| BANK OF MONTREAL /CAN/ | $17.5M | 0.01% |
| Tillman Hartley LLC | $17.2M | 4.31% |
| Financial Engines Advisors L.L.C. | $17.1M | 0.03% |
| FIRST HORIZON CORP | $16.7M | 0.70% |
| Your Advocates Ltd., LLP | $16.6M | 5.07% |
| HTG Investment Advisors, Inc. | $16.6M | 4.71% |
| OneDigital Investment Advisors LLC | $16.5M | 0.16% |
| TD PRIVATE CLIENT WEALTH LLC | $16.3M | 0.34% |
| Mustard Seed Financial, LLC | $16.0M | 9.60% |
| HUB Investment Partners, LLC | $15.8M | 0.38% |
| Safir Wealth Advisors, LLC | $15.6M | 11.29% |
| Brookstone Capital Management | $15.2M | 0.17% |
| US BANCORP \DE\ | $15.1M | 0.02% |
| OneAscent Financial Services LLC | $15.1M | 0.82% |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | $14.6M | 0.23% |
| SouthState Bank Corp | $14.5M | 0.68% |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $14.5M | 0.83% |
| PNC FINANCIAL SERVICES GROUP, INC. | $14.5M | 0.01% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $14.5M | 0.01% |
| Concurrent Investment Advisors, LLC | $14.4M | 0.16% |
| SigFig Wealth Management, LLC | $14.2M | 0.42% |
| Alaska Permanent Capital Management, LLC | $14.1M | 0.99% |
| Vertrix Wealth Management, LLC | $14.1M | 5.18% |
| Disciplina Capital Management LLC | $14.1M | 1.49% |
| Bay Harbor Wealth Management, LLC | $14.0M | 3.64% |
| GREAT VALLEY ADVISOR GROUP, INC. | $13.8M | 0.25% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $13.8M | 0.57% |
| M&T Bank Corp | $13.7M | 0.05% |
| C M BIDWELL & ASSOCIATES LTD | $13.7M | 6.39% |
| CHOREO, LLC | $13.6M | 0.17% |
| Frankly Finances, LLC | $13.4M | 12.16% |
| Oath Planning, LLC | $13.3M | 11.82% |
| NATIXIS ADVISORS, LLC | $13.3M | 0.02% |
| FARMERS & MERCHANTS INVESTMENTS INC | $13.2M | 0.36% |
| NATIONAL BANK OF CANADA /FI/ | $13.1M | 0.01% |
| Stone Summit Wealth LLC | $13.1M | 3.63% |
| Waterloo Capital, L.P. | $13.0M | 0.91% |
| Smartleaf Asset Management LLC | $12.9M | 0.47% |
| 3 FACTOR INDEXING, LLC | $12.9M | 12.14% |
| AMES NATIONAL CORP | $12.8M | 7.67% |
| Colter Lewis Investment Partners LLC | $12.8M | 12.02% |
| RFG Advisory, LLC | $12.7M | 0.23% |
| Vawter Financial, Ltd. | $12.7M | 5.33% |
| Eaton-Cambridge Inc. | $12.7M | 3.96% |
| Arax Advisory Partners | $12.6M | 0.36% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $12.5M | 0.15% |
| REDW Wealth LLC | $12.5M | 4.98% |
| ALPS ADVISORS INC | $12.5M | 0.06% |
| ELEVATE WEALTH ADVISORY, INC | $12.3M | 7.78% |
| EAGLE ROCK INVESTMENT COMPANY, LLC | $12.3M | 1.79% |
| Sovereign Financial Group, Inc. | $12.1M | 2.11% |
| Parker Financial LLC | $11.9M | 4.76% |
| Mutual Advisors, LLC | $11.9M | 0.25% |
| DiPaolo Financial Group, Inc. | $11.8M | 8.60% |
| COMMERCE BANK | $11.8M | 0.06% |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC | $11.7M | 2.01% |
| Adaptive Financial Consulting, LLC | $11.6M | 4.43% |
| MORRIS FINANCIAL CONCEPTS, INC. | $11.6M | 3.92% |
| City State Bank | $11.5M | 2.99% |
| Pines Wealth Management, LLC | $11.5M | 3.71% |
| SCOTIA CAPITAL INC. | $11.4M | 0.05% |
| CGN Advisors LLC | $11.4M | 0.90% |
| Columbia River Financial Group, LLC | $11.2M | 6.53% |
| RESOLUTE CAPITAL, LLC | $11.2M | 4.55% |
| UNITED SERVICES AUTOMOBILE ASSOCIATION | $11.2M | 1.32% |
| Fidato Wealth LLC | $11.1M | 7.20% |
| Sanctuary Advisors, LLC | $11.0M | 0.06% |
| Cornerstone Investment Partners, LLC | $11.0M | 0.46% |
| Sand Hill Global Advisors, LLC | $10.9M | 0.37% |
| Torrey-Payne Wealth Management, LLC | $10.9M | 10.00% |
| Crews Bank & Trust | $10.9M | 1.58% |
| Integrated Wealth Concepts LLC | $10.8M | 0.09% |
| ALKEME WEALTH, LLC | $10.8M | 4.42% |
| Tribridge Partners Financial LLC | $10.7M | 4.44% |
