| SCRATCH CAPITAL LLC | $18.5M | 10.57% |
| Focus Partners Advisor Solutions, LLC | $18.2M | 0.18% |
| Farther Finance Advisors, LLC | $18.1M | 0.17% |
| Grove Bank & Trust | $18.0M | 2.04% |
| Wright Wealth LLC | $17.9M | 11.96% |
| HARBOUR INVESTMENTS, INC. | $17.8M | 0.27% |
| Compass Planning Associates Inc | $17.6M | 11.26% |
| Sequoia Financial Advisors, LLC | $17.5M | 0.10% |
| ELEMENT POINTE ADVISORS, LLC | $17.4M | 3.28% |
| Private Advisor Group, LLC | $17.2M | 0.08% |
| JONES FINANCIAL COMPANIES LLLP | $17.0M | 0.01% |
| ORSER CAPITAL MANAGEMENT, LLC | $16.9M | 11.02% |
| AXXCESS WEALTH MANAGEMENT, LLC | $16.6M | 0.53% |
| E&R Wealth Management, LLC | $16.6M | 16.52% |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | $16.5M | 1.06% |
| Allen Investment Management, LLC | $16.5M | 0.20% |
| McLean Asset Management Corp | $16.5M | 2.88% |
| Venturi Wealth Management, LLC | $16.5M | 0.74% |
| Discipline Wealth Solutions, LLC | $16.5M | 1.73% |
| ROGCO, LP | $16.4M | 5.47% |
| VOISARD ASSET MANAGEMENT GROUP, INC. | $16.2M | 3.45% |
| Apella Capital, LLC | $15.9M | 0.24% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $15.6M | 0.95% |
| Whitcomb & Hess, Inc. | $15.6M | 3.64% |
| STUDIO INVESTMENT MANAGEMENT LLC | $15.4M | 2.78% |
| TrueWealth Financial Partners | $15.3M | 6.10% |
| Kure Advisory, LLC | $15.2M | 8.30% |
| Cascade Wealth Advisors, Inc | $15.0M | 6.57% |
| Drum Hill Capital, LLC | $14.9M | 13.72% |
| NORTHWEST WEALTH MANAGEMENT, LLC | $14.8M | 2.23% |
| O'Domhnaill Enterprises, Inc. | $14.7M | 11.85% |
| MOKAN Wealth Management Inc. | $14.6M | 6.45% |
| CITADEL ADVISORS LLC | $14.5M | 0.00% |
| Blackhawk Capital Partners, LLC | $14.5M | 5.32% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $14.4M | 0.03% |
| Integrated Wealth Concepts LLC | $14.3M | 0.11% |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | $14.1M | 11.02% |
| Montecito Bank & Trust | $13.9M | 2.29% |
| Unison Advisors LLC | $13.7M | 1.04% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | $13.7M | 3.91% |
| Heritage Wealth Management, Inc. /CA/ | $13.6M | 7.52% |
| ZEVIN ASSET MANAGEMENT LLC | $13.6M | 1.87% |
| PRUDENTIAL PLC | $13.5M | 0.10% |
| Annandale Capital, LLC | $13.3M | 1.88% |
| Concurrent Investment Advisors, LLC | $13.3M | 0.14% |
| Arlington Partners LLC | $13.2M | 26.36% |
| Investure, LLC | $13.0M | 0.64% |
| Kings Path Partners LLC | $13.0M | 4.54% |
| QUADRANT CAPITAL GROUP LLC | $12.9M | 0.39% |
| Compass Wealth Management, LLC/GA | $12.8M | 5.47% |
| Cypress Capital, LLC | $12.8M | 3.64% |
| Empowered Funds, LLC | $12.7M | 0.08% |
| GEN Financial Management, INC. | $12.7M | 7.88% |
| ARK & TLK INVESTMENTS, LLC | $12.7M | 3.43% |
| AE Wealth Management LLC | $12.4M | 0.07% |
| Capital Investment Advisory Services, LLC | $12.0M | 0.88% |
| Russell Investments Group, Ltd. | $12.0M | 0.01% |
| Arkadios Wealth Advisors | $11.8M | 0.19% |
| CAPTRUST FINANCIAL ADVISORS | $11.3M | 0.02% |
| DDD Partners, LLC | $11.2M | 0.77% |
| Mirae Asset Global Investments Co., Ltd. | $11.2M | 0.00% |
| Causey Wealth LLC | $11.1M | 4.72% |
| NOVEM GROUP | $11.1M | 1.27% |
| Calder Financial LLC | $11.1M | 11.01% |
| Unconventional Investor, LLC | $11.0M | 5.22% |
| PEAPACK GLADSTONE FINANCIAL CORP | $10.9M | 0.14% |
| Elite Financial, Inc. | $10.9M | 4.90% |
| Roundview Capital LLC | $10.9M | 0.68% |
| MIDDLETON & CO INC/MA | $10.8M | 1.23% |
| HORIZON FINANCIAL SERVICES, LLC | $10.6M | 4.69% |
| HM PAYSON & CO | $10.3M | 0.15% |
| Disciplined Investments, LLC | $10.2M | 3.65% |
| LAZARD ASSET MANAGEMENT LLC | $10.1M | 0.02% |
| EPG Wealth Management LLC | $10.1M | 2.74% |
