| HB Wealth Management, LLC | $8.7M | 0.06% |
| Thrive Capital Management, LLC | $8.6M | 1.89% |
| Trust Co of the South | $8.6M | 1.37% |
| INDEPENDENT FINANCIAL GROUP, LLC | $8.5M | 0.19% |
| CARY STREET PARTNERS FINANCIAL LLC | $8.5M | 0.21% |
| Waverly Advisors, LLC | $8.5M | 0.06% |
| WP Advisors, LLC | $8.4M | 2.17% |
| Wellington Grp LLC | $8.4M | 2.58% |
| GHP Investment Advisors, Inc. | $8.2M | 0.34% |
| Pinnacle Financial Partners, Inc. | $8.1M | 0.06% |
| HARBOUR INVESTMENTS, INC. | $8.0M | 0.12% |
| Advisory Alpha, LLC | $8.0M | 0.22% |
| GRANVILLE CAPITAL, INC. | $7.9M | 4.14% |
| COMMERCE BANK | $7.9M | 0.04% |
| SWAN Capital LLC | $7.9M | 2.89% |
| NFSG Corp | $7.9M | 1.29% |
| Black Diamond Financial, LLC | $7.7M | 0.84% |
| Everhart Financial Group, Inc. | $7.5M | 0.64% |
| Associated Banc-Corp | $7.5M | 0.20% |
| NORTHERN TRUST CORP | $7.5M | 0.00% |
| Relyea Zuckerberg Hanson LLC | $7.4M | 0.74% |
| Checchi Capital Advisers, LLC | $7.4M | 0.37% |
| Quantinno Capital Management LP | $7.4M | 0.01% |
| Meramec Financial Planners, LLC | $7.3M | 2.89% |
| DOPKINS WEALTH MANAGEMENT, LLC | $7.2M | 2.88% |
| Strategic Wealth Advisors LLC | $7.2M | 5.74% |
| Texas Yale Capital Corp. | $7.1M | 0.20% |
| Ifrah Financial Services, Inc. | $7.1M | 1.88% |
| Thrivent Financial for Lutherans | $7.0M | 0.01% |
| Junk Investment Group, LLC | $7.0M | 3.65% |
| BROWN ADVISORY INC | $7.0M | 0.01% |
| Serenity Investment Advisors | $6.9M | 3.24% |
| Summit Financial, LLC | $6.9M | 0.09% |
| SkyOak Wealth, LLC | $6.9M | 1.26% |
| Financial Advisors Network, Inc. | $6.7M | 0.93% |
| Wealthspire Retirement, LLC | $6.6M | 0.39% |
| Clayton Financial Group LLC | $6.5M | 3.34% |
| ALLIANCEBERNSTEIN L.P. | $6.4M | 0.00% |
| CX Institutional | $6.3M | 0.19% |
| Krilogy Financial LLC | $6.1M | 0.20% |
| Betterment LLC | $6.1M | 0.01% |
| Wealthfront Advisers LLC | $6.1M | 0.01% |
| Institute for Wealth Management, LLC. | $6.0M | 0.64% |
| ECLECTIC ASSOCIATES INC /ADV | $6.0M | 0.79% |
| HIGHLAND CAPITAL MANAGEMENT, LLC | $6.0M | 0.32% |
| Stratos Wealth Partners, LTD. | $5.9M | 0.07% |
| Chicago Partners Investment Group LLC | $5.9M | 0.13% |
| Wolff Financial Management LLC | $5.8M | 1.29% |
| MAINSAIL ASSET MANAGEMENT, LLC | $5.8M | 2.61% |
| INTEGRITY ALLIANCE, LLC. | $5.8M | 0.22% |
| Prosperity Planning, Inc. | $5.7M | 1.45% |
| Joel Isaacson & Co., LLC | $5.7M | 0.19% |
| U.S. Capital Wealth Advisors, LLC | $5.7M | 0.14% |
| Clear Retirement Advice LLC | $5.6M | 4.41% |
| Leeward Financial Partners, LLC | $5.6M | 1.67% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $5.6M | 0.34% |
| OneDigital Investment Advisors LLC | $5.6M | 0.05% |
| Ackerman Capital Advisors, LLC | $5.5M | 1.13% |
| Bank of New York Mellon Corp | $5.4M | 0.00% |
| Larson Financial Group LLC | $5.3M | 0.17% |
| Councilor Wealth, LLC | $5.3M | 2.58% |
| OneAscent Financial Services LLC | $5.3M | 0.29% |
| Advisory Services Network, LLC | $5.2M | 0.07% |
| CENTRAL TRUST Co | $5.2M | 0.10% |
| Tenret Co LLC | $5.1M | 2.49% |
| Perigon Wealth Management, LLC | $5.1M | 0.09% |
| TITLEIST ASSET MANAGEMENT, LLC | $5.0M | 0.38% |
| Zeit Capital LLC | $5.0M | 3.37% |
| TIAA TRUST, NATIONAL ASSOCIATION | $5.0M | 0.30% |
| KINGSWOOD WEALTH ADVISORS, LLC | $5.0M | 0.24% |
| Seek First Inc. | $4.8M | 3.40% |
| Essential Planning, LLC. | $4.8M | 1.52% |
| Brindle & Bay Financial Advisors, LLC | $4.7M | 2.90% |
| GREAT VALLEY ADVISOR GROUP, INC. | $4.7M | 0.08% |
| STEPHEN J. GARRY & ASSOCIATES, LLC | $4.7M | 3.75% |
| M&T Bank Corp | $4.6M | 0.02% |
| Point72 Asset Management, L.P. | $4.6M | 0.01% |
