| Performa Ltd (US), LLC | $8.3M | 1.87% |
| Vectors Research Management, LLC | $8.1M | 2.37% |
| TKG Advisors, LLC | $8.0M | 3.33% |
| ASPIRIANT, LLC | $8.0M | 0.23% |
| Alliance Private Wealth, LLC | $8.0M | 2.88% |
| Capital Investment Advisory Services, LLC | $8.0M | 0.58% |
| Global Wealth Management Investment Advisory, Inc. | $8.0M | 1.25% |
| HighPoint Advisor Group LLC | $7.9M | 0.33% |
| Spire Wealth Management | $7.9M | 0.27% |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | $7.9M | 2.67% |
| IFS Advisors, LLC | $7.9M | 4.05% |
| DRIVE WEALTH MANAGEMENT, LLC | $7.9M | 1.66% |
| BALDWIN WEALTH PARTNERS LLC/MA | $7.9M | 0.57% |
| hemming& Wealth Management, Inc. | $7.8M | 5.48% |
| FLAGSHIP HARBOR ADVISORS, LLC | $7.8M | 0.35% |
| BostonPremier Wealth LLC | $7.8M | 4.05% |
| Asio Capital, LLC | $7.8M | 1.10% |
| Strategic Blueprint, LLC | $7.8M | 0.45% |
| Aspect Partners, LLC | $7.8M | 3.18% |
| Park Capital Management, LLC / WI | $7.8M | 7.57% |
| Accretive Wealth Partners, LLC | $7.7M | 2.18% |
| WLTH Capital Management, LLC | $7.7M | 6.02% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $7.7M | 0.14% |
| Latko Wealth Management, Ltd. | $7.7M | 3.74% |
| Counterweight Ventures, LLC | $7.7M | 4.29% |
| Cordgrass Capital Advisors, LLC | $7.7M | 1.79% |
| MONTAG A & ASSOCIATES INC | $7.6M | 0.35% |
| Equitable Holdings, Inc. | $7.6M | 0.05% |
| Madison Wealth Partners, Inc | $7.6M | 1.21% |
| LYNCH & ASSOCIATES/IN | $7.6M | 1.42% |
| White Pine Investment CO | $7.6M | 1.76% |
| CUMBERLAND ADVISORS INC | $7.5M | 2.95% |
| Aristotle Capital Boston, LLC | $7.5M | 0.47% |
| Dorsey & Whitney Trust CO LLC | $7.5M | 0.41% |
| Provident Wealth Management, LLC | $7.5M | 2.27% |
| TrustBank | $7.5M | 2.91% |
| Elwood & Goetz Wealth Advisory Group, LLC | $7.5M | 1.26% |
| Prospera Financial Services Inc | $7.4M | 0.12% |
| Serenus Wealth Advisors, LLC | $7.4M | 1.48% |
| Stephenson & Company, Inc. | $7.4M | 4.01% |
| F/m Investments LLC | $7.4M | 0.49% |
| SlateStone Wealth, LLC | $7.4M | 0.61% |
| Bell Investment Advisors, Inc | $7.4M | 1.15% |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | $7.4M | 0.47% |
| United Financial Planning Group LLC | $7.3M | 4.33% |
| Nikulski Financial, Inc. | $7.3M | 1.81% |
| Meridian Financial Advisors, LLC | $7.3M | 3.99% |
| CITY NATIONAL BANK OF FLORIDA /MSD | $7.3M | 4.33% |
| Meridian Wealth Management, LLC | $7.3M | 0.25% |
| Telos Capital Management, Inc. | $7.2M | 0.69% |
| Townsend Financial Planning, LLC | $7.2M | 6.98% |
| Mayflower Financial Advisors, LLC | $7.2M | 0.87% |
| Hopwood Financial Services, Inc. | $7.2M | 4.84% |
| Atlas Legacy Advisors, LLC | $7.2M | 1.30% |
| Patriot Financial Group Insurance Agency, LLC | $7.2M | 0.40% |
| Northside Capital Management, LLC | $7.2M | 0.63% |
| Boltwood Capital Management | $7.1M | 1.81% |
| 1900 WEALTH MANAGEMENT LLC | $7.1M | 0.45% |
| Associated Banc-Corp | $7.0M | 0.19% |
| Johnson Financial Group, Inc. | $7.0M | 0.25% |
| PARTHENON LLC | $7.0M | 0.80% |
| TD Asset Management Inc | $7.0M | 0.01% |
| NEW ENGLAND ASSET MANAGEMENT INC | $7.0M | 0.88% |
| Allen Investment Management, LLC | $6.9M | 0.09% |
| Geneos Wealth Management Inc. | $6.9M | 0.16% |
| Ballew Advisors, Inc | $6.9M | 3.90% |
| CBM Financial, LLC | $6.9M | 4.32% |
| SHRIER WEALTH MANAGEMENT, LLC | $6.9M | 2.52% |
| Paragon Private Wealth Management, LLC | $6.9M | 2.15% |
| McAdam, LLC | $6.9M | 0.31% |
| INDEPENDENT FINANCIAL GROUP, LLC | $6.8M | 0.15% |
| Texas Capital Bank Wealth Management Services Inc | $6.8M | 0.41% |
| TBH Global Asset Management, LLC | $6.8M | 1.38% |
