| Monterey Private Wealth, Inc. | 81,431 | $11.0M | 6.04% | – | – |
| WBH Advisory Inc | 89,762 | $11.0M | 1.77% | – | – |
| Integer Wealth Advisors Group LLC | 82,413 | $11.0M | 5.97% | – | – |
| Asset Management Advisors, LLC | 89,595 | $10.9M | 8.28% | – | – |
| SageGuard Financial Group, LLC | 89,262 | $10.9M | 5.08% | – | – |
| Lipe & Dalton | 89,198 | $10.9M | 6.05% | – | – |
| Jacobi Capital Management LLC | 89,085 | $10.9M | 1.61% | – | – |
| Morris Capital Advisors, LLC | 89,066 | $10.9M | 8.82% | – | – |
| Eidelman Virant Capital | 88,061 | $10.9M | 4.41% | – | – |
| Paces Ferry Wealth Advisors, LLC | 88,909 | $10.9M | 9.44% | – | – |
| Charter Research & Investment Group, Inc. | 88,728 | $10.8M | 9.47% | – | – |
| Warren Averett Asset Management, LLC | 85,114 | $10.8M | 1.07% | – | – |
| Trybe Capital Management LP | 88,689 | $10.8M | 8.37% | – | – |
| Tradition Wealth Management, LLC | 88,671 | $10.8M | 1.87% | – | – |
| American Trust Investment Advisors, LLC | 88,355 | $10.8M | 6.29% | – | – |
| Souders Financial Advisors | 88,149 | $10.8M | 4.22% | – | – |
| Vanguard Capital Wealth Advisors | 84,037 | $10.7M | 9.15% | – | – |
| Brooktree Capital Management | 87,701 | $10.7M | 7.18% | – | – |
| Iowa State Bank | 87,437 | $10.7M | 3.21% | – | – |
| Principal Street Partners, LLC | 87,178 | $10.6M | 1.37% | – | – |
| Mandatum Life Insurance Co Ltd | 86,999 | $10.6M | 2.10% | – | – |
| Financial Network Wealth Management LLC | 86,943 | $10.6M | 6.93% | – | – |
| B & T Capital Management DBA Alpha Capital Management | 86,863 | $10.6M | 2.71% | – | – |
| Brave Asset Management Inc | 86,839 | $10.6M | 3.59% | – | – |
| McGinn Investment Management, Inc. | 86,696 | $10.6M | 7.83% | – | – |
| Aigen Investment Management, LP | 86,601 | $10.6M | 1.40% | – | – |
| Sadoff Investment Management LLC | 86,272 | $10.5M | 0.74% | – | – |
| Bank Hapoalim BM | 86,067 | $10.5M | 1.34% | – | – |
| Zuckerman Investment Group, LLC | 85,811 | $10.5M | 1.72% | – | – |
| Oak Harvest Investment Services | 85,789 | $10.5M | 4.01% | – | – |
| Arlington Financial Advisors, LLC | 85,726 | $10.5M | 4.25% | – | – |
| Sawtooth Solutions, LLC | 85,717 | $10.5M | 2.30% | – | – |
| IVC Wealth Advisors LLC | 85,379 | $10.4M | 8.21% | – | – |
| TLW Wealth Management, LLC | 85,073 | $10.4M | 6.31% | – | – |
| Mattern Wealth Management LLC | 85,025 | $10.4M | 3.66% | – | – |
| Thomas Story & Son LLC | 85,020 | $10.4M | 3.92% | – | – |
| Field & Main Bank | 85,023 | $10.4M | 7.45% | – | – |
| Gabalex Capital Management LLC | 85,000 | $10.4M | 5.24% | – | – |
| Trexquant Investment LP | 84,944 | $10.4M | 0.95% | – | – |
| Northwest Bancshares, Inc. | 84,935 | $10.4M | 2.45% | – | – |
| Intercontinental Wealth Advisors, LLC | 84,862 | $10.4M | 2.26% | – | – |
| Strategic Wealth Management Group, LLC | 84,851 | $10.4M | 3.96% | – | – |
| Intact Investment Management Inc. | 84,800 | $10.4M | 0.31% | – | – |
| Callan Capital, LLC | 84,709 | $10.3M | 1.88% | – | – |
| Certified Advisory Corp | 84,688 | $10.3M | 2.68% | – | – |
| Financial Consulate, Inc | 84,641 | $10.3M | 4.19% | – | – |
| Dumont & Blake Investment Advisors LLC | 84,609 | $10.3M | 3.18% | – | – |
| Stockman Wealth Management, Inc. | 84,553 | $10.3M | 2.88% | – | – |
| Hamilton Wealth, LLC | 84,478 | $10.3M | 5.01% | – | – |
| Berman Capital Advisors, LLC | 84,444 | $10.3M | 2.16% | – | – |
