| Royal Fund Management, LLC | $9.2M | 0.87% |
| Tide Cove Capital Partners LLC | $9.2M | 6.25% |
| Cornerstone Wealth Group, LLC | $9.2M | 0.59% |
| HOLLENCREST CAPITAL MANAGEMENT | $9.2M | 0.34% |
| Disciplined Investors, L.L.C. | $9.2M | 5.45% |
| KINTRA WEALTH, LLC | $9.1M | 0.65% |
| Freedom Financial Partners LLC | $9.1M | 3.24% |
| Washington Trust Advisors, Inc. | $9.0M | 0.73% |
| Quaker Wealth Management, LLC | $9.0M | 2.82% |
| DRAVO BAY LLC | $9.0M | 3.66% |
| Acropolis Investment Management, LLC | $9.0M | 0.40% |
| AGF MANAGEMENT LTD | $8.9M | 0.04% |
| Valeo Financial Advisors, LLC | $8.9M | 0.21% |
| GoalFusion Wealth Management, LLC | $8.9M | 4.03% |
| StoneX Group Inc. | $8.9M | 0.48% |
| Pathfinder Wealth Consulting, Inc. | $8.8M | 5.71% |
| Latigo Investments, LLC | $8.8M | 4.39% |
| Capital Planning LLC | $8.8M | 2.86% |
| BENJAMIN EDWARDS INC | $8.8M | 0.09% |
| Wealthspire Retirement, LLC | $8.8M | 0.53% |
| Kure Advisory, LLC | $8.7M | 4.74% |
| PARK NATIONAL CORP /OH/ | $8.7M | 0.26% |
| Wealthcare Advisory Partners LLC | $8.6M | 0.17% |
| Madison Park Capital Advisors, LLC | $8.6M | 6.77% |
| HUNTINGTON NATIONAL BANK | $8.6M | 0.05% |
| LifePlan Investment Advisors, Inc. | $8.6M | 3.37% |
| Fiduciary Alliance LLC | $8.6M | 0.52% |
| St. Louis Trust Co | $8.5M | 0.99% |
| HTG Investment Advisors, Inc. | $8.5M | 2.41% |
| CPA Asset Management Group, LLC | $8.5M | 2.84% |
| Triad Wealth Partners, LLC | $8.4M | 0.67% |
| M Holdings Securities, Inc. | $8.4M | 0.57% |
| GSG Advisors LLC | $8.3M | 2.16% |
| Wind River Trust Co | $8.3M | 3.14% |
| Aspen Wealth Management LLC | $8.3M | 1.66% |
| Rinkey Investments | $8.3M | 2.13% |
| Apex Wealth Management, LLC | $8.3M | 5.69% |
| Parkside Financial Bank & Trust | $8.3M | 0.63% |
| WEDBUSH SECURITIES INC | $8.3M | 0.24% |
| Csenge Advisory Group | $8.3M | 0.38% |
| CGN Advisors LLC | $8.2M | 0.65% |
| Emergent Wealth Advisors, LLC | $8.2M | 4.86% |
| Peak Retirement Planning, Inc. | $8.2M | 1.63% |
| Main Line Retirement Advisors, LLC | $8.2M | 4.07% |
| Sigma Planning Corp | $8.1M | 0.23% |
| Kassira Wealth Management LLC | $8.1M | 7.46% |
| KAVAR CAPITAL PARTNERS GROUP, LLC | $8.1M | 1.02% |
| Diversified Portfolios, Inc. | $8.1M | 0.67% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | $8.1M | 2.22% |
| Fifth Third Wealth Advisors LLC | $8.0M | 0.27% |
| TWIN FOCUS CAPITAL PARTNERS, LLC | $8.0M | 0.92% |
| WESBANCO BANK INC | $8.0M | 0.22% |
| MAGNOLIA CAPITAL ADVISORS LLC | $8.0M | 1.57% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $8.0M | 0.14% |
| LOOMIS SAYLES & CO L P | $8.0M | 0.01% |
| CUMBERLAND ADVISORS INC | $8.0M | 3.12% |
| UPTICK PARTNERS, LLC | $8.0M | 1.59% |
| Spire Wealth Management | $7.9M | 0.27% |
| MidAtlantic Capital Management, Inc. | $7.9M | 5.44% |
| Curi Capital, LLC | $7.9M | 0.14% |
| WealthShield Partners, LLC | $7.9M | 0.88% |
| CENTAURUS FINANCIAL, INC. | $7.9M | 0.37% |
| Blueprint Investment Partners LLC | $7.9M | 0.80% |
| Tower View Wealth Management LLC | $7.8M | 4.00% |
| McKinley Carter Wealth Services, Inc. | $7.8M | 0.45% |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | $7.8M | 0.41% |
| PLANWISER FINANCIAL, LLC | $7.7M | 5.58% |
| TIAA Wealth Investment Management LLC | $7.6M | 0.06% |
| Gallagher Fiduciary Advisors, LLC | $7.6M | 0.30% |
| XY Planning Network, Inc. | $7.6M | 1.21% |
| Clarus Wealth Advisors | $7.6M | 3.23% |
| Capital Investment Advisors, LLC | $7.6M | 0.11% |
| Abbot Financial Management, Inc. | $7.6M | 3.16% |
| Bonfire Financial | $7.6M | 5.68% |
