| WEBSTERROGERS FINANCIAL ADVISORS, LLC | $28.6M | 8.19% |
| Meridian Wealth Management, LLC | $28.6M | 1.00% |
| REAP Financial Group, LLC | $28.5M | 5.62% |
| ELEVATION POINT WEALTH PARTNERS, LLC | $28.4M | 0.66% |
| BlueStem Wealth Partners, LLC | $28.3M | 3.15% |
| Carter Financial, LLC | $28.2M | 24.53% |
| WARNER FINANCIAL, INC | $28.1M | 9.64% |
| BTC Capital Management, Inc. | $27.8M | 1.88% |
| R. W. Roge & Company, Inc. | $27.8M | 13.23% |
| Krilogy Financial LLC | $27.5M | 0.89% |
| Sovereign Financial Group, Inc. | $27.5M | 4.77% |
| DAGCO, INC. | $27.4M | 5.93% |
| United Financial Planning Group LLC | $27.4M | 16.18% |
| Towerpoint Wealth, LLC | $27.3M | 11.01% |
| VeraBank, N.A. | $27.1M | 4.97% |
| WELLINGTON MANAGEMENT GROUP LLP | $27.1M | 0.01% |
| Zhang Financial LLC | $27.1M | 0.94% |
| Francis Financial, Inc. | $26.6M | 4.94% |
| Investment Advisory Group, LLC | $26.6M | 6.77% |
| Taylor Financial Group, Inc. | $26.5M | 16.06% |
| Stratos Wealth Partners, LTD. | $26.4M | 0.30% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $26.4M | 1.36% |
| Waterford Advisors, LLC | $26.3M | 8.33% |
| BEACON FINANCIAL GROUP | $26.2M | 2.61% |
| 25 LLC | $26.0M | 8.00% |
| CUTLER INVESTMENT COUNSEL LLC | $25.7M | 2.65% |
| AdvisorNet Financial, Inc | $25.6M | 1.33% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $25.6M | 0.13% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $25.5M | 1.55% |
| World Investment Advisors | $25.4M | 0.41% |
| Arete Wealth Advisors, LLC | $25.4M | 1.90% |
| Veery Capital, LLC | $25.4M | 7.78% |
| Beaumont Financial Advisors, LLC | $25.3M | 1.74% |
| Decker Wealth Management LLC | $25.3M | 5.73% |
| KENNICOTT CAPITAL MANAGEMENT LLC | $25.3M | 13.80% |
| EVERGREEN CAPITAL MANAGEMENT LLC | $25.1M | 0.54% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $24.9M | 0.01% |
| CORA CAPITAL ADVISORS LLC | $24.9M | 8.26% |
| FWG Holdings, LLC | $24.8M | 9.38% |
| Trust Co of the South | $24.8M | 3.99% |
| Clayton Financial Group LLC | $24.8M | 12.73% |
| Dominguez Wealth Management Solutions, Inc. | $24.8M | 15.00% |
| ACORN CREEK CAPITAL LLC | $24.4M | 8.70% |
| LaSalle St. Investment Advisors, LLC | $24.4M | 3.43% |
| Hiley Hunt Wealth Management | $24.3M | 10.73% |
| Tulsa Wealth Advisors, INC | $24.3M | 4.26% |
| B. Riley Wealth Advisors, Inc. | $24.2M | 1.54% |
| Onyx Bridge Wealth Group LLC | $24.1M | 2.59% |
| Savvy Advisors, Inc. | $23.9M | 0.64% |
| Brooklyn Investment Group | $23.7M | 0.74% |
| Regal Investment Advisors LLC | $23.1M | 1.33% |
| Dakota Wealth Management | $22.9M | 0.49% |
| Forvis Mazars Wealth Advisors, LLC | $22.7M | 0.43% |
| Smartleaf Asset Management LLC | $22.7M | 0.82% |
| Baltimore-Washington Financial Advisors, Inc. | $22.6M | 0.98% |
| Associated Banc-Corp | $22.6M | 0.60% |
| STEPHEN J. GARRY & ASSOCIATES, LLC | $22.6M | 18.19% |
| Advantage Trust Co | $22.6M | 10.13% |
| OneDigital Investment Advisors LLC | $22.5M | 0.22% |
| Rochester Wealth Strategies, LLC | $22.3M | 13.52% |
| BlackRock, Inc. | $22.3M | 0.00% |
| IAG Wealth Partners, LLC | $22.2M | 2.48% |
| Oak Root LLC | $22.0M | 2.68% |
| OPPENHEIMER & CO INC | $21.9M | 0.27% |
| CoreCap Advisors, LLC | $21.9M | 0.74% |
| Kohmann Bosshard Financial Services, LLC | $21.8M | 2.13% |
| Peterson Wealth Services | $21.7M | 5.36% |
| RFG Advisory, LLC | $21.6M | 0.40% |
| INTEGRATED WEALTHCARE, LLC | $21.6M | 18.09% |
| Whitegate Investment Counselors, Inc. | $21.6M | 6.86% |
| Arista Wealth Management, LLC | $21.5M | 2.62% |
| Atlantic Union Bankshares Corp | $21.4M | 0.41% |
| Arkadios Wealth Advisors | $21.3M | 0.35% |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | $21.1M | 3.07% |
| Prosperity Planning, Inc. | $21.1M | 5.34% |
