| CURIO WEALTH, LLC | $4.4M | 1.50% |
| NorthRock Partners, LLC | $4.4M | 0.07% |
| HighPoint Advisor Group LLC | $4.3M | 0.18% |
| BluePrint Investing LLC | $4.3M | 3.45% |
| Stratos Wealth Advisors, LLC | $4.3M | 0.26% |
| Amicus Financial Advisors, LLC | $4.2M | 1.17% |
| Clarity Capital Advisors, LLC | $4.2M | 1.97% |
| Balance Wealth, LLC | $4.2M | 1.31% |
| Everest Management Corp. | $4.2M | 2.13% |
| Aegis Wealth Management LLC | $4.1M | 2.35% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $4.1M | 0.02% |
| RFG Advisory, LLC | $4.1M | 0.07% |
| Total Clarity Wealth Management, Inc. | $4.1M | 0.96% |
| Advisors Capital Management, LLC | $4.0M | 0.05% |
| Belleair Asset Management, LLC | $4.0M | 3.68% |
| AlphaCore Capital LLC | $4.0M | 0.10% |
| PDS Planning, Inc | $3.9M | 0.26% |
| SUMMIT WEALTH GROUP LLC / CO | $3.9M | 0.41% |
| Retirement Planning Group, LLC | $3.9M | 0.12% |
| INTEGRATED WEALTHCARE, LLC | $3.9M | 3.27% |
| Meridian Wealth Management, LLC | $3.9M | 0.14% |
| Qube Research & Technologies Ltd | $3.9M | 0.00% |
| Summit Financial, LLC | $3.8M | 0.05% |
| Canvas Wealth Advisors, LLC | $3.8M | 0.65% |
| VISTA CAPITAL PARTNERS, INC. | $3.8M | 0.38% |
| CARY STREET PARTNERS FINANCIAL LLC | $3.8M | 0.09% |
| RENAISSANCE TECHNOLOGIES LLC | $3.8M | 0.01% |
| C M BIDWELL & ASSOCIATES LTD | $3.7M | 1.73% |
| FORTERIS WEALTH MANAGEMENT INC. | $3.7M | 3.55% |
| Orion Capital Management LLC | $3.7M | 1.27% |
| USAdvisors Wealth Management, LLC | $3.7M | 1.21% |
| Intelligent Financial Strategies | $3.7M | 1.90% |
| Kestra Investment Management, LLC | $3.6M | 0.06% |
| Summit Portfolio Management, LTD. | $3.6M | 2.31% |
| ALLIUM FINANCIAL ADVISORS, LLC | $3.6M | 2.87% |
| Mowery & Schoenfeld Wealth Management, LLC | $3.6M | 5.45% |
| Nautilus Advisors LLC | $3.5M | 2.43% |
| Pioneer Wealth Management Group | $3.5M | 0.99% |
| Concord Wealth Partners | $3.5M | 0.45% |
| City State Bank | $3.5M | 0.90% |
| Curi Capital, LLC | $3.4M | 0.06% |
| Eaton Financial Holdings Company, LLC | $3.4M | 1.12% |
| Freestone Capital Holdings, LLC | $3.4M | 0.10% |
| Samalin Investment Counsel, LLC | $3.4M | 1.20% |
| Vanguard National Trust Co | $3.4M | 0.21% |
| WestHill Financial Advisors, Inc. | $3.4M | 0.64% |
| Buttonwood Financial Advisors Inc. | $3.3M | 1.11% |
| Kure Advisory, LLC | $3.3M | 1.81% |
| ACCREDITED INVESTOR SERVICES, LLC | $3.2M | 2.06% |
| WEALTHSPAN PARTNERS, LLC | $3.2M | 1.13% |
| KOM Wealth Management Group, LLC | $3.2M | 2.17% |
| 25 LLC | $3.1M | 0.96% |
| True North Advisors, LLC | $3.1M | 0.35% |
| Wedmont Private Capital | $3.1M | 0.10% |
| Hartmann Taylor Wealth Management, LLC | $3.1M | 2.05% |
| Cresset Asset Management, LLC | $3.1M | 0.01% |
| Caprock Group, LLC | $3.1M | 0.07% |
| EVOKE WEALTH, LLC | $3.0M | 0.05% |
| Financial Insights, Inc. | $3.0M | 0.98% |
| Merited Wealth, LLC | $3.0M | 2.47% |
| Legacy Capital Wealth Partners, LLC | $2.9M | 0.60% |
| Prosperity Planning, Inc. | $2.9M | 0.73% |
| OpenArc Corporate Advisory, LLC | $2.9M | 0.04% |
| Atwater Malick LLC | $2.8M | 0.77% |
| Arkadios Wealth Advisors | $2.8M | 0.05% |
| PNC FINANCIAL SERVICES GROUP, INC. | $2.8M | 0.00% |
| Keener Financial Planning LLC | $2.8M | 1.19% |
| Baker Avenue Asset Management, LP | $2.8M | 0.06% |
| Ares Financial Consulting, LLC | $2.8M | 2.20% |
| Marietta Wealth Management, LLC | $2.8M | 0.33% |
| Physician Wealth Solutions Inc. | $2.8M | 1.15% |
| WealthCollab, LLC | $2.8M | 1.14% |
| Strategent Financial, LLC | $2.8M | 1.88% |
| Ashton Thomas Private Wealth, LLC | $2.8M | 0.07% |
| YARGER WEALTH STRATEGIES, LLC | $2.8M | 1.11% |
