| Arcataur Capital Management LLC | $6.3M | 1.75% |
| Centennial Bank/AR/ | $6.3M | 2.25% |
| Bull Oak Capital, LLC | $6.2M | 2.39% |
| Elevated Capital Advisors, LLC | $6.2M | 1.55% |
| BANK OF HAWAII | $6.2M | 0.32% |
| Rathbones Group PLC | $6.1M | 0.03% |
| Prosperity Consulting Group, LLC | $6.1M | 0.27% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | $6.1M | 0.44% |
| MAIMON WEALTH MANAGEMENT LTD. | $6.1M | 5.35% |
| CACTI ASSET MANAGEMENT LLC | $6.1M | 0.37% |
| Retirement Wealth Solutions LLC | $6.0M | 3.78% |
| Sunesis Advisors, LLC | $6.0M | 2.71% |
| Members Advisory Group LLC | $5.9M | 2.04% |
| Pacific Park Financial, Inc. | $5.9M | 3.88% |
| Financial Plan, Inc. | $5.9M | 0.64% |
| MARQUETTE ASSOCIATES, INC. | $5.8M | 6.29% |
| KANAWHA CAPITAL MANAGEMENT LLC | $5.8M | 0.41% |
| Harbour Trust & Investment Management Co | $5.7M | 0.60% |
| BancFirst Trust & Investment Management | $5.7M | 2.51% |
| Darrow Company, Inc. | $5.7M | 2.55% |
| OPPENHEIMER & CO INC | $5.6M | 0.07% |
| VestGen Advisors, LLC | $5.6M | 0.15% |
| MONETA GROUP INVESTMENT ADVISORS LLC | $5.6M | 0.04% |
| Manuka Financial, LLC | $5.5M | 3.41% |
| Prosperity Planning, Inc. | $5.5M | 1.39% |
| Integrity Investment Advisors, LLC | $5.5M | 2.98% |
| Ridgewood Investments LLC | $5.5M | 2.23% |
| HOHIMER WEALTH MANAGEMENT, LLC | $5.4M | 0.64% |
| Belleair Asset Management, LLC | $5.4M | 4.91% |
| Cooke Wealth Management, LLC | $5.4M | 4.77% |
| DGS Capital Management, LLC | $5.3M | 0.87% |
| JMN Financial LLC | $5.3M | 5.22% |
| Consilium Wealth Advisory, LLC | $5.3M | 1.80% |
| Ameritas Advisory Services, LLC | $5.2M | 0.20% |
| Ascentis Independent Advisors | $5.2M | 0.40% |
| Apex Wealth Management, LLC | $5.0M | 3.41% |
| Ferguson Johnson Wealth Management Inc | $4.9M | 4.00% |
| Financial Gravity Asset Management, Inc. | $4.9M | 0.88% |
| Cranbrook Wealth Management, LLC | $4.9M | 1.00% |
| Valpey Financial Services, LLC | $4.9M | 3.19% |
| Perigon Wealth Management, LLC | $4.9M | 0.09% |
| OMNI 360 Wealth, Inc. | $4.9M | 2.53% |
| Integrated Advisors Network LLC | $4.9M | 0.25% |
| Neumann Capital Management, LLC | $4.8M | 1.42% |
| Fonville Wealth Management LLC | $4.8M | 0.92% |
| Somnio Financial Group, LLC | $4.8M | 3.16% |
| BHK Investment Advisors, LLC | $4.8M | 1.60% |
| Gladwyn Financial Advisors, Inc. | $4.8M | 3.32% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | $4.7M | 0.84% |
| Wealthfront Advisers LLC | $4.7M | 0.01% |
| BOSTON FAMILY OFFICE LLC | $4.7M | 0.31% |
| Karpus Management, Inc. | $4.7M | 0.15% |
| MAI Capital Management | $4.6M | 0.03% |
| Sterling Financial Planning, Inc. | $4.6M | 1.36% |
| TI-TRUST, INC | $4.6M | 2.72% |
| Welch & Forbes LLC | $4.5M | 0.06% |
| ALLIANCEBERNSTEIN L.P. | $4.5M | 0.00% |
| TD Waterhouse Canada Inc. | $4.4M | 0.01% |
| United Financial Planning Group LLC | $4.4M | 2.58% |
| Advisory Services Network, LLC | $4.4M | 0.06% |
| FIDELIS iM, LLC | $4.4M | 1.65% |
| Per Stirling Capital Management, LLC. | $4.3M | 0.48% |
| Courage Miller Partners, LLC | $4.3M | 1.22% |
| Arrowroot Family Office, LLC | $4.3M | 1.43% |
| Man Group plc | $4.3M | 0.01% |
| SIGNAL TREE FINANCIAL PARTNERS LLC | $4.2M | 3.20% |
| STERLING INVESTMENT MANAGEMENT, LLC | $4.2M | 2.53% |
| Parkwoods Wealth Partners, LLC | $4.2M | 1.02% |
| Haverford Trust Co | $4.2M | 0.04% |
| Wealth Architects, LLC | $4.2M | 0.37% |
| Sigma Planning Corp | $4.2M | 0.12% |
| Infinity Wealth Counsel, LLC | $4.2M | 3.81% |
| Beaird Harris Wealth Management, LLC | $4.1M | 0.28% |
| Galvin, Gaustad & Stein, LLC | $4.1M | 0.33% |
