| OPPENHEIMER & CO INC | $59.6M | 0.72% |
| Rolek Wealth Management LLC | $59.6M | 42.72% |
| Independent Advisor Alliance | $59.5M | 0.64% |
| Tenon Financial LLC | $59.4M | 23.34% |
| GUARDIAN WEALTH ADVISORS, LLC / NC | $59.3M | 3.74% |
| SOL Capital Management CO | $59.1M | 28.69% |
| Twele Capital Management, Inc. | $59.0M | 10.52% |
| Roundview Capital LLC | $58.8M | 3.66% |
| Hillcrest Wealth Advisors - NY, LLC | $58.0M | 23.48% |
| DEUTSCHE BANK AG\ | $57.9M | 0.02% |
| Simplicity Wealth,LLC | $57.8M | 3.28% |
| Landmark Wealth Management, LLC | $57.1M | 15.28% |
| Gladstone Institutional Advisory LLC | $56.9M | 2.11% |
| Next Level Wealth Planning, LLC | $56.9M | 29.22% |
| UNITED SERVICES AUTOMOBILE ASSOCIATION | $56.3M | 6.62% |
| Karnit Road Accident Victims Compensation Fund | $56.2M | 32.96% |
| Fragasso Financial Advisors Inc | $56.0M | 3.38% |
| Point72 Asset Management, L.P. | $55.9M | 0.07% |
| Safir Wealth Advisors, LLC | $55.8M | 40.34% |
| Jefferies Financial Group Inc. | $55.4M | 0.36% |
| Pioneer Family Office, LLC | $55.2M | 35.44% |
| Level Financial Advisors | $54.9M | 13.99% |
| Optas, LLC | $54.8M | 8.30% |
| 3Chopt Investment Partners, LLC | $54.8M | 12.53% |
| Kearns & Associates LLC | $54.2M | 29.16% |
| PRUDENTIAL PLC | $54.1M | 0.41% |
| Freestone Capital Holdings, LLC | $54.0M | 1.64% |
| NICOLET BANKSHARES INC | $54.0M | 1.99% |
| HBK Sorce Advisory LLC | $53.8M | 1.07% |
| Triad Wealth Partners, LLC | $53.7M | 4.26% |
| Warren Street Wealth Advisors, LLC | $53.7M | 13.67% |
| Souders Financial Advisors | $53.6M | 6.11% |
| Apella Capital, LLC | $53.4M | 0.79% |
| Rooted Wealth Advisors, Inc. | $53.2M | 14.02% |
| BBR PARTNERS, LLC | $52.6M | 1.69% |
| Advanced Asset Management Advisors Inc | $52.3M | 14.46% |
| Innovative Wealth Building LLC | $51.8M | 36.46% |
| EAGLE WEALTH STRATEGIES LLC | $51.7M | 22.66% |
| STEPH & CO | $51.3M | 14.63% |
| ASHTON THOMAS SECURITIES, LLC | $51.2M | 6.42% |
| Walleye Trading LLC | $51.1M | 0.05% |
| TD Waterhouse Canada Inc. | $51.0M | 0.15% |
| Topsail Wealth Management, LLC | $50.9M | 7.51% |
| Drucker Wealth 3.0, LLC | $50.9M | 8.88% |
| Foundations Investment Advisors, LLC | $50.8M | 0.63% |
| HBW ADVISORY SERVICES LLC | $50.5M | 5.33% |
| Boyd Wealth Management, LLC | $50.1M | 21.18% |
| AlTi Global, Inc. | $50.0M | 1.09% |
| Crescent Grove Advisors, LLC | $49.9M | 4.81% |
| Taikang Asset Management (Hong Kong) Co Ltd | $49.8M | 4.96% |
| CreativeOne Wealth, LLC | $49.5M | 1.15% |
| Fiduciary Wealth Partners, LLC | $49.0M | 32.06% |
| Sage Mountain Advisors LLC | $48.8M | 3.42% |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | $48.7M | 7.19% |
| SAGE FINANCIAL GROUP INC | $48.7M | 3.17% |
| BCS Wealth Management | $48.5M | 9.89% |
| Frazier Financial Advisors, LLC | $48.2M | 26.69% |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $48.0M | 0.27% |
| Sigma Planning Corp | $48.0M | 1.33% |
| Curated Wealth Partners LLC | $47.9M | 6.03% |
| FULTON BANK, N.A. | $47.8M | 1.68% |
| QRG CAPITAL MANAGEMENT, INC. | $47.7M | 0.49% |
| BOSTON FAMILY OFFICE LLC | $47.6M | 3.17% |
| Resolute Advisors LLC | $47.5M | 19.66% |
| TrueWealth Financial Partners | $47.4M | 18.90% |
| Balyasny Asset Management L.P. | $47.4M | 0.06% |
| Orion Porfolio Solutions, LLC | $47.0M | 0.40% |
| Fort Point Capital Partners LLC | $46.9M | 5.73% |
| Fiduciary Trust Co | $46.9M | 0.55% |
| Salomon & Ludwin, LLC | $46.9M | 4.19% |
| ForthRight Wealth Management, LLC | $46.9M | 13.29% |
| RWA WEALTH PARTNERS, LLC | $46.8M | 0.51% |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | $46.7M | 3.45% |
| BANK OF NOVA SCOTIA | $46.7M | 0.07% |
| GREENLEAF TRUST | $46.6M | 0.46% |
