| Vestmark Advisory Solutions, Inc. | $10.2M | 0.11% |
| GREAT VALLEY ADVISOR GROUP, INC. | $10.2M | 0.19% |
| Moss Adams Wealth Advisors LLC | $10.2M | 0.74% |
| Savant Capital, LLC | $10.1M | 0.05% |
| VestGen Advisors, LLC | $10.0M | 0.27% |
| AQR CAPITAL MANAGEMENT LLC | $10.0M | 0.00% |
| Summit Global Investments | $9.9M | 0.58% |
| Cobblestone Asset Management LLC | $9.6M | 4.34% |
| Signal Advisors Wealth, LLC | $9.6M | 0.66% |
| HighPoint Advisor Group LLC | $9.5M | 0.40% |
| Aquire Wealth Advisors, LLC | $9.5M | 2.49% |
| INTEGRITY ALLIANCE, LLC. | $9.5M | 0.36% |
| CAPITAL ADVISORS INC/OK | $9.4M | 0.15% |
| OneAscent Financial Services LLC | $9.2M | 0.50% |
| TRUIST FINANCIAL CORP | $9.1M | 0.01% |
| Valtinson Bruner Financial Planning LLC | $9.0M | 2.47% |
| Arax Advisory Partners | $9.0M | 0.25% |
| Farther Finance Advisors, LLC | $8.9M | 0.08% |
| ONE Advisory Partners, LLC | $8.9M | 2.75% |
| My Portfolio Guide, LLC | $8.9M | 4.92% |
| Melone Private Wealth, LLC | $8.9M | 3.62% |
| Revisor Wealth Management LLC | $8.8M | 2.44% |
| Millington Financial Advisors, LLC | $8.7M | 3.68% |
| MERCER GLOBAL ADVISORS INC /ADV | $8.6M | 0.01% |
| Values Added Financial LLC | $8.4M | 3.53% |
| SECURIAN ASSET MANAGEMENT, INC | $8.3M | 0.33% |
| Opes Wealth Management LLC | $8.2M | 1.35% |
| Orion Porfolio Solutions, LLC | $8.2M | 0.07% |
| Clearstead Advisors, LLC | $8.1M | 0.07% |
| Fiduciary Alliance LLC | $7.9M | 0.48% |
| BRIGHTON SECURITIES CORP. | $7.8M | 3.78% |
| IHT Wealth Management, LLC | $7.8M | 0.18% |
| Gateway Wealth Partners, LLC | $7.7M | 0.30% |
| Financial Insights, Inc. | $7.6M | 2.45% |
| Capital Investment Management, Inc. | $7.6M | 2.60% |
| Uptown Financial Advisors LLC | $7.3M | 5.82% |
| WealthTrak Capital Management LLC | $7.3M | 5.23% |
| Fonville Wealth Management LLC | $7.3M | 1.39% |
| Windsor Capital Management, LLC | $7.3M | 2.05% |
| Trilogy Capital Inc. | $7.2M | 0.32% |
| David Kennon Inc | $7.2M | 2.59% |
| Portside Wealth Group, LLC | $7.2M | 0.98% |
| ProVise Management Group, LLC | $7.1M | 0.51% |
| Brooklyn FI, LLC | $7.0M | 1.47% |
| SIGNET FINANCIAL MANAGEMENT, LLC | $6.9M | 0.77% |
| FOUNDERS FINANCIAL SECURITIES LLC | $6.9M | 0.39% |
| &PARTNERS | $6.8M | 0.03% |
| RENAISSANCE TECHNOLOGIES LLC | $6.8M | 0.01% |
| Wealth Alliance Advisory Group, LLC | $6.8M | 1.07% |
| Pure Financial Advisors, LLC | $6.7M | 0.10% |
| Optimist Retirement Group LLC | $6.7M | 2.95% |
| Archer Investment Management, LLC | $6.7M | 2.81% |
| Sanctuary Advisors, LLC | $6.7M | 0.04% |
| CreativeOne Wealth, LLC | $6.6M | 0.15% |
| IFP Advisors, Inc | $6.5M | 0.14% |
| Cypress Wealth Services, LLC | $6.4M | 0.91% |
| Western Wealth Management, LLC | $6.4M | 0.24% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $6.4M | 0.00% |
| CX Institutional | $6.3M | 0.19% |
| Delta Wealth Advisors LLC | $6.3M | 4.82% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $6.3M | 0.38% |
| Raleigh Capital Management Inc. | $6.3M | 2.16% |
| Palatine Hill Wealth Management, LLC | $6.2M | 5.36% |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | $6.0M | 3.28% |
| Wolff Financial Management LLC | $5.9M | 1.31% |
| Mascoma Wealth Management LLC | $5.9M | 1.23% |
| AE Wealth Management LLC | $5.9M | 0.03% |
| Mason & Associates, LLC | $5.9M | 1.35% |
| Simplicity Wealth,LLC | $5.9M | 0.33% |
| Vision Capital Management, Inc. | $5.8M | 0.73% |
| WBH ADVISORY INC | $5.7M | 0.42% |
| Rinkey Investments | $5.6M | 1.44% |
| Financial Planning Fort Collins, LLC | $5.6M | 4.18% |
| Walsh & Associates, LLC | $5.6M | 5.51% |
