| Cornerstone Wealth Advisors, Inc. | $27.1M | 6.25% |
| Focus Financial Network, Inc. | $27.1M | 0.97% |
| Concurrent Investment Advisors, LLC | $26.9M | 0.29% |
| Fiduciary Group, LLC | $26.7M | 2.28% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $26.7M | 0.48% |
| Prime Buchholz LLC | $26.7M | 13.96% |
| Advisory Services Network, LLC | $26.6M | 0.35% |
| DRIVE WEALTH MANAGEMENT, LLC | $26.6M | 5.62% |
| Twele Capital Management, Inc. | $26.6M | 4.74% |
| FIFTH THIRD SECURITIES, INC. | $26.5M | 1.71% |
| TrustBank | $26.3M | 10.18% |
| Balentine LLC | $25.8M | 1.04% |
| ANDERSON HOAGLAND & CO | $25.8M | 2.22% |
| Stephenson & Company, Inc. | $25.7M | 13.94% |
| Intergy Private Wealth, LLC | $25.5M | 7.49% |
| Simmons Bank | $25.5M | 1.71% |
| Capital Asset Advisory Services LLC | $25.4M | 0.97% |
| ELEVATION POINT WEALTH PARTNERS, LLC | $25.4M | 0.59% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $25.2M | 0.16% |
| PFG Private Wealth Management, LLC | $25.0M | 10.59% |
| Plancorp, LLC | $25.0M | 0.71% |
| Pinnacle Wealth Management Advisory Group, LLC | $24.9M | 1.70% |
| Rossmore Private Capital | $24.8M | 2.17% |
| William Mack & Associates, Inc. | $24.7M | 14.13% |
| Waterford Advisors, LLC | $24.6M | 7.82% |
| Point72 Asset Management, L.P. | $24.3M | 0.03% |
| BURKETT FINANCIAL SERVICES, LLC | $24.2M | 8.31% |
| Buck Wealth Strategies, LLC | $24.2M | 2.99% |
| a16z Perennial Management, L.P. | $24.2M | 2.01% |
| Northern Lights Advisors, Inc. | $24.1M | 16.31% |
| One Degree Advisors Inc | $24.0M | 6.30% |
| RFG Advisory, LLC | $23.9M | 0.44% |
| Procyon Advisors, LLC | $23.9M | 1.17% |
| Level Wealth Management LLC | $23.9M | 11.20% |
| Hudock, Inc. | $23.8M | 3.51% |
| Fairway Wealth LLC | $23.7M | 6.27% |
| QRG CAPITAL MANAGEMENT, INC. | $23.7M | 0.24% |
| Orin Green Financial, LLC | $23.7M | 9.70% |
| Arkadios Wealth Advisors | $23.6M | 0.39% |
| Wealthspire Retirement, LLC | $23.6M | 1.41% |
| Brucke Financial, Inc. | $23.5M | 11.92% |
| Aspen Grove Capital, LLC | $23.3M | 4.54% |
| KRM WEALTH MANAGEMENT L.L.C. | $23.3M | 12.14% |
| Guardian Wealth Advisors, LLC | $23.3M | 13.37% |
| DRAVO BAY LLC | $23.2M | 9.42% |
| AMARA FINANCIAL, LLC. | $23.1M | 15.94% |
| Advisor OS, LLC | $23.1M | 1.67% |
| Park Place Capital Corp | $23.1M | 4.63% |
| CFS Investment Advisory Services, LLC | $23.0M | 1.58% |
| Vanguard National Trust Co | $22.9M | 1.44% |
| Stewardship Advisors, LLC | $22.9M | 5.26% |
| Zhang Financial LLC | $22.8M | 0.79% |
| Transamerica Financial Advisors, LLC | $22.8M | 1.94% |
| CHILTON CAPITAL MANAGEMENT LLC | $22.7M | 0.79% |
| Echo45 Advisors LLC | $22.6M | 12.69% |
| Payne Capital Management, LLC | $22.5M | 6.81% |
| Perigon Wealth Management, LLC | $22.4M | 0.41% |
| GILL CAPITAL PARTNERS, LLC | $22.3M | 6.40% |
| MOTIVE WEALTH ADVISORS | $22.2M | 10.42% |
| American Money Management, LLC | $22.1M | 3.51% |
| Texas Capital Bank Wealth Management Services Inc | $22.0M | 1.31% |
| Penney Financial, LLC | $22.0M | 8.45% |
| SIGNAL TREE FINANCIAL PARTNERS LLC | $21.8M | 16.49% |
| Chesley Taft & Associates LLC | $21.7M | 0.91% |
| Accredited Investors Inc. | $21.7M | 1.17% |
| Applied Capital LLC | $21.7M | 8.08% |
| BRADLEY FOSTER & SARGENT INC/CT | $21.6M | 0.34% |
| Fort Point Capital Partners LLC | $21.5M | 2.63% |
| RAELIPSKIE PARTNERSHIP | $21.4M | 9.06% |
| National Philanthropic Trust | $21.4M | 0.23% |
| CONTINUUM WEALTH ADVISORS, LLC | $21.2M | 8.79% |
| DiPaolo Financial Group, Inc. | $21.1M | 15.39% |
| Aspire Private Capital, LLC | $21.0M | 4.74% |
| HT Partners LLC | $21.0M | 6.34% |
