| Traveka Wealth, LLC | $15.0M | 5.72% |
| Apella Capital, LLC | $14.9M | 0.22% |
| PEAPACK GLADSTONE FINANCIAL CORP | $14.8M | 0.19% |
| UMB Bank, n.a. | $14.8M | 0.21% |
| Texas Yale Capital Corp. | $14.7M | 0.42% |
| VICTORY FINANCIAL GROUP, LLC | $14.2M | 1.75% |
| Baer Investment Advisory LLC | $14.2M | 1.75% |
| Ancora Advisors LLC | $14.2M | 0.30% |
| Baltimore-Washington Financial Advisors, Inc. | $14.2M | 0.61% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | $14.1M | 0.18% |
| BancFirst Trust & Investment Management | $14.0M | 6.17% |
| Jacobsen Capital Management | $13.9M | 4.71% |
| HB Wealth Management, LLC | $13.8M | 0.09% |
| Payne Capital Management, LLC | $13.8M | 4.17% |
| Advisory Services Network, LLC | $13.6M | 0.18% |
| CIBC Bancorp USA Inc. | $13.5M | 0.02% |
| Bank of New York Mellon Corp | $13.5M | 0.00% |
| JMAC ENTERPRISES LLC | $13.2M | 2.53% |
| Compound Planning, Inc. | $13.2M | 0.40% |
| Weinberger Asset Management, Inc | $13.1M | 4.91% |
| Flywheel Private Wealth LLC | $13.1M | 7.45% |
| Coastline Trust Co | $12.9M | 1.28% |
| Praetorian Wealth Management, Inc. | $12.9M | 2.45% |
| BLAIR WILLIAM & CO/IL | $12.9M | 0.04% |
| FIDUCIENT ADVISORS LLC | $12.8M | 1.68% |
| Financial Synergies Wealth Advisors, Inc. | $12.8M | 1.23% |
| Pure Financial Advisors, LLC | $12.8M | 0.18% |
| Eagle Strategies LLC | $12.6M | 1.51% |
| HARBOUR INVESTMENTS, INC. | $12.5M | 0.19% |
| Garde Capital, Inc. | $12.4M | 0.74% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | $12.3M | 0.89% |
| Farmers & Merchants Trust Co of Chambersburg PA | $12.3M | 3.35% |
| Everhart Financial Group, Inc. | $12.3M | 1.04% |
| Cherry Tree Wealth Management, LLC | $12.2M | 2.58% |
| Veery Capital, LLC | $12.2M | 3.74% |
| Center for Financial Planning, Inc. | $12.1M | 1.26% |
| Janney Montgomery Scott LLC | $11.9M | 0.03% |
| Capital Advantage, Inc. | $11.8M | 1.55% |
| Shepherd Financial Partners LLC | $11.8M | 1.12% |
| Forbes Financial Planning, Inc. | $11.7M | 6.79% |
| Wharton Business Group, LLC | $11.6M | 0.44% |
| Sepio Capital, LP | $11.5M | 0.62% |
| Fee-Only Financial Planning, L.C. | $11.4M | 6.89% |
| Firestone Capital Management | $11.3M | 2.36% |
| Kohmann Bosshard Financial Services, LLC | $11.2M | 1.09% |
| Lansing Street Advisors | $11.2M | 2.81% |
| Gladwyn Financial Advisors, Inc. | $11.1M | 7.71% |
| Concurrent Investment Advisors, LLC | $11.0M | 0.12% |
| One Degree Advisors Inc | $10.9M | 2.87% |
| Peak Retirement Planning, Inc. | $10.9M | 2.18% |
| Quantinno Capital Management LP | $10.7M | 0.02% |
| Joel Isaacson & Co., LLC | $10.7M | 0.35% |
| Balance Wealth, LLC | $10.7M | 3.31% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $10.6M | 0.00% |
| CLEAR WAVE WEALTH MANAGEMENT LLC | $10.6M | 2.30% |
| MAYPORT, LLC | $10.5M | 1.95% |
| CARDIFF PARK ADVISORS, LLC | $10.4M | 0.84% |
| FIFTH THIRD SECURITIES, INC. | $10.4M | 0.67% |
| FAMILY WEALTH PARTNERS, LLC | $10.3M | 3.52% |
| DAVENPORT & Co LLC | $10.3M | 0.06% |
| AE Wealth Management LLC | $10.2M | 0.06% |
| Inlight Wealth Management, LLC | $10.2M | 3.78% |
| Spectrum Investment Advisors, Inc. | $10.2M | 5.05% |
| Thrivent Financial for Lutherans | $10.2M | 0.02% |
| SAGE FINANCIAL GROUP INC | $10.2M | 0.66% |
| LMCG INVESTMENTS, LLC | $10.1M | 0.60% |
| San Luis Wealth Advisors LLC | $10.1M | 1.67% |
| Oath Planning, LLC | $10.1M | 8.94% |
| Pinnacle Financial Partners, Inc. | $10.0M | 0.08% |
| OLD NATIONAL BANCORP /IN/ | $10.0M | 0.17% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $10.0M | 0.12% |
| Advisory Alpha, LLC | $9.9M | 0.27% |
| Parallel Advisors, LLC | $9.9M | 0.18% |
| TIAA TRUST, NATIONAL ASSOCIATION | $9.8M | 0.60% |
