| Navigoe, LLC | $2.2M | 1.30% |
| Hudson Oak Wealth Advisory LLC | $2.2M | 1.91% |
| Towerpoint Wealth, LLC | $2.2M | 0.89% |
| Balboa Wealth Partners | $2.2M | 0.37% |
| Envestnet Portfolio Solutions, Inc. | $2.2M | 0.01% |
| Astra Wealth Partners LLC | $2.2M | 1.29% |
| Gradient Capital Advisors, LLC | $2.1M | 0.56% |
| Vistica Wealth Advisors, LLC | $2.1M | 2.12% |
| PFC CAPITAL GROUP, INC. | $2.1M | 0.92% |
| Green Ridge Wealth Planning LLC | $2.1M | 1.10% |
| COLDSTREAM CAPITAL MANAGEMENT INC | $2.1M | 0.03% |
| Torren Management, LLC | $2.1M | 1.04% |
| LAM GROUP, INC. | $2.1M | 1.14% |
| SEEDS INVESTOR LLC | $2.1M | 0.28% |
| Private Advisor Group, LLC | $2.0M | 0.01% |
| 55 North Private Wealth, LLC | $2.0M | 0.52% |
| Networth Advisors, LLC | $2.0M | 1.40% |
| Arete Wealth Advisors, LLC | $2.0M | 0.15% |
| CoreCap Advisors, LLC | $2.0M | 0.07% |
| Cornerstone Wealth Management, LLC | $1.9M | 0.10% |
| Global Trust Wealth Management LLC | $1.9M | 1.46% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | $1.9M | 0.46% |
| Passive Capital Management, LLC. | $1.9M | 0.57% |
| Paragon Advisors, LLC | $1.9M | 0.52% |
| Clark Asset Management, LLC | $1.9M | 0.18% |
| LRI Investments, LLC | $1.9M | 0.17% |
| PHILADELPHIA TRUST CO | $1.9M | 0.13% |
| Vivaldi Capital Management LP | $1.9M | 0.26% |
| Sigma Planning Corp | $1.9M | 0.05% |
| Financial Plan, Inc. | $1.9M | 0.20% |
| Point72 Asset Management, L.P. | $1.8M | 0.00% |
| Dogwood Wealth Management LLC | $1.8M | 0.79% |
| True Vision MN LLC | $1.7M | 0.90% |
| SC&H Financial Advisors, Inc. | $1.7M | 0.26% |
| Gibson Capital, LLC | $1.7M | 0.32% |
| MAIMON WEALTH MANAGEMENT LTD. | $1.7M | 1.47% |
| Breakwater Capital Group | $1.6M | 0.22% |
| NWAM LLC | $1.6M | 0.09% |
| Northland Capital Management LLC | $1.6M | 0.88% |
| Pacific Asset Management, LLC | $1.6M | 0.89% |
| Lifetime Wealth Management P.C. | $1.6M | 0.91% |
| JANE STREET GROUP, LLC | $1.6M | 0.00% |
| Baker Ellis Asset Management LLC | $1.6M | 0.19% |
| Verdence Capital Advisors LLC | $1.6M | 0.09% |
| Austin Wealth Management, LLC | $1.6M | 0.36% |
| CAPTRUST FINANCIAL ADVISORS | $1.6M | 0.00% |
| IMG Wealth Management, Inc. | $1.6M | 0.99% |
| L.K. Benson & Company, P.C. | $1.5M | 0.51% |
| VERUS WEALTH MANAGEMENT, LLC | $1.5M | 1.43% |
| Berkeley, Inc | $1.5M | 0.51% |
| VectorGlobal IAG, Inc. | $1.5M | 0.39% |
| CVA Family Office, LLC | $1.5M | 0.16% |
| Independent Advisor Alliance | $1.5M | 0.02% |
| Belpointe Asset Management LLC | $1.5M | 0.05% |
| &PARTNERS | $1.5M | 0.01% |
| UMB Bank, n.a. | $1.5M | 0.02% |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | $1.4M | 0.24% |
| Aspirean Wealth, LLC | $1.4M | 1.55% |
| Maridea Wealth Management LLC | $1.4M | 0.20% |
| Trademark Financial Management, LLC | $1.4M | 0.68% |
| Powerhouse Assets LLC | $1.4M | 1.20% |
| GC Wealth Management RIA, LLC | $1.4M | 0.06% |
| Tanglewood Wealth Management, Inc. | $1.4M | 0.11% |
| Maia Wealth LLC | $1.4M | 0.23% |
| Clark Capital Management Group, Inc. | $1.4M | 0.01% |
| SEAVIEW INVESTMENT MANAGERS LLC | $1.4M | 0.49% |
| Curtis Advisory Group, LLC | $1.3M | 0.29% |
| Certified Advisory Corp | $1.3M | 0.12% |
| Sunpointe, LLC | $1.3M | 0.43% |
| Hardin Capital Partners, LLC | $1.3M | 0.60% |
| FMB WEALTH MANAGEMENT | $1.3M | 0.53% |
| Financial Engines Advisors L.L.C. | $1.3M | 0.00% |
| Total Clarity Wealth Management, Inc. | $1.2M | 0.29% |
| Brookstone Capital Management | $1.2M | 0.01% |
| Rockefeller Capital Management L.P. | $1.2M | 0.00% |
| Burk Holdings LLC | $1.2M | 0.51% |
