| SC&H Financial Advisors, Inc. | $2.0M | 0.30% |
| Joel Adams & Associates, Inc. | $2.0M | 1.48% |
| Unify Financial Advisors | $2.0M | 2.05% |
| Clayton Financial Group LLC | $2.0M | 1.01% |
| Essential Planning, LLC. | $2.0M | 0.63% |
| 1900 WEALTH MANAGEMENT LLC | $2.0M | 0.13% |
| Inspire Advisors, LLC | $2.0M | 0.16% |
| Tanager Wealth Management LLP | $2.0M | 0.19% |
| Larson Financial Group LLC | $1.9M | 0.06% |
| Forum Finance Group S.A. | $1.9M | 1.05% |
| Auxano Advisors, LLC | $1.9M | 0.39% |
| ONE Advisory Partners, LLC | $1.9M | 0.59% |
| Accelerate Investment Advisors LLC | $1.9M | 1.28% |
| Cullen/Frost Bankers, Inc. | $1.9M | 0.02% |
| K2 Financial Inc. | $1.9M | 1.38% |
| Spartan Planning & Wealth Management | $1.9M | 1.41% |
| PRINCIPAL FINANCIAL GROUP INC | $1.9M | 0.00% |
| MKD WEALTH COACHES, LLC | $1.9M | 1.87% |
| Tyche Wealth Partners LLC | $1.9M | 0.29% |
| Alta Wealth Advisors LLC | $1.9M | 0.61% |
| ADE, LLC | $1.9M | 0.91% |
| GeoWealth Management, LLC | $1.9M | 0.07% |
| Centerline Wealth Advisors, LLC | $1.9M | 0.67% |
| Heritage Family Offices, LLP | $1.9M | 0.82% |
| Heritage Trust Co | $1.9M | 0.19% |
| Accurate Wealth Management, LLC | $1.9M | 0.22% |
| Coastal Bridge Advisors, LLC | $1.8M | 0.13% |
| Carrera Capital Advisors | $1.8M | 0.28% |
| CAMBIENT FAMILY OFFICE, LLC | $1.8M | 0.26% |
| Clear Retirement Advice LLC | $1.8M | 1.44% |
| Verdence Capital Advisors LLC | $1.8M | 0.11% |
| Occidental Asset Management, LLC | $1.8M | 0.22% |
| Strive Financial Group ,LLC | $1.8M | 0.97% |
| Cyndeo Wealth Partners, LLC | $1.8M | 0.10% |
| Providence Capital Advisors, LLC | $1.8M | 0.30% |
| SELDON CAPITAL LP | $1.8M | 0.67% |
| LaSalle St. Investment Advisors, LLC | $1.8M | 0.25% |
| Stonehearth Capital Management, LLC | $1.8M | 0.71% |
| Darden Wealth Group Inc | $1.8M | 0.91% |
| Transamerica Financial Advisors, LLC | $1.8M | 0.15% |
| FF Advisors,LLC | $1.8M | 0.71% |
| Aprio Wealth Management, LLC | $1.8M | 0.10% |
| CAPE ANN SAVINGS BANK | $1.8M | 0.88% |
| Kovack Advisors, Inc. | $1.7M | 0.09% |
| Cove Private Wealth, LLC | $1.7M | 0.40% |
| MSH Capital Advisors LLC | $1.7M | 0.37% |
| VANGUARD ADVISERS INC | $1.7M | 0.01% |
| MORRIS FINANCIAL CONCEPTS, INC. | $1.7M | 0.59% |
| Sanchez Gaunt Capital Management, LLC | $1.7M | 1.08% |
| Clark Capital Management Group, Inc. | $1.7M | 0.01% |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | $1.7M | 0.36% |
| NBC SECURITIES, INC. | $1.7M | 0.13% |
| Jacobi Capital Management LLC | $1.7M | 0.10% |
| B&D White Capital Company, LLC | $1.7M | 0.21% |
| Riverwater Partners LLC | $1.7M | 0.57% |
| Vantage Point Financial LLC | $1.7M | 0.60% |
| Geometric Wealth Advisors | $1.7M | 0.21% |
| FINANCIAL COUNSELORS INC | $1.7M | 2.39% |
| American State Bank (Iowa) | $1.7M | 0.81% |
| Corsicana & Co. | $1.7M | 1.06% |
| Sherman Wealth Management LLC | $1.7M | 1.44% |
| Maridea Wealth Management LLC | $1.7M | 0.24% |
| Hamilton Wealth, LLC | $1.7M | 0.32% |
| Garde Capital, Inc. | $1.7M | 0.10% |
| Summit Place Financial Advisors, LLC | $1.7M | 0.79% |
| Klaas Financial Asset Advisors, LLC | $1.7M | 0.23% |
| SILVERLAKE WEALTH MANAGEMENT LLC | $1.6M | 0.34% |
| MOODY NATIONAL BANK TRUST DIVISION | $1.6M | 0.16% |
| IFC Advisors LLC | $1.6M | 0.23% |
| Evercore Wealth Management, LLC | $1.6M | 0.03% |
| BlueSky Wealth Advisors, LLC | $1.6M | 0.21% |
| Root Financial Partners, LLC | $1.6M | 0.07% |
| Trueblood Wealth Management, LLC | $1.6M | 0.63% |
| Argent Advisors, Inc. | $1.6M | 0.44% |
| REGIMEN WEALTH, LLC | $1.6M | 0.47% |