| Pallas Capital Advisors LLC | $2.7M | 0.10% |
| RB Capital Management, LLC | $2.7M | 0.58% |
| Seneschal Advisors, LLC | $2.7M | 2.03% |
| Americana Partners, LLC | $2.7M | 0.07% |
| Quad-Cities Investment Group, LLC | $2.7M | 1.07% |
| LEVEL FOUR ADVISORY SERVICES, LLC | $2.7M | 0.09% |
| Torren Management, LLC | $2.7M | 1.32% |
| Accurate Wealth Management, LLC | $2.7M | 0.32% |
| Sterling Wealth Advisors Inc | $2.6M | 1.51% |
| Cascade Wealth Advisors, Inc | $2.6M | 1.15% |
| Balefire, LLC | $2.6M | 0.49% |
| Seaside Wealth Management, Inc. | $2.6M | 0.73% |
| 49 WEALTH MANAGEMENT, LLC | $2.6M | 0.20% |
| Global Financial Private Client, LLC | $2.6M | 0.85% |
| Lakeridge Wealth Management LLC | $2.6M | 1.11% |
| BIP Wealth, LLC | $2.5M | 0.10% |
| US BANCORP \DE\ | $2.5M | 0.00% |
| CITIZENS FINANCIAL GROUP INC/RI | $2.5M | 0.04% |
| Innovative Asset Advisors Group, LLC | $2.5M | 1.45% |
| M&T Bank Corp | $2.5M | 0.01% |
| Sage Mountain Advisors LLC | $2.5M | 0.18% |
| KM Capital Management Ltd. | $2.5M | 1.67% |
| Tandem Financial, LLC | $2.5M | 0.79% |
| HUB Investment Partners, LLC | $2.5M | 0.06% |
| HFG Wealth Management, LLC | $2.5M | 1.36% |
| Level Wealth Management LLC | $2.5M | 1.15% |
| CENTRAL TRUST Co | $2.4M | 0.05% |
| NerdWallet Wealth Partners, LLC | $2.4M | 1.06% |
| FAMILY WEALTH PARTNERS, LLC | $2.4M | 0.82% |
| Freedom Day Solutions, LLC | $2.4M | 0.65% |
| TCFG WEALTH MANAGEMENT, LLC | $2.4M | 0.90% |
| TCFG Investment Advisors, LLC | $2.4M | 0.90% |
| Aviance Capital Partners, LLC | $2.4M | 0.28% |
| Rialto Wealth Management, LLC | $2.4M | 0.53% |
| Freedom Investment Management, Inc. | $2.3M | 0.69% |
| Live Oak Private Wealth LLC | $2.3M | 0.32% |
| Brooklyn FI, LLC | $2.3M | 0.49% |
| SIGNET FINANCIAL MANAGEMENT, LLC | $2.3M | 0.26% |
| Grey Fox Wealth Advisors, LLC | $2.3M | 0.44% |
| EXENCIAL WEALTH ADVISORS, LLC | $2.3M | 0.07% |
| Axis Wealth Partners, LLC | $2.3M | 1.20% |
| Schneider Downs Wealth Management Advisors, LP | $2.2M | 0.25% |
| Bank of New York Mellon Corp | $2.2M | 0.00% |
| STOLZ & ASSOCIATES, PS | $2.2M | 1.56% |
| Aquire Wealth Advisors, LLC | $2.2M | 0.58% |
| RHL GROUP, LLC | $2.2M | 1.88% |
| Larson Financial Group LLC | $2.2M | 0.07% |
| Stirlingshire Investments, Inc. | $2.2M | 1.90% |
| Signal Advisors Wealth, LLC | $2.1M | 0.15% |
| Strategic Wealth Partners, Ltd. | $2.1M | 0.15% |
| NATIXIS ADVISORS, LLC | $2.1M | 0.00% |
| GREAT OAK CAPITAL PARTNERS, LLC | $2.1M | 0.48% |
| Keating Financial Advisory Services, Inc. | $2.1M | 0.33% |
| WCG Wealth Advisors LLC | $2.1M | 0.06% |
| American Financial Advisors, LLC | $2.0M | 0.27% |
| Parkside Financial Bank & Trust | $2.0M | 0.16% |
| MJP ASSOCIATES INC /ADV | $2.0M | 0.25% |
| Advisor OS, LLC | $2.0M | 0.15% |
| Capital Investment Management, Inc. | $2.0M | 0.69% |
| Cadent Capital Advisors, LLC | $2.0M | 0.52% |
| NorthAvenue LLC | $2.0M | 1.59% |
| Shakespeare Wealth Management, LLC | $2.0M | 0.47% |
| COOKSON PEIRCE & CO INC | $2.0M | 0.08% |
| Cassaday & Co Wealth Management LLC | $2.0M | 0.04% |
| Strategic Blueprint, LLC | $2.0M | 0.11% |
| Beaird Harris Wealth Management, LLC | $1.9M | 0.13% |
| Landing Point Financial Group, LLC | $1.9M | 0.93% |
| Caliber Wealth Management, LLC / KS | $1.9M | 0.21% |
| Olistico Wealth, LLC | $1.9M | 0.94% |
| LJI Wealth Management, LLC | $1.9M | 0.30% |
| OneAscent Family Office, LLC | $1.9M | 1.30% |
| Storgate, LLC | $1.8M | 1.45% |
| Riverbend Wealth Management, LLC | $1.8M | 1.06% |
| OAKWORTH CAPITAL, INC. | $1.8M | 0.10% |
| World Investment Advisors | $1.8M | 0.03% |