| Towneley Capital Management, Inc / DE | $17.3M | 3.62% |
| Steward Partners Investment Advisory, LLC | $17.3M | 0.09% |
| ASSETMARK, INC | $16.8M | 0.03% |
| Unison Advisors LLC | $16.5M | 1.25% |
| Smithfield Trust Co | $16.5M | 0.72% |
| RIVERSEDGE ADVISORS, LLC | $16.5M | 2.67% |
| Evanson Asset Management, LLC | $16.4M | 0.88% |
| Cambridge Investment Research Advisors, Inc. | $16.3M | 0.04% |
| Passive Capital Management, LLC. | $16.2M | 4.84% |
| Single Point Partners, LLC | $15.8M | 3.15% |
| Foster Victor Wealth Advisors, LLC | $15.8M | 0.90% |
| Clark Asset Management, LLC | $15.6M | 1.46% |
| ANDERSON HOAGLAND & CO | $15.6M | 1.34% |
| Compound Planning, Inc. | $15.6M | 0.48% |
| FOSTER & MOTLEY INC | $15.5M | 0.80% |
| Equitable Holdings, Inc. | $15.5M | 0.10% |
| STATE OF WISCONSIN INVESTMENT BOARD | $15.4M | 0.04% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $15.3M | 0.00% |
| Aprio Wealth Management, LLC | $15.3M | 0.83% |
| Newton One Investments LLC | $15.1M | 4.10% |
| Stonebridge Financial Group, LLC | $15.0M | 1.23% |
| REGIONS FINANCIAL CORP | $14.7M | 0.10% |
| Fiduciary Trust Co | $14.7M | 0.17% |
| Farther Finance Advisors, LLC | $14.5M | 0.14% |
| Grove Bank & Trust | $14.4M | 1.63% |
| Brooklyn FI, LLC | $14.4M | 3.03% |
| PRUDENTIAL FINANCIAL INC | $14.3M | 0.02% |
| Concurrent Investment Advisors, LLC | $14.0M | 0.15% |
| San Luis Wealth Advisors LLC | $13.9M | 2.30% |
| Frisco Financial Planning LLC | $13.8M | 11.39% |
| PDS Planning, Inc | $13.6M | 0.90% |
| Altiora Financial Group, LLC | $13.5M | 2.22% |
| &PARTNERS | $13.4M | 0.07% |
| Level Wealth Management LLC | $13.4M | 6.28% |
| Empower Advisory Group, LLC | $13.3M | 0.03% |
| MidFirst Bank | $13.3M | 1.10% |
| Stratos Wealth Partners, LTD. | $13.2M | 0.15% |
| Lido Advisors, LLC | $13.2M | 0.04% |
| Clearstead Advisors, LLC | $12.9M | 0.12% |
| CoreCap Advisors, LLC | $12.9M | 0.44% |
| Mallini Complete Financial Planning LLC | $12.8M | 10.15% |
| Mayflower Financial Advisors, LLC | $12.5M | 1.52% |
| Legacy Edge Advisors, LLC | $12.3M | 1.29% |
| Tenret Co LLC | $12.2M | 5.90% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $12.1M | 0.15% |
| Vanguard National Trust Co | $12.1M | 0.76% |
| Florida Trust Wealth Management Co | $12.0M | 0.34% |
| EARNED WEALTH ADVISORS, LLC | $12.0M | 0.80% |
| Partners in Financial Planning | $11.8M | 1.96% |
| BANK OF HAWAII | $11.8M | 0.62% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $11.6M | 0.06% |
| Roth Financial Partners LLC | $11.6M | 3.95% |
| Hanson & Doremus Investment Management | $11.5M | 1.33% |
| Physician Wealth Solutions Inc. | $11.4M | 4.73% |
| Rockefeller Capital Management L.P. | $11.1M | 0.02% |
| CITIGROUP INC | $11.0M | 0.00% |
| Cullen/Frost Bankers, Inc. | $11.0M | 0.13% |
| Perigon Wealth Management, LLC | $11.0M | 0.20% |
| Cardinal Point Capital Management ULC | $11.0M | 0.67% |
| Private Advisor Group, LLC | $10.8M | 0.05% |
| CARDIFF PARK ADVISORS, LLC | $10.6M | 0.85% |
| Ashton Thomas Private Wealth, LLC | $10.5M | 0.25% |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | $10.3M | 1.50% |
| PFG Advisors | $10.3M | 0.50% |
| JACOBSON & SCHMITT ADVISORS, LLC | $10.3M | 1.87% |
| Silver Oak Advisory Group, Inc. | $10.2M | 4.41% |
| Winthrop Advisory Group LLC | $10.2M | 0.83% |
| Forvis Mazars Wealth Advisors, LLC | $9.9M | 0.19% |
| Firestone Capital Management | $9.9M | 2.06% |
| SPIREPOINT PRIVATE CLIENT, LLC | $9.9M | 0.94% |
| AMI INVESTMENT MANAGEMENT INC | $9.8M | 2.21% |
| ASHTON THOMAS SECURITIES, LLC | $9.7M | 1.22% |
| HBK Sorce Advisory LLC | $9.5M | 0.19% |
| Keebeck Wealth Management | $9.5M | 1.06% |