| Hegarty Advisors, LLC | $9.8M | 7.71% |
| SHUFRO ROSE & CO LLC | $9.8M | 0.66% |
| Wrenne Financial Planning LLC | $9.7M | 3.82% |
| Clayton Financial Group LLC | $9.6M | 4.95% |
| M&T Bank Corp | $9.6M | 0.03% |
| EP Wealth Advisors, LLC | $9.5M | 0.05% |
| JBGlobal.com LLC | $9.3M | 9.17% |
| Noble Family Wealth, LLC | $9.3M | 1.92% |
| Arkadios Wealth Advisors | $9.2M | 0.15% |
| RFG Advisory, LLC | $9.2M | 0.17% |
| Farther Finance Advisors, LLC | $9.2M | 0.09% |
| ALLIANCEBERNSTEIN L.P. | $9.1M | 0.00% |
| Prosperity Planning, Inc. | $9.1M | 2.31% |
| BROWN ADVISORY INC | $9.1M | 0.01% |
| FIRST TRUST ADVISORS LP | $8.8M | 0.01% |
| ATLAS CAPITAL ADVISORS INC. | $8.8M | 1.00% |
| Fortis Capital Management LLC | $8.6M | 0.88% |
| ELEVATION POINT WEALTH PARTNERS, LLC | $8.6M | 0.20% |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | $8.6M | 5.63% |
| Ifrah Financial Services, Inc. | $8.5M | 2.25% |
| Redwood Investment Management, LLC | $8.5M | 1.05% |
| Cornerstone Wealth Advisors, Inc. | $8.4M | 1.94% |
| COURIER CAPITAL LLC | $8.3M | 0.47% |
| Plum Street Advisors, LLC | $8.3M | 2.88% |
| Nicholas Hoffman & Company, LLC. | $8.3M | 0.19% |
| Thrive Capital Management, LLC | $8.3M | 1.81% |
| Symmetry Partners, LLC | $8.2M | 0.47% |
| DIVERSIFIED MANAGEMENT INC | $8.2M | 1.40% |
| Elgethun Capital Management | $8.1M | 1.34% |
| Fairway Financial, LLC | $8.1M | 6.15% |
| Meramec Financial Planners, LLC | $8.1M | 3.21% |
| RTD Financial Advisors, Inc. | $8.1M | 0.99% |
| Towerpoint Wealth, LLC | $8.1M | 3.26% |
| Quent Capital, LLC | $8.1M | 0.57% |
| White Lighthouse Investment Management Inc. | $8.0M | 1.11% |
| Relyea Zuckerberg Hanson LLC | $8.0M | 0.81% |
| Aurelius Family Office LLC | $8.0M | 3.46% |
| WHITTIER TRUST CO | $7.9M | 0.09% |
| Arbor Wealth Advisors LLC | $7.9M | 5.52% |
| COLLECTIVE FAMILY OFFICE LLC | $7.9M | 1.77% |
| SPINNAKER TRUST | $7.8M | 0.43% |
| General Partner, Inc. | $7.8M | 4.75% |
| Cornerstone Wealth Management, LLC | $7.7M | 0.39% |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | $7.7M | 0.79% |
| Granby Capital Management, LLC | $7.6M | 4.36% |
| Nabity-Jensen Investment Management Inc | $7.6M | 5.27% |
| Tacita Capital Inc | $7.5M | 4.43% |
| ATMOS ADVISORY, LLC | $7.4M | 4.22% |
| Serenity Investment Advisors | $7.4M | 3.47% |
| Cannon Financial Strategists, Inc. | $7.4M | 0.97% |
| Ackerman Capital Advisors, LLC | $7.4M | 1.51% |
| Associated Banc-Corp | $7.4M | 0.19% |
| Ameritas Advisory Services, LLC | $7.4M | 0.29% |
| Smartleaf Asset Management LLC | $7.3M | 0.26% |
| Van Cleef Asset Management,Inc | $7.3M | 0.79% |
| BRADLEY FOSTER & SARGENT INC/CT | $7.3M | 0.11% |
| Chicago Partners Investment Group LLC | $7.3M | 0.16% |
| Sterling Wealth Management, Inc. | $7.3M | 1.99% |
| GeoWealth Management, LLC | $7.2M | 0.26% |
| SOA Wealth Advisors, LLC. | $7.2M | 1.36% |
| Wealthfront Advisers LLC | $7.2M | 0.02% |
| Ashton Thomas Private Wealth, LLC | $7.2M | 0.17% |
| Pinnacle Financial Group, LLC / IL | $7.1M | 1.95% |
| Clear Retirement Advice LLC | $7.1M | 5.58% |
| SWAN Capital LLC | $7.0M | 2.58% |
| Whitegate Investment Counselors, Inc. | $7.0M | 2.23% |
| Compass Ion Advisors, LLC | $7.0M | 0.67% |
| Brookstone Capital Management | $6.9M | 0.08% |
| SkyOak Wealth, LLC | $6.8M | 1.25% |
| Leeward Financial Partners, LLC | $6.8M | 2.02% |
| FIRST AMERICAN TRUST, FSB | $6.8M | 0.46% |
| NBT BANK N A /NY | $6.8M | 0.44% |
| American Investment Services, Inc. | $6.7M | 1.49% |
| Total Clarity Wealth Management, Inc. | $6.7M | 1.57% |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | $6.7M | 6.00% |
| Cornerstone Management, Inc. | $6.7M | 1.06% |