| FMR LLC | $549.1M | 0.03% |
| MORGAN STANLEY | $270.7M | 0.02% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $224.3M | 4.54% |
| CWM, LLC | $216.7M | 0.57% |
| ENVESTNET ASSET MANAGEMENT INC | $163.6M | 0.04% |
| LPL Financial LLC | $163.1M | 0.04% |
| TECTONIC ADVISORS LLC | $100.9M | 5.34% |
| UBS Group AG | $86.3M | 0.01% |
| BANK OF AMERICA CORP /DE/ | $85.4M | 0.01% |
| Kestra Investment Management, LLC | $78.7M | 1.36% |
| WELLS FARGO & COMPANY/MN | $75.1M | 0.01% |
| OSAIC HOLDINGS, INC. | $69.5M | 0.10% |
| CAPITAL ADVISORS INC/OK | $55.3M | 0.89% |
| Cheviot Value Management, LLC | $54.8M | 5.51% |
| ROYAL BANK OF CANADA | $54.1M | 0.01% |
| Corient Private Wealth LLC | $52.8M | 0.08% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $47.7M | 0.10% |
| Morling Financial Advisors, LLC | $43.8M | 13.46% |
| Janney Montgomery Scott LLC | $38.0M | 0.09% |
| Bank of New York Mellon Corp | $32.7M | 0.01% |
| CAPTRUST FINANCIAL ADVISORS | $29.3M | 0.05% |
| San Luis Wealth Advisors LLC | $28.8M | 4.77% |
| WCG Wealth Advisors LLC | $27.2M | 0.76% |
| HighTower Advisors, LLC | $27.1M | 0.03% |
| Horizon Investments, LLC | $26.7M | 0.30% |
| Thrivent Financial for Lutherans | $26.4M | 0.05% |
| WEATHERLY ASSET MANAGEMENT L. P. | $26.1M | 2.11% |
| Concurrent Investment Advisors, LLC | $25.8M | 0.28% |
| PINNACLE ASSOCIATES LTD | $24.1M | 0.31% |
| HOWARD FINANCIAL SERVICES, LTD. | $21.3M | 2.40% |
| Journey Advisory Group, LLC | $20.4M | 1.74% |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV | $20.2M | 4.56% |
| RAYMOND JAMES FINANCIAL INC | $20.1M | 0.01% |
| AQR CAPITAL MANAGEMENT LLC | $19.9M | 0.01% |
| WOODMONT INVESTMENT COUNSEL LLC | $18.6M | 1.14% |
| Cetera Investment Advisers | $17.4M | 0.02% |
| Cambridge Investment Research Advisors, Inc. | $17.2M | 0.04% |
| Canal Capital Management, LLC | $16.3M | 2.20% |
| JANE STREET GROUP, LLC | $15.8M | 0.00% |
| Focus Partners Wealth | $14.5M | 0.02% |
| Steward Partners Investment Advisory, LLC | $14.4M | 0.07% |
| 1 NORTH WEALTH SERVICES LLC | $14.1M | 5.07% |
| MAI Capital Management | $13.8M | 0.08% |
| Pinnacle Wealth Management Advisory Group, LLC | $13.4M | 0.92% |
| Denver PWM, LLC | $12.8M | 4.40% |
| VICUS CAPITAL | $12.7M | 0.93% |
| Jaffetilchin Investment Partners, LLC | $12.6M | 0.75% |
| Brookstone Capital Management | $12.5M | 0.14% |
| Private Advisor Group, LLC | $11.8M | 0.06% |
| M Wealth Management, LLC | $11.1M | 9.31% |
| Ballew Advisors, Inc | $10.9M | 6.13% |
| Cornerstone Wealth Management, LLC | $10.6M | 0.53% |
| Finivi Inc. | $10.5M | 5.74% |
| Austin Wealth Management, LLC | $10.4M | 2.36% |
| Bedel Financial Consulting, Inc. | $10.1M | 1.13% |
| Mariner, LLC | $10.1M | 0.01% |
| Diversified Portfolios, Inc. | $9.2M | 0.76% |
| Beacon Pointe Advisors, LLC | $9.1M | 0.05% |
| Cerro Pacific Wealth Advisors LLC | $8.9M | 2.34% |
| Curi Capital, LLC | $8.9M | 0.16% |
| Stablepoint Partners, LLC | $8.4M | 1.25% |
| Envestnet Portfolio Solutions, Inc. | $8.1M | 0.04% |
| TRUIST FINANCIAL CORP | $7.9M | 0.01% |
| ASSETMARK, INC | $7.1M | 0.01% |
| Kestra Advisory Services, LLC | $7.0M | 0.03% |
| Elmwood Wealth Management, Inc. | $7.0M | 1.92% |
| V2 Financial group LLC | $6.8M | 3.15% |
| Inman Jager Wealth Management, LLC | $6.7M | 3.91% |
| JPMORGAN CHASE & CO | $6.6M | 0.00% |
| Visionary Horizons, LLC | $6.1M | 3.01% |
| Sharkey, Howes & Javer | $6.1M | 0.82% |
| Keystone Financial Group | $5.8M | 0.39% |
| Transamerica Financial Advisors, LLC | $5.6M | 0.48% |
| Freedom Financial Partners LLC | $5.6M | 1.99% |
| Visionary Wealth Advisors | $5.6M | 0.25% |
| JONES FINANCIAL COMPANIES LLLP | $5.5M | 0.00% |