| Legacy Private Trust Co. | $6.8M | 0.42% |
| MOODY NATIONAL BANK TRUST DIVISION | $6.8M | 0.65% |
| Ironsides Asset Advisors, LLC | $6.8M | 1.69% |
| PACIFIC FINANCIAL GROUP INC | $6.7M | 3.64% |
| ENZI WEALTH | $6.7M | 2.34% |
| MUIRFIELD WEALTH ADVISORS LLC | $6.7M | 4.92% |
| Csenge Advisory Group | $6.7M | 0.31% |
| Palumbo Wealth Management LLC | $6.6M | 1.62% |
| Sound Stewardship, LLC | $6.6M | 3.04% |
| BIRCHBROOK, INC. | $6.6M | 3.25% |
| Kingsview Wealth Management, LLC | $6.6M | 0.09% |
| CFS Investment Advisory Services, LLC | $6.6M | 0.46% |
| Evernest Financial Advisors, LLC | $6.6M | 1.37% |
| New World Advisors LLC | $6.6M | 1.16% |
| Strategic Financial Partners, Ltd. | $6.5M | 2.83% |
| Snowden Capital Advisors LLC | $6.5M | 0.17% |
| Certified Advisory Corp | $6.5M | 0.58% |
| FIRST FOUNDATION ADVISORS | $6.5M | 0.26% |
| Sowell Financial Services LLC | $6.4M | 0.24% |
| Citizens Business Bank | $6.4M | 1.05% |
| G&S Capital LLC | $6.4M | 2.25% |
| BOSTON FAMILY OFFICE LLC | $6.4M | 0.43% |
| SVB WEALTH LLC | $6.4M | 0.42% |
| Empower Advisory Group, LLC | $6.4M | 0.02% |
| Alliance Wealth Management Group | $6.3M | 1.38% |
| CITY HOLDING CO | $6.3M | 0.79% |
| Ameritas Investment Partners, Inc. | $6.3M | 0.19% |
| ARKANSAS FINANCIAL GROUP, INC. | $6.3M | 0.87% |
| COZAD ASSET MANAGEMENT INC | $6.2M | 0.49% |
| Garde Capital, Inc. | $6.2M | 0.37% |
| NOESIS CAPITAL MANGEMENT CORP | $6.2M | 0.92% |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | $6.2M | 3.64% |
| Hills Bank & Trust Co | $6.2M | 0.30% |
| Cornerstone Wealth Group, LLC | $6.2M | 0.40% |
| NWAM LLC | $6.2M | 0.36% |
| STEPHENS INC /AR/ | $6.2M | 0.08% |
| Next Capital Management LLC | $6.2M | 1.87% |
| Fortitude Family Office, LLC | $6.2M | 1.38% |
| Sandbox Financial Partners, LLC | $6.2M | 1.73% |
| Savvy Advisors, Inc. | $6.2M | 0.16% |
| Brookstone Capital Management | $6.1M | 0.07% |
| HM PAYSON & CO | $6.1M | 0.09% |
| AtlasMark Financial, Inc | $6.1M | 3.96% |
| ELEVATION WEALTH PARTNERS, LLC | $6.1M | 2.18% |
| FDx Advisors, Inc. | $6.1M | 1.94% |
| Aft, Forsyth & Sober, LLC | $6.1M | 1.85% |
| Montecito Bank & Trust | $6.0M | 0.99% |
| NATIONAL BANK OF CANADA /FI/ | $6.0M | 0.01% |
| Private Advisory Group LLC | $6.0M | 0.39% |
| Trek Financial, LLC | $6.0M | 0.32% |
| Lee Financial Co | $6.0M | 0.84% |
| Capitol Family Office, Inc. | $5.9M | 7.02% |
| Orin Green Financial, LLC | $5.9M | 2.44% |
| Campion Asset Management | $5.9M | 4.03% |
| GRAYBILL WEALTH MANAGEMENT, LTD. | $5.9M | 1.81% |
| Columbus Macro, LLC | $5.9M | 0.63% |
| Americana Partners, LLC | $5.9M | 0.15% |
| Focus Partners Advisor Solutions, LLC | $5.9M | 0.06% |
| CPC Advisors, LLC | $5.9M | 0.96% |
| CreativeOne Wealth, LLC | $5.9M | 0.14% |
| KANAWHA CAPITAL MANAGEMENT LLC | $5.9M | 0.41% |
| Bellwether Advisors, LLC | $5.8M | 0.99% |
| Betterment LLC | $5.8M | 0.01% |
| Hudson Capital Management LLC | $5.8M | 1.50% |
| ROMANO BROTHERS AND COMPANY | $5.8M | 0.66% |
| FSA WEALTH PARTNERS, INC. | $5.8M | 2.76% |
| PERSPECTIVE WEALTH ADVISORS LLC | $5.8M | 3.76% |
| Western Wealth Management, LLC | $5.8M | 0.22% |
| Premier Path Wealth Partners, LLC | $5.7M | 0.75% |
| Carnegie Investment Counsel | $5.7M | 0.11% |
| First National Bank of Hutchinson | $5.7M | 3.66% |
| Moss Adams Wealth Advisors LLC | $5.7M | 0.42% |
| Coign Capital Advisors LLC | $5.7M | 3.00% |
| Integras Partners LLC | $5.7M | 3.73% |
| KPP Advisory Services LLC | $5.6M | 0.82% |
| Aspetuck Financial Management LLC | $5.6M | 3.85% |
| Colonial Trust Advisors | $5.6M | 0.44% |