| EVOKE WEALTH, LLC | $71.6M | 1.29% |
| Koshinski Asset Management, Inc. | $70.4M | 4.39% |
| Japan Science & Technology Agency | $70.1M | 1.46% |
| CONDOR CAPITAL MANAGEMENT | $70.1M | 5.85% |
| SAGE FINANCIAL GROUP INC | $69.4M | 4.51% |
| Advisors Capital Management, LLC | $69.3M | 0.81% |
| Gleason Group, Inc. | $69.2M | 6.86% |
| Warwick Investment Management, Inc. | $69.0M | 10.01% |
| Grey Fox Wealth Advisors, LLC | $69.0M | 13.31% |
| SIGNATUREFD, LLC | $68.9M | 1.06% |
| Janney Montgomery Scott LLC | $67.7M | 0.17% |
| EXENCIAL WEALTH ADVISORS, LLC | $67.4M | 2.10% |
| Concurrent Investment Advisors, LLC | $67.4M | 0.73% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $66.7M | 1.15% |
| BUFFALO BUSINESS & ESTATE SERVICES LTD | $66.3M | 9.63% |
| NewEdge Advisors, LLC | $65.8M | 3.13% |
| OLIO Financial Planning | $64.7M | 17.93% |
| EQUITABLE TRUST CO | $64.7M | 2.99% |
| Cresset Asset Management, LLC | $64.2M | 0.28% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $64.1M | 1.30% |
| Waverly Advisors, LLC | $63.3M | 0.47% |
| Trust Co | $62.7M | 5.88% |
| OARSMAN CAPITAL, INC. | $61.7M | 7.65% |
| DAVENPORT & Co LLC | $60.7M | 0.33% |
| Partners in Financial Planning | $60.3M | 10.00% |
| Affinity Capital Advisors, LLC | $60.1M | 8.43% |
| Foster Victor Wealth Advisors, LLC | $60.0M | 3.43% |
| McIlrath & Eck, LLC | $59.7M | 4.43% |
| Hirtle & Co., LLC | $58.8M | 2.02% |
| Baltimore-Washington Financial Advisors, Inc. | $58.7M | 2.53% |
| QUEST INVESTMENT MANAGEMENT LLC | $58.3M | 6.81% |
| Qube Research & Technologies Ltd | $58.2M | 0.06% |
| MAI Capital Management | $58.0M | 0.33% |
| Wealthspire Advisors, LLC | $57.5M | 0.45% |
| TIAA TRUST, NATIONAL ASSOCIATION | $57.2M | 3.48% |
| TRUSTMARK BANK TRUST DEPARTMENT | $55.5M | 3.57% |
| Bishop & Co Investment Management, LLC | $55.1M | 18.89% |
| Focus Financial Network, Inc. | $54.4M | 1.95% |
| CAHILL FINANCIAL ADVISORS INC | $53.6M | 5.80% |
| MCF Advisors LLC | $53.0M | 2.32% |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | $52.2M | 7.57% |
| LAKE STREET PRIVATE WEALTH, LLC | $51.3M | 6.54% |
| Chaney Capital Management, Inc. | $51.3M | 18.08% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $51.1M | 0.04% |
| MIDLAND WEALTH ADVISORS, LLC | $51.0M | 2.63% |
| Crane Advisory, LLC | $50.7M | 7.59% |
| Strategic Investment Advisors / MI | $50.5M | 3.49% |
| AQR CAPITAL MANAGEMENT LLC | $50.4M | 0.02% |
| MGO ONE SEVEN LLC | $49.6M | 1.00% |
| OXFORD FINANCIAL GROUP, LTD. LLC | $49.5M | 2.66% |
| ANGELES WEALTH MANAGEMENT, LLC | $48.7M | 2.65% |
| NewEdge Wealth, LLC | $48.7M | 0.58% |
| Savvy Advisors, Inc. | $48.4M | 1.29% |
| Noble Family Wealth, LLC | $48.4M | 10.00% |
| TRUEFG, LLC | $48.4M | 12.82% |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $47.2M | 2.69% |
| GREENUP STREET WEALTH MANAGEMENT LLC | $46.8M | 6.59% |
| Apella Capital, LLC | $46.7M | 0.69% |
| Wealth Analytics Partners, LLC | $46.5M | 18.90% |
| Hennion & Walsh Asset Management, Inc. | $46.3M | 1.56% |
| TL Private Wealth | $46.0M | 18.15% |
| Vestmark Advisory Solutions, Inc. | $45.3M | 0.50% |
| Financial Engines Advisors L.L.C. | $44.5M | 0.09% |
| Financial Advisory Corp | $42.9M | 5.96% |
| GOLDEN ROAD ADVISORS LLC | $42.9M | 24.70% |
| Harel Insurance Investments & Financial Services Ltd. | $42.4M | 0.29% |
| MAINSAIL ASSET MANAGEMENT, LLC | $42.3M | 18.99% |
| FLC Capital Advisors | $41.7M | 7.44% |
| Avior Wealth Management, LLC | $40.9M | 1.16% |
| Mesirow Financial Investment Management, Inc. | $40.8M | 0.66% |
| Strategic Blueprint, LLC | $40.7M | 2.37% |
| HUB Investment Partners, LLC | $40.6M | 0.97% |
| Advisory Services Network, LLC | $40.6M | 0.54% |
| NOMURA ASSET MANAGEMENT CO LTD | $40.4M | 0.10% |
| Berman McAleer LLC | $40.2M | 5.48% |
