| Wolff Financial Management LLC | $32.3M | 7.14% |
| Brookstone Capital Management | $32.0M | 0.37% |
| Orion Porfolio Solutions, LLC | $31.6M | 0.27% |
| WP Advisors, LLC | $31.5M | 8.16% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $31.4M | 0.00% |
| CHATHAM CAPITAL GROUP, INC. | $31.3M | 4.54% |
| HUNTINGTON NATIONAL BANK | $31.1M | 0.17% |
| StoneX Group Inc. | $31.0M | 1.67% |
| NewEdge Wealth, LLC | $31.0M | 0.37% |
| ST GERMAIN D J CO INC | $30.9M | 1.22% |
| Circle Wealth Management, LLC | $30.8M | 0.44% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $30.7M | 0.19% |
| CreativeOne Wealth, LLC | $30.3M | 0.70% |
| VANGUARD ADVISERS INC | $30.3M | 0.12% |
| Tidal Investments LLC | $30.1M | 0.06% |
| Composition Wealth, LLC | $29.9M | 0.41% |
| Sharp Wealth Advisory, LLC | $29.8M | 14.74% |
| Integrated Wealth Concepts LLC | $29.3M | 0.23% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $29.2M | 1.20% |
| SEARCY FINANCIAL SERVICES INC /ADV | $29.2M | 10.81% |
| BANK OF HAWAII | $28.9M | 1.51% |
| Howard Capital Management Group, LLC | $28.9M | 1.92% |
| Summit Financial, LLC | $28.8M | 0.37% |
| EverSource Wealth Advisors, LLC | $28.8M | 0.88% |
| AQR CAPITAL MANAGEMENT LLC | $28.3M | 0.01% |
| Procyon Advisors, LLC | $28.0M | 1.37% |
| EP Wealth Advisors, LLC | $27.8M | 0.14% |
| CWM, LLC | $27.8M | 0.07% |
| Modera Wealth Management, LLC | $27.1M | 0.32% |
| SP Asset Management LLC | $26.8M | 2.36% |
| BLB&B Advisors, LLC | $26.4M | 1.09% |
| STEPHENS INC /AR/ | $26.4M | 0.33% |
| 3Chopt Investment Partners, LLC | $26.2M | 6.00% |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | $26.0M | 1.66% |
| MBE Wealth Management, LLC | $26.0M | 10.79% |
| Laird Norton Wetherby Trust Company, LLC | $25.7M | 0.56% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $25.7M | 0.02% |
| Savant Capital, LLC | $25.7M | 0.12% |
| WOODMONT INVESTMENT COUNSEL LLC | $25.7M | 1.58% |
| TRB Wealth Management, LLC | $25.6M | 3.64% |
| Cyndeo Wealth Partners, LLC | $25.4M | 1.34% |
| Curran Financial Partners, LLC | $25.2M | 4.51% |
| MANNING & NAPIER ADVISORS LLC | $25.1M | 0.35% |
| Steward Partners Investment Advisory, LLC | $24.7M | 0.13% |
| BROWN ADVISORY INC | $24.5M | 0.04% |
| AlphaCore Capital LLC | $24.4M | 0.58% |
| Koshinski Asset Management, Inc. | $24.0M | 1.50% |
| Nuveen, LLC | $23.9M | 0.01% |
| BESSEMER GROUP INC | $23.9M | 0.04% |
| HB Wealth Management, LLC | $23.9M | 0.15% |
| WBH ADVISORY INC | $23.5M | 1.76% |
| FIRST MANHATTAN CO. LLC. | $23.4M | 0.06% |
| Summit Trail Advisors, LLC | $23.4M | 0.33% |
| Glenview Trust Co | $23.2M | 0.36% |
| MONTAG A & ASSOCIATES INC | $23.1M | 1.07% |
| ASPIRIANT, LLC | $23.1M | 0.66% |
| Koesten, Hirschmann & Crabtree, INC. | $23.0M | 11.19% |
| Hurlow Wealth Management Group, Inc. | $22.9M | 5.46% |
| Financial Engines Advisors L.L.C. | $22.9M | 0.05% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $22.6M | 0.00% |
| INSPIRION WEALTH ADVISORS, LLC | $22.6M | 2.81% |
| SIMON QUICK ADVISORS, LLC | $22.6M | 1.03% |
| Crewe Advisors LLC | $22.4M | 1.91% |
| BURRUS FINANCIAL SERVICES, INC. | $22.3M | 10.22% |
| Bleakley Financial Group, LLC | $21.9M | 0.34% |
| Elm Partners Management LLC | $21.7M | 0.94% |
| MBM WEALTH CONSULTANTS, LLC | $21.7M | 4.97% |
| Noble Family Wealth, LLC | $21.5M | 4.44% |
| BCK Partners, Inc. | $21.5M | 11.59% |
| VestGen Advisors, LLC | $20.9M | 0.56% |
| DeDora Capital, Inc. | $20.8M | 5.11% |
| Whitegate Investment Counselors, Inc. | $20.6M | 6.56% |
| Kohmann Bosshard Financial Services, LLC | $20.6M | 2.01% |
| Compton Wealth Advisory Group, LLC | $20.5M | 4.57% |
| TECTONIC ADVISORS LLC | $20.5M | 1.08% |
| Twele Capital Management, Inc. | $20.5M | 3.65% |
