| Cache Advisors, LLC | 3,631,067 | $193.1m | 16.4% |
| Everest Private Wealth | 375,942 | $20.0m | 7.5% |
| Beacon Pointe Advisors, LLC | 359,759 | $19.1m | 0.1% |
| Vise Technologies, Inc. | 233,703 | $12.4m | 0.1% |
| Truepoint, Inc. | 232,542 | $12.4m | 0.3% |
| JPL Wealth Management, LLC | 229,355 | $12.2m | 2.4% |
| Flatrock Wealth Partners LLC | 101,682 | $5.4m | 2.1% |
| Seed Wealth Management, Inc. | 91,183 | $4.8m | 3.1% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 83,311 | $4.4m | 0.0% |
| Soundwatch Capital LLC | 83,311 | $4.4m | 0.5% |
| Meredith Wealth Planning | 80,965 | $4.3m | 1.0% |
| Ethos Financial Group, LLC | 80,056 | $4.2m | 0.3% |
| Ledyard National Bank | 65,131 | $3.5m | 0.3% |
| Quantinno Capital Management LP | 53,441 | $2.8m | 0.0% |
| One Degree Advisors Inc | 50,944 | $2.7m | 0.6% |
| TWIN PEAKS WEALTH ADVISORS, LLC | 49,139 | $2.6m | 0.6% |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 43,122 | $2.3m | 0.0% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 39,418 | $2.1m | 0.4% |
| Revolve Wealth Partners, LLC | 37,219 | $2.0m | 0.2% |
| FIDELITY D & D BANCORP INC | 32,817 | $1.7m | 0.6% |
| Magnolia Private Wealth, LLC | 31,966 | $1.7m | 0.9% |
| ROYAL BANK OF CANADA | 29,555 | $1.6m | 0.0% |
| REGIONS FINANCIAL CORP | 27,580 | $1.5m | 0.0% |
| AQR CAPITAL MANAGEMENT LLC | 20,340 | $1.1m | 0.0% |
| Family CFO Inc | 19,852 | $1.1m | 0.4% |