| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | $8.4M | 0.46% |
| Phillip James Consulting Co. | $8.4M | 6.38% |
| Gateway Wealth Partners, LLC | $8.4M | 0.33% |
| Fund Evaluation Group, LLC | $8.4M | 0.26% |
| LAUREL OAK WEALTH MANAGEMENT, LLC | $8.4M | 1.40% |
| Colony Family Offices, LLC | $8.3M | 2.05% |
| Meritas Wealth Management, LLC | $8.3M | 3.75% |
| Sequoia Financial Advisors, LLC | $8.3M | 0.05% |
| Commonwealth Retirement Investments LLC | $8.2M | 2.53% |
| City State Bank | $8.1M | 2.11% |
| Prospect Financial Group LLC | $8.0M | 7.42% |
| Leo H. Evart, Inc. | $8.0M | 6.83% |
| New Covenant Trust Company, N.A. | $8.0M | 7.12% |
| Swisher Financial Concepts, Inc. | $8.0M | 4.45% |
| 1832 Asset Management L.P. | $7.9M | 0.01% |
| Brindle & Bay Financial Advisors, LLC | $7.9M | 4.84% |
| SIMON QUICK ADVISORS, LLC | $7.9M | 0.36% |
| L.K. Benson & Company, P.C. | $7.8M | 2.59% |
| CARY STREET PARTNERS FINANCIAL LLC | $7.8M | 0.19% |
| Grove Bank & Trust | $7.8M | 0.88% |
| K2 Financial Inc. | $7.8M | 5.68% |
| Kingsview Wealth Management, LLC | $7.8M | 0.11% |
| TRUSTMARK BANK TRUST DEPARTMENT | $7.8M | 0.50% |
| Triumph Capital Management | $7.7M | 1.57% |
| Reality Financial Planning Services, LLC | $7.7M | 7.42% |
| FPC INVESTMENT ADVISORY, INC. | $7.7M | 3.83% |
| Valeo Financial Advisors, LLC | $7.7M | 0.18% |
| Vectors Research Management, LLC | $7.7M | 2.24% |
| PROFFITT & GOODSON INC | $7.6M | 1.18% |
| Ballentine Partners, LLC | $7.6M | 0.11% |
| Triad Wealth Partners, LLC | $7.6M | 0.60% |
| Curran Financial Partners, LLC | $7.6M | 1.36% |
| Sowell Financial Services LLC | $7.6M | 0.28% |
| MAGNOLIA CAPITAL ADVISORS LLC | $7.5M | 1.48% |
| Peak Wealth Management LLC | $7.5M | 6.17% |
| PRIVATE CLIENT SERVICES, LLC | $7.5M | 2.24% |
| Genesis Wealth Advisors, LLC | $7.4M | 4.96% |
| MISSION WEALTH MANAGEMENT, LP | $7.4M | 0.15% |
| Matrix Trust Co | $7.4M | 1.23% |
| UMB Bank, n.a. | $7.4M | 0.10% |
| Bouchey Financial Group Ltd | $7.4M | 0.54% |
| World Investment Advisors | $7.3M | 0.12% |
| Aurelius Family Office LLC | $7.3M | 3.16% |
| Glass Jacobson Investment Advisors llc | $7.3M | 2.51% |
| Mayflower Financial Advisors, LLC | $7.3M | 0.88% |
| StoneX Group Inc. | $7.2M | 0.39% |
| CIBC Bancorp USA Inc. | $7.2M | 0.01% |
| Charter Oak Capital Management, LLC | $7.2M | 0.56% |
| Opus Financial Solutions LLC | $7.1M | 6.74% |
| VERUS WEALTH MANAGEMENT, LLC | $7.1M | 6.64% |
| Independent Advisor Alliance | $7.1M | 0.08% |
| Ashford Advisors, LLC | $7.1M | 1.65% |
| Apex Wealth Management, LLC | $7.0M | 4.82% |
| Jacobi Capital Management LLC | $7.0M | 0.39% |
| Rothschild Capital Partners, LLC | $6.9M | 1.70% |
| Bernzott Capital Advisors | $6.9M | 3.32% |
| Retirement Planning Group, LLC | $6.8M | 0.21% |
| RTD Financial Advisors, Inc. | $6.8M | 0.84% |
| Discipline Wealth Solutions, LLC | $6.8M | 0.71% |
| Dunhill Financial, LLC | $6.7M | 1.57% |
| HANCOCK WHITNEY CORP | $6.7M | 0.12% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $6.6M | 0.00% |
| CFG Wealth Management Services, Inc. | $6.6M | 5.95% |
| Farrell Financial LLC | $6.5M | 3.91% |
| TD Asset Management Inc | $6.5M | 0.01% |
| MAI Capital Management | $6.5M | 0.04% |
| Horizons Wealth Management | $6.4M | 4.23% |
| Oak Wealth Advisors LLC | $6.3M | 3.48% |
| Motley Fool Wealth Management, LLC | $6.3M | 0.71% |
| Dorsey & Whitney Trust CO LLC | $6.3M | 0.35% |
| Briggs Wealth Management, Inc | $6.3M | 6.68% |
| Sound View Wealth Advisors Group, LLC | $6.3M | 0.43% |
| Stonekeep Investments, LLC | $6.3M | 4.06% |
| HRT FINANCIAL LP | $6.2M | 0.02% |
