| First Western Trust Bank | $3.5M | 0.18% |
| Blume Capital Management, Inc. | $3.4M | 0.58% |
| TAGStone Capital, Inc. | $3.4M | 1.19% |
| Financial Planning Navigators CORP | $3.4M | 1.48% |
| IHT Wealth Management, LLC | $3.3M | 0.08% |
| Advisory Services Network, LLC | $3.3M | 0.04% |
| Strategic Investment Solutions, Inc. /IL | $3.3M | 0.79% |
| Freedom Investment Management, Inc. | $3.3M | 0.97% |
| Mason & Associates Inc | $3.2M | 0.62% |
| Drucker Wealth 3.0, LLC | $3.2M | 0.56% |
| LEGACY FINANCIAL GROUP, INC. | $3.2M | 0.85% |
| Texas Capital Bank Wealth Management Services Inc | $3.2M | 0.19% |
| MATHER GROUP, LLC. | $3.2M | 0.03% |
| Belleair Asset Management, LLC | $3.2M | 2.88% |
| ENZI WEALTH | $3.1M | 1.09% |
| KELLEHER FINANCIAL ADVISORS | $3.1M | 0.79% |
| Lauer Wealth, LLC | $3.1M | 2.47% |
| SEI INVESTMENTS CO | $3.1M | 0.00% |
| MORRIS FINANCIAL CONCEPTS, INC. | $3.0M | 1.04% |
| Wealthspire Advisors, LLC | $3.0M | 0.02% |
| Strathmore Capital Advisors, Inc. | $3.0M | 0.85% |
| DOPKINS WEALTH MANAGEMENT, LLC | $3.0M | 1.20% |
| Sprinkle Financial Consultants LLC | $3.0M | 1.38% |
| Equitable Holdings, Inc. | $3.0M | 0.02% |
| Kingsview Wealth Management, LLC | $3.0M | 0.04% |
| MONETA GROUP INVESTMENT ADVISORS LLC | $2.9M | 0.02% |
| ADE, LLC | $2.9M | 1.40% |
| Narus Financial Partners, LLC | $2.9M | 0.77% |
| MCF Advisors LLC | $2.9M | 0.13% |
| SACHEM HILL LLC | $2.9M | 0.56% |
| Cloud Capital Management, LLC | $2.9M | 1.25% |
| Pacific Asset Management, LLC | $2.9M | 1.60% |
| RS CRUM INC. | $2.8M | 0.55% |
| Generations Wealth, LLC | $2.8M | 2.75% |
| Vantage Point Financial LLC | $2.8M | 0.98% |
| Olistico Wealth, LLC | $2.8M | 1.37% |
| Summit Financial, LLC | $2.8M | 0.04% |
| Aurelius Family Office LLC | $2.8M | 1.20% |
| Oakmont Advisory Group, LLC | $2.7M | 2.78% |
| Great Point Wealth Advisors, LLC | $2.7M | 0.50% |
| Capstone Wealth Management, LLC | $2.7M | 1.87% |
| M Wealth Management, LLC | $2.6M | 2.20% |
| FLC Capital Advisors | $2.6M | 0.46% |
| WCG Wealth Advisors LLC | $2.6M | 0.07% |
| BAKER BOYER NATIONAL BANK | $2.5M | 0.76% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $2.5M | 0.62% |
| Cambridge Financial Group, LLC | $2.5M | 0.85% |
| AG Asset Advisory, LLC | $2.5M | 2.07% |
| Powers Advisory Group, LLC | $2.5M | 0.87% |
| D.A. DAVIDSON & CO. | $2.5M | 0.01% |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | $2.4M | 0.69% |
| Concord Wealth Partners | $2.4M | 0.32% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $2.4M | 0.01% |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | $2.4M | 1.87% |
| Quadcap Wealth Management, LLC | $2.4M | 0.27% |
| Johnson Wealth Management, LLC | $2.4M | 1.14% |
| Goepper Burkhardt LLC | $2.4M | 0.79% |
| Pettinga Financial Advisors LLC | $2.3M | 0.44% |
| Gibraltar Capital Management, Inc. | $2.3M | 0.40% |
| SUTTON PLACE INVESTORS LLC | $2.3M | 1.26% |
| FourThought Financial Partners, LLC | $2.3M | 0.20% |
| Rehmann Capital Advisory Group | $2.3M | 0.12% |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | $2.2M | 0.33% |
| Trace Wealth Advisors, LLC | $2.2M | 1.65% |
| Fortis Advisors, LLC | $2.2M | 1.10% |
| EXENCIAL WEALTH ADVISORS, LLC | $2.2M | 0.07% |
| Triumph Capital Management | $2.2M | 0.44% |
| WESCAP Management Group, Inc. | $2.2M | 0.43% |
| Cypress Wealth Services, LLC | $2.1M | 0.30% |
| J.W. COLE ADVISORS, INC. | $2.1M | 0.07% |
| Berger Financial Group, Inc | $2.1M | 0.12% |
| Mayfair Advisory Group, LLC | $2.1M | 0.73% |
| Ariadne Wealth Management, LP | $2.1M | 0.94% |
| Gladstone Institutional Advisory LLC | $2.1M | 0.08% |
| Integrated Advisors Network LLC | $2.1M | 0.11% |
