| Rialto Wealth Management, LLC | $19.6M | 4.40% |
| Farther Finance Advisors, LLC | $19.5M | 0.18% |
| CWM, LLC | $19.4M | 0.05% |
| Roble, Belko & Company, Inc | $19.2M | 2.44% |
| Morling Financial Advisors, LLC | $18.7M | 5.74% |
| FAMILY WEALTH PARTNERS, LLC | $18.5M | 6.33% |
| Hassell Wealth Management, LLC | $18.2M | 6.11% |
| LOWE BROCKENBROUGH & CO INC | $18.0M | 0.90% |
| MAI Capital Management | $17.6M | 0.10% |
| Capital Investment Services of America, Inc. | $17.6M | 1.84% |
| R. W. Roge & Company, Inc. | $17.0M | 8.11% |
| Hirtle & Co., LLC | $16.9M | 0.58% |
| Tortoise Investment Management, LLC | $16.9M | 1.39% |
| Roth Financial Partners LLC | $16.9M | 5.76% |
| BANK OF MONTREAL /CAN/ | $16.8M | 0.01% |
| Aurdan Capital Management, LLC | $16.7M | 5.01% |
| EXCHANGE TRADED CONCEPTS, LLC | $16.7M | 0.12% |
| Longview Financial Advisors LLC | $16.4M | 8.91% |
| Enclave Advisors LLC | $16.3M | 2.24% |
| Kensington Asset Management, LLC | $16.1M | 0.88% |
| OneAscent Investment Solutions LLC | $16.0M | 15.99% |
| Peirce Capital Management, LLC | $15.9M | 6.20% |
| EverSource Wealth Advisors, LLC | $15.8M | 0.48% |
| Salomon & Ludwin, LLC | $15.6M | 1.39% |
| AQR CAPITAL MANAGEMENT LLC | $15.5M | 0.01% |
| EVOKE WEALTH, LLC | $15.4M | 0.28% |
| Net Worth Advisory Group | $15.3M | 3.16% |
| Aerodigm Wealth, LLC | $15.2M | 5.74% |
| BALDWIN WEALTH PARTNERS LLC/MA | $15.0M | 1.09% |
| North Ridge Wealth Advisors, Inc. | $14.7M | 8.26% |
| BROWN ADVISORY INC | $14.4M | 0.02% |
| MainStreet Investment Advisors LLC | $14.3M | 2.15% |
| Squire Investment Management Company, LLC | $14.3M | 3.97% |
| Wealth Analytics Partners, LLC | $14.3M | 5.80% |
| MassMutual Private Wealth & Trust, FSB | $14.2M | 0.39% |
| Vernal Point Advisors, LLC | $13.7M | 5.59% |
| Kings Path Partners LLC | $13.7M | 4.82% |
| Rockefeller Capital Management L.P. | $13.7M | 0.02% |
| HOWE & RUSLING INC | $13.7M | 0.89% |
| CROBAN | $13.6M | 6.39% |
| FINANCIAL ADVISORY PARTNERS, LLC | $13.5M | 3.81% |
| Friday Financial | $13.3M | 4.60% |
| PARK AVENUE SECURITIES LLC | $13.2M | 0.10% |
| Seaside Wealth Management, Inc. | $13.0M | 3.64% |
| Newport Capital Group, LLC | $12.9M | 7.88% |
| Sanctuary Advisors, LLC | $12.8M | 0.07% |
| Sharp Wealth Advisory, LLC | $12.3M | 6.09% |
| ELEVATE WEALTH ADVISORY, INC | $12.0M | 7.59% |
| HBE Wealth Management, LLC | $11.9M | 10.41% |
| ROGCO, LP | $11.8M | 3.95% |
| Garde Capital, Inc. | $11.8M | 0.71% |
| Beverly Hills Private Wealth, LLC | $11.8M | 1.97% |
| HMV Wealth Advisors, LLC | $11.6M | 5.46% |
| Aspirean Wealth, LLC | $11.5M | 12.49% |
| Financial Architects, LLC | $11.5M | 6.04% |
| CFS Investment Advisory Services, LLC | $11.4M | 0.79% |
| Souders Financial Advisors | $11.2M | 1.28% |
| JANE STREET GROUP, LLC | $10.9M | 0.00% |
| Providence First Trust Co | $10.8M | 3.80% |
| Summitas Investment Management LLC | $10.5M | 8.26% |
| SimpliFi, Inc. | $10.5M | 4.41% |
| Hurley Capital, LLC | $10.5M | 5.61% |
| Marion Wealth Management | $10.4M | 2.31% |
| PNC FINANCIAL SERVICES GROUP, INC. | $10.4M | 0.01% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $10.4M | 0.06% |
| POWER WEALTH MANAGEMENT LLC | $10.4M | 3.87% |
| Cambria Investment Management, L.P. | $10.3M | 0.57% |
| MIDDLETON & CO INC/MA | $10.2M | 1.16% |
| MML INVESTORS SERVICES, LLC | $10.2M | 0.03% |
| Integrated Wealth Concepts LLC | $10.2M | 0.08% |
| Five Pine Wealth Management | $10.2M | 6.32% |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | $10.1M | 2.30% |
| TRB Wealth Management, LLC | $10.1M | 1.43% |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | $10.1M | 0.74% |
