| Capital Advisors, Ltd. LLC | $30.1M | 3.42% |
| WELLINGTON MANAGEMENT GROUP LLP | $30.0M | 0.01% |
| Leonard Rickey Investment Advisors P.L.L.C. | $29.9M | 5.18% |
| Proficio Capital Partners LLC | $29.8M | 1.59% |
| Peak Financial Management, Inc. | $29.7M | 7.54% |
| Brookstone Capital Management | $29.6M | 0.34% |
| Clear Harbor Asset Management, LLC | $29.4M | 2.02% |
| KOM Wealth Management Group, LLC | $28.9M | 19.72% |
| Altiora Financial Group, LLC | $28.9M | 4.76% |
| BURRUS FINANCIAL SERVICES, INC. | $28.7M | 13.11% |
| SATOVSKY ASSET MANAGEMENT LLC | $28.6M | 5.05% |
| Summit Trail Advisors, LLC | $28.3M | 0.41% |
| Lexington Hill Partners, LLC | $28.3M | 16.03% |
| MANNING & NAPIER ADVISORS LLC | $28.3M | 0.40% |
| Pacific Park Financial, Inc. | $28.2M | 18.43% |
| Crescent Grove Advisors, LLC | $28.1M | 2.71% |
| RETIREMENT CAPITAL STRATEGIES | $28.1M | 10.62% |
| Mutual Advisors, LLC | $28.1M | 0.60% |
| Savvy Advisors, Inc. | $27.8M | 0.74% |
| NATIXIS ADVISORS, LLC | $27.7M | 0.04% |
| WASHINGTON CAPITAL MANAGEMENT, INC | $27.7M | 23.43% |
| Amicus Financial Advisors, LLC | $27.7M | 7.63% |
| Great Diamond Partners, LLC | $27.7M | 5.33% |
| Cooke Wealth Management, LLC | $27.6M | 24.41% |
| Horizon Wealth Management, LLC | $27.5M | 4.03% |
| Principle Wealth Partners LLC | $27.2M | 1.56% |
| Trellis Wealth Advisors LLC | $27.2M | 10.34% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | $27.1M | 7.44% |
| Continuum Advisory, LLC | $27.1M | 2.60% |
| MRWM Advisors, LLC | $26.9M | 14.56% |
| GREAT VALLEY ADVISOR GROUP, INC. | $26.8M | 0.49% |
| LJI Wealth Management, LLC | $26.7M | 4.26% |
| Cordant, Inc. | $26.5M | 10.76% |
| Venture Visionary Partners LLC | $26.2M | 0.87% |
| AdvisorNet Financial, Inc | $26.1M | 1.35% |
| PRECEDENT WEALTH PARTNERS, LLC | $26.0M | 5.21% |
| NorthRock Partners, LLC | $26.0M | 0.42% |
| Axos Invest Inc. | $26.0M | 19.63% |
| Latigo Investments, LLC | $25.9M | 12.92% |
| Karpus Management, Inc. | $25.9M | 0.81% |
| Financial & Tax Architects, LLC | $25.9M | 5.77% |
| Benchmark Financial Wealth Advisors, LLC | $25.7M | 7.11% |
| Caliber Wealth Management, LLC / KS | $25.6M | 2.80% |
| Prospera Financial Services Inc | $25.6M | 0.41% |
| NORTHWEST WEALTH MANAGEMENT, LLC | $25.5M | 3.83% |
| Pine Ridge Advisers LLC | $25.5M | 1.57% |
| Roger Wittlin Investment Advisory, LLC | $25.1M | 20.56% |
| Aspect Partners, LLC | $25.1M | 10.25% |
| Financial Architects, LLC | $25.0M | 13.21% |
| Firestone Capital Management | $25.0M | 5.21% |
| Kraft, Davis & Associates, LLC | $25.0M | 5.33% |
| SAPIENT CAPITAL LLC | $24.9M | 0.38% |
| Gordian Advisors LLC | $24.8M | 16.55% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $24.8M | 0.43% |
| Compound Planning, Inc. | $24.7M | 0.76% |
| Mesirow Financial Investment Management, Inc. | $24.7M | 0.40% |
| Carter Financial, LLC | $24.7M | 21.45% |
| NORTHSTAR ASSET MANAGEMENT Co | $24.7M | 5.54% |
| Vernal Point Advisors, LLC | $24.7M | 10.03% |
| Shotwell Rutter Baer Inc | $24.3M | 14.27% |
| Clarity Wealth Development LLC | $24.2M | 19.76% |
| SIMON QUICK ADVISORS, LLC | $23.8M | 1.09% |
| Mullooly Asset Management, Inc. | $23.8M | 8.77% |
| Dakota Wealth Management | $23.6M | 0.51% |
| HOLLENCREST CAPITAL MANAGEMENT | $23.5M | 0.87% |
| NATIONAL BANK OF CANADA /FI/ | $23.4M | 0.02% |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | $23.4M | 2.31% |
| Sound Portfolio Advisors, LLC | $23.3M | 18.91% |
| DEFINE FINANCIAL, LLC | $23.2M | 12.61% |
| Geneos Wealth Management Inc. | $23.1M | 0.54% |
| Seneschal Advisors, LLC | $23.0M | 17.10% |
| HT Partners LLC | $22.9M | 6.93% |
| CASCADE INVESTMENT GROUP, INC. | $22.9M | 15.06% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $22.8M | 0.28% |