| Waverly Advisors, LLC | $5.4M | 0.04% |
| Avior Wealth Management, LLC | $5.4M | 0.15% |
| HARBOUR INVESTMENTS, INC. | $5.1M | 0.08% |
| Lunt Capital Management, Inc. | $4.9M | 1.90% |
| COMMONWEALTH EQUITY SERVICES, LLC | $4.6M | 0.01% |
| SUMMITPOINT CAPITAL MANAGEMENT | $4.6M | 5.83% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $4.5M | 0.00% |
| Napier Financial, LLC | $4.4M | 1.01% |
| ADG Wealth Management Group, LLC | $4.4M | 3.05% |
| Prime Capital Investment Advisors, LLC | $4.3M | 0.05% |
| Pinnacle Financial Group, LLC / IL | $4.3M | 1.19% |
| AlphaCore Capital LLC | $4.1M | 0.10% |
| EP Wealth Advisors, LLC | $4.1M | 0.02% |
| ENTREWEALTH, LLC | $4.1M | 1.82% |
| PARAGON CAPITAL MANAGEMENT INC | $3.8M | 3.25% |
| HB Wealth Management, LLC | $3.8M | 0.02% |
| Premier Private Wealth Management LLC | $3.8M | 4.03% |
| HighPoint Advisor Group LLC | $3.7M | 0.16% |
| Orion Porfolio Solutions, LLC | $3.7M | 0.03% |
| NewEdge Advisors, LLC | $3.7M | 0.18% |
| Geneos Wealth Management Inc. | $3.6M | 0.08% |
| Wakefield Asset Management LLLP | $3.6M | 0.95% |
| Family Capital Trust Co | $3.6M | 1.29% |
| USAdvisors Wealth Management, LLC | $3.5M | 1.17% |
| Johnson Bixby & Associates, LLC | $3.4M | 0.43% |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | $3.4M | 1.88% |
| Redwood Park Advisors LLC | $3.4M | 2.25% |
| CreativeOne Wealth, LLC | $3.4M | 0.08% |
| Smartleaf Asset Management LLC | $3.2M | 0.12% |
| FIFTH THIRD BANCORP | $3.2M | 0.01% |
| Heritage Wealth Management, Inc. /CA/ | $3.1M | 1.69% |
| John W. Brooker & Co., CPAs | $2.9M | 4.57% |
| CASTLEKEEP INVESTMENT ADVISORS LLC | $2.8M | 1.50% |
| STIFEL FINANCIAL CORP | $2.8M | 0.00% |
| AXXCESS WEALTH MANAGEMENT, LLC | $2.7M | 0.09% |
| Sanctuary Advisors, LLC | $2.4M | 0.01% |
| Cerity Partners LLC | $2.4M | 0.00% |
| Leeward Financial Partners, LLC | $2.3M | 0.69% |
| Lionsbridge Wealth Management LLC | $2.3M | 2.33% |
| Capital Advisors, Ltd. LLC | $2.3M | 0.26% |
| Jacobi Capital Management LLC | $2.2M | 0.12% |
| All Terrain Financial Advisors, LLC | $2.2M | 0.51% |
| Medallion Wealth Advisors, LLC | $2.2M | 0.71% |
| Cornerstone Advisory, LLC | $2.1M | 0.20% |
| Advyzon Investment Management, LLC | $2.1M | 0.19% |
| Fortis Advisors, LLC | $2.1M | 1.03% |
| ARS Wealth Advisors Group, LLC | $2.0M | 0.17% |
| Glen Eagle Advisors, LLC | $2.0M | 0.28% |
| Koshinski Asset Management, Inc. | $2.0M | 0.12% |
| Selby Wealth Management, LLC | $1.9M | 0.74% |
| Capital Asset Advisory Services LLC | $1.8M | 0.07% |
| Lido Advisors, LLC | $1.8M | 0.01% |
| Bank of New Hampshire | $1.7M | 0.39% |
| Ariadne Wealth Management, LP | $1.7M | 0.76% |
| Summit Asset Management, LLC | $1.7M | 0.23% |
| HOLLENCREST CAPITAL MANAGEMENT | $1.6M | 0.06% |
| 1620 INVESTMENT ADVISORS, INC. | $1.6M | 1.05% |
| Connecticut Wealth Management, LLC | $1.5M | 0.06% |
| SHELTON CAPITAL MANAGEMENT | $1.5M | 0.03% |
| Jefferson Bridge Capital, LLC | $1.5M | 1.47% |
| Pointe Capital Management LLC | $1.5M | 0.72% |
| SK Wealth Management, LLC | $1.5M | 0.40% |
| Marshall Financial Group, LLC | $1.4M | 0.23% |
| Strategic Family Wealth Counselors, L.L.C. | $1.4M | 0.37% |
| Bouchey Financial Group Ltd | $1.4M | 0.10% |
| PFG Investments, LLC | $1.4M | 0.07% |
| Rockefeller Capital Management L.P. | $1.4M | 0.00% |
| NBC SECURITIES, INC. | $1.4M | 0.10% |
| Cooper Financial Group | $1.4M | 0.14% |
| MPWM ADVISORY SOLUTIONS, LLC | $1.4M | 0.73% |
| GREAT VALLEY ADVISOR GROUP, INC. | $1.4M | 0.03% |
| Peak Financial Management, Inc. | $1.3M | 0.33% |
| Baird Financial Group, Inc. | $1.3M | 0.00% |
| Atlas Wealth LLC | $1.3M | 0.38% |