| ALLEN WEALTH MANAGEMENT, LLC | $15.0M | 7.52% |
| AlphaCore Capital LLC | $15.0M | 0.36% |
| James Reed Financial Services, Inc. | $15.0M | 12.97% |
| PRINCIPAL SECURITIES, INC. | $14.9M | 0.22% |
| Roof Eidam Maycock Peralta, LLC | $14.9M | 3.41% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $14.9M | 0.07% |
| Jackson, Grant Investment Advisers, Inc. | $14.8M | 4.95% |
| Stratos Wealth Advisors, LLC | $14.8M | 0.91% |
| FIRST NATIONAL BANK SIOUX FALLS | $14.6M | 3.99% |
| Fee-Only Financial Planning, L.C. | $14.5M | 8.75% |
| Ameritas Advisory Services, LLC | $14.5M | 0.56% |
| Tarbox Family Office, Inc. | $14.4M | 2.34% |
| JNBA Financial Advisors | $14.4M | 1.20% |
| Belpointe Asset Management LLC | $14.3M | 0.52% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $14.2M | 0.73% |
| Advisory Services Network, LLC | $14.2M | 0.19% |
| Avion Wealth | $14.1M | 2.92% |
| FIDELIS CAPITAL PARTNERS, LLC | $14.1M | 1.01% |
| Freedom Financial Partners LLC | $14.1M | 5.01% |
| STALEY CAPITAL ADVISERS INC | $14.1M | 0.60% |
| CoreCap Advisors, LLC | $14.0M | 0.48% |
| Whelan Financial | $14.0M | 4.34% |
| Somnio Financial Group, LLC | $13.9M | 9.15% |
| Financial Futures Ltd Liability Co. | $13.9M | 6.10% |
| Aries Wealth Management | $13.7M | 3.02% |
| ForthRight Wealth Management, LLC | $13.6M | 3.87% |
| Patriot Financial Group Insurance Agency, LLC | $13.6M | 0.77% |
| Avidian Wealth Enterprises, LLC | $13.5M | 0.43% |
| Fortis Capital Advisors, LLC | $13.5M | 1.76% |
| PINNACLE ASSOCIATES LTD | $13.5M | 0.17% |
| Roundview Capital LLC | $13.4M | 0.84% |
| HALL CAPITAL MANAGEMENT CO INC | $13.3M | 4.76% |
| Fortitude Family Office, LLC | $13.3M | 2.97% |
| Acropolis Investment Management, LLC | $13.2M | 0.58% |
| Wheelhouse Advisory Group LLC | $13.2M | 4.38% |
| CPA Asset Management Group, LLC | $13.2M | 4.42% |
| Forum Private Client Group LLC | $13.1M | 4.38% |
| Gibraltar Capital Management, Inc. | $13.1M | 2.26% |
| Zuckerman Investment Group, LLC | $13.0M | 1.22% |
| EP Wealth Advisors, LLC | $13.0M | 0.06% |
| CENTRAL VALLEY ADVISORS, LLC | $12.9M | 3.52% |
| Advyzon Investment Management, LLC | $12.9M | 1.15% |
| Pearl Planning LLC | $12.7M | 6.78% |
| HUB Investment Partners, LLC | $12.7M | 0.30% |
| Avior Wealth Management, LLC | $12.7M | 0.36% |
| Ironsides Asset Advisors, LLC | $12.6M | 3.16% |
| SOL Capital Management CO | $12.5M | 6.08% |
| Texas Yale Capital Corp. | $12.5M | 0.35% |
| Black Diamond Financial, LLC | $12.4M | 1.35% |
| Forvis Mazars Wealth Advisors, LLC | $12.4M | 0.24% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $12.3M | 0.22% |
| Rossmore Private Capital | $12.3M | 1.08% |
| MANNING & NAPIER ADVISORS LLC | $12.3M | 0.17% |
| LBMC INVESTMENT ADVISORS, LLC | $12.3M | 0.75% |
| Eagle Strategies LLC | $12.2M | 1.46% |
| Beirne Wealth Consulting Services, LLC | $12.1M | 3.43% |
| Kingsview Wealth Management, LLC | $12.1M | 0.17% |
| Texas Capital Bank Wealth Management Services Inc | $12.1M | 0.72% |
| Ancora Advisors LLC | $12.1M | 0.26% |
| GILL CAPITAL PARTNERS, LLC | $12.0M | 3.46% |
| 4Thought Financial Group Inc. | $12.0M | 5.92% |
| JDM Financial Group LLC | $11.9M | 4.59% |
| VSM Wealth Advisory, LLC | $11.9M | 3.54% |
| Gateway Wealth Partners, LLC | $11.9M | 0.46% |
| COZAD ASSET MANAGEMENT INC | $11.8M | 0.93% |
| Koenig Investment Advisory, LLC | $11.8M | 10.05% |
| BTG Pactual Asset Management US LLC | $11.8M | 1.02% |
| Arkadios Wealth Advisors | $11.7M | 0.19% |
| Noble Family Wealth, LLC | $11.7M | 2.41% |
| MUSTICO FINANCIAL GROUP, INC. | $11.7M | 8.14% |
| Coastline Complete Wealth LLC | $11.5M | 7.13% |
| BAILARD, INC. | $11.4M | 0.26% |