| Pinnacle Financial Partners, Inc. | $4.1M | 0.03% |
| VOYA INVESTMENT MANAGEMENT LLC | $4.0M | 0.00% |
| FLC Capital Advisors | $4.0M | 0.71% |
| FIFTH THIRD SECURITIES, INC. | $4.0M | 0.26% |
| AGF MANAGEMENT LTD | $3.9M | 0.02% |
| B. Riley Wealth Advisors, Inc. | $3.9M | 0.25% |
| Rockbridge Investment Management, LCC | $3.9M | 0.35% |
| Sage Investment Advisers LLC | $3.9M | 2.87% |
| Connecticut Wealth Management, LLC | $3.8M | 0.16% |
| Pure Financial Advisors, LLC | $3.8M | 0.05% |
| Ackerman Capital Advisors, LLC | $3.8M | 0.78% |
| Good Harbor Advisors, Inc. | $3.8M | 4.10% |
| TCTC Holdings, LLC | $3.7M | 0.11% |
| OPPENHEIMER ASSET MANAGEMENT INC. | $3.7M | 0.04% |
| Colorado Capital Management, Inc. | $3.7M | 1.38% |
| EASTERN BANK | $3.7M | 0.06% |
| Vanguard National Trust Co | $3.7M | 0.23% |
| Foster Group, Inc. | $3.7M | 0.11% |
| VALLEY WEALTH MANAGERS, INC. | $3.7M | 0.24% |
| TCI Wealth Advisors, Inc. | $3.7M | 0.19% |
| BLB&B Advisors, LLC | $3.7M | 0.15% |
| CALTON & ASSOCIATES, INC. | $3.6M | 0.52% |
| Arkadios Wealth Advisors | $3.6M | 0.06% |
| STEPHENS INC /AR/ | $3.6M | 0.04% |
| HT Partners LLC | $3.6M | 1.08% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $3.6M | 0.06% |
| Sellwood Investment Partners LLC | $3.6M | 1.40% |
| BENJAMIN EDWARDS INC | $3.5M | 0.04% |
| Vistica Wealth Advisors, LLC | $3.5M | 3.52% |
| MOLLER WEALTH PARTNERS | $3.5M | 0.70% |
| McNaughton Wealth Management, LLC | $3.5M | 1.46% |
| Lodestone Wealth Management LLC | $3.5M | 1.39% |
| Carnegie Investment Counsel | $3.5M | 0.07% |
| Meridian Wealth Management, LLC | $3.5M | 0.12% |
| Koss-Olinger Consulting, LLC | $3.5M | 0.29% |
| Red Mountain Financial, LLC | $3.5M | 3.26% |
| Caldwell Trust Co | $3.4M | 0.31% |
| HB Wealth Management, LLC | $3.4M | 0.02% |
| Independent Advisor Alliance | $3.4M | 0.04% |
| Wescott Financial Advisory Group, LLC | $3.4M | 0.30% |
| Evensky & Katz LLC | $3.4M | 0.19% |
| CITADEL ADVISORS LLC | $3.4M | 0.00% |
| CITIZENS FINANCIAL GROUP INC/RI | $3.4M | 0.05% |
| KAVAR CAPITAL PARTNERS GROUP, LLC | $3.3M | 0.42% |
| Brand Asset Management Group, Inc. | $3.3M | 0.86% |
| Traveka Wealth, LLC | $3.3M | 1.26% |
| Patten Group, Inc. | $3.3M | 0.57% |
| EP Wealth Advisors, LLC | $3.3M | 0.02% |
| FIRST HAWAIIAN BANK | $3.3M | 0.46% |
| NBC SECURITIES, INC. | $3.2M | 0.24% |
| Bryn Mawr Trust Advisors, LLC | $3.2M | 0.16% |
| Affinity Capital Advisors, LLC | $3.2M | 0.45% |
| Arbor Wealth Advisors LLC | $3.2M | 2.22% |
| Towne Trust Company, N.A | $3.1M | 1.01% |
| SILVER OAK SECURITIES, INCORPORATED | $3.1M | 0.23% |
| Stratos Wealth Partners, LTD. | $3.1M | 0.04% |
| Pearl Planning LLC | $3.1M | 1.66% |
| Forum Private Client Group LLC | $3.1M | 1.03% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | $3.1M | 0.88% |
| LAZARD ASSET MANAGEMENT LLC | $3.1M | 0.01% |
| Performance Wealth Partners, LLC | $3.0M | 0.09% |
| Aletheian Wealth Advisors LLC | $3.0M | 1.46% |
| Robinswood Financial LLC | $3.0M | 0.94% |
| Cornerstone Wealth Management, LLC | $3.0M | 0.15% |
| Opus Financial Solutions LLC | $3.0M | 2.80% |
| Leeward Financial Partners, LLC | $3.0M | 0.88% |
| MCF Advisors LLC | $2.9M | 0.13% |
| Aspirean Wealth, LLC | $2.9M | 3.17% |
| Geneos Wealth Management Inc. | $2.9M | 0.07% |
| Vise Technologies, Inc. | $2.9M | 0.06% |
| Prostatis Group LLC | $2.9M | 0.74% |
| Leo H. Evart, Inc. | $2.9M | 2.48% |
| Coordinated Financial Services, Inc. | $2.9M | 1.66% |
| FC Advisory LLC | $2.9M | 0.84% |
| Ally Invest Advisors Inc. | $2.9M | 0.19% |
| Alesco Advisors, LLC, An ESL Co | $2.8M | 0.07% |