| Optimus Capital Advisors, LLC | $2.0M | 1.20% |
| IFP Advisors, Inc | $2.0M | 0.04% |
| SwitchPoint Financial Planning, LLC | $2.0M | 1.35% |
| SUMMIT WEALTH GROUP LLC / CO | $2.0M | 0.21% |
| ELEVATE WEALTH ADVISORY, INC | $2.0M | 1.24% |
| Quad-Cities Investment Group, LLC | $1.9M | 0.78% |
| Five Oceans Advisors | $1.9M | 0.70% |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | $1.9M | 0.20% |
| PNC FINANCIAL SERVICES GROUP, INC. | $1.9M | 0.00% |
| FCA CORP /TX | $1.9M | 0.53% |
| Cherry Tree Wealth Management, LLC | $1.9M | 0.40% |
| LVZ, Inc. | $1.9M | 0.21% |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | $1.8M | 0.31% |
| Graves Light Lenhart Wealth, Inc. | $1.8M | 0.19% |
| ELEVATION WEALTH PARTNERS, LLC | $1.8M | 0.65% |
| Mills Wealth Advisors LLC | $1.8M | 0.63% |
| AlphaCore Capital LLC | $1.8M | 0.04% |
| Petersen Hastings Wealth Advisors Inc. | $1.8M | 0.17% |
| BIP Wealth, LLC | $1.8M | 0.07% |
| JFS WEALTH ADVISORS, LLC | $1.8M | 0.10% |
| Resonant Capital Advisors, LLC | $1.8M | 0.09% |
| Stratos Wealth Partners, LTD. | $1.8M | 0.02% |
| Integrated Wealth Concepts LLC | $1.8M | 0.01% |
| CFS Investment Advisory Services, LLC | $1.8M | 0.12% |
| AMERIPRISE FINANCIAL INC | $1.8M | 0.00% |
| STEVENS CAPITAL PARTNERS | $1.7M | 0.42% |
| OARSMAN CAPITAL, INC. | $1.7M | 0.22% |
| Sollinda Capital Management LLC | $1.7M | 0.42% |
| Westmount Partners, LLC | $1.7M | 0.41% |
| Rockwood Wealth Management, LLC | $1.7M | 0.12% |
| Shearwater Capital LLC | $1.7M | 0.88% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $1.7M | 0.03% |
| MOODY NATIONAL BANK TRUST DIVISION | $1.6M | 0.16% |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | $1.6M | 1.45% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $1.6M | 0.01% |
| Lauterbach Financial Advisors, LLC | $1.6M | 0.77% |
| Asset Dedication, LLC | $1.6M | 0.11% |
| Curi Capital, LLC | $1.5M | 0.03% |
| GREAT VALLEY ADVISOR GROUP, INC. | $1.5M | 0.03% |
| VERUS WEALTH MANAGEMENT, LLC | $1.5M | 1.40% |
| JT Stratford LLC | $1.5M | 0.19% |
| AWM CAPITAL, LLC | $1.5M | 0.14% |
| Samalin Investment Counsel, LLC | $1.5M | 0.53% |
| Embree Financial Group | $1.5M | 0.17% |
| Quantum Financial Advisors, LLC | $1.5M | 0.17% |
| WMS Group LLC | $1.5M | 2.13% |
| NATIXIS ADVISORS, LLC | $1.4M | 0.00% |
| VSM Wealth Advisory, LLC | $1.4M | 0.43% |
| Wealthcare Advisory Partners LLC | $1.4M | 0.03% |
| PEAPACK GLADSTONE FINANCIAL CORP | $1.4M | 0.02% |
| Apollon Financial, LLC | $1.4M | 0.19% |
| RETIREMENT GUYS FORMULA LLC | $1.4M | 0.64% |
| CENTAURUS FINANCIAL, INC. | $1.4M | 0.07% |
| Axis Wealth Partners, LLC | $1.4M | 0.73% |
| AE Wealth Management LLC | $1.4M | 0.01% |
| NAPLES GLOBAL ADVISORS, LLC | $1.4M | 0.10% |
| USAdvisors Wealth Management, LLC | $1.4M | 0.45% |
| Clarity Capital Advisors, LLC | $1.4M | 0.63% |
| Laird Norton Wetherby Trust Company, LLC | $1.4M | 0.03% |
| VIRTUE ASSET MANAGEMENT LLC | $1.3M | 1.06% |
| Financial Connections Group, Inc. | $1.3M | 0.46% |
| &PARTNERS | $1.3M | 0.01% |
| E6 Portfolios, LLC | $1.3M | 1.36% |
| Intelligence Driven Advisers, LLC | $1.3M | 0.22% |
| Warwick Investment Management, Inc. | $1.3M | 0.19% |
| Bedel Financial Consulting, Inc. | $1.3M | 0.14% |
| Institute for Wealth Management, LLC. | $1.3M | 0.13% |
| Pinnacle Bancorp, Inc. | $1.3M | 0.37% |
| Smith Partners Wealth Management, LLC | $1.2M | 1.12% |
| FLOW TRADERS U.S. LLC | $1.2M | 0.04% |
| Prospera Financial Services Inc | $1.2M | 0.02% |
| Clark Asset Management, LLC | $1.2M | 0.11% |
| Washington Trust Advisors, Inc. | $1.2M | 0.10% |
| NewEdge Wealth, LLC | $1.2M | 0.01% |
| FMR LLC | $1.2M | 0.00% |