| Delphi Financial Group, Inc. | $13.3M | 5.99% |
| Legacy Advisors, LLC | $13.2M | 1.56% |
| Avior Wealth Management, LLC | $13.2M | 0.37% |
| BRADLEY FOSTER & SARGENT INC/CT | $13.2M | 0.20% |
| HMV Wealth Advisors, LLC | $13.2M | 6.18% |
| Wealth Alliance Advisory Group, LLC | $13.1M | 2.08% |
| MONOGRAPH WEALTH ADVISORS, LLC | $13.1M | 1.24% |
| CVA Family Office, LLC | $13.0M | 1.37% |
| Badgley Phelps Wealth Managers, LLC | $13.0M | 0.26% |
| Synergy Asset Management, LLC | $12.9M | 1.38% |
| Lantz Financial LLC | $12.9M | 2.66% |
| INTREPID FAMILY OFFICE LLC | $12.8M | 10.38% |
| Fonville Wealth Management LLC | $12.8M | 2.44% |
| Relyea Zuckerberg Hanson LLC | $12.8M | 1.29% |
| Smartleaf Asset Management LLC | $12.8M | 0.46% |
| SHAYNE & JACOBS, LLC | $12.8M | 3.95% |
| Beaird Harris Wealth Management, LLC | $12.8M | 0.87% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $12.8M | 0.89% |
| Pachira Investments Inc. | $12.8M | 5.96% |
| BFI Infinity Ltd. | $12.7M | 7.13% |
| Northland Capital Management LLC | $12.7M | 6.94% |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | $12.7M | 3.57% |
| Squire Investment Management Company, LLC | $12.7M | 3.52% |
| Waldron Private Wealth LLC | $12.6M | 0.49% |
| Tortoise Investment Management, LLC | $12.6M | 1.04% |
| Professional Financial Advisors, LLC | $12.5M | 2.55% |
| Perennial Investment Advisors, LLC | $12.5M | 1.00% |
| Rinkey Investments | $12.5M | 3.19% |
| Ironwood Financial, llc | $12.4M | 2.17% |
| Kensington Asset Management, LLC | $12.4M | 0.67% |
| Canopy Partners, LLC | $12.4M | 4.24% |
| TI-TRUST, INC | $12.3M | 7.30% |
| SHUFRO ROSE & CO LLC | $12.3M | 0.83% |
| Sherman Asset Management, Inc. | $12.2M | 11.26% |
| Blackston Financial Advisory Group, LLC | $12.2M | 7.62% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $12.1M | 0.25% |
| ABLE Financial Group, LLC | $12.1M | 2.37% |
| LEVEL FOUR ADVISORY SERVICES, LLC | $12.1M | 0.40% |
| Symmetry Partners, LLC | $12.1M | 0.69% |
| Chicago Capital, LLC | $12.1M | 0.33% |
| Great Point Wealth Advisors, LLC | $12.0M | 2.22% |
| Osbon Capital Management LLC | $12.0M | 9.83% |
| CAMBIENT FAMILY OFFICE, LLC | $12.0M | 1.68% |
| Frazier Financial Advisors, LLC | $12.0M | 6.66% |
| Krilogy Financial LLC | $12.0M | 0.39% |
| WEBSTER BANK, N. A. | $12.0M | 1.14% |
| One Day In July LLC | $12.0M | 0.96% |
| Emprise Bank | $12.0M | 4.82% |
| Aerodigm Wealth, LLC | $12.0M | 4.51% |
| GoalVest Advisory LLC | $11.9M | 2.33% |
| CULBERTSON A N & CO INC | $11.9M | 1.55% |
| FIDUCIARY FINANCIAL GROUP, LLC | $11.9M | 1.58% |
| Carnegie Investment Counsel | $11.9M | 0.23% |
| SAX WEALTH ADVISORS, LLC | $11.8M | 0.57% |
| Versant Capital Management, Inc | $11.8M | 1.16% |
| PHILADELPHIA TRUST CO | $11.8M | 0.83% |
| Auto-Owners Insurance Co | $11.7M | 0.25% |
| Integrated Advisors Network LLC | $11.7M | 0.62% |
| Calder Financial LLC | $11.7M | 11.64% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $11.7M | 1.68% |
| Cambridge Advisors Inc. | $11.6M | 2.26% |
| Farnam Financial LLC | $11.6M | 9.57% |
| Dunhill Financial, LLC | $11.6M | 2.74% |
| BOSTON FAMILY OFFICE LLC | $11.6M | 0.77% |
| Kathmere Capital Management, LLC | $11.6M | 0.71% |
| Symphony Financial, Ltd. Co. | $11.5M | 1.53% |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | $11.5M | 1.03% |
| Cypress Point Wealth Management, LLC | $11.5M | 2.47% |
| FFT WEALTH MANAGEMENT LLC | $11.5M | 2.08% |
| Weaver Consulting Group | $11.5M | 2.73% |
| IRON Financial LLC | $11.5M | 5.01% |
| BURLING WEALTH PARTNERS, LLC | $11.4M | 1.85% |
| Cascade Financial Partners, LLC | $11.4M | 1.18% |