| Avidian Wealth Enterprises, LLC | $7.5M | 0.24% |
| Squarepoint Ops LLC | $7.5M | 0.01% |
| Valpey Financial Services, LLC | $7.5M | 4.88% |
| M3 Advisory Group, LLC | $7.5M | 4.62% |
| Northstar Group, Inc. | $7.5M | 1.06% |
| LEVEL FOUR ADVISORY SERVICES, LLC | $7.5M | 0.24% |
| Asset Advisory Group, Inc. | $7.4M | 3.73% |
| Kelman-Lazarov, Inc. | $7.4M | 1.06% |
| Rehmann Capital Advisory Group | $7.4M | 0.38% |
| LongView Wealth Management | $7.4M | 1.86% |
| Emerald Advisors, LLC | $7.4M | 0.91% |
| SNS Financial Group, LLC | $7.4M | 0.64% |
| Crusonia Wealth Advisors LLC | $7.4M | 1.52% |
| Summit Wealth Partners, LLC | $7.3M | 1.16% |
| ELEMENT POINTE ADVISORS, LLC | $7.3M | 1.38% |
| Scott & Selber, Inc. | $7.3M | 1.88% |
| NorthRock Partners, LLC | $7.3M | 0.12% |
| HBK Sorce Advisory LLC | $7.2M | 0.14% |
| Capital Management Associates, Inc | $7.2M | 1.63% |
| Hilltop Holdings Inc. | $7.2M | 0.65% |
| Great Diamond Partners, LLC | $7.1M | 1.38% |
| Campbell Deegan Wealth Management, LLC | $7.1M | 5.69% |
| DEFINED WEALTH MANAGEMENT, LLC | $7.1M | 4.16% |
| SBI Securities Co., Ltd. | $7.1M | 0.19% |
| Krane Financial Solutions LLC | $7.0M | 4.78% |
| Talon Private Wealth, LLC | $7.0M | 0.93% |
| SEEDS INVESTOR LLC | $7.0M | 0.95% |
| POLEN CAPITAL MANAGEMENT LLC | $7.0M | 0.05% |
| Weinberger Asset Management, Inc | $7.0M | 2.62% |
| ECLECTIC ASSOCIATES INC /ADV | $7.0M | 0.93% |
| VICUS CAPITAL | $7.0M | 0.51% |
| Cascades Capital Asset Management, LLC | $7.0M | 2.91% |
| Simmons Bank | $6.9M | 0.47% |
| CDKV HOLDINGS LLC | $6.9M | 6.07% |
| Capital Advisor Network LLC | $6.9M | 8.08% |
| Disciplined Investments, LLC | $6.9M | 2.46% |
| Ted Buchan & Co | $6.8M | 2.48% |
| MA Private Wealth | $6.8M | 1.15% |
| LightSquare Wealth Management, LLC | $6.8M | 5.10% |
| WEST BANCORPORATION INC | $6.8M | 3.39% |
| FIRST AMERICAN TRUST, FSB | $6.7M | 0.45% |
| Wedmont Private Capital | $6.7M | 0.22% |
| Yoder Wealth Management, Inc. | $6.7M | 3.06% |
| Pine Harbor Wealth Management, LLC | $6.7M | 2.00% |
| High Net Worth Advisory Group LLC | $6.7M | 1.56% |
| Prestige Wealth Management Group LLC | $6.6M | 1.30% |
| MUIRFIELD WEALTH ADVISORS LLC | $6.6M | 4.85% |
| PACIFIC FINANCIAL GROUP INC | $6.6M | 3.54% |
| Western Wealth Management, LLC | $6.6M | 0.25% |
| Revolve Wealth Partners, LLC | $6.5M | 0.85% |
| KINGSWOOD WEALTH ADVISORS, LLC | $6.5M | 0.31% |
| Alexis Investment Partners, LLC | $6.5M | 4.49% |
| Cohen Klingenstein LLC | $6.5M | 0.21% |
| Glen Eagle Advisors, LLC | $6.5M | 0.91% |
| HILL ISLAND FINANCIAL LLC | $6.5M | 1.58% |
| NCM Capital Management, LLC | $6.5M | 2.33% |
| PANORAMIC INVESTMENT ADVISORS, LLC | $6.5M | 3.52% |
| Infinity Wealth Counsel, LLC | $6.5M | 5.97% |
| Institute for Wealth Management, LLC. | $6.5M | 0.69% |
| IMC-Chicago, LLC | $6.4M | 0.00% |
| Stone Summit Wealth LLC | $6.4M | 1.78% |
| Security Financial Services, INC. | $6.4M | 1.01% |
| Laraway Financial Advisors Inc | $6.4M | 4.48% |
| EVOLVE PRIVATE WEALTH, LLC | $6.4M | 0.34% |
| MSH Capital Advisors LLC | $6.4M | 1.35% |
| TRUST CO OF TOLEDO NA /OH/ | $6.3M | 0.60% |
| Diversified Enterprises, LLC | $6.3M | 0.35% |
| Advisory Alpha, LLC | $6.3M | 0.17% |
| Winthrop Capital Management, LLC | $6.2M | 1.59% |
| OneAscent Financial Services LLC | $6.2M | 0.34% |
| FF Advisors,LLC | $6.2M | 2.50% |
| 55 North Private Wealth, LLC | $6.2M | 1.58% |
| Insight Advisors, LLC/ PA | $6.1M | 1.17% |
| Capital Planning Advisors, LLC | $6.1M | 0.89% |
| Journey Beyond Wealth, LLC | $6.1M | 5.27% |
| RICHARDSON FINANCIAL SERVICES INC. | $6.1M | 3.80% |