| W.G. Shaheen & Associates DBA Whitney & Co | $1.6M | 0.13% |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | $1.6M | 0.02% |
| PUREfi Wealth, LLC | $1.6M | 1.04% |
| LGL PARTNERS, LLC | $1.6M | 0.65% |
| DOLIVER ADVISORS, LP | $1.6M | 0.36% |
| GARRISON POINT ADVISORS, LLC | $1.6M | 0.72% |
| Sensible Money, LLC | $1.6M | 0.48% |
| DIVERSIFIED MANAGEMENT INC | $1.6M | 0.27% |
| SMART Wealth LLC | $1.6M | 0.46% |
| IFS Group,LLC | $1.6M | 1.39% |
| Payne Capital LLC | $1.6M | 1.43% |
| SALEM INVESTMENT COUNSELORS INC | $1.6M | 0.05% |
| Lauterbach Financial Advisors, LLC | $1.5M | 0.76% |
| Rollins Financial Advisors, LLC | $1.5M | 0.24% |
| Sound Income Strategies, LLC | $1.5M | 0.07% |
| CWA Asset Management Group, LLC | $1.5M | 0.05% |
| Arcadia Wealth Management, LLC | $1.5M | 0.55% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $1.5M | 0.01% |
| GWN SECURITIES INC. | $1.5M | 0.29% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $1.5M | 0.00% |
| Bangor Savings Bank | $1.5M | 0.12% |
| Finley Financial, LLC | $1.5M | 0.70% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | $1.5M | 0.38% |
| CogentBlue Wealth Advisors, LLC | $1.5M | 1.00% |
| KPP Advisory Services LLC | $1.5M | 0.21% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $1.5M | 0.00% |
| Squire Investment Management Company, LLC | $1.5M | 0.41% |
| Pinnacle Bancorp, Inc. | $1.5M | 0.43% |
| CLIENT 1ST ADVISORY GROUP, LLC | $1.5M | 0.45% |
| Friday Financial | $1.5M | 0.51% |
| INSIGNEO ADVISORY SERVICES, LLC | $1.5M | 0.10% |
| Well Done, LLC | $1.5M | 0.22% |
| Vann Equity Management LLC | $1.5M | 1.04% |
| BAILARD, INC. | $1.5M | 0.03% |
| Aletheian Wealth Advisors LLC | $1.5M | 0.71% |
| MONTAG A & ASSOCIATES INC | $1.5M | 0.07% |
| Bigelow Investment Advisors, LLC | $1.5M | 0.58% |
| Advocacy Wealth Management, LLC | $1.5M | 0.06% |
| Meridian Wealth Management, LLC | $1.5M | 0.05% |
| Warwick Investment Management, Inc. | $1.4M | 0.21% |
| Keystone Global Partners, LLC | $1.4M | 0.64% |
| Veracity Capital LLC | $1.4M | 0.51% |
| Nolet Wealth Management, LLC | $1.4M | 0.82% |
| Quest 10 Wealth Builders, Inc. | $1.4M | 1.26% |
| Evanson Asset Management, LLC | $1.4M | 0.08% |
| Beacon Capital Management, LLC | $1.4M | 0.25% |
| Charter Oak Capital Management, LLC | $1.4M | 0.11% |
| Clearbridge Investments, LLC | $1.4M | 0.00% |
| TICINO WEALTH | $1.4M | 0.49% |
| International Private Wealth Advisors LLC | $1.4M | 0.86% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $1.4M | 0.10% |
| Cassilly Financial Group LLC | $1.4M | 1.22% |
| Waldron Private Wealth LLC | $1.4M | 0.05% |
| JOHNSON INVESTMENT COUNSEL INC | $1.4M | 0.01% |
| Vision Retirement, LLC | $1.4M | 0.40% |
| Goldstein Advisors, LLC | $1.4M | 0.15% |
| Blankinship & Foster, LLC | $1.4M | 0.31% |
| Pinnacle Wealth Management Advisory Group, LLC | $1.4M | 0.09% |
| Belleair Asset Management, LLC | $1.4M | 1.25% |
| Tranquility Partners, LLC | $1.4M | 0.52% |
| SOL Capital Management CO | $1.4M | 0.66% |
| WealthPLAN Partners, LLC | $1.4M | 0.26% |
| CIBC WORLD MARKET INC. | $1.3M | 0.00% |
| HARBOR INVESTMENT ADVISORY, LLC | $1.3M | 0.11% |
| PATTON ALBERTSON MILLER GROUP, LLC | $1.3M | 0.16% |
| Family Investment Center, Inc. | $1.3M | 0.26% |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | $1.3M | 0.14% |
| Clarendon Private LLC | $1.3M | 1.02% |
| FLAGSHIP HARBOR ADVISORS, LLC | $1.3M | 0.06% |
| Coordinated Financial Services, Inc. | $1.3M | 0.76% |
| CAHILL FINANCIAL ADVISORS INC | $1.3M | 0.14% |
| Bison Wealth, LLC | $1.3M | 0.13% |
| Tillman Hartley LLC | $1.3M | 0.33% |
| WATERSHED PRIVATE WEALTH LLC | $1.3M | 0.40% |
| CGN Advisors LLC | $1.3M | 0.10% |