| Curi Capital, LLC | $11.4M | 0.20% |
| Kovack Advisors, Inc. | $11.4M | 0.61% |
| SONATA CAPITAL GROUP INC | $11.4M | 4.21% |
| Modus Advisors, LLC | $11.4M | 3.13% |
| Essex Financial Services, Inc. | $11.3M | 0.64% |
| Capital Analysts, LLC | $11.3M | 0.30% |
| SWMG, LLC | $11.3M | 3.23% |
| HIGHLAND CAPITAL MANAGEMENT, LLC | $11.3M | 0.60% |
| Partners in Financial Planning | $11.3M | 1.87% |
| Confluence Wealth Services, Inc. | $11.2M | 0.44% |
| iA Global Asset Management Inc. | $11.2M | 0.16% |
| TITLEIST ASSET MANAGEMENT, LLC | $11.2M | 0.84% |
| CERTUITY, LLC | $11.1M | 0.73% |
| Trinity Financial Advisors LLC | $11.1M | 3.15% |
| GC Wealth Management RIA, LLC | $11.1M | 0.46% |
| One Capital Management, LLC | $11.0M | 0.30% |
| Ramiah Investment Group | $11.0M | 11.06% |
| Trust Point Inc. | $11.0M | 0.95% |
| SHEPHERD KAPLAN KROCHUK, LLC | $10.9M | 9.19% |
| Atlas Brown,Inc. | $10.9M | 3.29% |
| Autumn Glory Partners, LLC | $10.9M | 4.02% |
| Norris Financial Group, LLC | $10.8M | 3.53% |
| Avestar Capital, LLC | $10.8M | 0.69% |
| Consilium Wealth Advisory, LLC | $10.8M | 3.67% |
| American Money Management, LLC | $10.8M | 1.70% |
| Focus Financial Network, Inc. | $10.7M | 0.39% |
| ROBERTS GLORE & CO INC /IL/ | $10.7M | 2.95% |
| MELFA WEALTH MANAGEMENT, INC. | $10.7M | 6.16% |
| CWS Financial Advisors, LLC | $10.7M | 2.74% |
| Serenus Wealth Advisors, LLC | $10.7M | 2.13% |
| Cyndeo Wealth Partners, LLC | $10.6M | 0.56% |
| WFA of San Diego, LLC | $10.6M | 8.48% |
| IFC Advisors LLC | $10.5M | 1.51% |
| Prepared Retirement Institute LLC | $10.5M | 5.20% |
| Silver Oak Advisory Group, Inc. | $10.4M | 4.50% |
| Steele Capital Management, Inc. | $10.4M | 0.43% |
| Greenbush Financial Group, LLC | $10.4M | 3.44% |
| Onyx Bridge Wealth Group LLC | $10.3M | 1.11% |
| Philip James Wealth Mangement, LLC | $10.3M | 1.19% |
| PFG Investments, LLC | $10.3M | 0.48% |
| EASTERN BANK | $10.2M | 0.17% |
| Van Cleef Asset Management,Inc | $10.2M | 1.09% |
| NWAM LLC | $10.2M | 0.58% |
| SVB WEALTH LLC | $10.2M | 0.67% |
| CIBC WORLD MARKET INC. | $10.1M | 0.02% |
| Strategic Financial Concepts, LLC | $10.1M | 2.49% |
| MACKENZIE FINANCIAL CORP | $10.1M | 0.01% |
| Compass Financial Group, Inc. | $10.1M | 4.54% |
| Scarborough Advisors, LLC | $10.1M | 1.10% |
| Bouchey Financial Group Ltd | $10.0M | 0.74% |
| Gladstone Institutional Advisory LLC | $10.0M | 0.37% |
| Next Capital Management LLC | $10.0M | 3.03% |
| SAGE RHINO CAPITAL LLC | $10.0M | 1.86% |
| First Heartland Consultants, Inc. | $10.0M | 0.76% |
| Sovereign Investment Advisors, LLC | $9.9M | 2.11% |
| Paladin Partners, LLC | $9.9M | 7.16% |
| Garner Asset Management Corp | $9.9M | 3.89% |
| Retirement Planning Group, LLC | $9.9M | 0.31% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $9.9M | 0.14% |
| EVERMAY WEALTH MANAGEMENT LLC | $9.9M | 1.10% |
| BEACON FINANCIAL GROUP | $9.9M | 0.99% |
| Endowment Wealth Management, Inc. | $9.8M | 4.36% |
| TPG Advisors LLC | $9.8M | 6.13% |
| INTEGRITY ALLIANCE, LLC. | $9.7M | 0.37% |
| ASL Financial, LLC | $9.7M | 7.78% |
| UNIVEST FINANCIAL Corp | $9.7M | 0.55% |
| Smallwood Wealth Investment Management, LLC | $9.7M | 5.11% |
| PATTON ALBERTSON MILLER GROUP, LLC | $9.6M | 1.15% |
| Wealth Care LLC | $9.6M | 8.57% |
| Pitcairn Wealth Advisors LLC | $9.6M | 0.88% |
| Koshinski Asset Management, Inc. | $9.6M | 0.60% |
| NovaPoint Capital, LLC | $9.5M | 2.38% |
| Lansing Street Advisors | $9.5M | 2.39% |
| BARCLAYS PLC | $9.5M | 0.00% |
| FAMILY WEALTH PARTNERS, LLC | $9.5M | 3.23% |
| Weitzel Financial Services, Inc. | $9.5M | 3.56% |
| Peck Wealth Management, LLC | $9.4M | 9.48% |