| Portland Global Advisors LLC | $20.9M | 2.23% |
| Vise Technologies, Inc. | $20.9M | 0.41% |
| Aletheian Wealth Advisors LLC | $20.9M | 10.17% |
| Kearns & Associates LLC | $20.8M | 11.21% |
| WARNER FINANCIAL, INC | $20.8M | 7.13% |
| KALEIDOSCOPE CAPITAL LP | $20.7M | 7.98% |
| Telos Capital Management, Inc. | $20.6M | 1.98% |
| Sand Hill Global Advisors, LLC | $20.6M | 0.69% |
| Arcataur Capital Management LLC | $20.6M | 5.74% |
| Bay Harbor Wealth Management, LLC | $20.6M | 5.33% |
| Vilga Financial Planning LLC | $20.3M | 18.17% |
| CSM Advisors, LLC | $20.3M | 0.50% |
| ATMOS ADVISORY, LLC | $20.3M | 11.51% |
| Thayer Partners, LLC / MA | $20.3M | 9.65% |
| Regal Investment Advisors LLC | $20.1M | 1.16% |
| Rinkey Investments | $19.9M | 5.08% |
| Rodgers & Associates, LTD | $19.7M | 2.01% |
| BAILARD, INC. | $19.7M | 0.45% |
| Marathon Mission, Inc. | $19.7M | 11.45% |
| Latigo Investments, LLC | $19.7M | 9.80% |
| Asset Allocation Strategies LLC | $19.5M | 3.47% |
| Cherry Tree Wealth Management, LLC | $19.3M | 4.09% |
| Summit Wealth Group, LLC | $19.3M | 4.43% |
| Stratos Wealth Partners, LTD. | $19.3M | 0.22% |
| Independent Advisor Alliance | $19.2M | 0.21% |
| YANKCOM Partnership | $19.2M | 7.91% |
| MJP ASSOCIATES INC /ADV | $19.2M | 2.33% |
| Warwick Investment Management, Inc. | $19.2M | 2.78% |
| Equitable Holdings, Inc. | $19.1M | 0.12% |
| Waterloo Capital, L.P. | $19.1M | 1.34% |
| RITHOLTZ WEALTH MANAGEMENT | $18.9M | 0.33% |
| Hillcrest Wealth Advisors - NY, LLC | $18.9M | 7.66% |
| HB Wealth Management, LLC | $18.9M | 0.12% |
| BESSEMER GROUP INC | $18.9M | 0.03% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $18.9M | 0.38% |
| FIRST MANHATTAN CO. LLC. | $18.9M | 0.05% |
| OpenArc Corporate Advisory, LLC | $18.9M | 0.27% |
| Sanchez Levi Garrett | $18.7M | 11.73% |
| CoreCap Advisors, LLC | $18.7M | 0.64% |
| MBM WEALTH CONSULTANTS, LLC | $18.7M | 4.28% |
| JMAC ENTERPRISES LLC | $18.6M | 3.57% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | $18.6M | 0.28% |
| Ausdal Financial Partners, Inc. | $18.5M | 0.82% |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | $18.5M | 7.98% |
| Unconventional Investor, LLC | $18.5M | 8.78% |
| CAMDEN NATIONAL BANK | $18.5M | 2.50% |
| Coastline Trust Co | $18.5M | 1.83% |
| Omnia Family Wealth, LLC | $18.4M | 5.81% |
| TrueWealth Financial Partners | $18.4M | 7.32% |
| True North Advisors, LLC | $18.3M | 2.09% |
| Steffes Financial, Ltd. | $18.3M | 9.67% |
| Sterling Wealth Management, Inc. | $18.3M | 5.01% |
| Whitegate Investment Counselors, Inc. | $18.2M | 5.80% |
| White Wing Wealth Management | $18.2M | 10.95% |
| Franklin, Parlapiano, Turner & Welch, LLC | $18.2M | 4.33% |
| ADE, LLC | $18.1M | 8.69% |
| Rareview Capital LLC | $18.0M | 10.54% |
| XY Planning Network, Inc. | $18.0M | 2.87% |
| Refined Wealth Management | $17.9M | 11.31% |
| SMITH, MOORE & CO. | $17.9M | 1.30% |
| Battery Global Advisors, LLC | $17.8M | 9.57% |
| Arlington Partners LLC | $17.8M | 35.53% |
| INVESTMENT PARTNERS, LTD. | $17.8M | 6.33% |
| OPPENHEIMER & CO INC | $17.5M | 0.21% |
| Hamilton Wealth, LLC | $17.5M | 3.41% |
| Bleakley Financial Group, LLC | $17.5M | 0.27% |
| RIVERSEDGE ADVISORS, LLC | $17.5M | 2.83% |
| Enclave Advisors LLC | $17.4M | 2.39% |
| Rialto Wealth Management, LLC | $17.4M | 3.90% |
| Carrera Capital Advisors | $17.3M | 2.66% |
| INTEGRATED WEALTHCARE, LLC | $17.2M | 14.39% |
| Brindle & Bay Financial Advisors, LLC | $17.1M | 10.52% |
| REDW Wealth LLC | $17.1M | 6.83% |
| IFP Advisors, Inc | $17.1M | 0.35% |
| Gordian Advisors LLC | $17.1M | 11.36% |
| Topsail Wealth Management, LLC | $17.0M | 2.51% |