| WATERSHED PRIVATE WEALTH LLC | $5.5M | 1.73% |
| Professional Financial Advisors, LLC | $5.4M | 1.10% |
| Migdal Insurance & Financial Holdings Ltd. | $5.3M | 0.05% |
| Farther Finance Advisors, LLC | $5.3M | 0.05% |
| PERSPECTIVE WEALTH ADVISORS LLC | $5.3M | 3.42% |
| BNB Wealth Management, LLC | $5.2M | 3.37% |
| Tidemark, LLC | $5.2M | 1.33% |
| Beacon Pointe Advisors, LLC | $5.2M | 0.03% |
| Cypress Wealth Services, LLC | $5.2M | 0.73% |
| Vertex Planning Partners, LLC | $5.1M | 0.99% |
| Synergy Investment Management, LLC | $5.1M | 1.67% |
| ASSETMARK, INC | $5.0M | 0.01% |
| Mutual Advisors, LLC | $5.0M | 0.11% |
| Legacy Financial Strategies, LLC | $5.0M | 0.90% |
| Prostatis Group LLC | $4.9M | 1.26% |
| Cobblestone Asset Management LLC | $4.9M | 2.22% |
| Fiduciary Planning LLC | $4.9M | 1.49% |
| HRT FINANCIAL LP | $4.9M | 0.01% |
| Kingsview Wealth Management, LLC | $4.9M | 0.07% |
| Capital Investment Counsel, LLC | $4.8M | 0.66% |
| VICUS CAPITAL | $4.8M | 0.36% |
| Betterment LLC | $4.8M | 0.01% |
| McNaughton Wealth Management, LLC | $4.8M | 1.98% |
| Cornerstone Wealth Management, LLC | $4.8M | 0.24% |
| Ashton Thomas Private Wealth, LLC | $4.8M | 0.11% |
| WMG Financial Advisors, LLC | $4.6M | 1.92% |
| Kestra Advisory Services, LLC | $4.5M | 0.02% |
| Scarborough Advisors, LLC | $4.5M | 0.49% |
| Hobbs Wealth Management, LLC | $4.4M | 4.38% |
| CoreCap Advisors, LLC | $4.4M | 0.15% |
| Mayflower Financial Advisors, LLC | $4.4M | 0.54% |
| Focus Financial Network, Inc. | $4.4M | 0.16% |
| Vigilare Wealth Management | $4.2M | 1.43% |
| SteelPeak Wealth, LLC | $4.2M | 0.13% |
| M1 Capital Management LLC | $4.1M | 1.91% |
| TD Waterhouse Canada Inc. | $4.1M | 0.01% |
| Daviman Financial, LLC | $4.1M | 2.43% |
| Estate Planners Group, LLC | $4.1M | 1.96% |
| Berbice Capital Management LLC | $4.0M | 2.63% |
| J.W. COLE ADVISORS, INC. | $4.0M | 0.13% |
| Harel Insurance Investments & Financial Services Ltd. | $4.0M | 0.03% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $3.9M | 0.16% |
| Patriot Financial Group Insurance Agency, LLC | $3.9M | 0.22% |
| Regal Investment Advisors LLC | $3.9M | 0.22% |
| Delta Wealth Advisors LLC | $3.9M | 2.96% |
| KINGSWOOD WEALTH ADVISORS, LLC | $3.9M | 0.18% |
| Mascagni Wealth Management, Inc. | $3.9M | 2.75% |
| First Heartland Consultants, Inc. | $3.8M | 0.29% |
| Allworth Financial LP | $3.8M | 0.02% |
| Spectrum Planning & Advisory Services Inc. | $3.8M | 1.87% |
| Greenline Wealth Management LLC | $3.8M | 4.34% |
| GOLDMAN SACHS GROUP INC | $3.7M | 0.00% |
| PFG Advisors | $3.7M | 0.18% |
| Cresset Asset Management, LLC | $3.7M | 0.02% |
| Maia Wealth LLC | $3.7M | 0.62% |
| Arkadios Wealth Advisors | $3.7M | 0.06% |
| Lifelong Wealth Advisors, Inc. | $3.6M | 0.97% |
| AQR CAPITAL MANAGEMENT LLC | $3.6M | 0.00% |
| MPWM ADVISORY SOLUTIONS, LLC | $3.5M | 1.86% |
| Gen-Wealth Partners Inc | $3.5M | 1.09% |
| CITIGROUP INC | $3.5M | 0.00% |
| TUDOR INVESTMENT CORP ET AL | $3.4M | 0.01% |
| Federation des caisses Desjardins du Quebec | $3.4M | 0.01% |
| PEAK FINANCIAL ADVISORS LLC | $3.3M | 1.48% |
| ArborFi Advisors, LLC | $3.3M | 2.69% |
| CURTIS WEALTH MANAGEMENT LLC | $3.3M | 3.08% |
| FLORIDA FINANCIAL ADVISORS, LLC | $3.3M | 0.78% |
| A4 Wealth Advisors LLC | $3.3M | 2.66% |
| Vista Cima Wealth Management LLC | $3.3M | 3.21% |
| SIGNET FINANCIAL MANAGEMENT, LLC | $3.2M | 0.36% |
| Beacon Capital Management, Inc. | $3.2M | 0.18% |
| Future Financial Wealth Managment LLC | $3.0M | 1.95% |
| Orion Porfolio Solutions, LLC | $3.0M | 0.03% |
| Jackson Wealth Management, LLC | $3.0M | 0.31% |
| Astoria Portfolio Advisors LLC. | $3.0M | 0.63% |
