutions LLC | $5.3M | 2.08% |
| Ervin Investment Management, LLC | $5.2M | 3.05% |
| Towercrest Capital Management | $5.2M | 0.81% |
| SYM FINANCIAL Corp | $5.1M | 0.51% |
| International Private Wealth Advisors LLC | $5.1M | 3.14% |
| HARBOR ADVISORY CORP /MA/ | $5.1M | 1.54% |
| Brown Financial Advisors | $5.1M | 1.92% |
| Hirtle & Co., LLC | $5.0M | 0.17% |
| CHOREO, LLC | $5.0M | 0.06% |
| Heartwood Wealth Advisors LLC | $5.0M | 0.44% |
| Spartan Planning & Wealth Management | $5.0M | 3.71% |
| Vertex Planning Partners, LLC | $5.0M | 0.97% |
| Modern Wealth Management, LLC | $4.9M | 0.08% |
| CAPTRUST FINANCIAL ADVISORS | $4.9M | 0.01% |
| Trilogy Capital Inc. | $4.9M | 0.21% |
| Smartleaf Asset Management LLC | $4.9M | 0.18% |
| Global Endowment Management, LP | $4.8M | 0.54% |
| Heritage Trust Co | $4.8M | 0.48% |
| DeDora Capital, Inc. | $4.8M | 1.17% |
| Aspetuck Financial Management LLC | $4.8M | 3.26% |
| NWAM LLC | $4.7M | 0.27% |
| Visionary Wealth Advisors | $4.7M | 0.21% |
| Norway Savings Bank | $4.6M | 2.20% |
| Keener Financial Planning LLC | $4.6M | 1.93% |
| Opes Wealth Management LLC | $4.5M | 0.73% |
| Northwest Wealth Advisors, LLC | $4.4M | 3.18% |
| Tranquilli Financial Advisor LLC | $4.4M | 2.58% |
| Oxinas Partners, LLC | $4.4M | 2.01% |
| FIDELIS CAPITAL PARTNERS, LLC | $4.4M | 0.31% |
| Weitzel Financial Services, Inc. | $4.4M | 1.65% |
| Range Financial Group LLC | $4.3M | 1.45% |
| rebel Financial LLC | $4.3M | 1.87% |
| Financial Insights, Inc. | $4.3M | 1.39% |
| QP WEALTH MANAGEMENT, LLC | $4.3M | 7.30% |
| HBW ADVISORY SERVICES LLC | $4.2M | 0.45% |
| Venture Visionary Partners LLC | $4.2M | 0.14% |
| COLTON GROOME FINANCIAL ADVISORS, LLC | $4.2M | 1.19% |
| VestGen Advisors, LLC | $4.2M | 0.11% |
| ECLECTIC ASSOCIATES INC /ADV | $4.2M | 0.55% |
| JRM Investment Counsel, LLC | $4.1M | 1.10% |
| Towerpoint Wealth, LLC | $4.1M | 1.66% |
| CABOT WEALTH MANAGEMENT INC | $4.1M | 0.47% |
| G&S Capital LLC | $4.1M | 1.44% |
| PAX Financial Group, LLC | $4.1M | 0.70% |
| RENAISSANCE TECHNOLOGIES LLC | $4.1M | 0.01% |
| Gambit Capital Management, LLC | $4.1M | 2.79% |
| Legacy Wealth Partners, LLC | $4.1M | 1.02% |
| One Capital Management, LLC | $4.0M | 0.11% |
| PRINCIPAL SECURITIES, INC. | $4.0M | 0.06% |
| Ashton Thomas Private Wealth, LLC | $4.0M | 0.09% |
| YANKCOM Partnership | $4.0M | 1.63% |
| NOVUS ADVISORS, LLC | $4.0M | 8.84% |
| ORBA Wealth Advisors, L.L.C. | $3.9M | 4.68% |
| Alliance Wealth Management Group | $3.9M | 0.86% |
| Steele Capital Management, Inc. | $3.9M | 0.16% |