| Stratos Investment Management, LLC | $6.2M | 0.25% |
| Truepoint, Inc. | $6.2M | 0.14% |
| Summit Financial, LLC | $6.2M | 0.08% |
| TWO SIGMA SECURITIES, LLC | $6.2M | 0.72% |
| Womack Financial LLC | $6.1M | 4.50% |
| SigFig Wealth Management, LLC | $6.1M | 0.18% |
| Manuka Financial, LLC | $6.0M | 3.73% |
| Heritage Wealth Management, Inc. /CA/ | $6.0M | 3.30% |
| BankPlus Wealth Management LLC | $6.0M | 3.09% |
| HT Partners LLC | $6.0M | 1.81% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $6.0M | 0.07% |
| CHRISTINE MESSMER PC | $5.9M | 3.78% |
| Clarus Wealth Advisors | $5.8M | 2.49% |
| JOHNSON INVESTMENT COUNSEL INC | $5.8M | 0.05% |
| IFS Advisors, LLC | $5.8M | 2.97% |
| First Heartland Consultants, Inc. | $5.8M | 0.44% |
| ATLas Financial Planning LLC | $5.7M | 5.15% |
| Pinnacle Bancorp, Inc. | $5.7M | 1.68% |
| DAYMARK WEALTH PARTNERS, LLC | $5.7M | 0.18% |
| Shelter Mutual Insurance Co | $5.6M | 1.25% |
| VERUS CAPITAL PARTNERS, LLC | $5.6M | 0.38% |
| B.O.S.S. Retirement Advisors, LLC | $5.6M | 1.69% |
| Fullerton Advisors, LLC | $5.6M | 5.75% |
| Banco BTG Pactual S.A. | $5.5M | 0.48% |
| Hiley Hunt Wealth Management | $5.4M | 2.40% |
| Human Investing LLC | $5.4M | 0.79% |
| Hamilton Wealth, LLC | $5.4M | 1.05% |
| HBK Sorce Advisory LLC | $5.4M | 0.11% |
| Bay Rivers Group | $5.4M | 2.24% |
| OPPENHEIMER & CO INC | $5.3M | 0.07% |
| MOTIVE WEALTH ADVISORS | $5.3M | 2.51% |
| Ascent Group, LLC | $5.3M | 0.18% |
| Shade Tree Advisors LLC | $5.3M | 3.81% |
| Sovran Advisors, LLC | $5.3M | 0.41% |
| COLDSTREAM CAPITAL MANAGEMENT INC | $5.3M | 0.06% |
| IF Advisors, LLC | $5.3M | 3.72% |
| Inman Jager Wealth Management, LLC | $5.3M | 3.07% |
| Blue Trust, Inc. | $5.3M | 0.06% |
| Cynosure Group, LLC | $5.2M | 0.65% |
| Penserra Capital Management LLC | $5.2M | 0.06% |
| Good Steward Wealth Advisors,LLC | $5.2M | 3.35% |
| Valpey Financial Services, LLC | $5.2M | 3.38% |
| Focus Financial Network, Inc. | $5.1M | 0.18% |
| Bricktown Capital, LLC | $5.1M | 1.01% |
| Simplicity Wealth,LLC | $5.1M | 0.29% |
| Wingate Wealth Advisors, Inc. | $5.1M | 2.73% |
| ENTRUST FINANCIAL LLC | $5.1M | 3.56% |
| Graetz Wealth LLC | $5.0M | 4.51% |
| Cambria Investment Management, L.P. | $5.0M | 0.28% |
| Peak Retirement Planning, Inc. | $5.0M | 1.00% |
| WFA of San Diego, LLC | $5.0M | 3.99% |
| Mechanics Financial Corp | $4.9M | 2.06% |
| Rothschild Wealth LLC | $4.9M | 0.44% |
| LOWERY THOMAS, LLC | $4.9M | 2.80% |
| Capital Investment Services of America, Inc. | $4.9M | 0.51% |
| MMA ASSET MANAGEMENT LLC | $4.9M | 1.71% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $4.8M | 0.76% |
| Lantern Wealth Advisors, LLC | $4.8M | 2.48% |
| Berger Financial Group, Inc | $4.8M | 0.27% |
| Patriot Financial Group Insurance Agency, LLC | $4.8M | 0.27% |
| Fragasso Financial Advisors Inc | $4.7M | 0.28% |
| North Star Investment Management Corp. | $4.7M | 0.28% |
| MassMutual Private Wealth & Trust, FSB | $4.6M | 0.13% |
| Cassady Wealth & Retirement Planning, LLC | $4.6M | 2.39% |
| BlueSky Wealth Advisors, LLC | $4.6M | 0.59% |
| Providence First Trust Co | $4.6M | 1.62% |
| MainStreet Investment Advisors LLC | $4.6M | 0.69% |
| BOKF, NA | $4.6M | 0.07% |
| Cypress Point Wealth Management, LLC | $4.6M | 0.98% |
| Savvy Advisors, Inc. | $4.6M | 0.12% |
| Cornerstone National Bank & Trust Co | $4.5M | 1.66% |
| Red Tortoise LLC | $4.5M | 1.87% |
| Centennial Advisors, LLC | $4.5M | 5.71% |
| Financial Avengers, Inc. | $4.5M | 2.05% |
| William Howard & Co Financial Advisors Inc | $4.5M | 3.87% |
| Chesley Taft & Associates LLC | $4.5M | 0.19% |