| Abacus Planning Group, Inc. | $18.5M | 2.49% |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $18.5M | 1.05% |
| Lakeshore Financial Planning, Inc. | $18.4M | 6.67% |
| Facet Wealth, Inc. | $18.2M | 0.32% |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $18.2M | 2.23% |
| MATRIX ASSET ADVISORS INC/NY | $18.2M | 1.67% |
| Sage Investment Advisers LLC | $18.0M | 13.31% |
| Dorsey & Whitney Trust CO LLC | $18.0M | 0.99% |
| JDM Financial Group LLC | $18.0M | 6.92% |
| INGALLS & SNYDER LLC | $17.9M | 0.63% |
| Tidal Investments LLC | $17.9M | 0.04% |
| Keating Financial Advisory Services, Inc. | $17.9M | 2.90% |
| Brandywine Asset Management, Inc. | $17.9M | 14.21% |
| Zuckerman Investment Group, LLC | $17.9M | 1.68% |
| Envision Financial Transparency, LLC | $17.8M | 17.32% |
| ING GROEP NV | $17.8M | 0.11% |
| Ground Swell Capital, LLC | $17.8M | 35.15% |
| N.E.W. Advisory Services LLC | $17.7M | 1.33% |
| Davidson Kahn Capital Management, LLC | $17.7M | 9.42% |
| Gibson Wealth Advisors LLC | $17.7M | 11.83% |
| Haverford Trust Co | $17.6M | 0.16% |
| Ironsides Asset Advisors, LLC | $17.6M | 4.43% |
| Empowered Funds, LLC | $17.6M | 0.11% |
| Evolution Wealth Advisors, LLC | $17.6M | 1.80% |
| Atlanta Consulting Group Advisors, LLC | $17.6M | 3.78% |
| IHT Wealth Management, LLC | $17.5M | 0.41% |
| Whitaker-Myers Wealth Managers, LTD. | $17.5M | 3.49% |
| Modera Wealth Management, LLC | $17.5M | 0.21% |
| Battery Global Advisors, LLC | $17.5M | 9.39% |
| NewCorp Financial Services, Inc. | $17.5M | 15.16% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | $17.5M | 4.79% |
| Secure Asset Management, LLC | $17.5M | 2.76% |
| Chris Bulman Inc | $17.4M | 7.64% |
| Blackston Financial Advisory Group, LLC | $17.4M | 10.88% |
| Arista Wealth Management, LLC | $17.4M | 2.11% |
| Pilgrim Partners Asia Pte Ltd | $17.3M | 7.06% |
| FLAGSHIP HARBOR ADVISORS, LLC | $17.3M | 0.76% |
| Avory & Company, LLC | $17.2M | 22.27% |
| First American Bank | $17.2M | 1.08% |
| Baker Ellis Asset Management LLC | $17.1M | 2.03% |
| U.S. Capital Wealth Advisors, LLC | $17.0M | 0.43% |
| Allie Family Office LLC | $16.9M | 7.42% |
| Future Financial Wealth Managment LLC | $16.9M | 10.90% |
| FLORIDA FINANCIAL ADVISORS, LLC | $16.9M | 4.04% |
| Certified Advisory Corp | $16.9M | 1.51% |
| FWG Investments, LLC. | $16.9M | 10.73% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $16.9M | 0.12% |
| Compound Planning, Inc. | $16.8M | 0.51% |
| Berger Financial Group, Inc | $16.7M | 0.93% |
| Washington Trust Advisors, Inc. | $16.6M | 1.34% |
| Vested Financial Planning, LLC | $16.6M | 12.62% |
| Gutierrez Wealth Advisory, LLC | $16.5M | 10.27% |
| Glenview Trust Co | $16.5M | 0.26% |
| Guardian Financial Partners, LLC | $16.5M | 6.97% |
| LOWERY THOMAS, LLC | $16.4M | 9.39% |
| INVESTMENT COUNSEL CO OF NEVADA | $16.4M | 36.84% |
| LOWE BROCKENBROUGH & CO INC | $16.3M | 0.81% |
| VICUS CAPITAL | $16.3M | 1.20% |
| PAYDEN & RYGEL | $16.3M | 1.25% |
| INVENIO WEALTH PARTNERS LLC | $16.3M | 6.45% |
| WETZEL INVESTMENT ADVISORS, INC. | $16.3M | 6.46% |
| Aspire Growth Partners LLC | $16.2M | 11.10% |
| Sowell Financial Services LLC | $16.2M | 0.60% |
| GM Advisory Group, LLC | $16.1M | 0.62% |
| Cadia Private Client LLC | $16.1M | 13.07% |
| CORDA Investment Management, LLC. | $16.1M | 1.11% |
| Intentional Wealth Strategies, LLC | $16.1M | 14.97% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $16.1M | 0.28% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $16.1M | 0.01% |
| Meridian Wealth Advisors, LLC | $16.0M | 2.12% |
| SAPIENT CAPITAL LLC | $16.0M | 0.24% |
| Hilltop Holdings Inc. | $16.0M | 1.44% |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | $15.9M | 1.57% |
| Rossmore Private Capital | $15.8M | 1.38% |
| Intellus Advisors LLC | $15.7M | 2.15% |
