| Portfolio Resources Advisor Group, Inc. | $2.8M | 2.74% |
| Ifrah Financial Services, Inc. | $2.7M | 0.72% |
| Affiance Financial, LLC | $2.7M | 0.43% |
| Shum Financial Group, Inc. | $2.7M | 1.88% |
| Van Hulzen Asset Management, LLC | $2.7M | 0.20% |
| Integrity Advisory Solutions, LLC | $2.6M | 0.35% |
| Barden Capital Management, Inc. | $2.6M | 2.25% |
| Arkadios Wealth Advisors | $2.6M | 0.04% |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | $2.6M | 1.27% |
| D.A. DAVIDSON & CO. | $2.6M | 0.02% |
| Financial Engines Advisors L.L.C. | $2.6M | 0.01% |
| Kovack Advisors, Inc. | $2.6M | 0.14% |
| Foundation Wealth Management, LLC | $2.6M | 1.74% |
| BlackDiamond Wealth Management, LLC | $2.6M | 1.23% |
| Trust Point Inc. | $2.5M | 0.22% |
| Mendel Capital Management LLC | $2.5M | 1.27% |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | $2.5M | 0.84% |
| TSA Wealth Managment LLC | $2.5M | 0.81% |
| Auxano Advisors, LLC | $2.5M | 0.50% |
| InvesTrust | $2.5M | 1.04% |
| AQR CAPITAL MANAGEMENT LLC | $2.5M | 0.00% |
| Davis Wealth Advisors, LLC | $2.5M | 2.05% |
| TD PRIVATE CLIENT WEALTH LLC | $2.5M | 0.05% |
| KMG FIDUCIARY PARTNERS, LLC | $2.5M | 0.18% |
| CAHILL FINANCIAL ADVISORS INC | $2.5M | 0.27% |
| Summit Financial, LLC | $2.4M | 0.03% |
| Cornerstone Financial Management LLC | $2.4M | 2.23% |
| Altura Wealth Advisors Inc. | $2.4M | 1.05% |
| Compound Planning, Inc. | $2.4M | 0.07% |
| Stone Summit Wealth LLC | $2.4M | 0.66% |
| Vestmark Advisory Solutions, Inc. | $2.3M | 0.03% |
| Avestar Capital, LLC | $2.3M | 0.15% |
| ONE Advisory Partners, LLC | $2.3M | 0.71% |
| VANCE WEALTH, LLC | $2.3M | 0.66% |
| Clear Creek Financial Management, LLC | $2.3M | 0.18% |
| Polaris Investment Advisors, LLC | $2.2M | 1.64% |
| Empire Life Investments Inc. | $2.2M | 0.14% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $2.2M | 0.35% |
| EVOLUTION WEALTH MANAGEMENT INC. | $2.2M | 1.61% |
| OPPENHEIMER & CO INC | $2.2M | 0.03% |
| LifePlan Investment Advisors, Inc. | $2.2M | 0.86% |
| PATTON ALBERTSON MILLER GROUP, LLC | $2.2M | 0.26% |
| Stonebrook Private Inc. | $2.2M | 0.46% |
| GREAT VALLEY ADVISOR GROUP, INC. | $2.1M | 0.04% |
| One Capital Management, LLC | $2.1M | 0.06% |
| Cannon Financial Strategists, Inc. | $2.1M | 0.28% |
| Spire Wealth Management | $2.1M | 0.07% |
| Tanglewood Wealth Management, Inc. | $2.1M | 0.17% |
| BLALOCK WILLIAMS, LLC | $2.1M | 1.62% |
| Clayton Financial Group LLC | $2.1M | 1.06% |
| TIAA TRUST, NATIONAL ASSOCIATION | $2.1M | 0.13% |
| Composition Wealth, LLC | $2.0M | 0.03% |
| Penobscot Investment Management Company, Inc. | $2.0M | 0.16% |
| OBSIDIAN CIO, LLC | $2.0M | 1.82% |
| Commonwealth Retirement Investments LLC | $2.0M | 0.62% |
| Lansing Street Advisors | $2.0M | 0.50% |
| Focus Partners Advisor Solutions, LLC | $2.0M | 0.02% |
| Visionary Wealth Advisors | $2.0M | 0.09% |
| Gen-Wealth Partners Inc | $2.0M | 0.62% |
| ARK & TLK INVESTMENTS, LLC | $1.9M | 0.53% |
| MKD WEALTH COACHES, LLC | $1.9M | 1.91% |
| Focus Financial Network, Inc. | $1.9M | 0.07% |
| Stratos Wealth Advisors, LLC | $1.9M | 0.12% |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | $1.9M | 0.45% |
| Allegheny Financial Group | $1.9M | 0.26% |
| Keystone Wealth Services, LLC | $1.9M | 0.40% |
| BCU Wealth Advisors, LLC | $1.9M | 0.70% |
| GTS SECURITIES LLC | $1.9M | 0.07% |
| Private Wealth Asset Management, LLC | $1.9M | 0.20% |
| Axis Wealth Partners, LLC | $1.8M | 0.98% |
| BridgePort Financial Solutions, LLC | $1.8M | 0.51% |
| Horst & Graben Wealth Management LLC | $1.8M | 0.25% |
| Paladin Advisory Group, LLC | $1.8M | 1.36% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $1.8M | 0.00% |
