| SILVER OAK WEALTH ADVISORS SERVICES, LLC | $3.9M | 2.50% |
| Conrad Siegel Investment Advisors, Inc. | $3.9M | 0.70% |
| Lauterbach Financial Advisors, LLC | $3.8M | 1.88% |
| rebel Financial LLC | $3.8M | 1.66% |
| LAM GROUP, INC. | $3.8M | 2.08% |
| FIFTH THIRD SECURITIES, INC. | $3.8M | 0.24% |
| Davidson Kahn Capital Management, LLC | $3.8M | 2.00% |
| CAPTRUST FINANCIAL ADVISORS | $3.7M | 0.01% |
| Hudson Oak Wealth Advisory LLC | $3.7M | 3.20% |
| IF Advisors, LLC | $3.7M | 2.59% |
| Onyx Bridge Wealth Group LLC | $3.7M | 0.39% |
| Fortis Capital Management LLC | $3.6M | 0.37% |
| Evanson Asset Management, LLC | $3.6M | 0.19% |
| Sculati Wealth Management, LLC | $3.6M | 1.33% |
| Arax Advisory Partners | $3.6M | 0.10% |
| Troutman Wealth Management, LLC | $3.6M | 2.97% |
| COZAD ASSET MANAGEMENT INC | $3.5M | 0.28% |
| Emprise Bank | $3.5M | 1.41% |
| JDH Wealth Management, LLC | $3.5M | 2.36% |
| Faithward Advisors, LLC | $3.5M | 0.49% |
| IHT Wealth Management, LLC | $3.4M | 0.08% |
| Broadway Wealth Solutions, Inc. | $3.4M | 1.77% |
| Heritage Wealth Management, Inc. | $3.4M | 1.69% |
| Aptus Capital Advisors, LLC | $3.4M | 0.03% |
| Friday Financial | $3.4M | 1.16% |
| SENTINEL PENSION ADVISORS, LLC | $3.4M | 0.50% |
| Sigma Planning Corp | $3.4M | 0.09% |
| Fifth Third Wealth Advisors LLC | $3.3M | 0.11% |
| Herold Advisors, Inc. | $3.3M | 0.73% |
| L.K. Benson & Company, P.C. | $3.3M | 1.10% |
| Arbor Wealth Advisors LLC | $3.3M | 2.32% |
| Premier Path Wealth Partners, LLC | $3.3M | 0.43% |
| Level Financial Advisors | $3.3M | 0.83% |
| Holcombe Financial, Inc. | $3.2M | 1.89% |
| Dynamic Advisor Solutions LLC | $3.2M | 0.10% |
| Intrua Financial, LLC | $3.2M | 0.33% |
| Canvas Wealth Advisors, LLC | $3.2M | 0.54% |
| CAP Partners, LLC | $3.1M | 1.77% |
| Clarus Group, Inc. | $3.1M | 1.11% |
| New England Private Wealth Advisors LLC | $3.1M | 0.36% |
| Austin Wealth Management, LLC | $3.1M | 0.70% |
| CIBC WORLD MARKET INC. | $3.0M | 0.00% |
| Paragon Advisors, LLC | $3.0M | 0.81% |
| Apollon Financial, LLC | $3.0M | 0.41% |
| FIRST MANHATTAN CO. LLC. | $3.0M | 0.01% |
| CoreCap Advisors, LLC | $2.9M | 0.10% |
| Centennial Wealth Advisory LLC | $2.9M | 0.71% |
| Alpha Financial Advisors, LLC | $2.9M | 0.90% |
| Stegent Equity Advisors, Inc. | $2.9M | 2.48% |
| Heritage Wealth Management, Inc. /CA/ | $2.9M | 1.60% |
| Versant Capital Management, Inc | $2.9M | 0.28% |
| Tranquility Partners, LLC | $2.9M | 1.09% |
| RDA Financial Network | $2.9M | 0.72% |
| Pasadena Private Wealth, LLC | $2.9M | 0.40% |
| Haven Private, LLC | $2.9M | 1.24% |
| Aerodigm Wealth, LLC | $2.8M | 1.06% |
| Etesian Wealth Advisors, Inc. | $2.8M | 0.90% |
| Milestone Asset Management Group, LLC | $2.8M | 1.62% |
| Asset One Wealth Management LLC | $2.8M | 0.31% |
| CARDIFF PARK ADVISORS, LLC | $2.7M | 0.22% |
| Paragon Capital Management Ltd | $2.7M | 0.58% |
| GREAT VALLEY ADVISOR GROUP, INC. | $2.7M | 0.05% |
| Gibraltar Capital Management, Inc. | $2.7M | 0.47% |
| Atala Financial Inc | $2.7M | 1.81% |
| Meadow Creek Wealth Advisors LLC | $2.7M | 1.73% |
| Auxano Advisors, LLC | $2.7M | 0.53% |
| FMB WEALTH MANAGEMENT | $2.6M | 1.07% |
| Squire Investment Management Company, LLC | $2.6M | 0.71% |
| FIRST COMMUNITY TRUST NA | $2.6M | 1.89% |
| XY Planning Network, Inc. | $2.5M | 0.41% |
| StoneX Group Inc. | $2.5M | 0.14% |
| FIDUCIARY ADVISORS, INC. | $2.5M | 1.89% |
| Leading Edge Financial Planning LLC | $2.5M | 0.53% |
| GUIDANCE CAPITAL, INC | $2.5M | 0.56% |
| COGENT STRATEGIC WEALTH LLC | $2.5M | 2.55% |