| DAYMARK WEALTH PARTNERS, LLC | $20.3M | 0.64% |
| Financial Synergies Wealth Advisors, Inc. | $20.2M | 1.92% |
| Charles Schwab Trust Co | $20.1M | 1.30% |
| Forvis Mazars Wealth Advisors, LLC | $20.0M | 0.38% |
| Focus Partners Advisor Solutions, LLC | $19.9M | 0.20% |
| Strategic Investment Advisors / MI | $19.8M | 1.37% |
| Roof Eidam Maycock Peralta, LLC | $19.8M | 4.53% |
| SALEM INVESTMENT COUNSELORS INC | $19.6M | 0.58% |
| World Investment Advisors | $19.6M | 0.32% |
| Wealthspire Retirement, LLC | $19.4M | 1.16% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $19.3M | 0.10% |
| SAM Advisors, LLC | $19.3M | 6.04% |
| Drucker Wealth 3.0, LLC | $19.1M | 3.33% |
| OneAscent Financial Services LLC | $19.0M | 1.03% |
| McIlrath & Eck, LLC | $19.0M | 1.41% |
| Quantinno Capital Management LP | $18.9M | 0.03% |
| QRG CAPITAL MANAGEMENT, INC. | $18.8M | 0.19% |
| RAINEY & RANDALL WEALTH ADVISORS INC. | $18.8M | 3.05% |
| Marietta Wealth Management, LLC | $18.8M | 2.23% |
| SAGE RHINO CAPITAL LLC | $18.6M | 3.48% |
| Gemmer Asset Management LLC | $18.2M | 1.44% |
| GREAT VALLEY ADVISOR GROUP, INC. | $18.2M | 0.33% |
| GOLDEN ROAD ADVISORS LLC | $18.2M | 10.48% |
| ALLIANCEBERNSTEIN L.P. | $18.1M | 0.01% |
| Allworth Financial LP | $18.0M | 0.07% |
| Crane Advisory, LLC | $17.8M | 2.67% |
| Independent Advisor Alliance | $17.8M | 0.19% |
| Cresset Asset Management, LLC | $17.7M | 0.08% |
| Abound Wealth Management | $17.6M | 4.01% |
| Acropolis Investment Management, LLC | $17.6M | 0.78% |
| AGF MANAGEMENT LTD | $17.3M | 0.08% |
| Aries Wealth Management | $17.2M | 3.77% |
| AJ Advisors, LLC | $17.2M | 6.37% |
| Signal Advisors Wealth, LLC | $17.1M | 1.17% |
| WHITTIER TRUST CO OF NEVADA INC | $16.9M | 0.35% |
| THORNBURG INVESTMENT MANAGEMENT INC | $16.9M | 0.18% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $16.8M | 0.21% |
| Dunhill Financial, LLC | $16.7M | 3.93% |
| BLAIR WILLIAM & CO/IL | $16.7M | 0.05% |
| Atria Investments, Inc | $16.6M | 0.19% |
| Arax Advisory Partners | $16.5M | 0.47% |
| Concurrent Investment Advisors, LLC | $16.5M | 0.18% |
| BRADLEY FOSTER & SARGENT INC/CT | $16.5M | 0.26% |
| Tribridge Partners Financial LLC | $16.4M | 6.81% |
| Nelson Capital Management, LLC | $16.4M | 2.00% |
| True North Advisors, LLC | $16.4M | 1.87% |
| Wedmont Private Capital | $16.4M | 0.53% |
| McAdam, LLC | $16.2M | 0.73% |
| Wealth Architects, LLC | $15.9M | 1.41% |
| Capital Group Private Client Services, Inc. | $15.8M | 0.27% |
| RFG Holdings, Inc. | $15.8M | 3.98% |
| JOHNSON INVESTMENT COUNSEL INC | $15.7M | 0.13% |
| Plum Street Advisors, LLC | $15.6M | 5.41% |
| BURLING WEALTH PARTNERS, LLC | $15.6M | 2.52% |
| Focused Wealth Management, Inc | $15.2M | 1.58% |
| ATMOS ADVISORY, LLC | $15.0M | 8.54% |
| Vestmark Advisory Solutions, Inc. | $15.0M | 0.17% |
| ETF Portfolio Partners, Inc. | $14.9M | 3.92% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $14.9M | 0.27% |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | $14.8M | 0.64% |
| GoalFusion Wealth Management, LLC | $14.8M | 6.73% |
| TD PRIVATE CLIENT WEALTH LLC | $14.8M | 0.31% |
| Savvy Advisors, Inc. | $14.7M | 0.39% |
| McClarren Financial Advisors, Inc. | $14.6M | 8.64% |
| Trust Co of the South | $14.6M | 2.34% |
| White Wing Wealth Management | $14.5M | 8.72% |
| Clarity Wealth Advisors, LLC | $14.4M | 2.97% |
| VSM Wealth Advisory, LLC | $14.4M | 4.30% |
| Frisco Financial Planning LLC | $14.3M | 11.80% |
| SAGE FINANCIAL GROUP INC | $14.1M | 0.92% |
| Performance Wealth Partners, LLC | $14.0M | 0.41% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $14.0M | 0.24% |
| Ascent Wealth Partners, LLC | $13.9M | 1.62% |
| Fiduciary Wealth Partners, LLC | $13.9M | 9.08% |