| Cresta Advisors, Ltd. | $22.7M | 9.31% |
| Apollon Wealth Management, LLC | $22.6M | 0.37% |
| Aspen Grove Capital, LLC | $22.6M | 4.39% |
| Cannon Financial Strategists, Inc. | $22.6M | 2.97% |
| Sound View Wealth Advisors Group, LLC | $22.6M | 1.54% |
| Gateway Wealth Partners, LLC | $22.5M | 0.87% |
| BBR PARTNERS, LLC | $22.4M | 1.25% |
| Bucket List Wealth Management, LLC | $22.4M | 13.49% |
| Reality Financial Planning Services, LLC | $22.3M | 21.54% |
| WealthCollab, LLC | $22.2M | 9.16% |
| Cornerstone Wealth Group, LLC | $22.2M | 1.43% |
| HUNTINGTON NATIONAL BANK | $22.1M | 0.12% |
| Bricktown Capital, LLC | $22.1M | 4.35% |
| Freestone Capital Holdings, LLC | $22.1M | 0.67% |
| Wealthcare Capital Partners, LLC | $22.0M | 10.32% |
| Dorsey & Whitney Trust CO LLC | $21.9M | 1.20% |
| NEW ENGLAND ASSET MANAGEMENT INC | $21.9M | 2.78% |
| NewEdge Advisors, LLC | $21.8M | 1.04% |
| JOHNSON INVESTMENT COUNSEL INC | $21.8M | 0.18% |
| HighPoint Advisor Group LLC | $21.8M | 0.91% |
| Callan Family Office, LLC | $21.7M | 0.49% |
| REDW Wealth LLC | $21.7M | 8.67% |
| Raab & Moskowitz Asset Management LLC | $21.7M | 4.83% |
| Discipline Wealth Solutions, LLC | $21.6M | 2.27% |
| Mill Creek Capital Advisors, LLC | $21.5M | 0.44% |
| Sageworth Trust Co of South Dakota | $21.4M | 16.96% |
| Essential Planning, LLC. | $21.3M | 6.77% |
| W.H. Cornerstone Investments Inc. | $21.3M | 13.29% |
| Western Wealth Management, LLC | $21.1M | 0.80% |
| Skyline Advisors, Inc. | $21.1M | 7.37% |
| BENJAMIN EDWARDS INC | $21.1M | 0.21% |
| ArchPoint Investors | $21.1M | 5.02% |
| MGO ONE SEVEN LLC | $21.0M | 0.42% |
| CRA Financial Services, LLC | $21.0M | 2.72% |
| KINGSWOOD WEALTH ADVISORS, LLC | $20.9M | 0.99% |
| Cornerstone National Bank & Trust Co | $20.9M | 7.68% |
| Empowered Funds, LLC | $20.8M | 0.13% |
| Fiduciary Trust Co | $20.8M | 0.25% |
| SVRN Asset Management, LLC | $20.7M | 20.05% |
| URS Advisory LLC | $20.7M | 15.14% |
| TIAA TRUST, NATIONAL ASSOCIATION | $20.4M | 1.24% |
| Parisi Gray Wealth Management | $20.4M | 4.85% |
| Thrivent Financial for Lutherans | $20.3M | 0.04% |
| Industrial Alliance Investment Management Inc. | $20.3M | 12.12% |
| MAGNOLIA CAPITAL ADVISORS LLC | $20.3M | 3.98% |
| AE Wealth Management LLC | $20.2M | 0.11% |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | $20.2M | 18.19% |
| Compass Advisory Group LLC | $20.2M | 5.41% |
| Independence Bank of Kentucky | $20.1M | 2.55% |
| Monument Group Wealth Advisors, LLC | $20.0M | 11.12% |
| Addis & Hill, Inc | $20.0M | 12.16% |
| Glenview Trust Co | $20.0M | 0.31% |
| Plotkin Financial Advisors, LLC | $19.9M | 10.00% |
| NBT BANK N A /NY | $19.9M | 1.30% |
| ENTRUST FINANCIAL LLC | $19.7M | 13.80% |
| 5th Street Advisors, LLC | $19.7M | 8.49% |
| CreativeOne Wealth, LLC | $19.6M | 0.46% |
| GAMCO INVESTORS, INC. ET AL | $19.6M | 0.19% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $19.6M | 0.35% |
| QUADRANT CAPITAL GROUP LLC | $19.5M | 0.58% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | $19.5M | 1.16% |
| Almanack Investment Partners, LLC. | $19.3M | 3.26% |
| ELEVATION POINT WEALTH PARTNERS, LLC | $19.3M | 0.45% |
| DRW Securities, LLC | $18.9M | 0.26% |
| Stokes Family Office, LLC | $18.9M | 1.95% |
| VVR Holdings LLC | $18.9M | 9.74% |
| SIGNATUREFD, LLC | $18.8M | 0.29% |
| Palisades Hudson Asset Management, L.P. | $18.8M | 7.31% |
| McClarren Financial Advisors, Inc. | $18.7M | 11.07% |
| Goldstone Financial Group, LLC | $18.7M | 2.02% |
| Dynamic Advisor Solutions LLC | $18.6M | 0.59% |
| Westside Investment Management, Inc. | $18.5M | 2.84% |
| Forum Financial Management, LP | $18.5M | 0.26% |
| Applied Capital LLC | $18.5M | 6.89% |
| Ridge Creek Global, Inc | $18.4M | 15.64% |
| Sigma Planning Corp | $18.3M | 0.51% |