| Berkshire Money Management, Inc. | $21.0M | 2.15% |
| CIBC Bancorp USA Inc. | $21.0M | 0.03% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $21.0M | 3.31% |
| NEUBERGER BERMAN GROUP LLC | $20.9M | 0.02% |
| Bay Harbor Wealth Management, LLC | $20.8M | 5.40% |
| Curran Financial Partners, LLC | $20.8M | 3.72% |
| LVW Advisors, LLC | $20.7M | 1.98% |
| Noble Family Wealth, LLC | $20.6M | 4.24% |
| Tenret Co LLC | $20.5M | 9.92% |
| Legacy Edge Advisors, LLC | $20.5M | 2.15% |
| NewEdge Wealth, LLC | $20.4M | 0.24% |
| NORTHSTAR ASSET MANAGEMENT Co | $20.4M | 4.57% |
| IVC Wealth Advisors LLC | $20.3M | 8.82% |
| BIP Wealth, LLC | $20.2M | 0.82% |
| STAGE HARBOR FINANCIAL, LLC | $20.2M | 13.40% |
| Leonard Rickey Investment Advisors P.L.L.C. | $20.2M | 3.50% |
| Werba Rubin Papier Wealth Management | $19.9M | 2.77% |
| MONECO ADVISORS, LLC | $19.7M | 1.53% |
| Ashton Thomas Private Wealth, LLC | $19.7M | 0.47% |
| Regent Peak Wealth Advisors LLC | $19.4M | 3.95% |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | $19.3M | 4.38% |
| DiPaolo Financial Group, Inc. | $19.1M | 13.92% |
| SAPIENT CAPITAL LLC | $19.1M | 0.29% |
| Roof Eidam Maycock Peralta, LLC | $19.0M | 4.37% |
| Enclave Advisors LLC | $18.8M | 2.58% |
| Cornerstone Advisory, LLC | $18.8M | 1.78% |
| CITIZENS FINANCIAL GROUP INC/RI | $18.8M | 0.26% |
| BROWN WEALTH MANAGEMENT, LLC | $18.7M | 4.81% |
| Eagle Strategies LLC | $18.7M | 2.23% |
| Capital Analysts, LLC | $18.7M | 0.49% |
| Aspire Private Capital, LLC | $18.6M | 4.20% |
| Olistico Wealth, LLC | $18.4M | 9.08% |
| Aries Wealth Management | $18.4M | 4.05% |
| Leeward Financial Partners, LLC | $18.4M | 5.47% |
| ROMANO BROTHERS AND COMPANY | $18.2M | 2.07% |
| Ausdal Financial Partners, Inc. | $18.2M | 0.81% |
| GILL CAPITAL PARTNERS, LLC | $18.2M | 5.23% |
| Prime Capital Investment Advisors, LLC | $18.1M | 0.21% |
| SIGNET FINANCIAL MANAGEMENT, LLC | $17.9M | 2.01% |
| Milestone Investment Advisors LLC | $17.9M | 4.32% |
| HOHIMER WEALTH MANAGEMENT, LLC | $17.7M | 2.09% |
| MATRIX PRIVATE CAPITAL GROUP LLC | $17.7M | 8.54% |
| Falcon Wealth Planning | $17.7M | 1.20% |
| Mayfair Advisory Group, LLC | $17.6M | 6.13% |
| Silicon Valley Capital Partners | $17.4M | 1.70% |
| Smith & Howard Wealth Management, LLC | $17.3M | 3.75% |
| VVR Holdings LLC | $17.3M | 8.94% |
| Gemmer Asset Management LLC | $17.2M | 1.36% |
| IHT Wealth Management, LLC | $17.2M | 0.40% |
| FC Advisory LLC | $17.2M | 5.02% |
| Heartwood Wealth Advisors LLC | $17.1M | 1.49% |
| Topel & Distasi Wealth Management, LLC | $17.1M | 8.83% |
| TITLEIST ASSET MANAGEMENT, LLC | $16.9M | 1.27% |
| SCS Capital Management LLC | $16.9M | 0.18% |
| Private Advisory Group LLC | $16.8M | 1.10% |
| Cyndeo Wealth Partners, LLC | $16.8M | 0.89% |
| LAUREL OAK WEALTH MANAGEMENT, LLC | $16.8M | 2.82% |
| Koshinski Asset Management, Inc. | $16.8M | 1.05% |
| Rodgers & Associates, LTD | $16.8M | 1.71% |
| Focus Partners Advisor Solutions, LLC | $16.7M | 0.17% |
| NOVEM GROUP | $16.6M | 1.90% |
| PCA Investment Advisory Services Inc. | $16.5M | 5.50% |
| Quotient Wealth Partners, LLC | $16.4M | 0.43% |
| SPRENG CAPITAL MANAGEMENT, INC. | $16.3M | 7.67% |
| CHILTON INVESTMENT CO INC. | $16.1M | 0.38% |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | $16.1M | 5.45% |
| Midwest Trust Co | $16.0M | 0.20% |
| Synergy Investment Management, LLC | $15.8M | 5.16% |
| Mutual Advisors, LLC | $15.8M | 0.34% |
| PLANNING ALTERNATIVES LTD /ADV | $15.8M | 2.04% |
| Texas Yale Capital Corp. | $15.7M | 0.45% |
| Kathmere Capital Management, LLC | $15.6M | 0.96% |
| HOWARD WEALTH MANAGEMENT, LLC | $15.6M | 6.58% |
| Facet Wealth, Inc. | $15.6M | 0.27% |
| Addison Advisors LLC | $15.5M | 3.44% |