| Neumann Capital Management, LLC | $4.7M | 1.37% |
| Zeit Capital LLC | $4.7M | 3.11% |
| Vertex Investment Solutions Co., Ltd. | $4.6M | 5.32% |
| Arta Finance Wealth Management LLC | $4.6M | 2.27% |
| AdvisorNet Financial, Inc | $4.5M | 0.24% |
| Bedminster, LLC | $4.5M | 4.22% |
| Financial Engines Advisors L.L.C. | $4.5M | 0.01% |
| Gotham Asset Management, LLC | $4.5M | 0.01% |
| PNC FINANCIAL SERVICES GROUP, INC. | $4.5M | 0.00% |
| ALLSTREET CAPITAL ADVISORS LLC | $4.5M | 3.32% |
| Grey Fox Wealth Advisors, LLC | $4.5M | 0.86% |
| Sharper & Granite LLC | $4.5M | 1.53% |
| Independent Advisor Alliance | $4.4M | 0.05% |
| Equitable Holdings, Inc. | $4.4M | 0.03% |
| EXENCIAL WEALTH ADVISORS, LLC | $4.4M | 0.14% |
| Geneos Wealth Management Inc. | $4.4M | 0.10% |
| SIMON QUICK ADVISORS, LLC | $4.4M | 0.20% |
| NYL Investors LLC | $4.4M | 1.65% |
| HOHIMER WEALTH MANAGEMENT, LLC | $4.4M | 0.51% |
| Friedenthal Financial | $4.3M | 2.18% |
| TIAA TRUST, NATIONAL ASSOCIATION | $4.3M | 0.26% |
| SBI Securities Co., Ltd. | $4.2M | 0.12% |
| Beacon Harbor Wealth Advisors, Inc. | $4.2M | 0.88% |
| Hidden Cove Wealth Management, LLC | $4.1M | 2.65% |
| Emergent Wealth Advisors, LLC | $4.1M | 2.43% |
| OpenArc Corporate Advisory, LLC | $4.1M | 0.06% |
| McNaughton Wealth Management, LLC | $4.0M | 1.66% |
| TD Waterhouse Canada Inc. | $4.0M | 0.01% |
| Elmwood Wealth Management, Inc. | $4.0M | 1.10% |
| NBC SECURITIES, INC. | $3.9M | 0.29% |
| WATERSHED PRIVATE WEALTH LLC | $3.9M | 1.21% |
| WealthSpring Partners, LLC | $3.9M | 3.54% |
| VALLEY WEALTH MANAGERS, INC. | $3.9M | 0.25% |
| JANUS HENDERSON GROUP PLC | $3.9M | 0.00% |
| Sigma Planning Corp | $3.9M | 0.11% |
| AlphaStar Capital Management, LLC | $3.8M | 0.28% |
| WealthCare Investment Partners, LLC | $3.8M | 1.06% |
| HT Partners LLC | $3.8M | 1.15% |
| McIlrath & Eck, LLC | $3.8M | 0.28% |
| Martel Wealth Advisors LLC | $3.8M | 0.65% |
| HSBC HOLDINGS PLC | $3.8M | 0.00% |
| SCOTIA CAPITAL INC. | $3.7M | 0.02% |
| Quartz Partners, LLC | $3.7M | 1.44% |
| RiverGlades Family Offices LLC | $3.6M | 2.10% |
| Note Advisors, LLC | $3.6M | 1.78% |
| SWP FINANCIAL LLC | $3.5M | 1.81% |
| Avant Financial Advisors LLC | $3.5M | 2.49% |
| Hexagon Capital Partners LLC | $3.5M | 0.52% |
| Integrated Wealth Concepts LLC | $3.5M | 0.03% |
| PFG Advisors | $3.5M | 0.17% |
| VCI Wealth Management LLC | $3.4M | 0.95% |
| Skyline Advisors, Inc. | $3.4M | 1.19% |
| West Wealth Group, LLC | $3.4M | 0.67% |
| BLB&B Advisors, LLC | $3.4M | 0.14% |
| UNIVEST FINANCIAL Corp | $3.3M | 0.19% |
| DEUTSCHE BANK AG\ | $3.3M | 0.00% |
| WEALTH ALLIANCE, LLC | $3.2M | 0.32% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | $3.2M | 2.10% |
| HM PAYSON & CO | $3.2M | 0.05% |
| Heritage Family Offices, LLP | $3.2M | 1.41% |
| Horst & Graben Wealth Management LLC | $3.2M | 0.43% |
| Summit Global Investments | $3.1M | 0.18% |
| NATIONAL BANK OF CANADA /FI/ | $3.1M | 0.00% |
| Petix & Botte Co | $3.1M | 0.68% |
| Collaborative Fund Advisors, LLC | $3.1M | 1.88% |
| Robinswood Financial LLC | $3.0M | 0.96% |
| CHOREO, LLC | $3.0M | 0.04% |
| StoneX Group Inc. | $3.0M | 0.16% |
| LaSalle St. Investment Advisors, LLC | $3.0M | 0.42% |
| Claro Advisors Inc. | $3.0M | 0.36% |
| Point Nemo Capital, LLC | $3.0M | 1.95% |
| Legacy Wealth Partners, LLC | $3.0M | 0.74% |
| ELEVATION WEALTH PARTNERS, LLC | $2.9M | 1.05% |
| Global Endowment Management, LP | $2.9M | 0.32% |
| Sterling Financial Planning, Inc. | $2.9M | 0.85% |
| Cambria Investment Management, L.P. | $2.8M | 0.16% |
| Pettinga Financial Advisors LLC | $2.8M | 0.53% |