| LifePlan Investment Advisors, Inc. | $4.5M | 1.77% |
| HOLDERNESS INVESTMENTS CO | $4.5M | 0.90% |
| Equitable Holdings, Inc. | $4.5M | 0.03% |
| Accel Wealth Management | $4.5M | 1.16% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $4.4M | 0.08% |
| HARBOR INVESTMENT ADVISORY, LLC | $4.4M | 0.35% |
| Ameritas Advisory Services, LLC | $4.4M | 0.17% |
| Financial Engines Advisors L.L.C. | $4.4M | 0.01% |
| FIFTH THIRD SECURITIES, INC. | $4.3M | 0.28% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $4.3M | 0.05% |
| BRADLEY FOSTER & SARGENT INC/CT | $4.3M | 0.07% |
| PRUDENTIAL FINANCIAL INC | $4.3M | 0.01% |
| GRIMES & Co WEALTH MANAGEMENT, LLC | $4.3M | 0.12% |
| Nabity-Jensen Investment Management Inc | $4.3M | 2.96% |
| Crestwood Advisors Group, LLC | $4.3M | 0.07% |
| Smartleaf Asset Management LLC | $4.3M | 0.15% |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | $4.2M | 3.81% |
| CHILTON INVESTMENT CO INC. | $4.2M | 0.10% |
| B. Riley Wealth Advisors, Inc. | $4.2M | 0.27% |
| RTD Financial Advisors, Inc. | $4.2M | 0.52% |
| Members Trust Co | $4.2M | 0.14% |
| ALLSTREET CAPITAL ADVISORS LLC | $4.1M | 3.04% |
| Ally Invest Advisors Inc. | $4.1M | 0.28% |
| FIRST HORIZON CORP | $4.0M | 0.17% |
| Argent Trust Co | $4.0M | 0.14% |
| Martel Wealth Advisors LLC | $4.0M | 0.68% |
| MAI Capital Management | $4.0M | 0.02% |
| Fluent Financial, LLC | $4.0M | 1.45% |
| WARNER FINANCIAL, INC | $3.9M | 1.35% |
| Valeo Financial Advisors, LLC | $3.9M | 0.09% |
| CITIGROUP INC | $3.8M | 0.00% |
| Hilltop National Bank | $3.8M | 0.92% |
| Transamerica Financial Advisors, LLC | $3.8M | 0.32% |
| Probity Advisors, Inc. | $3.8M | 0.60% |
| Acropolis Investment Management, LLC | $3.8M | 0.17% |
| WESBANCO BANK INC | $3.8M | 0.10% |
| Verdence Capital Advisors LLC | $3.7M | 0.22% |
| Stratos Wealth Advisors, LLC | $3.7M | 0.23% |
| TAGStone Capital, Inc. | $3.7M | 1.31% |
| Curbstone Financial Management Corp | $3.7M | 0.70% |
| Apella Capital, LLC | $3.7M | 0.05% |
| Portside Wealth Group, LLC | $3.5M | 0.48% |
| Covington Investment Advisors Inc. | $3.5M | 0.52% |
| Alpine Bank Wealth Management | $3.5M | 0.51% |
| GENEVA CAPITAL MANAGEMENT LLC | $3.4M | 0.07% |
| DeLarme Wealth Management, Inc. | $3.4M | 2.20% |
| Cornerstone Wealth Management, LLC | $3.4M | 0.17% |
| Midwest Trust Co | $3.4M | 0.04% |
| Talon Private Wealth, LLC | $3.4M | 0.45% |
| AIRE ADVISORS, LLC | $3.4M | 0.61% |
| Independent Advisor Alliance | $3.3M | 0.04% |
| Bravera Wealth | $3.3M | 1.48% |
| PACES FERRY WEALTH ADVISORS, LLC | $3.3M | 1.35% |
| RIVERSEDGE ADVISORS, LLC | $3.2M | 0.52% |
| Falcon Wealth Planning | $3.2M | 0.22% |
| Connecticut Wealth Management, LLC | $3.2M | 0.13% |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | $3.2M | 1.56% |
| MSH Capital Advisors LLC | $3.2M | 0.67% |
| Center for Financial Planning, Inc. | $3.2M | 0.33% |
| McKinley Carter Wealth Services, Inc. | $3.2M | 0.18% |
| Aurelius Family Office LLC | $3.2M | 1.37% |
| Western Wealth Management, LLC | $3.1M | 0.12% |
| Brookstone Capital Management | $3.1M | 0.04% |
| Northern Lights Advisors, Inc. | $3.1M | 2.12% |
| SilverOak Wealth Management LLC | $3.1M | 0.49% |
| Infinity Wealth Counsel, LLC | $3.1M | 2.81% |
| Tower View Wealth Management LLC | $3.0M | 1.55% |
| AQR CAPITAL MANAGEMENT LLC | $3.0M | 0.00% |
| KPP Advisory Services LLC | $3.0M | 0.43% |
| Global Trust Wealth Management LLC | $3.0M | 2.25% |
| Visionary Wealth Advisors | $2.9M | 0.13% |
| GREENWOOD CAPITAL ASSOCIATES LLC | $2.9M | 0.32% |
| Wealthcare Advisory Partners LLC | $2.9M | 0.06% |