| Cache Advisors, LLC | $1.7億 | 19.51% |
| Everest Management Corp. | $1769.9万 | 8.97% |
| Beacon Pointe Advisors, LLC | $1673.5万 | 0.09% |
| Truepoint, Inc. | $1085.1万 | 0.24% |
| JPL Wealth Management, LLC | $1066.9万 | 2.45% |
| Flatrock Wealth Partners LLC | $473.0万 | 2.13% |
| Ethos Financial Group, LLC | $467.3万 | 0.34% |
| Seed Wealth Management, Inc. | $425.4万 | 2.93% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $387.7万 | 0.02% |
| Soundwatch Capital LLC | $387.5万 | 0.49% |
| Meredith Wealth Planning | $378.1万 | 1.02% |
| Ledyard National Bank | $309.5万 | 0.27% |
| One Degree Advisors Inc | $236.9万 | 0.62% |
| TWIN PEAKS WEALTH ADVISORS, LLC | $228.6万 | 0.58% |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | $209.2万 | 0.02% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | $183.4万 | 0.44% |
| Revolve Wealth Partners, LLC | $175.3万 | 0.23% |
| FIDELITY D & D BANCORP INC | $152.7万 | 0.61% |
| Magnolia Private Wealth, LLC | $152.4万 | 1.02% |
| M Holdings Securities, Inc. | $141.7万 | 0.10% |
| ROYAL BANK OF CANADA | $135.3万 | 0.00% |
| REGIONS FINANCIAL CORP | $128.3万 | 0.01% |
| Quantinno Capital Management LP | $115.3万 | 0.00% |
| QUARRY HILL ADVISORS, LLC | $102.4万 | 0.42% |
| AQR CAPITAL MANAGEMENT LLC | $102.1万 | 0.00% |
| Family CFO Inc | $92.3万 | 0.41% |
| Sherman Wealth Management LLC | $82.8万 | 0.71% |
| CONTINUUM WEALTH ADVISORS, LLC | $71.8万 | 0.30% |
| Prairiewood Capital, LLC | $71.6万 | 0.21% |
| Creative Planning | $66.3万 | 0.00% |
| MilWealth Group LLC | $64.4万 | 0.15% |
| Savvy Advisors, Inc. | $61.8万 | 0.02% |
| Schiavi & Co LLC | $45.7万 | 0.14% |
| Cerity Partners LLC | $43.6万 | 0.00% |
| XY Planning Network, Inc. | $39.8万 | 0.06% |
| Empowered Funds, LLC | $30.9万 | 0.00% |
| Midwest Capital Advisors, LLC | $30.7万 | 0.14% |
| L2 Asset Management, LLC | $30.3万 | 0.03% |
| ZWJ INVESTMENT COUNSEL INC | $23.7万 | 0.01% |
| Farther Finance Advisors, LLC | $16.1万 | 0.00% |
| UBS Group AG | $6.5万 | 0.00% |