| Cornerstone Management, Inc. | $2.5M | 0.39% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $2.4M | 0.60% |
| Parkwoods Wealth Partners, LLC | $2.4M | 0.60% |
| Ariadne Wealth Management, LP | $2.4M | 1.09% |
| VISTA INVESTMENT PARTNERS LLC | $2.4M | 0.64% |
| Refined Wealth Management | $2.4M | 1.52% |
| Ausdal Financial Partners, Inc. | $2.4M | 0.11% |
| Clear Creek Financial Management, LLC | $2.4M | 0.18% |
| EJMK Ventures LLC | $2.4M | 1.33% |
| Asset Dedication, LLC | $2.4M | 0.17% |
| HBE Wealth Management, LLC | $2.3M | 2.05% |
| Cornerstone Advisory, LLC | $2.3M | 0.22% |
| Fortitude Family Office, LLC | $2.3M | 0.52% |
| PRINCIPAL SECURITIES, INC. | $2.3M | 0.03% |
| CreativeOne Wealth, LLC | $2.3M | 0.05% |
| Centerpoint Advisory Group | $2.3M | 1.74% |
| Armbruster Capital Management, Inc. | $2.3M | 0.37% |
| 55 North Private Wealth, LLC | $2.3M | 0.58% |
| Abacus Planning Group, Inc. | $2.2M | 0.30% |
| BOKF, NA | $2.2M | 0.03% |
| Western Wealth Management, LLC | $2.2M | 0.08% |
| ORBA Wealth Advisors, L.L.C. | $2.2M | 2.57% |
| Focus Financial Network, Inc. | $2.1M | 0.08% |
| FLAGSHIP HARBOR ADVISORS, LLC | $2.1M | 0.09% |
| Founders Financial Alliance, LLC | $2.1M | 0.38% |
| Factor Wealth Management LTD | $2.1M | 0.40% |
| Legacy Capital Wealth Partners, LLC | $2.1M | 0.43% |
| Cypress Point Wealth Management, LLC | $2.1M | 0.44% |
| Joseph P. Lucia & Associates, LLC | $2.1M | 0.74% |
| MOTCO | $2.0M | 0.19% |
| Kingsview Wealth Management, LLC | $2.0M | 0.03% |
| CRA Financial Services, LLC | $2.0M | 0.26% |
| Insight Wealth Partners, LLC | $2.0M | 0.28% |
| Ironwood Financial, llc | $2.0M | 0.35% |
| MAIMON WEALTH MANAGEMENT LTD. | $2.0M | 1.75% |
| CSS LLC/IL | $2.0M | 0.10% |
| Independence Bank of Kentucky | $2.0M | 0.25% |
| SEEDS INVESTOR LLC | $2.0M | 0.27% |
| FMR LLC | $2.0M | 0.00% |
| BEACON FINANCIAL GROUP | $2.0M | 0.20% |
| Spartan Wealth Advisory Services LLC | $2.0M | 0.17% |
| Hardin Capital Partners, LLC | $1.9M | 0.89% |
| NIXON PEABODY TRUST CO | $1.9M | 0.15% |
| Signal Advisors Wealth, LLC | $1.9M | 0.13% |
| Uniting Wealth Partners, LLC | $1.9M | 0.40% |
| Jacobi Capital Management LLC | $1.9M | 0.10% |
| Modera Wealth Management, LLC | $1.8M | 0.02% |
| Rockwood Wealth Management, LLC | $1.8M | 0.13% |
| Per Stirling Capital Management, LLC. | $1.8M | 0.20% |
| Vivaldi Capital Management LP | $1.8M | 0.25% |
| Continuum Advisory, LLC | $1.8M | 0.17% |
| Goldstone Financial Group, LLC | $1.8M | 0.19% |
| SVB WEALTH LLC | $1.8M | 0.12% |
| NATIONAL BANK OF CANADA /FI/ | $1.7M | 0.00% |
| BENJAMIN EDWARDS INC | $1.7M | 0.02% |
| Sachetta, LLC | $1.7M | 0.93% |
| First Citizens Asset Management, Inc. | $1.7M | 0.60% |
| CWA Asset Management Group, LLC | $1.7M | 0.06% |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | $1.7M | 0.17% |
| BigSur Wealth Management LLC | $1.7M | 0.47% |
| Stratos Wealth Partners, LTD. | $1.7M | 0.02% |
| Approach Retirement Advisors, LLC | $1.7M | 1.39% |
| RVW Wealth, LLC | $1.7M | 0.13% |
| Arkadios Wealth Advisors | $1.7M | 0.03% |
| Frankly Finances, LLC | $1.7M | 1.51% |
| Equity Wealth Partners, LLC | $1.7M | 1.07% |
| Tower Wealth Partners, Inc. | $1.6M | 0.91% |
| Peak Planning Group, LLC | $1.6M | 0.46% |
| TPG Advisors LLC | $1.6M | 1.03% |
| TRANSCEND CAPITAL ADVISORS, LLC | $1.6M | 0.13% |
| Clark Asset Management, LLC | $1.6M | 0.15% |
| Financial Engines Advisors L.L.C. | $1.6M | 0.00% |
| TRAPHAGEN INVESTMENT ADVISORS LLC | $1.6M | 0.13% |
| Signature Equity Partners, LLC | $1.6M | 0.85% |
| Advisor Resource Council | $1.6M | 0.51% |