| Quaker Wealth Management, LLC | $54.0M | 16.87% |
| Atria Investments, Inc | $53.9M | 0.60% |
| RWA WEALTH PARTNERS, LLC | $53.8M | 0.59% |
| TAIYO LIFE INSURANCE CO | $53.3M | 5.88% |
| TOTAL INVESTMENT MANAGEMENT INC | $53.2M | 6.20% |
| Morningstar Investment Management LLC | $53.0M | 3.28% |
| Tumwater Wealth Management, LLC | $52.8M | 21.22% |
| Evanson Asset Management, LLC | $52.6M | 2.82% |
| Allegiance Financial Group Advisory Services LLC | $52.5M | 10.45% |
| Diversified Trust Co | $52.0M | 0.97% |
| Invst, LLC | $51.7M | 5.84% |
| HARBOUR INVESTMENTS, INC. | $51.6M | 0.80% |
| Smith & Howard Wealth Management, LLC | $51.3M | 11.09% |
| OPUS INVESTMENT MANAGEMENT INC | $50.9M | 30.38% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | $50.8M | 0.76% |
| Arkadios Wealth Advisors | $50.5M | 0.82% |
| Ashford Advisors, LLC | $50.5M | 11.76% |
| WealthPlan Investment Management, LLC | $50.1M | 2.79% |
| Brookwood Investment Group LLC | $50.0M | 6.18% |
| NewEdge Wealth, LLC | $49.9M | 0.59% |
| Family CFO Inc | $49.5M | 22.19% |
| Johnson Financial Group, LLC | $49.5M | 3.29% |
| Parallel Advisors, LLC | $49.3M | 0.89% |
| Aberdeen Wealth Management LLC | $49.1M | 22.37% |
| Beacon Capital Management, LLC | $48.6M | 8.57% |
| Equita Financial Network, Inc. | $48.3M | 15.20% |
| JMG Financial Group, Ltd. | $48.3M | 1.33% |
| Altus Wealth Management, LLC | $48.2M | 21.44% |
| PFG Advisors | $48.2M | 2.35% |
| SEEDS INVESTOR LLC | $48.2M | 6.56% |
| COLDSTREAM CAPITAL MANAGEMENT INC | $48.1M | 0.59% |
| MorganRosel Wealth Management, LLC | $47.9M | 18.91% |
| PRINCIPAL FINANCIAL GROUP INC | $47.2M | 0.03% |
| Cerity Partners Retirement Plan Advisors LLC | $47.1M | 24.07% |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | $47.1M | 6.83% |
| Wood Tarver Financial Group, LLC | $46.9M | 12.97% |
| Pure Financial Advisors, LLC | $46.7M | 0.67% |
| National Philanthropic Trust | $46.3M | 0.49% |
| North Star Investment Management Corp. | $46.2M | 2.80% |
| jvl associates llc | $46.1M | 15.45% |
| Rosenberg Matthew Hamilton | $45.4M | 9.30% |
| Robertson Stephens Wealth Management, LLC | $45.3M | 1.27% |
| Linscomb Wealth, Inc. | $45.1M | 2.01% |
| Gibson Wealth Advisors LLC | $45.0M | 30.18% |
| Chicago Partners Investment Group LLC | $44.9M | 1.00% |
| INDEPENDENT FINANCIAL GROUP, LLC | $44.8M | 1.00% |
| Optas, LLC | $44.7M | 6.77% |
| Briggs Wealth Management, Inc | $44.5M | 47.23% |
| Cypress Capital, LLC | $44.4M | 12.64% |
| Brooklyn FI, LLC | $44.1M | 9.26% |
| Tennessee Valley Asset Management Partners | $43.5M | 5.74% |
| NISA INVESTMENT ADVISORS, LLC | $43.4M | 0.16% |
| FRANKLIN RESOURCES INC | $43.4M | 0.01% |
| First Western Trust Bank | $43.4M | 2.19% |
| Wick Capital Partners, LLC | $43.2M | 7.88% |
| Vise Technologies, Inc. | $43.2M | 0.85% |
| Michael & Susan Dell Foundation | $43.2M | 1.52% |
| Red Wave Investments LLC | $43.2M | 12.89% |
| Capitol Family Office, Inc. | $43.1M | 50.87% |
| White Wing Wealth Management | $43.0M | 25.81% |
| Mallini Complete Financial Planning LLC | $43.0M | 34.03% |
| FRG Family Wealth Advisors LLC | $42.9M | 7.03% |
| Navigation Group, LLC | $42.7M | 10.00% |
| Balentine LLC | $42.7M | 1.72% |
| Valmark Advisers, Inc. | $42.7M | 0.51% |
| FLAGSHIP HARBOR ADVISORS, LLC | $42.5M | 1.87% |
| Gross & Hartman Investments LLC | $42.4M | 22.06% |
| New England Private Wealth Advisors LLC | $41.7M | 4.82% |
| Pacific Center for Financial Services | $41.7M | 10.57% |
| Independent Advisor Alliance | $41.4M | 0.44% |
| Morling Financial Advisors, LLC | $41.4M | 12.73% |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | $41.2M | 32.21% |
| CGN Advisors LLC | $41.2M | 3.26% |
| Penney Financial, LLC | $41.2M | 15.81% |