| WealthPlan Investment Management, LLC | $1.8M | 0.10% |
| BROWN ADVISORY INC | $1.7M | 0.00% |
| CENTAURUS FINANCIAL, INC. | $1.7M | 0.08% |
| Cornerstone Wealth, LLC/TN | $1.7M | 0.98% |
| Sequoia Financial Advisors, LLC | $1.7M | 0.01% |
| Strata Wealth Advisors, LLC | $1.7M | 0.47% |
| Midwest Trust Co | $1.7M | 0.02% |
| Triad Wealth Partners, LLC | $1.7M | 0.14% |
| Embree Financial Group | $1.7M | 0.20% |
| TRUSTMARK BANK TRUST DEPARTMENT | $1.7M | 0.11% |
| Ironwood Investment Counsel, LLC | $1.7M | 0.24% |
| VERUS CAPITAL PARTNERS, LLC | $1.7M | 0.11% |
| Wescott Financial Advisory Group, LLC | $1.6M | 0.14% |
| Kingsview Wealth Management, LLC | $1.6M | 0.02% |
| Sowell Financial Services LLC | $1.6M | 0.06% |
| FIRST HORIZON CORP | $1.6M | 0.07% |
| Able Wealth Management LLC | $1.6M | 0.42% |
| J.M. Arbour, LLC | $1.6M | 1.49% |
| WEDBUSH SECURITIES INC | $1.5M | 0.05% |
| MATHER GROUP, LLC. | $1.5M | 0.02% |
| SGL Investment Advisors, Inc. | $1.5M | 0.58% |
| PACES FERRY WEALTH ADVISORS, LLC | $1.5M | 0.63% |
| Dynamic Financial Group | $1.5M | 1.25% |
| Pachira Investments Inc. | $1.5M | 0.71% |
| Valeo Financial Advisors, LLC | $1.5M | 0.04% |
| Physician Wealth Advisors, Inc. | $1.5M | 0.21% |
| VALLEY NATIONAL ADVISERS INC | $1.5M | 0.19% |
| 5T Wealth, LLC | $1.5M | 0.59% |
| Two West Capital Advisors LLC | $1.5M | 0.78% |
| Snowden Capital Advisors LLC | $1.5M | 0.04% |
| Avidian Wealth Enterprises, LLC | $1.5M | 0.05% |
| FWG Investments, LLC. | $1.4M | 0.90% |
| APS Management Group, Inc. | $1.4M | 1.22% |
| Wingate Wealth Advisors, Inc. | $1.4M | 0.76% |
| Hardy Reed LLC | $1.4M | 0.10% |
| Bison Wealth, LLC | $1.4M | 0.13% |
| Claro Advisors Inc. | $1.4M | 0.17% |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $1.4M | 0.08% |
| JFS WEALTH ADVISORS, LLC | $1.4M | 0.08% |
| CITIZENS FINANCIAL GROUP INC/RI | $1.4M | 0.02% |
| Odyssey Capital Advisors, Inc. | $1.4M | 1.21% |
| HB Wealth Management, LLC | $1.3M | 0.01% |
| SAX WEALTH ADVISORS, LLC | $1.3M | 0.06% |
| LIFE LINE WEALTH MANAGEMENT LLC | $1.3M | 0.60% |
| Synergy Investment Management, LLC | $1.3M | 0.44% |
| EFG International AG | $1.3M | 0.03% |
| Duncan Williams Asset Management, LLC | $1.3M | 0.37% |
| Mechanics Bank Trust Department | $1.3M | 0.18% |
| BEACON FINANCIAL PLANNING, INC | $1.3M | 0.50% |
| JABODON PT CO | $1.3M | 0.15% |
| Ritter Daniher Financial Advisory LLC / DE | $1.3M | 0.22% |
| Capital Asset Managemnet, LLC | $1.3M | 1.45% |
| Capital Investment Management, Inc. | $1.3M | 0.44% |
| Brooklyn Investment Group | $1.3M | 0.04% |
| CARDIFF PARK ADVISORS, LLC | $1.3M | 0.10% |
| PINNACLE ASSOCIATES LTD | $1.2M | 0.02% |
| Quadrant Private Wealth Management, LLC | $1.2M | 0.19% |
| BTC Capital Management, Inc. | $1.2M | 0.08% |
| Signal Advisors Wealth, LLC | $1.2M | 0.08% |
| Mayflower Financial Advisors, LLC | $1.2M | 0.15% |
| M Holdings Securities, Inc. | $1.2M | 0.08% |
| Robertson Stephens Wealth Management, LLC | $1.2M | 0.03% |
| Caprock Group, LLC | $1.2M | 0.03% |
| Kestra Investment Management, LLC | $1.2M | 0.02% |
| Verdence Capital Advisors LLC | $1.2M | 0.07% |
| PRICE T ROWE ASSOCIATES INC /MD/ | $1.2M | 0.00% |
| Interchange Capital Partners, LLC | $1.2M | 0.37% |
| Unify Financial Advisors | $1.1M | 1.18% |
| Caliber Wealth Management, LLC / KS | $1.1M | 0.12% |
| Sovereign Financial Group, Inc. | $1.1M | 0.20% |
| FIRETHORN WEALTH PARTNERS, LLC | $1.1M | 0.42% |
| EVERGREEN CAPITAL MANAGEMENT LLC | $1.1M | 0.02% |
| PEAPACK GLADSTONE FINANCIAL CORP | $1.1M | 0.01% |
| Facet Wealth, Inc. | $1.1M | 0.02% |
| Wilmington Savings Fund Society, FSB | $1.1M | 0.03% |
| Patriot Financial Group Insurance Agency, LLC | $1.1M | 0.06% |