| VCI Wealth Management LLC | $10.6M | 2.95% |
| Focus Financial Network, Inc. | $10.6M | 0.38% |
| Zeit Capital LLC | $10.6M | 7.12% |
| Cherry Tree Wealth Management, LLC | $10.5M | 2.21% |
| HEADINVEST, LLC | $10.3M | 2.11% |
| Hopwood Financial Services, Inc. | $10.2M | 6.89% |
| CAHILL FINANCIAL ADVISORS INC | $10.0M | 1.08% |
| IFG Advisors, LLC | $10.0M | 1.63% |
| Kathmere Capital Management, LLC | $9.7M | 0.60% |
| Investment Planning Advisors, Inc. | $9.6M | 2.65% |
| MGO ONE SEVEN LLC | $9.6M | 0.19% |
| White Lighthouse Investment Management Inc. | $9.4M | 1.31% |
| Harfst & Associates, Inc. | $9.4M | 1.68% |
| Rockefeller Capital Management L.P. | $9.4M | 0.02% |
| Aspire Private Capital, LLC | $9.2M | 2.08% |
| Wealthspire Advisors, LLC | $9.2M | 0.07% |
| Virtus Wealth Solutions LLC | $9.2M | 1.75% |
| RF&L WEALTH MANAGEMENT, LLC | $9.1M | 6.80% |
| MISSION WEALTH MANAGEMENT, LP | $9.1M | 0.19% |
| Arcadia Wealth Management, LLC | $9.1M | 3.28% |
| Clarity Capital Advisors, LLC | $9.0M | 4.20% |
| NewEdge Advisors, LLC | $9.0M | 0.43% |
| Bleakley Financial Group, LLC | $8.8M | 0.14% |
| FIRST AMERICAN TRUST, FSB | $8.8M | 0.59% |
| Forza Wealth Management, LLC | $8.8M | 3.05% |
| CWM, LLC | $8.7M | 0.02% |
| Austin Asset Management Co Inc | $8.7M | 1.44% |
| Lynch Investment Planning, LLC | $8.6M | 7.72% |
| Fortis Advisors, LLC | $8.6M | 4.30% |
| Successful Portfolios LLC | $8.6M | 4.72% |
| TFC Financial Management, Inc. | $8.5M | 1.05% |
| KINTRA WEALTH, LLC | $8.4M | 0.60% |
| IHT Wealth Management, LLC | $8.3M | 0.19% |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | $8.3M | 1.09% |
| Cornerstone Financial Group, LLC /NE/ | $8.2M | 5.27% |
| Essential Planning, LLC. | $8.2M | 2.59% |
| Regal Investment Advisors LLC | $8.0M | 0.46% |
| Krane Financial Solutions LLC | $8.0M | 5.46% |
| Capital Investment Advisors, LLC | $7.9M | 0.11% |
| Uptown Financial Advisors LLC | $7.9M | 6.24% |
| Compound Planning, Inc. | $7.8M | 0.24% |
| Capital Investment Management, Inc. | $7.8M | 2.67% |
| CULBERTSON A N & CO INC | $7.8M | 1.01% |
| Pathstone Holdings, LLC | $7.7M | 0.03% |
| EARNED WEALTH ADVISORS, LLC | $7.7M | 0.52% |
| PRINCIPAL SECURITIES, INC. | $7.7M | 0.11% |
| Mills Wealth Advisors LLC | $7.6M | 2.65% |
| Foundation Wealth Management, LLC\PA | $7.6M | 2.68% |
| HARBOUR INVESTMENTS, INC. | $7.5M | 0.12% |
| Diversified Portfolios, Inc. | $7.5M | 0.61% |
| RETIREMITTEN FINANCIAL LLC | $7.4M | 3.57% |
| Bull Street Advisors, LLC | $7.4M | 3.65% |
| Bath Savings Trust Co | $7.3M | 0.78% |
| Merit Financial Group, LLC | $7.3M | 0.05% |
| Thrivent Financial for Lutherans | $7.3M | 0.01% |
| INVESTMENT PARTNERS, LTD. | $7.2M | 2.58% |
| Echo45 Advisors LLC | $7.2M | 4.06% |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | $7.1M | 0.46% |
| Prudent Man Advisors, LLC | $7.1M | 2.14% |
| Dynamic Advisor Solutions LLC | $7.1M | 0.22% |
| Precision Wealth Strategies, LLC | $7.0M | 2.32% |
| Strategic Investment Advisors / MI | $7.0M | 0.48% |
| Root Financial Partners, LLC | $7.0M | 0.32% |
| Ellevest, Inc. | $7.0M | 0.97% |
| Parallel Advisors, LLC | $6.9M | 0.12% |
| Houlihan Financial Resource Group, Ltd. | $6.9M | 2.68% |
| Slow Capital, Inc. | $6.8M | 0.89% |
| Ashton Thomas Private Wealth, LLC | $6.8M | 0.16% |
| PCG ASSET MANAGEMENT, LLC | $6.7M | 5.35% |
| BROWN ADVISORY INC | $6.5M | 0.01% |
| BLUESTEM FINANCIAL ADVISORS, LLC | $6.5M | 2.50% |
| SFAM, LLC | $6.4M | 5.97% |
| PLANNING DIRECTIONS INC | $6.4M | 3.24% |
| AE Wealth Management LLC | $6.4M | 0.03% |
| WBH ADVISORY INC | $6.4M | 0.48% |
| Compass Financial Group, Inc. (Ohio) | $6.3M | 4.60% |