| NewEdge Advisors, LLC | $1.2M | 0.06% |
| TABLEAUX LLC | $1.2M | 0.57% |
| Fortis Capital Advisors, LLC | $1.2M | 0.15% |
| CENTRAL TRUST Co | $1.2M | 0.02% |
| FMR LLC | $1.1M | 0.00% |
| Abacus Planning Group, Inc. | $1.1M | 0.15% |
| Steward Partners Investment Advisory, LLC | $1.1M | 0.01% |
| Asset Dedication, LLC | $1.1M | 0.08% |
| E&G Advisors, LP | $1.1M | 0.25% |
| MIDDLETON & CO INC/MA | $1.1M | 0.13% |
| Joseph P. Lucia & Associates, LLC | $1.1M | 0.39% |
| MGO ONE SEVEN LLC | $1.1M | 0.02% |
| Nvest Wealth Strategies, Inc. | $1.1M | 0.74% |
| Ancora Advisors LLC | $1.0M | 0.02% |
| Caprock Group, LLC | $1.0M | 0.02% |
| Level Financial Advisors | $991.7K | 0.25% |
| Ashton Thomas Private Wealth, LLC | $985.7K | 0.02% |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | $975.7K | 0.60% |
| Prosperity Consulting Group, LLC | $971.4K | 0.04% |
| SVRN Asset Management, LLC | $971.2K | 0.94% |
| BROWN ADVISORY INC | $962.8K | 0.00% |
| FIFTH THIRD BANCORP | $953.7K | 0.00% |
| SouthState Bank Corp | $946.2K | 0.04% |
| Equitable Holdings, Inc. | $945.9K | 0.01% |
| CAP Partners, LLC | $931.2K | 0.53% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | $918.7K | 0.26% |
| Integrated Wealth Concepts LLC | $897.3K | 0.01% |
| Signature Equity Partners, LLC | $888.2K | 0.48% |
| Kelman-Lazarov, Inc. | $866.2K | 0.12% |
| Selective Wealth Management, Inc. | $864.2K | 0.26% |
| TBH Global Asset Management, LLC | $847.5K | 0.17% |
| Capital Analysts, LLC | $843.0K | 0.02% |
| Pacific Sage Partners, LLC | $841.8K | 0.13% |
| Klaas Financial Asset Advisors, LLC | $817.8K | 0.11% |
| Kane Co Wealth Management, Inc. | $812.2K | 0.68% |
| NCM Capital Management, LLC | $806.8K | 0.29% |
| Visionary Wealth Advisors | $801.0K | 0.04% |
| SELDON CAPITAL LP | $798.9K | 0.29% |
| INDEPENDENT FINANCIAL GROUP, LLC | $794.8K | 0.02% |
| Ifrah Financial Services, Inc. | $791.0K | 0.21% |
| DRIVE WEALTH MANAGEMENT, LLC | $780.9K | 0.16% |
| Vise Technologies, Inc. | $777.9K | 0.02% |
| Prosperitas Financial LLC | $771.4K | 0.29% |
| Canvas Wealth Advisors, LLC | $769.1K | 0.13% |
| Signal Advisors Wealth, LLC | $764.7K | 0.05% |
| Nemes Rush Group LLC | $754.0K | 0.07% |
| Camarda Financial Advisors, LLC | $753.0K | 0.40% |
| Cogent Private Wealth, Inc. | $743.6K | 0.54% |
| Exchange Bank | $739.9K | 0.51% |
| Root Financial Partners, LLC | $723.3K | 0.03% |
| Goldstein Advisors, LLC | $720.0K | 0.08% |
| Brooklyn Investment Group | $713.1K | 0.02% |
| Balefire, LLC | $709.5K | 0.13% |
| Ruedi Wealth Management, Inc. | $690.4K | 0.18% |
| Clarity Wealth Development LLC | $689.0K | 0.56% |
| D. E. Shaw & Co., Inc. | $684.7K | 0.00% |
| ENTREWEALTH, LLC | $684.5K | 0.31% |
| Bragg Financial Advisors, Inc | $669.8K | 0.02% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $657.1K | 0.00% |
| INTEGRATED WEALTHCARE, LLC | $656.0K | 0.55% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $654.2K | 0.03% |
| Haverford Financial Services, Inc. | $628.8K | 0.19% |
| ENDEAVOR PRIVATE WEALTH, INC. | $619.8K | 0.18% |
| M Wealth Management, LLC | $614.3K | 0.52% |
| Modern Wealth Management, LLC | $612.3K | 0.01% |
| Integrity Wealth Solutions LLC | $611.4K | 0.24% |
| BROWN BROTHERS HARRIMAN & CO | $607.1K | 0.00% |
| Sankala Group LLC | $606.9K | 0.50% |
| Tranquility Partners, LLC | $602.2K | 0.23% |
| MONETA GROUP INVESTMENT ADVISORS LLC | $596.0K | 0.00% |
| AMERIPRISE FINANCIAL INC | $594.8K | 0.00% |
| CIBC WORLD MARKET INC. | $594.4K | 0.00% |
| MCF Advisors LLC | $569.5K | 0.02% |
| PERRYMAN FINANCIAL ADVISORY INC /AD | $559.9K | 0.08% |