| Capital Planning LLC | $11.4M | 3.72% |
| Arkos Global Advisors | $11.4M | 1.43% |
| Milestone Investment Advisors LLC | $11.3M | 2.74% |
| Savant Capital, LLC | $11.3M | 0.05% |
| Alliance Wealth Advisors, LLC | $11.3M | 4.95% |
| PETREDIS INVESTMENT ADVISORS LLC | $11.3M | 0.92% |
| MGO ONE SEVEN LLC | $11.2M | 0.23% |
| May Barnhard Investments LLC | $11.2M | 5.45% |
| Vanguard National Trust Co | $11.2M | 0.71% |
| First Bancorp, Inc /ME/ | $11.2M | 5.56% |
| Horizons Wealth Management | $11.1M | 7.29% |
| Stratos Wealth Partners, LTD. | $11.1M | 0.13% |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | $11.1M | 1.45% |
| Ruggaard & Associates LLC | $11.0M | 4.37% |
| Bank of New Hampshire | $11.0M | 2.51% |
| MOR Wealth Management, LLC | $10.9M | 5.01% |
| Whitegate Investment Counselors, Inc. | $10.8M | 3.44% |
| ANDERSON HOAGLAND & CO | $10.8M | 0.93% |
| David Kennon Inc | $10.8M | 3.87% |
| Addis & Hill, Inc | $10.8M | 6.55% |
| TITLEIST ASSET MANAGEMENT, LLC | $10.6M | 0.80% |
| Greenbush Financial Group, LLC | $10.6M | 3.50% |
| Cedar Point Capital Partners, LLC | $10.5M | 6.85% |
| Advisor OS, LLC | $10.4M | 0.76% |
| DRIVE WEALTH MANAGEMENT, LLC | $10.4M | 2.20% |
| F/m Investments LLC | $10.4M | 0.69% |
| Valmark Advisers, Inc. | $10.4M | 0.12% |
| Red Wave Investments LLC | $10.3M | 3.07% |
| Beacon Financial Strategies CORP | $10.2M | 5.80% |
| SFM, LLC | $10.2M | 6.17% |
| Uptown Financial Advisors LLC | $10.2M | 8.09% |
| JOHNSON INVESTMENT COUNSEL INC | $10.2M | 0.08% |
| Daner Wealth Management, LLC | $10.2M | 5.97% |
| Legend Financial Advisors, Inc. | $10.2M | 6.55% |
| BEAM WEALTH ADVISORS, INC. | $10.1M | 2.52% |
| IF Advisors, LLC | $10.1M | 7.15% |
| Financial Management Professionals, Inc. | $10.1M | 1.13% |
| O'Connor Financial Group LLC | $10.0M | 4.10% |
| CONSILIO WEALTH ADVISORS, LLC | $10.0M | 2.92% |
| Ethos Financial Group, LLC | $10.0M | 0.73% |
| Adelphi Trust Co | $10.0M | 8.13% |
| CANANDAIGUA NATIONAL CORP | $9.9M | 0.88% |
| Prosperitas Financial LLC | $9.9M | 3.68% |
| Silverleafe Capital Partners, LLC | $9.8M | 2.91% |
| Legacy Wealth Partners, LLC | $9.8M | 2.46% |
| DAYMARK WEALTH PARTNERS, LLC | $9.8M | 0.31% |
| McClarren Financial Advisors, Inc. | $9.7M | 5.74% |
| KEYBANK NATIONAL ASSOCIATION/OH | $9.7M | 0.04% |
| FIRST UNITED BANK & TRUST | $9.7M | 3.15% |
| Rooted Wealth Advisors, Inc. | $9.7M | 2.55% |
| Fort Point Capital Partners LLC | $9.7M | 1.18% |
| TrueWealth Financial Partners | $9.6M | 3.85% |
| MJP ASSOCIATES INC /ADV | $9.6M | 1.17% |
| Mutual Advisors, LLC | $9.6M | 0.21% |
| Gemmer Asset Management LLC | $9.6M | 0.76% |
| Dakota Wealth Management | $9.6M | 0.21% |
| TD Capital Management LLC | $9.5M | 0.86% |
| Houlihan Financial Resource Group, Ltd. | $9.5M | 3.71% |
| Curi Capital, LLC | $9.4M | 0.17% |
| LOWE BROCKENBROUGH & CO INC | $9.4M | 0.47% |
| GFS Advisors, LLC | $9.4M | 1.20% |
| HOWE & RUSLING INC | $9.4M | 0.61% |
| GreatBanc Trust CO | $9.4M | 6.57% |
| PARK AVENUE SECURITIES LLC | $9.3M | 0.07% |
| Summit Trail Advisors, LLC | $9.3M | 0.13% |
| CRA Financial Services, LLC | $9.3M | 1.20% |
| Wealth Science Advisors LLC | $9.3M | 5.21% |
| STAR Financial Bank | $9.3M | 4.37% |
| ELEVATION WEALTH PARTNERS, LLC | $9.3M | 3.32% |
| Caldwell Trust Co | $9.3M | 0.83% |
| Manchester Capital Management LLC | $9.2M | 1.32% |
| Chesley Taft & Associates LLC | $9.2M | 0.38% |
| FIRST NATIONAL BANK OF OMAHA | $9.1M | 0.28% |
| Operose Advisors LLC | $9.1M | 2.12% |
| WARNER FINANCIAL, INC | $9.1M | 3.12% |
| XML Financial, LLC | $9.0M | 0.72% |
| 1900 WEALTH MANAGEMENT LLC | $8.9M | 0.57% |
| KFA Private Wealth Group, LLC | $8.9M | 2.14% |