| Cravens & Co Advisors, LLC | $9.9M | 6.46% |
| CogentBlue Wealth Advisors, LLC | $9.9M | 6.64% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | $9.7M | 2.78% |
| Shotwell Rutter Baer Inc | $9.7M | 5.68% |
| Belleair Asset Management, LLC | $9.6M | 8.78% |
| Prism Planning Partners LLC | $9.6M | 11.34% |
| Sellwood Investment Partners LLC | $9.5M | 3.75% |
| Brickley Wealth Management | $9.4M | 1.62% |
| CacheTech Inc. | $9.2M | 1.77% |
| SHUFRO ROSE & CO LLC | $9.1M | 0.62% |
| Archford Capital Strategies, LLC | $9.0M | 1.03% |
| Dynamic Wealth Strategies, LLC | $9.0M | 5.18% |
| Janney Montgomery Scott LLC | $9.0M | 0.02% |
| POINCIANA ADVISORS GROUP, LLC | $8.9M | 6.99% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $8.6M | 0.01% |
| Steward Partners Investment Advisory, LLC | $8.5M | 0.04% |
| NewEdge Wealth, LLC | $8.5M | 0.10% |
| Security Financial Services, INC. | $8.5M | 1.34% |
| Adams Wealth Management | $8.4M | 1.85% |
| Tillman Hartley LLC | $8.3M | 2.09% |
| Constellation Investments, Inc. | $8.3M | 0.27% |
| Pinnacle Financial Partners, Inc. | $8.2M | 0.06% |
| AdvisorNet Financial, Inc | $8.2M | 0.42% |
| Marietta Wealth Management, LLC | $8.2M | 0.97% |
| ATX Financial Planning, LLC | $8.1M | 6.16% |
| Allworth Financial LP | $7.9M | 0.03% |
| &PARTNERS | $7.7M | 0.04% |
| Harvest Portfolios Group Inc. | $7.6M | 0.13% |
| NORTHERN TRUST CORP | $7.6M | 0.00% |
| REGIONS FINANCIAL CORP | $7.4M | 0.05% |
| CWC Advisors, LLC. | $7.4M | 3.52% |
| BluePrint Investing LLC | $7.4M | 5.87% |
| Ackerman Capital Advisors, LLC | $7.3M | 1.50% |
| STABLEFORD CAPITAL II LLC | $7.2M | 2.68% |
| PRUDENTIAL FINANCIAL INC | $7.0M | 0.01% |
| Buska Wealth Management, LLC | $6.9M | 2.79% |
| Integrated Advisors Network LLC | $6.9M | 0.36% |
| Axos Invest Inc. | $6.8M | 5.15% |
| ATLAS CAPITAL ADVISORS INC. | $6.8M | 0.78% |
| Ranch Capital Advisors Inc. | $6.7M | 2.44% |
| OMNI 360 Wealth, Inc. | $6.7M | 3.45% |
| Altiora Financial Group, LLC | $6.7M | 1.10% |
| Brucke Financial, Inc. | $6.6M | 3.37% |
| Downshift Financial, LLC | $6.6M | 3.41% |
| RFG Advisory, LLC | $6.6M | 0.12% |
| Fermata Advisors, LLC | $6.6M | 1.48% |
| First Affirmative Financial Network | $6.5M | 2.53% |
| BENJAMIN EDWARDS INC | $6.5M | 0.06% |
| Lauer Wealth, LLC | $6.3M | 5.02% |
| PYA Waltman Capital, LLC | $6.3M | 1.75% |
| AMERICAN CENTURY COMPANIES INC | $6.3M | 0.00% |
| Robertson Stephens Wealth Management, LLC | $6.1M | 0.17% |
| Montecito Bank & Trust | $6.0M | 0.99% |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | $5.8M | 0.84% |
| PEOPLES BANK /OH | $5.8M | 3.57% |
| BURKETT FINANCIAL SERVICES, LLC | $5.8M | 1.99% |
| JDH Wealth Management, LLC | $5.8M | 3.89% |
| Kaufman Rossin Wealth, LLC | $5.8M | 3.31% |
| DOPKINS WEALTH MANAGEMENT, LLC | $5.7M | 2.31% |
| RENAISSANCE TECHNOLOGIES LLC | $5.7M | 0.01% |
| QUATTRO FINANCIAL ADVISORS LLC | $5.7M | 1.72% |
| Apella Capital, LLC | $5.7M | 0.08% |
| Capstone Wealth Management, LLC | $5.6M | 3.90% |
| HARBOUR INVESTMENTS, INC. | $5.6M | 0.09% |
| Hennion & Walsh Asset Management, Inc. | $5.5M | 0.19% |
| PRINCIPAL SECURITIES, INC. | $5.5M | 0.08% |
| CLARIS ADVISORS, LLC / MO / | $5.4M | 1.61% |
| Bryn Mawr Trust Advisors, LLC | $5.4M | 0.26% |
| Gotham Asset Management, LLC | $5.4M | 0.02% |
| Hexagon Capital Partners LLC | $5.3M | 0.78% |
| Cornerstone Financial Management LLC | $5.3M | 4.89% |
| VICTORY FINANCIAL GROUP, LLC | $5.3M | 0.65% |
| Baer Investment Advisory LLC | $5.3M | 0.65% |
| Smithfield Trust Co | $5.3M | 0.23% |
| Minot DeBlois Advisors LLC | $5.1M | 4.62% |
| FRANKLIN RESOURCES INC | $5.1M | 0.00% |