| KANE INVESTMENT MANAGEMENT, INC. | $2.9M | 1.49% |
| Entelevest, LLC | $2.9M | 2.87% |
| Tradition Wealth Management, LLC | $2.9M | 0.20% |
| Sharkey, Howes & Javer | $2.8M | 0.38% |
| Belpointe Asset Management LLC | $2.8M | 0.10% |
| PACIFIC FINANCIAL GROUP INC | $2.8M | 1.52% |
| Apollon Wealth Management, LLC | $2.8M | 0.05% |
| Fortune Financial Group, Inc. | $2.8M | 2.53% |
| Paladin Advisory Group, LLC | $2.8M | 2.13% |
| Wedmont Private Capital | $2.8M | 0.09% |
| MILESTONE ASSET MANAGEMENT, LLC | $2.7M | 0.51% |
| WETZEL INVESTMENT ADVISORS, INC. | $2.7M | 1.09% |
| EVOLUTION WEALTH MANAGEMENT INC. | $2.7M | 1.98% |
| Atria Investments, Inc | $2.7M | 0.03% |
| Spire Wealth Management | $2.6M | 0.09% |
| FFG RETIREMENT ADVISORS LLC | $2.6M | 1.49% |
| Advyzon Investment Management, LLC | $2.5M | 0.23% |
| BETO FINANCIAL GROUP, LLC | $2.5M | 1.48% |
| WASHINGTON GROWTH STRATEGIES LLC | $2.5M | 1.63% |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | $2.5M | 0.19% |
| Southland Equity Partners LLC | $2.5M | 0.48% |
| NOMURA ASSET MANAGEMENT CO LTD | $2.4M | 0.01% |
| Advisory Services Network, LLC | $2.4M | 0.03% |
| Chatterton & Associates Inc. | $2.4M | 1.65% |
| MGO ONE SEVEN LLC | $2.3M | 0.05% |
| Denver PWM, LLC | $2.3M | 0.79% |
| SILVER OAK SECURITIES, INCORPORATED | $2.3M | 0.17% |
| Stone Wealth Partners | $2.3M | 2.03% |
| CIBC WORLD MARKET INC. | $2.2M | 0.00% |
| OPPENHEIMER & CO INC | $2.2M | 0.03% |
| Focus Partners Wealth | $2.2M | 0.00% |
| IAMS WEALTH MANAGEMENT, LLC | $2.2M | 0.76% |
| Csenge Advisory Group | $2.2M | 0.10% |
| Prota Financial, LLC | $2.1M | 1.51% |
| Redhawk Wealth Advisors, Inc. | $2.1M | 0.23% |
| NATIXIS ADVISORS, LLC | $2.1M | 0.00% |
| PETRA FINANCIAL ADVISORS INC | $2.1M | 1.27% |
| THEORY FINANCIAL LLC | $2.0M | 0.72% |
| JBR Co Financial Management Inc | $2.0M | 0.85% |
| KICKSTAND VENTURES, LLC. | $2.0M | 0.42% |
| Weaver Consulting Group | $2.0M | 0.48% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $2.0M | 0.01% |
| WEALTH ALLIANCE, LLC | $2.0M | 0.19% |
| WealthPoint Financial, LLC | $1.9M | 1.60% |
| Orca Investment Management, LLC | $1.9M | 1.61% |
| Investment Insight Wealth Management, LLC | $1.9M | 2.04% |
| Horizon Investment Services, LLC | $1.9M | 0.65% |
| Lifetime Wealth Management P.C. | $1.9M | 1.06% |
| Arrowroot Family Office, LLC | $1.9M | 0.61% |
| StoneX Group Inc. | $1.8M | 0.10% |
| TD Capital Management LLC | $1.8M | 0.16% |
| ATX Financial Planning, LLC | $1.8M | 1.36% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | $1.8M | 0.15% |
| Golden State Wealth Management, LLC | $1.7M | 0.19% |
| CIBC Bancorp USA Inc. | $1.7M | 0.00% |
| Roof Eidam Maycock Peralta, LLC | $1.7M | 0.40% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $1.7M | 0.10% |
| Brown Miller Wealth Management, LLC | $1.7M | 0.48% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.7M | 0.00% |
| FIRETHORN WEALTH PARTNERS, LLC | $1.7M | 0.61% |
| Strait & Sound Wealth Management LLC | $1.6M | 0.61% |
| Apeiron RIA LLC | $1.6M | 0.38% |
| Ameritas Advisory Services, LLC | $1.6M | 0.06% |
| Argent Trust Co | $1.6M | 0.05% |
| Perennial Investment Advisors, LLC | $1.6M | 0.13% |
| Envision Financial Transparency, LLC | $1.6M | 1.55% |
| WealthTrak Capital Management LLC | $1.6M | 1.13% |
| WealthPLAN Partners, LLC | $1.6M | 0.30% |
| D. E. Shaw & Co., Inc. | $1.6M | 0.00% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $1.5M | 0.03% |
| Medallion Wealth Advisors, LLC | $1.5M | 0.50% |
| VERUS CAPITAL PARTNERS, LLC | $1.5M | 0.10% |
| Compound Planning, Inc. | $1.5M | 0.05% |
| LexAurum Advisors, LLC | $1.5M | 0.19% |
| Narwhal Capital Management | $1.4M | 0.11% |