| Tide Cove Capital Partners LLC | $40.9M | 27.86% |
| CARY STREET PARTNERS FINANCIAL LLC | $40.8M | 1.01% |
| BCM ADVISORS, LLC | $40.7M | 8.04% |
| VERITY Wealth Advisors | $40.5M | 27.07% |
| BFSG, LLC | $40.5M | 3.84% |
| Prudent Man Advisors, LLC | $40.0M | 11.98% |
| COZAD ASSET MANAGEMENT INC | $39.8M | 3.13% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $39.8M | 0.24% |
| RIA Advisory Group LLC | $39.7M | 9.44% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $39.6M | 0.20% |
| Prentice Wealth Management LLC | $39.5M | 8.90% |
| Sanctuary Advisors, LLC | $39.1M | 0.21% |
| Keystone Financial Group | $39.1M | 2.68% |
| EverSource Wealth Advisors, LLC | $39.0M | 1.19% |
| BWM Planning, LLC | $39.0M | 10.28% |
| Telos Capital Management, Inc. | $38.9M | 3.73% |
| FIFTH THIRD SECURITIES, INC. | $38.9M | 2.52% |
| Sterling Wealth Management, Inc. | $38.7M | 10.63% |
| Bleakley Financial Group, LLC | $38.6M | 0.60% |
| Annex Advisory Services, LLC | $38.5M | 0.72% |
| Root Financial Partners, LLC | $38.2M | 1.77% |
| Breakwater Investment Management | $37.7M | 14.01% |
| OLIO Financial Planning | $37.4M | 10.37% |
| Annis Gardner Whiting Capital Advisors, LLC | $37.3M | 5.98% |
| Connecticut Wealth Management, LLC | $36.9M | 1.54% |
| Manuka Financial, LLC | $36.8M | 22.72% |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $36.6M | 4.47% |
| One Degree Advisors Inc | $36.5M | 9.57% |
| Integris Wealth Management, LLC | $35.4M | 8.13% |
| Perigon Wealth Management, LLC | $35.3M | 0.64% |
| Gryphon Financial Partners LLC | $35.1M | 3.59% |
| Roundview Capital LLC | $35.0M | 2.18% |
| M&T Bank Corp | $35.0M | 0.12% |
| Scissortail Wealth Management, LLC | $34.8M | 7.00% |
| My Personal CFO, LLC | $34.8M | 15.23% |
| First PREMIER Bank | $34.8M | 8.03% |
| AlphaCore Capital LLC | $34.7M | 0.82% |
| Smithfield Trust Co | $34.6M | 1.51% |
| Foundation Wealth Management, LLC\PA | $34.3M | 12.09% |
| Clark Asset Management, LLC | $34.3M | 3.22% |
| XY Planning Network, Inc. | $34.1M | 5.45% |
| STONE LOFT WEALTH MANAGEMENT LLC | $33.8M | 24.16% |
| Weinberger Asset Management, Inc | $33.6M | 12.58% |
| KCM INVESTMENT ADVISORS LLC | $33.5M | 1.11% |
| Advyzon Investment Management, LLC | $33.4M | 2.99% |
| HBK Sorce Advisory LLC | $33.4M | 0.66% |
| Compass Financial Group, INC/SD | $33.3M | 4.66% |
| Chandler Asset Management, Inc. | $33.3M | 5.05% |
| FSM Wealth Advisors, LLC | $33.3M | 4.28% |
| Midwest Trust Co | $33.2M | 0.41% |
| GenTrust, LLC | $33.1M | 1.42% |
| CWA Asset Management Group, LLC | $32.9M | 1.12% |
| Jacobi Capital Management LLC | $32.9M | 1.84% |
| AXXCESS WEALTH MANAGEMENT, LLC | $32.7M | 1.05% |
| SENTINEL TRUST CO LBA | $32.5M | 3.23% |
| Clarity Wealth Advisors, LLC | $32.3M | 6.64% |
| B&D White Capital Company, LLC | $32.3M | 3.99% |
| Allspring Global Investments Holdings, LLC | $32.3M | 0.05% |
| Foundations Investment Advisors, LLC | $32.2M | 0.40% |
| World Investment Advisors | $32.1M | 0.52% |
| WASHBURN CAPITAL MANAGEMENT, INC. | $32.1M | 18.66% |
| David Kennon Inc | $31.9M | 11.45% |
| Kings Path Partners LLC | $31.5M | 11.04% |
| Blankinship & Foster, LLC | $31.5M | 6.96% |
| BURNS J W & CO INC/NY | $31.1M | 3.57% |
| BARRETT & COMPANY, INC. | $31.1M | 10.71% |
| Beacon Financial Strategies CORP | $31.1M | 17.66% |
| Frank, Rimerman Advisors LLC | $31.0M | 2.03% |
| Portfolio Strategies, Inc. | $30.9M | 3.81% |
| Safe Harbor Family Capital, LLC | $30.8M | 24.07% |
| ASHFORD CAPITAL MANAGEMENT INC | $30.7M | 3.79% |
| KEYBANK NATIONAL ASSOCIATION/OH | $30.7M | 0.11% |
| WOODMONT INVESTMENT COUNSEL LLC | $30.3M | 1.87% |
| U.S. Capital Wealth Advisors, LLC | $30.3M | 0.76% |
| MAYPORT, LLC | $30.3M | 5.63% |
| ASPIRIANT, LLC | $30.3M | 0.86% |