| Summit Portfolio Management, LTD. | $2.7M | 1.73% |
| Tyche Wealth Partners LLC | $2.7M | 0.41% |
| Aerodigm Wealth, LLC | $2.7M | 1.00% |
| TruNorth Capital Management, LLC | $2.6M | 0.50% |
| Sigma Planning Corp | $2.6M | 0.07% |
| True Wealth Design, LLC | $2.6M | 0.72% |
| Strathmore Capital Advisors, Inc. | $2.6M | 0.73% |
| FINANCIAL CONSULATE, INC | $2.6M | 0.32% |
| Walsh & Associates, LLC | $2.6M | 2.55% |
| ELEVATION WEALTH PARTNERS, LLC | $2.6M | 0.91% |
| Avant Financial Advisors LLC | $2.5M | 1.78% |
| FMR LLC | $2.5M | 0.00% |
| Bridgewater Advisors Inc. | $2.5M | 0.15% |
| NORTHERN TRUST CORP | $2.5M | 0.00% |
| Avior Wealth Management, LLC | $2.4M | 0.07% |
| 3 FACTOR INDEXING, LLC | $2.4M | 2.24% |
| Mutual Advisors, LLC | $2.4M | 0.05% |
| MONEY CONCEPTS CAPITAL CORP | $2.4M | 0.13% |
| Midwest Trust Co | $2.3M | 0.03% |
| Investmark Advisory Group LLC | $2.3M | 0.99% |
| HUTCHINSON CAPITAL MANAGEMENT/CA | $2.3M | 0.42% |
| Rockwood Wealth Management, LLC | $2.3M | 0.16% |
| Glass Jacobson Investment Advisors llc | $2.2M | 0.77% |
| Grove Street Fiduciary, LLC | $2.2M | 0.98% |
| Rehmann Capital Advisory Group | $2.2M | 0.12% |
| Rockefeller Capital Management L.P. | $2.2M | 0.00% |
| International Private Wealth Advisors LLC | $2.2M | 1.33% |
| marrick wealth, LLC | $2.2M | 1.81% |
| Navigate Wealth Management, LLC | $2.1M | 1.49% |
| Abel Hall, LLC | $2.1M | 0.45% |
| Long Island Wealth Management, Inc. | $2.1M | 0.97% |
| Sanctuary Advisors, LLC | $2.1M | 0.01% |
| Root Financial Partners, LLC | $2.1M | 0.10% |
| Cascade Financial Partners, LLC | $2.0M | 0.21% |
| Clark Asset Management, LLC | $2.0M | 0.19% |
| PNC FINANCIAL SERVICES GROUP, INC. | $2.0M | 0.00% |
| Heritage Investment Group, Inc. | $2.0M | 0.31% |
| Corus Family Wealth Advisors | $2.0M | 1.63% |
| QUARRY HILL ADVISORS, LLC | $2.0M | 0.82% |
| Strategic Blueprint, LLC | $2.0M | 0.12% |
| LAM GROUP, INC. | $2.0M | 1.08% |
| HBE Wealth Management, LLC | $2.0M | 1.72% |
| Caprock Group, LLC | $2.0M | 0.05% |
| ARK & TLK INVESTMENTS, LLC | $1.9M | 0.53% |
| Ponta Wealth Partners, LLC | $1.9M | 1.55% |
| New Dimensions Wealth Management, LLC | $1.9M | 1.62% |
| Lodestone Wealth Management LLC | $1.9M | 0.75% |
| Olistico Wealth, LLC | $1.9M | 0.91% |
| AMERIPRISE FINANCIAL INC | $1.8M | 0.00% |
| True North Advisors, LLC | $1.8M | 0.20% |
| Financial Synergies Wealth Advisors, Inc. | $1.7M | 0.17% |
| Aptus Capital Advisors, LLC | $1.7M | 0.01% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $1.7M | 0.01% |
| POINCIANA ADVISORS GROUP, LLC | $1.7M | 1.37% |
| CarsonAllaria Wealth Management, Ltd. | $1.7M | 0.83% |
| Versant Capital Management, Inc | $1.7M | 0.16% |
| Steward Partners Investment Advisory, LLC | $1.7M | 0.01% |
| BIP Wealth, LLC | $1.6M | 0.07% |
| Addison Advisors LLC | $1.6M | 0.36% |
| VERUS WEALTH MANAGEMENT, LLC | $1.6M | 1.51% |
| 25 LLC | $1.6M | 0.50% |
| MONTAG A & ASSOCIATES INC | $1.6M | 0.07% |
| Legacy Capital Wealth Partners, LLC | $1.6M | 0.33% |
| RENASANT BANK | $1.6M | 1.12% |
| Meredith Wealth Planning | $1.6M | 0.43% |
| MELFA WEALTH MANAGEMENT, INC. | $1.6M | 0.90% |
| IFP Advisors, Inc | $1.5M | 0.03% |
| Vise Technologies, Inc. | $1.5M | 0.03% |
| Curi Capital, LLC | $1.5M | 0.03% |
| IFG Advisors, LLC | $1.5M | 0.25% |
| Aspirean Wealth, LLC | $1.5M | 1.65% |
| 55 North Private Wealth, LLC | $1.5M | 0.39% |
| Legacy Financial Advisors, Inc. | $1.5M | 0.21% |
| VIRTUE ASSET MANAGEMENT LLC | $1.5M | 1.20% |
| BOS Asset Management, LLC | $1.5M | 0.38% |
| Triumph Capital Management | $1.5M | 0.31% |