| CreativeOne Wealth, LLC | $9.9M | 0.23% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $9.9M | 0.06% |
| FIFTH THIRD BANCORP | $9.8M | 0.02% |
| MONOGRAPH WEALTH ADVISORS, LLC | $9.8M | 0.92% |
| NICOLET BANKSHARES INC | $9.7M | 0.36% |
| GREENWOOD CAPITAL ASSOCIATES LLC | $9.7M | 1.07% |
| Values First Advisors, Inc. | $9.6M | 5.01% |
| Beverly Hills Private Wealth, LLC | $9.6M | 1.60% |
| Cravens & Co Advisors, LLC | $9.6M | 6.21% |
| EverSource Wealth Advisors, LLC | $9.5M | 0.29% |
| Sollinda Capital Management LLC | $9.5M | 2.31% |
| NATIONAL BANK OF CANADA /FI/ | $9.5M | 0.01% |
| Kathmere Capital Management, LLC | $9.4M | 0.58% |
| Compton Wealth Advisory Group, LLC | $9.4M | 2.09% |
| Sage Mountain Advisors LLC | $9.2M | 0.64% |
| Smartleaf Asset Management LLC | $9.1M | 0.33% |
| Ameritas Advisory Services, LLC | $9.0M | 0.35% |
| Guardian Wealth Management, LLC | $8.9M | 2.69% |
| Altiora Financial Group, LLC | $8.7M | 1.44% |
| Integrated Advisors Network LLC | $8.7M | 0.46% |
| TITLEIST ASSET MANAGEMENT, LLC | $8.6M | 0.65% |
| Efficient Advisors, LLC | $8.5M | 0.61% |
| SHUFRO ROSE & CO LLC | $8.5M | 0.58% |
| Vident Advisory, LLC | $8.5M | 0.07% |
| TD Waterhouse Canada Inc. | $8.4M | 0.03% |
| STIFEL FINANCIAL CORP | $8.4M | 0.01% |
| FIRST AMERICAN TRUST, FSB | $8.4M | 0.57% |
| CAPE ANN SAVINGS BANK | $8.4M | 4.20% |
| Biltmore Wealth Management, LLC | $8.3M | 2.97% |
| OneDigital Investment Advisors LLC | $8.2M | 0.08% |
| WOODMONT INVESTMENT COUNSEL LLC | $8.1M | 0.50% |
| Beacon Financial Strategies CORP | $8.1M | 4.59% |
| Members Advisory Group LLC | $8.0M | 2.74% |
| OAK FAMILY ADVISORS, LLC | $7.8M | 2.20% |
| Bull Street Advisors, LLC | $7.8M | 3.85% |
| Ascentis Independent Advisors | $7.7M | 0.58% |
| Certified Advisory Corp | $7.6M | 0.69% |
| Conservest Capital Advisors, Inc. | $7.6M | 0.69% |
| Signal Advisors Wealth, LLC | $7.6M | 0.52% |
| Mechanics Financial Corp | $7.5M | 3.16% |
| Thrivent Financial for Lutherans | $7.5M | 0.01% |
| Orion Porfolio Solutions, LLC | $7.4M | 0.06% |
| U.S. Capital Wealth Advisors, LLC | $7.3M | 0.18% |
| Metropolitan Life Insurance Co/NY | $7.2M | 2.20% |
| Aventus Investment Advisors, Inc. | $7.2M | 6.07% |
| BlackRock, Inc. | $7.2M | 0.00% |
| SCS Capital Management LLC | $7.1M | 0.07% |
| David Kennon Inc | $7.0M | 2.50% |
| Donoghue Forlines LLC | $7.0M | 1.93% |
| CWA Asset Management Group, LLC | $7.0M | 0.24% |
| Kestra Advisory Services, LLC | $6.9M | 0.03% |
| MUIRFIELD WEALTH ADVISORS LLC | $6.9M | 5.04% |
| Financial Plan, Inc. | $6.8M | 0.73% |
| Betterment LLC | $6.7M | 0.01% |
| NewSquare Capital LLC | $6.6M | 0.57% |
| Lauer Wealth, LLC | $6.6M | 5.24% |
| Stratos Wealth Partners, LTD. | $6.5M | 0.07% |
| World Investment Advisors | $6.4M | 0.10% |
| Marotta Asset Management | $6.4M | 1.17% |
| Spectrum Financial Alliance Ltd LLC | $6.3M | 1.22% |
| Safir Wealth Advisors, LLC | $6.3M | 4.54% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | $6.2M | 0.08% |
| Echo45 Advisors LLC | $6.1M | 3.41% |
| ZACKS INVESTMENT MANAGEMENT | $6.0M | 0.05% |
| Rockingstone Advisors LLC | $6.0M | 2.76% |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | $5.9M | 0.04% |
| Strategic Investment Solutions, Inc. /IL | $5.9M | 1.41% |
| AmeriServ Wealth Advisors | $5.8M | 3.72% |
| Hexagon Capital Partners LLC | $5.8M | 0.85% |
| Roble, Belko & Company, Inc | $5.8M | 0.74% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | $5.8M | 0.06% |
| AQR CAPITAL MANAGEMENT LLC | $5.7M | 0.00% |
| Archford Capital Strategies, LLC | $5.7M | 0.65% |
| CENTRAL TRUST Co | $5.7M | 0.11% |
| Steele Capital Management, Inc. | $5.6M | 0.23% |
| XY Planning Network, Inc. | $5.6M | 0.90% |