| Joel Adams & Associates, Inc. | $9.4M | 7.01% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | $9.4M | 2.70% |
| Keystone Global Partners, LLC | $9.4M | 4.16% |
| IEQ CAPITAL, LLC | $9.4M | 0.04% |
| Valmark Advisers, Inc. | $9.3M | 0.11% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | $9.3M | 0.78% |
| Verus Financial Partners, Inc. | $9.3M | 0.83% |
| Aptus Capital Advisors, LLC | $9.2M | 0.07% |
| CAPSTONE CAPITAL LLC | $9.2M | 5.92% |
| Smartleaf Asset Management LLC | $9.2M | 0.33% |
| Thrivent Financial for Lutherans | $9.1M | 0.02% |
| KEYBANK NATIONAL ASSOCIATION/OH | $9.0M | 0.03% |
| Independent Advisor Alliance | $9.0M | 0.10% |
| RTD Financial Advisors, Inc. | $8.8M | 1.09% |
| Washington Trust Advisors, Inc. | $8.7M | 0.70% |
| Sage Mountain Advisors LLC | $8.5M | 0.59% |
| Graves Light Lenhart Wealth, Inc. | $8.5M | 0.88% |
| Summit Wealth Group, LLC | $8.4M | 1.93% |
| Acumen Wealth Advisors, LLC | $8.3M | 2.24% |
| TD PRIVATE CLIENT WEALTH LLC | $8.3M | 0.17% |
| Capstone Financial Advisors, Inc. | $8.3M | 0.45% |
| One Degree Advisors Inc | $8.2M | 2.16% |
| Summit Financial, LLC | $8.2M | 0.10% |
| Stewardship Advisors, LLC | $8.2M | 1.88% |
| Beacon Wealthcare LLC | $8.1M | 2.87% |
| GREAT VALLEY ADVISOR GROUP, INC. | $8.1M | 0.15% |
| 25 LLC | $8.1M | 2.50% |
| COOPER/HAIMS ADVISORS, LLC | $8.1M | 3.80% |
| GENESIS PRIVATE WEALTH, LLC | $7.8M | 2.47% |
| Hurlow Wealth Management Group, Inc. | $7.7M | 1.82% |
| Arax Advisory Partners | $7.6M | 0.21% |
| Chesley Taft & Associates LLC | $7.6M | 0.32% |
| Strategic Blueprint, LLC | $7.5M | 0.44% |
| Soltis Investment Advisors LLC | $7.5M | 0.47% |
| Capital Advisors Wealth Management, LLC | $7.5M | 1.01% |
| Gutierrez Wealth Advisory, LLC | $7.4M | 4.63% |
| MAI Capital Management | $7.4M | 0.04% |
| ForthRight Wealth Management, LLC | $7.4M | 2.11% |
| PARK AVENUE SECURITIES LLC | $7.4M | 0.06% |
| Mustard Seed Financial, LLC | $7.4M | 4.42% |
| Schneider Downs Wealth Management Advisors, LP | $7.3M | 0.81% |
| ONE Advisory Partners, LLC | $7.3M | 2.26% |
| Rochester Wealth Strategies, LLC | $7.3M | 4.45% |
| Northern Lights Advisors, Inc. | $7.3M | 4.97% |
| BENJAMIN EDWARDS INC | $7.3M | 0.07% |
| MOODY NATIONAL BANK TRUST DIVISION | $7.3M | 0.69% |
| Cherry Tree Wealth Management, LLC | $7.2M | 1.53% |
| Diversified Portfolios, Inc. | $7.2M | 0.59% |
| LAUREL OAK WEALTH MANAGEMENT, LLC | $7.1M | 1.19% |
| Integrated Advisors Network LLC | $7.1M | 0.37% |
| Stembrook Asset Management, LLC | $7.0M | 6.88% |
| PRINCIPAL SECURITIES, INC. | $7.0M | 0.10% |
| ZEVIN ASSET MANAGEMENT LLC | $6.9M | 0.96% |
| Schiavi & Co LLC | $6.9M | 2.04% |
| Xena Financial Planning, LLC | $6.8M | 7.68% |
| Visionary Wealth Advisors | $6.8M | 0.30% |
| UNIQUE WEALTH, LLC | $6.8M | 0.94% |
| ROBERTS GLORE & CO INC /IL/ | $6.7M | 1.85% |
| Vested Financial Planning, LLC | $6.7M | 5.12% |
| HARBOUR INVESTMENTS, INC. | $6.6M | 0.10% |
| Trinity Financial Advisors LLC | $6.6M | 1.89% |
| Goodman Advisory Group, LLC | $6.6M | 1.71% |
| McNamara Financial Services, Inc. | $6.6M | 1.25% |
| EAGLE ROCK INVESTMENT COMPANY, LLC | $6.5M | 0.95% |
| STEPHENS INC /AR/ | $6.5M | 0.08% |
| Glenview Trust Co | $6.5M | 0.10% |
| DRAVO BAY LLC | $6.5M | 2.63% |
| Linscomb Wealth, Inc. | $6.5M | 0.29% |
| BROWN WEALTH MANAGEMENT, LLC | $6.3M | 1.63% |
| MGO ONE SEVEN LLC | $6.3M | 0.13% |
| Alaethes Wealth, LLC | $6.2M | 1.77% |
| SIMON QUICK ADVISORS, LLC | $6.1M | 0.28% |
| IFP Advisors, Inc | $6.0M | 0.12% |
| Leonard Rickey Investment Advisors P.L.L.C. | $6.0M | 1.04% |
| Caliber Wealth Management, LLC / KS | $5.8M | 0.63% |
| Crusonia Wealth Advisors LLC | $5.8M | 1.19% |