| Wealth Enhancement Trust Services, Inc. | $1.5M | 0.18% |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | $1.5M | 0.91% |
| NerdWallet Wealth Partners, LLC | $1.5M | 0.64% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | $1.5M | 0.42% |
| Foundation Wealth Management, LLC\PA | $1.4M | 0.51% |
| Compass Advisory Group LLC | $1.4M | 0.38% |
| WealthCollab, LLC | $1.4M | 0.59% |
| Prime Capital Investment Advisors, LLC | $1.4M | 0.02% |
| LJI Wealth Management, LLC | $1.4M | 0.22% |
| SILVER OAK SECURITIES, INCORPORATED | $1.4M | 0.10% |
| Balboa Wealth Partners | $1.4M | 0.23% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $1.4M | 0.01% |
| Kondo Wealth Advisors, Inc. | $1.4M | 0.52% |
| Krilogy Financial LLC | $1.4M | 0.04% |
| MSA Advisors, LLC | $1.4M | 0.41% |
| BESSEMER GROUP INC | $1.4M | 0.00% |
| ACTION POINT FINANCIAL PLANNING, LLC | $1.3M | 1.19% |
| TOBIAS FINANCIAL ADVISORS, INC. | $1.3M | 0.19% |
| Avidian Wealth Enterprises, LLC | $1.3M | 0.04% |
| SEI INVESTMENTS CO | $1.3M | 0.00% |
| Capital Group Private Client Services, Inc. | $1.3M | 0.02% |
| Vermillion Wealth Management, Inc. | $1.3M | 0.50% |
| Measured Wealth Private Client Group, LLC | $1.3M | 0.35% |
| L.K. Benson & Company, P.C. | $1.3M | 0.42% |
| Silver Oak Advisory Group, Inc. | $1.3M | 0.54% |
| HARBOUR INVESTMENTS, INC. | $1.3M | 0.02% |
| Black Swift Group, LLC | $1.2M | 0.22% |
| Intergy Private Wealth, LLC | $1.2M | 0.36% |
| Savvy Advisors, Inc. | $1.2M | 0.03% |
| IHT Wealth Management, LLC | $1.2M | 0.03% |
| 180 WEALTH ADVISORS, LLC | $1.2M | 0.14% |
| Partners in Financial Planning | $1.2M | 0.20% |
| Integrity Wealth Solutions LLC | $1.2M | 0.47% |
| McGrath & Associates, Inc. | $1.2M | 1.74% |
| WILLNER & HELLER, LLC | $1.2M | 0.88% |
| Petersen Hastings Wealth Advisors Inc. | $1.2M | 0.11% |
| Vannoy Advisory Group, Inc. | $1.1M | 0.72% |
| Peirce Capital Management, LLC | $1.1M | 0.45% |
| Clear Creek Financial Management, LLC | $1.1M | 0.09% |
| RENAISSANCE TECHNOLOGIES LLC | $1.1M | 0.00% |
| BetterWealth, LLC | $1.1M | 0.22% |
| FIFTH THIRD BANCORP | $1.1M | 0.00% |
| Axis Wealth Partners, LLC | $1.1M | 0.58% |
| GRAND WEALTH MANAGEMENT, LLC | $1.1M | 0.51% |
| Aurelius Family Office LLC | $1.1M | 0.47% |
| Wedmont Private Capital | $1.1M | 0.03% |
| Summit Financial, LLC | $1.1M | 0.01% |
| MB Generational Wealth, LLC | $1.1M | 0.59% |
| KAVAR CAPITAL PARTNERS GROUP, LLC | $1.1M | 0.13% |
| Orion Porfolio Solutions, LLC | $1.0M | 0.01% |
| WEALTHSPAN PARTNERS, LLC | $1.0M | 0.37% |
| CENTRAL TRUST Co | $1.0M | 0.02% |
| Warwick Investment Management, Inc. | $1.0M | 0.15% |
| CENTAURUS FINANCIAL, INC. | $1.0M | 0.05% |
| Roundview Capital LLC | $1.0M | 0.06% |
| TRUSTMARK BANK TRUST DEPARTMENT | $1.0M | 0.06% |
| Rialto Wealth Management, LLC | $994.7K | 0.22% |
| KEYBANK NATIONAL ASSOCIATION/OH | $987.7K | 0.00% |
| &PARTNERS | $980.6K | 0.00% |
| rebel Financial LLC | $975.4K | 0.42% |
| Apollon Wealth Management, LLC | $971.2K | 0.02% |
| MARIPAU WEALTH MANAGEMENT LLC | $959.5K | 0.42% |
| Eaton Financial Holdings Company, LLC | $959.2K | 0.31% |
| WELLS FARGO & COMPANY/MN | $942.8K | 0.00% |
| Beacon Financial Advisory LLC | $936.8K | 0.21% |
| Capital Investment Advisors, LLC | $928.4K | 0.01% |
| Nautilus Advisors LLC | $927.1K | 0.64% |
| OneAscent Family Office, LLC | $919.3K | 0.64% |
| Falcon Wealth Planning | $906.5K | 0.06% |
| Concentrum Wealth Management | $903.5K | 0.27% |
| Forza Wealth Management, LLC | $901.5K | 0.31% |
| Prudent Man Investment Management, Inc. | $900.8K | 0.30% |
| Dakota Wealth Management | $885.4K | 0.02% |
| Chicago Partners Investment Group LLC | $881.8K | 0.02% |