| Quadrant Private Wealth Management, LLC | $2.8M | 0.43% |
| RENAISSANCE TECHNOLOGIES LLC | $2.8M | 0.00% |
| Summit Financial, LLC | $2.7M | 0.03% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $2.7M | 0.03% |
| ATLas Financial Planning LLC | $2.7M | 2.44% |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | $2.7M | 0.90% |
| EHRLICH FINANCIAL GROUP | $2.7M | 1.56% |
| Womack Financial LLC | $2.7M | 1.99% |
| United Advisor Group, LLC | $2.7M | 0.33% |
| 10Elms LLP | $2.7M | 1.70% |
| Archer Investment Management, LLC | $2.7M | 1.13% |
| Manske Wealth Management | $2.6M | 0.73% |
| AQR CAPITAL MANAGEMENT LLC | $2.6M | 0.00% |
| Global Trust Wealth Management LLC | $2.6M | 1.95% |
| Buttonwood Financial Group, LLC | $2.6M | 1.58% |
| BANK OF HAWAII | $2.5M | 0.13% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | $2.5M | 0.79% |
| Balanced Rock Investment Advisors LLC | $2.5M | 1.77% |
| GENESIS PRIVATE WEALTH, LLC | $2.5M | 0.79% |
| Sequoia Financial Advisors, LLC | $2.5M | 0.01% |
| Burk Holdings LLC | $2.5M | 1.05% |
| Alvarez & Marsal Private Wealth Partners, LLC | $2.4M | 0.34% |
| Red Wave Investments LLC | $2.4M | 0.72% |
| Gladwyn Financial Advisors, Inc. | $2.4M | 1.68% |
| GREAT VALLEY ADVISOR GROUP, INC. | $2.4M | 0.04% |
| Focus Partners Advisor Solutions, LLC | $2.4M | 0.02% |
| University of Illinois Foundation | $2.3M | 0.48% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $2.3M | 0.05% |
| Graetz Wealth LLC | $2.3M | 2.05% |
| ALPS ADVISORS INC | $2.3M | 0.01% |
| Arkadios Wealth Advisors | $2.3M | 0.04% |
| Johnson Financial Group, LLC | $2.3M | 0.15% |
| Advisory Services Network, LLC | $2.3M | 0.03% |
| Capital Asset Managemnet, LLC | $2.2M | 2.53% |
| Cypress Wealth Services, LLC | $2.2M | 0.31% |
| Sowell Financial Services LLC | $2.2M | 0.08% |
| Comprehensive Money Management Services LLC | $2.2M | 1.45% |
| MAI Capital Management | $2.2M | 0.01% |
| Spectrum Planning & Advisory Services Inc. | $2.2M | 1.08% |
| LifePlan Investment Advisors, Inc. | $2.2M | 0.85% |
| STERLING INVESTMENT MANAGEMENT, LLC | $2.2M | 1.30% |
| FIRST HAWAIIAN BANK | $2.1M | 0.30% |
| BENJAMIN EDWARDS INC | $2.1M | 0.02% |
| Allodium Investment Consultants, LLC | $2.1M | 0.98% |
| U.S. Capital Wealth Advisors, LLC | $2.0M | 0.05% |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | $2.0M | 1.80% |
| Ridgewood Investments LLC | $2.0M | 0.83% |
| Outlook Wealth Advisors, LLC | $2.0M | 0.49% |
| REGIONS FINANCIAL CORP | $2.0M | 0.01% |
| Ryan Investment Management, Inc. | $2.0M | 1.13% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $2.0M | 0.04% |
| Charis Legacy Partners, LLC | $2.0M | 2.87% |
| Focus Financial Network, Inc. | $2.0M | 0.07% |
| Sovran Advisors, LLC | $1.9M | 0.15% |
| Napier Financial, LLC | $1.9M | 0.44% |
| CUTLER INVESTMENT COUNSEL LLC | $1.9M | 0.20% |
| FOUNDERS FINANCIAL SECURITIES LLC | $1.9M | 0.11% |
| TECTONIC ADVISORS LLC | $1.9M | 0.10% |
| B.O.S.S. Retirement Advisors, LLC | $1.9M | 0.58% |
| Cannon Advisors, Inc. | $1.9M | 1.40% |
| SYON CAPITAL LLC | $1.9M | 0.09% |
| IFP Advisors, Inc | $1.9M | 0.04% |
| New Insight Wealth Advisors | $1.9M | 0.67% |
| WMG Financial Advisors, LLC | $1.8M | 0.76% |
| Towerpoint Wealth, LLC | $1.8M | 0.72% |
| Westside Investment Management, Inc. | $1.8M | 0.27% |
| Spire Wealth Management | $1.8M | 0.06% |
| Meritas Wealth Management, LLC | $1.7M | 0.79% |
| Coston, McIsaac & Partners | $1.7M | 0.39% |
| SIGNET FINANCIAL MANAGEMENT, LLC | $1.7M | 0.19% |
| Stratos Wealth Partners, LTD. | $1.7M | 0.02% |
| OneAscent Financial Services LLC | $1.7M | 0.09% |
| Bragg Financial Advisors, Inc | $1.7M | 0.05% |