| Paladin Wealth, LLC | $3.9M | 2.66% |
| LexAurum Advisors, LLC | $3.9M | 0.50% |
| Cooksen Wealth, LLC | $3.9M | 2.80% |
| UNIVEST FINANCIAL Corp | $3.9M | 0.22% |
| BLAIR WILLIAM & CO/IL | $3.9M | 0.01% |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | $3.9M | 0.25% |
| STEVENS CAPITAL PARTNERS | $3.8M | 0.93% |
| OPTIMA CAPITAL LLC | $3.8M | 1.77% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $3.8M | 0.02% |
| PRIVATE TRUST CO NA | $3.8M | 0.34% |
| Gladstone Institutional Advisory LLC | $3.8M | 0.14% |
| Downshift Financial, LLC | $3.7M | 1.94% |
| Koshinski Asset Management, Inc. | $3.7M | 0.23% |
| LOWE BROCKENBROUGH & CO INC | $3.7M | 0.18% |
| RICHARDSON FINANCIAL SERVICES INC. | $3.7M | 2.31% |
| Larson Financial Group LLC | $3.7M | 0.12% |
| Rossby Financial, LCC | $3.7M | 0.75% |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC | $3.7M | 0.97% |
| NBT BANK N A /NY | $3.6M | 0.24% |
| Y-Intercept (Hong Kong) Ltd | $3.5M | 0.07% |
| Quent Capital, LLC | $3.5M | 0.25% |
| Global Financial Private Client, LLC | $3.5M | 1.14% |
| World Investment Advisors | $3.5M | 0.06% |
| Equita Financial Network, Inc. | $3.5M | 1.09% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.4M | 0.00% |
| SkyOak Wealth, LLC | $3.4M | 0.62% |
| BYRNE FINANCIAL FREEDOM, LLC | $3.4M | 1.62% |
| American Investment Services, Inc. | $3.4M | 0.75% |
| VISTA INVESTMENT MANAGEMENT | $3.4M | 1.12% |
| 21 West Wealth Management LLC | $3.3M | 3.03% |
| Sowell Financial Services LLC | $3.2M | 0.12% |
| PNC FINANCIAL SERVICES GROUP, INC. | $3.2M | 0.00% |
| NORDEN GROUP LLC | $3.2M | 0.30% |
| Virtue Capital Management, LLC | $3.1M | 0.48% |
| Forefront Wealth Partners, LLC | $3.1M | 1.30% |
| Prime Capital Investment Advisors, LLC | $3.1M | 0.04% |
| Life Planning Partners, Inc | $3.1M | 2.36% |
| Apeiron RIA LLC | $3.1M | 0.71% |
| Mattson Financial Services, LLC | $3.1M | 0.73% |
| NORTHWEST WEALTH MANAGEMENT, LLC | $3.1M | 0.46% |
| Savvy Advisors, Inc. | $3.0M | 0.08% |
| Parallel Advisors, LLC | $3.0M | 0.05% |
| TRB Wealth Management, LLC | $3.0M | 0.43% |
| TBH Global Asset Management, LLC | $3.0M | 0.61% |
| CITY NATIONAL BANK OF FLORIDA /MSD | $3.0M | 1.79% |
| JFS WEALTH ADVISORS, LLC | $3.0M | 0.17% |
| WLTH Capital Management, LLC | $3.0M | 2.32% |
| Landmark Wealth Management, LLC | $2.9M | 0.79% |
| Trinity Wealth Management, LLC | $2.9M | 1.07% |
| Columbia River Financial Group, LLC | $2.9M | 1.68% |
| FF Advisors,LLC | $2.9M | 1.17% |
| Walsh & Associates, LLC | $2.9M | 2.85% |
| SIMON QUICK ADVISORS, LLC | $2.9M | 0.13% |