| McLean Asset Management Corp | $3.9M | 0.68% |
| Spire Wealth Management | $3.9M | 0.13% |
| Waverly Advisors, LLC | $3.8M | 0.03% |
| Arax Advisory Partners | $3.7M | 0.11% |
| BAYSHORE ASSET MANAGEMENT, LLC | $3.7M | 1.47% |
| QUARRY HILL ADVISORS, LLC | $3.6M | 1.50% |
| Gradient Capital Advisors, LLC | $3.6M | 0.93% |
| Janney Montgomery Scott LLC | $3.5M | 0.01% |
| Golden Bell Financial Planning LLC | $3.5M | 2.79% |
| Kane Co Wealth Management, Inc. | $3.5M | 2.93% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $3.5M | 0.00% |
| MASTER'S WEALTH MANAGEMENT INC. | $3.4M | 1.16% |
| MORRIS FINANCIAL CONCEPTS, INC. | $3.3M | 1.12% |
| Avior Wealth Management, LLC | $3.2M | 0.09% |
| E6 Portfolios, LLC | $3.2M | 3.31% |
| Vannoy Advisory Group, Inc. | $3.1M | 1.99% |
| Corus Family Wealth Advisors | $3.1M | 2.52% |
| Burton Enright Welch | $3.0M | 0.41% |
| Glass Jacobson Investment Advisors llc | $3.0M | 1.04% |
| Quantinno Capital Management LP | $3.0M | 0.00% |
| Forvis Mazars Wealth Advisors, LLC | $3.0M | 0.06% |
| MML INVESTORS SERVICES, LLC | $3.0M | 0.01% |
| Rialto Wealth Management, LLC | $2.9M | 0.66% |
| ACTION POINT FINANCIAL PLANNING, LLC | $2.9M | 2.59% |
| Kestra Advisory Services, LLC | $2.9M | 0.01% |
| CSP Financial Group, LLC | $2.8M | 2.87% |
| Brady Martz Wealth Solutions, LLC | $2.8M | 0.47% |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | $2.8M | 1.65% |
| Summit Portfolio Management, LTD. | $2.8M | 1.77% |
| Orion Porfolio Solutions, LLC | $2.7M | 0.02% |
| Mraz, Amerine & Associates, Inc. | $2.7M | 0.40% |
| Blue Trust, Inc. | $2.7M | 0.03% |
| Trailhead Planners LLC | $2.7M | 2.55% |
| RAM Investment Partners, LLC | $2.6M | 0.46% |
| Financially in Tune, LLC | $2.6M | 2.24% |
| XY Planning Network, Inc. | $2.5M | 0.41% |
| Aurelius Family Office LLC | $2.5M | 1.09% |
| New England Private Wealth Advisors LLC | $2.5M | 0.29% |
| CITADEL ADVISORS LLC | $2.4M | 0.00% |
| AA Financial Advisors, LLC | $2.4M | 0.33% |
| Cambridge Financial Group, LLC | $2.3M | 0.78% |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | $2.3M | 0.47% |
| DOPKINS WEALTH MANAGEMENT, LLC | $2.2M | 0.90% |
| COGENT STRATEGIC WEALTH LLC | $2.1M | 2.12% |
| Fortitude Family Office, LLC | $2.0M | 0.44% |
| Ferguson Johnson Wealth Management Inc | $1.9M | 1.55% |
| Cambridge Investment Research Advisors, Inc. | $1.9M | 0.00% |
| Koenig Investment Advisory, LLC | $1.9M | 1.60% |
| Midwest Trust Co | $1.9M | 0.02% |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | $1.9M | 1.69% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | $1.9M | 0.13% |
| Clear Creek Financial Management, LLC | $1.8M | 0.14% |
| Acorn Wealth Advisors, LLC | $1.8M | 0.53% |
| Peirce Capital Management, LLC | $1.8M | 0.70% |
| PW ADVISORS, LLC \ FL | $1.8M | 1.32% |
| Matisse Capital | $1.7M | 0.74% |
| Strategic Investment Solutions, Inc. /IL | $1.7M | 0.42% |
| NWAM LLC | $1.7M | 0.10% |
| Moisand Fitzgerald Tamayo, LLC | $1.7M | 0.18% |
| Werba Rubin Papier Wealth Management | $1.7M | 0.23% |
| Benson Investment Management Company, Inc. | $1.7M | 14.93% |
| KEYVANTAGE WEALTH, LLC | $1.7M | 0.73% |
| Longview Financial Advisors, Inc. | $1.6M | 1.01% |
| Legacy Financial Advisors, Inc. | $1.6M | 0.23% |
| Triumph Capital Management | $1.6M | 0.33% |
| Three Arch Wealth Management LLC | $1.6M | 0.29% |
| Prosperity Planning, Inc. | $1.6M | 0.40% |
| W.H. Cornerstone Investments Inc. | $1.6M | 0.97% |
| CURIO WEALTH, LLC | $1.5M | 0.53% |
| Tortoise Investment Management, LLC | $1.5M | 0.13% |
| Stratos Investment Management, LLC | $1.5M | 0.06% |
| Perigon Wealth Management, LLC | $1.5M | 0.03% |
| EverSource Wealth Advisors, LLC | $1.5M | 0.05% |
| Factor Wealth Management LTD | $1.4M | 0.27% |