| Wrenne Financial Planning LLC | $5.5M | 2.16% |
| Probity Advisors, Inc. | $5.5M | 0.87% |
| Towercrest Capital Management | $5.5M | 0.85% |
| Kestra Advisory Services, LLC | $5.3M | 0.02% |
| Financial Enhancement Group LLC | $5.3M | 0.66% |
| Vise Technologies, Inc. | $5.3M | 0.10% |
| Boltwood Capital Management | $5.3M | 1.34% |
| Red Wave Investments LLC | $5.3M | 1.57% |
| Pinnacle Wealth Planning Services, Inc. | $5.2M | 0.54% |
| SEEDS INVESTOR LLC | $5.2M | 0.71% |
| Vivaldi Capital Management LP | $5.2M | 0.72% |
| Integrated Capital Management, LLC | $5.2M | 2.20% |
| ALLIANCEBERNSTEIN L.P. | $5.2M | 0.00% |
| Phoenix Wealth Advisors | $5.2M | 2.06% |
| NORTH STAR ASSET MANAGEMENT INC | $5.2M | 0.23% |
| BLAIR WILLIAM & CO/IL | $5.0M | 0.01% |
| RIVERSEDGE ADVISORS, LLC | $5.0M | 0.81% |
| EP Wealth Advisors, LLC | $4.9M | 0.02% |
| Leslie Global Wealth, LLC | $4.9M | 2.59% |
| HORIZON FINANCIAL SERVICES, LLC | $4.8M | 2.13% |
| FMR LLC | $4.8M | 0.00% |
| TOBIAS FINANCIAL ADVISORS, INC. | $4.8M | 0.67% |
| INTRUST BANK NA | $4.7M | 0.39% |
| STIFEL FINANCIAL CORP | $4.7M | 0.00% |
| Advisory Services Network, LLC | $4.7M | 0.06% |
| Belpointe Asset Management LLC | $4.7M | 0.17% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $4.6M | 0.03% |
| PROFFITT & GOODSON INC | $4.6M | 0.71% |
| ADE, LLC | $4.6M | 2.20% |
| Churchill Financial Advisors, LLC | $4.6M | 0.96% |
| Richmond Investment Services, LLC | $4.6M | 0.74% |
| Key Financial Inc | $4.6M | 0.81% |
| TCP Asset Management, LLC | $4.5M | 0.58% |
| EXENCIAL WEALTH ADVISORS, LLC | $4.5M | 0.14% |
| EHRLICH FINANCIAL GROUP | $4.5M | 2.58% |
| ABOUND FINANCIAL, LLC | $4.4M | 1.92% |
| Collier Financial | $4.4M | 3.34% |
| VISTA INVESTMENT MANAGEMENT | $4.4M | 1.45% |
| Cornerstone Wealth Management, LLC | $4.3M | 0.22% |
| Blueprint Investment Partners LLC | $4.3M | 0.44% |
| Great Point Wealth Advisors, LLC | $4.3M | 0.80% |
| Alliance Wealth Management Group | $4.3M | 0.94% |
| Optas, LLC | $4.3M | 0.65% |
| Advisor OS, LLC | $4.2M | 0.30% |
| AlphaCore Capital LLC | $4.2M | 0.10% |
| Ervin Investment Management, LLC | $4.1M | 2.43% |
| Axos Invest Inc. | $4.1M | 3.11% |
| R. W. Roge & Company, Inc. | $4.1M | 1.95% |
| HARBOR ADVISORY CORP /MA/ | $4.0M | 1.22% |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | $4.0M | 3.58% |
| YHB Investment Advisors, Inc. | $4.0M | 0.29% |
| Single Point Partners, LLC | $4.0M | 0.79% |
| SOA Wealth Advisors, LLC. | $3.8M | 0.72% |
| Quantinno Capital Management LP | $3.7M | 0.01% |
| Schwallier Wealth Management LLC | $3.7M | 2.73% |
| Turning Point Benefit Group, Inc. | $3.7M | 2.37% |
| Continuum Advisory, LLC | $3.7M | 0.36% |
| Shum Financial Group, Inc. | $3.7M | 2.63% |
| CHOREO, LLC | $3.7M | 0.05% |
| Zinnia Wealth Advisory, LLC | $3.7M | 4.11% |
| Gladstone Institutional Advisory LLC | $3.6M | 0.14% |
| Tranquilli Financial Advisor LLC | $3.6M | 2.09% |
| GRIMES & Co WEALTH MANAGEMENT, LLC | $3.6M | 0.10% |
| Integrity Wealth Solutions LLC | $3.6M | 1.40% |
| INDEPENDENT FINANCIAL GROUP, LLC | $3.5M | 0.08% |
| Kera Capital Partners, Inc. | $3.5M | 0.43% |
| Winch Advisory Services, LLC | $3.4M | 0.79% |
| Arete Wealth Advisors, LLC | $3.4M | 0.26% |
| Balefire, LLC | $3.4M | 0.64% |
| Boston Standard Wealth Management, LLC | $3.4M | 0.55% |
| Foundations Investment Advisors, LLC | $3.4M | 0.04% |
| Partners in Financial Planning | $3.3M | 0.55% |
| Snowden Capital Advisors LLC | $3.3M | 0.09% |
| PRICE T ROWE ASSOCIATES INC /MD/ | $3.3M | 0.00% |
| MONETA GROUP INVESTMENT ADVISORS LLC | $3.2M | 0.02% |
| JONES FINANCIAL COMPANIES LLLP | $3.2M | 0.00% |