| Cache Advisors, LLC | US$1.7億 | 19.51% |
| Everest Management Corp. | US$1769.9萬 | 8.97% |
| Beacon Pointe Advisors, LLC | US$1673.5萬 | 0.09% |
| Truepoint, Inc. | US$1085.1萬 | 0.24% |
| JPL Wealth Management, LLC | US$1066.9萬 | 2.45% |
| Flatrock Wealth Partners LLC | US$473.0萬 | 2.13% |
| Ethos Financial Group, LLC | US$467.3萬 | 0.34% |
| Seed Wealth Management, Inc. | US$425.4萬 | 2.93% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | US$387.7萬 | 0.02% |
| Soundwatch Capital LLC | US$387.5萬 | 0.49% |
| Meredith Wealth Planning | US$378.1萬 | 1.02% |
| Ledyard National Bank | US$309.5萬 | 0.27% |
| One Degree Advisors Inc | US$236.9萬 | 0.62% |
| TWIN PEAKS WEALTH ADVISORS, LLC | US$228.6萬 | 0.58% |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | US$209.2萬 | 0.02% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | US$183.4萬 | 0.44% |
| Revolve Wealth Partners, LLC | US$175.3萬 | 0.23% |
| FIDELITY D & D BANCORP INC | US$152.7萬 | 0.61% |
| Magnolia Private Wealth, LLC | US$152.4萬 | 1.02% |
| M Holdings Securities, Inc. | US$141.7萬 | 0.10% |
| ROYAL BANK OF CANADA | US$135.3萬 | 0.00% |
| REGIONS FINANCIAL CORP | US$128.3萬 | 0.01% |
| Quantinno Capital Management LP | US$115.3萬 | 0.00% |
| QUARRY HILL ADVISORS, LLC | US$102.4萬 | 0.42% |
| AQR CAPITAL MANAGEMENT LLC | US$102.1萬 | 0.00% |
| Family CFO Inc | US$92.3萬 | 0.41% |
| Sherman Wealth Management LLC | US$82.8萬 | 0.71% |
| CONTINUUM WEALTH ADVISORS, LLC | US$71.8萬 | 0.30% |
| Prairiewood Capital, LLC | US$71.6萬 | 0.21% |
| Creative Planning | US$66.3萬 | 0.00% |
| MilWealth Group LLC | US$64.4萬 | 0.15% |
| Savvy Advisors, Inc. | US$61.8萬 | 0.02% |
| Schiavi & Co LLC | US$45.7萬 | 0.14% |
| Cerity Partners LLC | US$43.6萬 | 0.00% |
| XY Planning Network, Inc. | US$39.8萬 | 0.06% |
| Empowered Funds, LLC | US$30.9萬 | 0.00% |
| Midwest Capital Advisors, LLC | US$30.7萬 | 0.14% |
| L2 Asset Management, LLC | US$30.3萬 | 0.03% |
| ZWJ INVESTMENT COUNSEL INC | US$23.7萬 | 0.01% |
| Farther Finance Advisors, LLC | US$16.1萬 | 0.00% |
| UBS Group AG | US$6.5萬 | 0.00% |