| McGrath & Associates, Inc. | $1.4M | 2.04% |
| CSS LLC/IL | $1.4M | 0.07% |
| Simplicity Wealth,LLC | $1.4M | 0.08% |
| UBS Group AG | $1.3M | 0.00% |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | $1.3M | 0.83% |
| Capital Group Private Client Services, Inc. | $1.3M | 0.02% |
| RF&L WEALTH MANAGEMENT, LLC | $1.3M | 1.01% |
| Nautilus Advisors LLC | $1.3M | 0.92% |
| Oceanside Advisors LLC | $1.3M | 0.74% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.2M | 0.00% |
| MISSION WEALTH MANAGEMENT, LP | $1.2M | 0.03% |
| Altiora Financial Group, LLC | $1.2M | 0.20% |
| Two West Capital Advisors LLC | $1.2M | 0.65% |
| Shearwater Capital LLC | $1.2M | 0.64% |
| Allegiance Financial Group Advisory Services LLC | $1.2M | 0.24% |
| MORGAN STANLEY | $1.2M | 0.00% |
| Approach Retirement Advisors, LLC | $1.2M | 0.96% |
| HBE Wealth Management, LLC | $1.1M | 1.00% |
| Faithward Advisors, LLC | $1.1M | 0.16% |
| TITLEIST ASSET MANAGEMENT, LLC | $1.1M | 0.08% |
| CITIGROUP INC | $1.1M | 0.00% |
| Hudson Oak Wealth Advisory LLC | $1.1M | 0.95% |
| RTD Financial Advisors, Inc. | $1.1M | 0.13% |
| CarsonAllaria Wealth Management, Ltd. | $1.1M | 0.54% |
| RB Capital Management, LLC | $1.1M | 0.23% |
| Hilltop Holdings Inc. | $1.1M | 0.10% |
| Porter White Investment Advisors, Inc. | $1.1M | 0.42% |
| Ballast Financial Advisors LLC | $1.0M | 1.07% |
| CHOREO, LLC | $1.0M | 0.01% |
| BDFS Capital LLC | $1.0M | 0.49% |
| Rehmann Capital Advisory Group | $1.0M | 0.05% |
| Capstone Wealth Management, LLC | $1.0M | 0.71% |
| Journey Beyond Wealth, LLC | $986.0K | 0.85% |
| RCS Financial Planning, LLC | $955.6K | 0.50% |
| GTS SECURITIES LLC | $932.8K | 0.03% |
| Oath Planning, LLC | $919.1K | 0.82% |
| UMB Bank, n.a. | $909.3K | 0.01% |
| Summit Financial, LLC | $874.9K | 0.01% |
| SIGNET FINANCIAL MANAGEMENT, LLC | $872.5K | 0.10% |
| C M BIDWELL & ASSOCIATES LTD | $872.2K | 0.41% |
| Friday Financial | $870.8K | 0.30% |
| ATLas Financial Planning LLC | $864.2K | 0.78% |
| Greenspring Advisors, LLC | $863.8K | 0.05% |
| Passive Capital Management, LLC. | $860.3K | 0.26% |
| Sanctuary Advisors, LLC | $852.6K | 0.00% |
| Daner Wealth Management, LLC | $849.2K | 0.50% |
| Wealthspire Advisors, LLC | $847.1K | 0.01% |
| Generations Wealth, LLC | $842.2K | 0.82% |
| HARBOR INVESTMENT ADVISORY, LLC | $818.3K | 0.06% |
| POINCIANA ADVISORS GROUP, LLC | $811.7K | 0.64% |
| CYPRESS FINANCIAL PLANNING LLC | $805.3K | 0.22% |
| TANDEMGROWTH FINANCIAL ADVISORS LLC | $792.5K | 0.75% |
| FIRETHORN WEALTH PARTNERS, LLC | $791.9K | 0.29% |
| CogentBlue Wealth Advisors, LLC | $781.7K | 0.53% |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | $778.9K | 0.26% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $744.2K | 0.01% |
| TRUIST FINANCIAL CORP | $735.8K | 0.00% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $729.4K | 0.00% |
| Bedel Financial Consulting, Inc. | $715.7K | 0.08% |
| Vantage Point Financial LLC | $711.7K | 0.25% |
| ROYAL BANK OF CANADA | $707.0K | 0.00% |
| Parkshore Wealth Management, Inc. | $699.1K | 0.23% |
| Atlantic Union Bankshares Corp | $696.8K | 0.01% |
| FLOW TRADERS U.S. LLC | $696.0K | 0.02% |
| Mullaney, Keating & Wright, Inc. | $687.9K | 0.37% |
| Arkadios Wealth Advisors | $671.5K | 0.01% |
| SIGNATUREFD, LLC | $670.2K | 0.01% |
| Tyche Wealth Partners LLC | $666.5K | 0.10% |
| Cherry Tree Wealth Management, LLC | $663.9K | 0.14% |
| Family Manage LLC | $662.8K | 0.08% |
| SEI INVESTMENTS CO | $657.6K | 0.00% |
| Abacus Planning Group, Inc. | $644.9K | 0.09% |
| Austin Asset Management Co Inc | $635.7K | 0.10% |
| Brookstone Capital Management | $627.0K | 0.01% |
| Cogent Private Wealth, Inc. | $625.2K | 0.45% |
| Verus Financial Partners, Inc. | $615.9K | 0.06% |