| CYPRESS POINT INVESTMENT MANAGEMENT LP | $15.6M | 3.68% |
| BECKER CAPITAL MANAGEMENT INC | $15.6M | 0.46% |
| Independent Family Office, LLC | $15.6M | 6.40% |
| Peachtree Investment Partners, LLC | $15.5M | 5.91% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | $15.5M | 4.86% |
| Security Financial Services, INC. | $15.5M | 2.45% |
| INSIGNEO ADVISORY SERVICES, LLC | $15.4M | 1.09% |
| Walkner Condon Financial Advisors LLC | $15.4M | 2.03% |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | $15.3M | 0.63% |
| Ascent Group, LLC | $15.2M | 0.53% |
| HUB Investment Partners, LLC | $15.2M | 0.36% |
| TRITONPOINT WEALTH, LLC | $15.2M | 1.63% |
| Freestate Advisors LLC | $15.2M | 12.12% |
| FORMULATE FINANCIAL LLC | $15.1M | 18.67% |
| LBMC INVESTMENT ADVISORS, LLC | $15.1M | 0.92% |
| Peak Financial Management, Inc. | $15.1M | 3.83% |
| Global Endowment Management, LP | $15.1M | 1.69% |
| OFC FINANCIAL PLANNING, LLC | $15.1M | 14.80% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $15.0M | 1.04% |
| UPTICK PARTNERS, LLC | $15.0M | 2.99% |
| Ascentis Independent Advisors | $15.0M | 1.13% |
| BTC Capital Management, Inc. | $15.0M | 1.01% |
| AVITY INVESTMENT MANAGEMENT INC. | $14.9M | 1.08% |
| STONE LOFT WEALTH MANAGEMENT LLC | $14.8M | 10.57% |
| BENJAMIN EDWARDS INC | $14.8M | 0.15% |
| Aspen Grove Capital, LLC | $14.8M | 2.87% |
| Laurel Wealth Planning LLC | $14.7M | 7.77% |
| Snowden Capital Advisors LLC | $14.7M | 0.39% |
| Hegarty Advisors, LLC | $14.7M | 11.58% |
| YANKCOM Partnership | $14.7M | 6.03% |
| GC Wealth Management RIA, LLC | $14.7M | 0.61% |
| Traction Financial Partners, LLC | $14.5M | 8.95% |
| Charis Legacy Partners, LLC | $14.5M | 21.23% |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | $14.5M | 2.10% |
| SILVERLAKE WEALTH MANAGEMENT LLC | $14.5M | 3.02% |
| ArchPoint Investors | $14.4M | 3.44% |
| Flower City Capital | $14.4M | 7.23% |
| Luminvest Wealth Management LLC | $14.4M | 3.77% |
| Westmount Partners, LLC | $14.4M | 3.54% |
| TRAPHAGEN INVESTMENT ADVISORS LLC | $14.4M | 1.17% |
| TFB Advisors LLC | $14.4M | 7.52% |
| Roth Financial Partners LLC | $14.3M | 4.89% |
| DeDora Capital, Inc. | $14.3M | 3.50% |
| Covington Investment Advisors Inc. | $14.3M | 2.10% |
| Calder Financial LLC | $14.3M | 14.16% |
| Xena Financial Planning, LLC | $14.2M | 16.07% |
| BLUE SQUARE ASSET MANAGEMENT, LLC | $14.2M | 6.75% |
| First Heartland Consultants, Inc. | $14.2M | 1.09% |
| RETIREMENT CAPITAL STRATEGIES | $14.2M | 5.35% |
| WorthPointe, LLC | $14.1M | 3.83% |
| Bishop & Co Investment Management, LLC | $14.1M | 4.85% |
| M Holdings Securities, Inc. | $14.1M | 0.95% |
| Strategic Financial Group, LLC | $14.1M | 14.48% |
| Wilmington Savings Fund Society, FSB | $14.0M | 0.33% |
| Stelac Advisory Services LLC | $14.0M | 2.83% |
| Marshall Financial Group, LLC | $14.0M | 2.24% |
| Activest Wealth Management | $13.9M | 2.44% |
| SEARCY FINANCIAL SERVICES INC /ADV | $13.9M | 5.14% |
| Connecticut Wealth Management, LLC | $13.8M | 0.58% |
| KPP Advisory Services LLC | $13.7M | 1.99% |
| Schneider Downs Wealth Management Advisors, LP | $13.6M | 1.51% |
| Legacy Wealth Partners, LLC | $13.6M | 3.42% |
| Trinity Financial Advisors LLC | $13.6M | 3.88% |
| CENTRAL VALLEY ADVISORS, LLC | $13.6M | 3.70% |
| McNaughton Wealth Management, LLC | $13.6M | 5.61% |
| Cordoba Advisory Partners LLC | $13.5M | 3.74% |
| Disciplina Capital Management LLC | $13.5M | 1.43% |
| SACHEM HILL LLC | $13.5M | 2.61% |
| Soundwatch Capital LLC | $13.5M | 1.70% |
| Ausdal Financial Partners, Inc. | $13.5M | 0.60% |
| Hilltop National Bank | $13.4M | 3.20% |
| VICTORY CAPITAL MANAGEMENT INC | $13.3M | 0.01% |
| Mendel Capital Management LLC | $13.3M | 6.68% |
| Continuum Advisory, LLC | $13.2M | 1.27% |
| Oakmont Advisory Group, LLC | $13.2M | 13.43% |