| Acropolis Investment Management, LLC | 84,214 | $10.3M | 1.05% | – | – |
| Gables Capital Management Inc. | 84,213 | $10.3M | 5.70% | – | – |
| United Capital Management of KS, Inc. | 84,162 | $10.3M | 4.72% | – | – |
| Mattern Capital Management, LLC | 83,800 | $10.2M | 2.21% | – | – |
| Day & Ennis, LLC | 83,730 | $10.2M | 3.86% | – | – |
| Managed Asset Portfolios, LLC | 83,558 | $10.2M | 1.64% | – | – |
| Proficio Capital Partners LLC | 83,534 | $10.2M | 1.32% | – | – |
| Investment Research & Advisory Group, Inc. | 83,280 | $10.2M | 7.57% | – | – |
| Financial Advisory Group | 83,132 | $10.2M | 2.60% | – | – |
| Key Financial Inc | 83,056 | $10.1M | 6.69% | – | – |
| Crescent Grove Advisors, LLC | 82,838 | $10.1M | 1.19% | – | – |
| Red Door Wealth Management, LLC | 82,310 | $10.1M | 5.14% | – | – |
| MONECO Advisors, LLC | 82,566 | $10.1M | 4.90% | – | – |
| Neumann Capital Management, LLC | 82,457 | $10.1M | 4.79% | – | – |
| FinTrust Capital Advisors, LLC | 82,028 | $10.0M | 2.90% | – | – |
| Mine & Arao Wealth Creation & Management, LLC. | 82,008 | $10.0M | 6.68% | – | – |
| Newman Dignan & Sheerar, Inc. | 81,998 | $10.0M | 3.77% | – | – |
| RVW Wealth, LLC | 82,936 | $10.0M | 1.33% | – | – |
| Golden Green, Inc. | 81,824 | $9.99M | 8.64% | – | – |
| TFG Advisers LLC | 81,727 | $9.98M | 5.15% | – | – |
| Brick & Kyle, Associates | 81,087 | $9.98M | 5.51% | – | – |
| Benson Investment Management Company, Inc. | 81,568 | $9.96M | 5.81% | – | – |
| Manchester Financial Inc | 81,476 | $9.95M | 4.61% | – | – |
| Windsor Group LTD | 81,405 | $9.94M | 2.37% | – | – |
| Jackson Square Capital, LLC | 81,249 | $9.93M | 3.79% | – | – |
| Graybill Bartz & Assoc Ltd | 81,218 | $9.92M | 5.26% | – | – |
| Independence Bank of Kentucky | 81,046 | $9.90M | 4.81% | – | – |
| Capital Financial Planning, LLC | 80,964 | $9.89M | 4.25% | – | – |
| Frank, Rimerman Advisors LLC | 80,959 | $9.89M | 4.38% | – | – |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 80,929 | $9.88M | 3.78% | – | – |
| MCF Advisors LLC | 80,877 | $9.88M | 1.11% | – | – |
| Ninety One North America, Inc. | 80,528 | $9.84M | 0.57% | – | – |
| Portland Hill Asset Management Ltd | 79,742 | $9.82M | 6.65% | – | – |
| Financial Partners Capital Management LLC | 80,360 | $9.82M | 1.99% | – | – |
| Canal Capital Management, LLC | 80,294 | $9.81M | 3.34% | – | – |
| Northwest Investment Counselors, LLC | 80,243 | $9.80M | 2.79% | – | – |
| Clean Yield Group | 80,187 | $9.79M | 4.05% | – | – |
| Capital Advantage, Inc. | 80,139 | $9.79M | 2.67% | – | – |
| MRJ Capital Inc | 80,102 | $9.78M | 6.11% | – | – |
| Occidental Asset Management, LLC | 79,961 | $9.77M | 2.90% | – | – |
| Davy Global Fund Management Ltd | 79,920 | $9.76M | 1.72% | – | – |
| Greystone Financial Group, LLC | 77,420 | $9.75M | 2.48% | – | – |
| Clarity Financial LLC | 79,807 | $9.75M | 1.98% | – | – |
| Parkside Investments, LLC | 79,748 | $9.74M | 2.03% | – | – |
| Banta Asset Management LP | 79,722 | $9.74M | 6.97% | – | – |
| Adirondack Trust Co | 79,637 | $9.73M | 5.18% | – | – |
| Beech Hill Advisors, Inc. | 79,607 | $9.72M | 4.03% | – | – |
| Bedel Financial Consulting, Inc. | 79,503 | $9.71M | 3.76% | – | – |
| Nicola Wealth Management Ltd. | 79,500 | $9.71M | 1.09% | – | – |
| Monarch Capital Management Inc | 79,486 | $9.71M | 2.88% | – | – |