| TD PRIVATE CLIENT WEALTH LLC | $46.3M | 0.96% |
| BCK Partners, Inc. | $46.1M | 24.88% |
| Avior Wealth Management, LLC | $46.0M | 1.31% |
| KICKSTAND VENTURES, LLC. | $45.8M | 9.65% |
| Sellwood Investment Partners LLC | $45.6M | 17.95% |
| LANDMARK WEALTH MANAGEMENT, INC. | $45.5M | 17.17% |
| Lepercq De Neuflize Asset Management LLC | $45.5M | 33.00% |
| Claro Advisors Inc. | $45.2M | 5.44% |
| Associated Banc-Corp | $45.1M | 1.20% |
| Assenagon Asset Management S.A. | $45.0M | 0.07% |
| STRATEGIC ADVISORY PARTNERS, LLC | $44.9M | 35.34% |
| Sompo Asset Management Co., Ltd. | $44.6M | 8.19% |
| CHAI TRUST CO LLC | $44.6M | 3.77% |
| Focus Partners Advisor Solutions, LLC | $44.5M | 0.44% |
| RESOLUTE CAPITAL, LLC | $44.4M | 18.00% |
| SHEETS SMITH WEALTH MANAGEMENT | $44.4M | 5.00% |
| GreatBanc Trust CO | $44.4M | 31.06% |
| MBM WEALTH CONSULTANTS, LLC | $44.1M | 10.13% |
| HOWLAND CAPITAL MANAGEMENT LLC | $44.0M | 1.74% |
| Bravera Wealth | $44.0M | 19.80% |
| GTS SECURITIES LLC | $43.9M | 1.55% |
| TrustBank | $43.4M | 16.84% |
| Americana Partners, LLC | $43.2M | 1.12% |
| Steffes Financial, Ltd. | $43.0M | 22.69% |
| JOHNSON INVESTMENT COUNSEL INC | $42.9M | 0.35% |
| Trust Co of the South | $42.8M | 6.88% |
| CIBC WORLD MARKET INC. | $42.7M | 0.07% |
| Ameritas Advisory Services, LLC | $42.6M | 1.65% |
| FIDELIS CAPITAL PARTNERS, LLC | $42.6M | 3.03% |
| Oak Harvest Investment Services | $42.6M | 4.44% |
| Connor, Clark & Lunn Investment Management Ltd. | $42.5M | 0.10% |
| Galilei Investment Office LLP | $42.5M | 22.00% |
| Cynosure Group, LLC | $42.3M | 5.28% |
| Verum Partners LLC | $42.1M | 8.00% |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | $42.1M | 5.77% |
| Plancorp, LLC | $41.9M | 1.19% |
| Crestwood Advisors Group, LLC | $41.7M | 0.70% |
| a16z Perennial Management, L.P. | $41.3M | 3.43% |
| Passaic Partners LLC | $41.3M | 3.86% |
| Greenbush Financial Group, LLC | $41.3M | 13.66% |
| LEVEL FOUR ADVISORY SERVICES, LLC | $41.2M | 1.35% |
| Avion Wealth | $41.2M | 8.51% |
| Alvarez & Marsal Private Wealth Partners, LLC | $41.1M | 5.77% |
| Nan Shan Life Insurance Co., Ltd. | $40.9M | 1.48% |
| MATHER GROUP, LLC. | $40.8M | 0.41% |
| MFA WEALTH ADVISORS, LLC | $40.8M | 8.02% |
| CARDIFF PARK ADVISORS, LLC | $40.6M | 3.25% |
| PARSONS CAPITAL MANAGEMENT INC/RI | $40.6M | 1.86% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $40.6M | 1.66% |
| PARK AVENUE SECURITIES LLC | $40.6M | 0.32% |
| Capital Management Associates, Inc | $40.5M | 9.16% |
| Asset Management One Co., Ltd. | $40.3M | 0.12% |
| Front Street Capital Management, Inc. | $40.2M | 5.33% |
| Clifford Group, LLC | $40.2M | 30.93% |
| Atom Investors LP | $40.1M | 2.87% |
| VOYA INVESTMENT MANAGEMENT LLC | $39.8M | 0.04% |
| Power Alpha Investment Ltd | $39.8M | 4.55% |
| AMERICAN CENTURY COMPANIES INC | $39.6M | 0.01% |
| JOURNEY STRATEGIC WEALTH LLC | $39.5M | 0.98% |
| St. Louis Trust Co | $39.5M | 4.61% |
| Parisi Gray Wealth Management | $39.2M | 9.34% |
| NWF Advisory Services Inc. | $39.2M | 4.43% |
| BAILARD, INC. | $39.2M | 0.90% |
| PRINCIPAL FINANCIAL GROUP INC | $39.1M | 0.02% |
| Bear Mountain Capital, Inc. | $39.0M | 11.71% |
| Avantax Planning Partners, Inc. | $38.8M | 1.07% |
| SigFig Wealth Management, LLC | $38.7M | 1.13% |
| Jackson Wealth Management, LLC | $38.6M | 3.97% |
| Capula Management Ltd | $38.5M | 0.27% |
| Sequoia Financial Advisors, LLC | $38.1M | 0.21% |
| Fairway Wealth LLC | $38.1M | 10.06% |
| SOROS FUND MANAGEMENT LLC | $38.0M | 0.42% |
| Atlas Legacy Advisors, LLC | $37.9M | 6.81% |
| PITTENGER & ANDERSON INC | $37.8M | 1.50% |
| GenWealth Group, Inc. | $37.8M | 6.46% |