| Dougherty Wealth Advisers LLC | $39.9M | 25.28% |
| INTEGRITY ALLIANCE, LLC. | $39.8M | 1.51% |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | $39.7M | 0.03% |
| EVERGREEN CAPITAL MANAGEMENT LLC | $38.8M | 0.84% |
| Wealth Alliance Advisory Group, LLC | $38.7M | 6.13% |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | $38.5M | 5.68% |
| Frisch Financial Group, Inc. | $37.8M | 7.91% |
| Goldstone Financial Group, LLC | $37.8M | 4.10% |
| BANK OF MONTREAL /CAN/ | $37.6M | 0.01% |
| GLENMEDE TRUST CO NA | $37.6M | 0.18% |
| Quantinno Capital Management LP | $37.4M | 0.06% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $37.4M | 0.01% |
| Jacobsen Capital Management | $37.2M | 12.55% |
| NORTHERN TRUST CORP | $37.1M | 0.00% |
| SIGMA INVESTMENT COUNSELORS INC | $37.0M | 1.96% |
| KINGSWOOD WEALTH ADVISORS, LLC | $36.9M | 1.75% |
| BlueSky Wealth Advisors, LLC | $36.9M | 4.75% |
| OLD NATIONAL BANCORP /IN/ | $36.3M | 0.61% |
| TD PRIVATE CLIENT WEALTH LLC | $36.3M | 0.75% |
| AAF Wealth Management, LLC | $36.1M | 14.82% |
| REGATTA CAPITAL GROUP, LLC | $36.0M | 5.44% |
| Trustees of Dartmouth College | $35.8M | 14.21% |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | $35.8M | 3.66% |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | $35.6M | 15.34% |
| Financial Advisors Network, Inc. | $35.4M | 4.89% |
| Sepio Capital, LP | $35.4M | 1.92% |
| Integrated Wealth Concepts LLC | $35.3M | 0.28% |
| Hiley Hunt Wealth Management | $34.9M | 15.41% |
| VALLEY WEALTH MANAGERS, INC. | $34.9M | 2.25% |
| NWAM LLC | $34.8M | 2.00% |
| MARINO, STRAM & ASSOCIATES LLC | $34.7M | 6.24% |
| Bare Financial Services, Inc | $34.4M | 9.09% |
| Cornerstone Wealth Advisors, Inc. | $34.0M | 7.83% |
| Sageworth Trust Co | $33.5M | 1.44% |
| MA Private Wealth | $33.3M | 5.63% |
| Arbor Wealth Advisors LLC | $33.2M | 23.30% |
| WARNER FINANCIAL, INC | $33.1M | 11.35% |
| ACORN CREEK CAPITAL LLC | $33.1M | 11.80% |
| Hilltop Partners LLC | $32.9M | 8.45% |
| Modern Wealth Management, LLC | $32.8M | 0.56% |
| Wealthspire Retirement, LLC | $32.7M | 1.96% |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | $32.7M | 3.22% |
| Kaydan Wealth Management, Inc. | $32.6M | 10.89% |
| Fee-Only Financial Planning, L.C. | $32.3M | 19.47% |
| Bragg Financial Advisors, Inc | $32.0M | 1.01% |
| Impact Partnership Wealth, LLC | $32.0M | 3.95% |
| BROWN ADVISORY INC | $31.8M | 0.05% |
| Brooklyn Investment Group | $31.6M | 0.99% |
| Federation des caisses Desjardins du Quebec | $31.4M | 0.11% |
| CAPITAL WEALTH MANAGEMENT, LLC | $31.3M | 8.47% |
| EARNED WEALTH ADVISORS, LLC | $31.3M | 2.09% |
| ALLEN WEALTH MANAGEMENT, LLC | $31.2M | 15.63% |
| United Financial Planning Group LLC | $30.4M | 17.96% |
| VALLEY NATIONAL ADVISERS INC | $30.4M | 3.93% |
| STUDIO INVESTMENT MANAGEMENT LLC | $30.4M | 5.48% |
| FIRST AMERICAN TRUST, FSB | $30.3M | 2.04% |
| PARK AVENUE SECURITIES LLC | $30.3M | 0.24% |
| Stratos Wealth Partners, LTD. | $30.3M | 0.34% |
| Waterford Advisors, LLC | $30.2M | 9.57% |
| Rise Advisors, LLC | $30.1M | 10.61% |
| Towerpoint Wealth, LLC | $30.1M | 12.14% |
| Compound Planning, Inc. | $30.0M | 0.92% |
| Smith & Howard Wealth Management, LLC | $29.8M | 6.45% |
| Freedom Investment Management, Inc. | $29.7M | 8.83% |
| PRINCIPAL SECURITIES, INC. | $29.0M | 0.42% |
| Newton One Investments LLC | $28.9M | 7.85% |
| First PREMIER Bank | $28.9M | 6.66% |
| SEGALL BRYANT & HAMILL, LLC | $28.7M | 0.41% |
| Wealth Architects, LLC | $28.7M | 2.56% |
| Parallel Advisors, LLC | $28.6M | 0.51% |
| Lebenthal Global Advisors, LLC | $28.5M | 4.15% |
| Rochester Wealth Strategies, LLC | $28.5M | 17.28% |
| Antonelli Financial Advisors, LLC | $28.4M | 19.64% |
| JANE STREET GROUP, LLC | $28.3M | 0.00% |
| COURIER CAPITAL LLC | $28.3M | 1.58% |