| Alta Wealth Advisors LLC | $3.8M | 1.25% |
| Summit Investment Advisory Services, LLC | $3.8M | 1.42% |
| PRIVATE TRUST CO NA | $3.8M | 0.34% |
| VOISARD ASSET MANAGEMENT GROUP, INC. | $3.8M | 0.81% |
| Dorsey & Whitney Trust CO LLC | $3.8M | 0.21% |
| JSF Financial, LLC | $3.8M | 0.74% |
| TD PRIVATE CLIENT WEALTH LLC | $3.8M | 0.08% |
| N.E.W. Advisory Services LLC | $3.7M | 0.28% |
| ShoreHaven Wealth Partners, LLC | $3.7M | 1.33% |
| Drucker Wealth 3.0, LLC | $3.7M | 0.64% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $3.7M | 0.07% |
| TFC Financial Management, Inc. | $3.7M | 0.45% |
| Samalin Investment Counsel, LLC | $3.6M | 1.29% |
| Curat Global, LLC | $3.6M | 3.58% |
| Fortress Financial Solutions, LLC | $3.6M | 3.77% |
| Climber Capital SA | $3.6M | 2.36% |
| OXFORD FINANCIAL GROUP, LTD. LLC | $3.6M | 0.19% |
| Choate Investment Advisors | $3.6M | 0.07% |
| Kings Path Partners LLC | $3.6M | 1.26% |
| VANGUARD ADVISERS INC | $3.6M | 0.01% |
| NEPC LLC | $3.6M | 0.07% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $3.5M | 0.01% |
| Savvy Advisors, Inc. | $3.5M | 0.09% |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | $3.5M | 2.33% |
| AE Wealth Management LLC | $3.5M | 0.02% |
| Pinnacle Financial Partners, Inc. | $3.5M | 0.03% |
| Carrera Capital Advisors | $3.5M | 0.54% |
| Glass Jacobson Investment Advisors llc | $3.5M | 1.20% |
| Rather & Kittrell, Inc. | $3.4M | 0.53% |
| Badgley Phelps Wealth Managers, LLC | $3.4M | 0.07% |
| BridgePort Financial Solutions, LLC | $3.4M | 0.97% |
| Jefferies Financial Group Inc. | $3.4M | 0.02% |
| Foster Group, Inc. | $3.4M | 0.10% |
| SCS Capital Management LLC | $3.4M | 0.04% |
| Nicholson Meyer Capital Management, Inc. | $3.4M | 2.57% |
| Gladstone Institutional Advisory LLC | $3.3M | 0.12% |
| Accurate Wealth Management, LLC | $3.3M | 0.40% |
| HRT FINANCIAL LP | $3.3M | 0.01% |
| BROWN ADVISORY INC | $3.3M | 0.01% |
| Carr Financial Group Corp | $3.2M | 0.85% |
| Quadrant Private Wealth Management, LLC | $3.2M | 0.50% |
| Tenon Financial LLC | $3.2M | 1.26% |
| Strategic Equity Management | $3.2M | 1.20% |
| PFG Advisors | $3.2M | 0.15% |
| Maltin Wealth Management, Inc. | $3.2M | 1.21% |
| Mayflower Financial Advisors, LLC | $3.2M | 0.38% |
| Godfrey Financial Associates, Inc. | $3.1M | 2.70% |
| Luminvest Wealth Management LLC | $3.1M | 0.82% |
| Owl Creek Wealth Partners LLC | $3.1M | 1.12% |
| Prosperity Consulting Group, LLC | $3.1M | 0.14% |
| Apollon Financial, LLC | $3.1M | 0.43% |
| SFG Wealth Management, LLC. | $3.1M | 1.28% |
| Discipline Wealth Solutions, LLC | $3.1M | 0.33% |
| SC&H Financial Advisors, Inc. | $3.1M | 0.47% |
| M&T Bank Corp | $3.1M | 0.01% |
| Kelly Financial Services LLC | $3.1M | 0.74% |
| ELEVATION POINT WEALTH PARTNERS, LLC | $3.0M | 0.07% |
| Signature Resources Capital Management, LLC | $3.0M | 1.44% |
| May Hill Capital, LLC | $3.0M | 0.76% |
| Mutual Advisors, LLC | $3.0M | 0.06% |
| CALTON & ASSOCIATES, INC. | $3.0M | 0.43% |
| BOKF, NA | $3.0M | 0.05% |
| Schrum Private Wealth Management LLC | $3.0M | 2.25% |
| AdvisorNet Financial, Inc | $3.0M | 0.15% |
| Retirement Planning Group, LLC | $2.9M | 0.09% |
| Lauterbach Financial Advisors, LLC | $2.9M | 1.43% |
| CITIZENS FINANCIAL GROUP INC/RI | $2.9M | 0.04% |
| Northwest Bancshares, Inc. | $2.9M | 0.58% |
| INTEGRITY ALLIANCE, LLC. | $2.9M | 0.11% |
| TKG Advisors, LLC | $2.9M | 1.19% |
| EVOKE WEALTH, LLC | $2.9M | 0.05% |
| WealthCollab, LLC | $2.9M | 1.18% |
| Buttonwood Financial Advisors Inc. | $2.9M | 0.96% |
| LaSalle St. Investment Advisors, LLC | $2.8M | 0.40% |
| Curi Capital, LLC | $2.8M | 0.05% |
| Dynamic Advisor Solutions LLC | $2.8M | 0.09% |
| Quad-Cities Investment Group, LLC | $2.8M | 1.11% |
| FARMERS & MERCHANTS INVESTMENTS INC | $2.8M | 0.08% |
| Essex Bank | $2.8M | 0.61% |
| ASSETMARK, INC | $2.8M | 0.01% |
| Serenus Wealth Advisors, LLC | $2.7M | 0.55% |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | $2.7M | 0.59% |
| Snider Financial Group | $2.7M | 0.82% |
| Perigon Wealth Management, LLC | $2.7M | 0.05% |
| Cooper Financial Group | $2.7M | 0.27% |
| B. Riley Wealth Advisors, Inc. | $2.7M | 0.17% |
| One Wealth Advisors, LLC | $2.7M | 0.33% |
| Fiduciary Alliance LLC | $2.7M | 0.16% |
| Tranquility Partners, LLC | $2.7M | 1.00% |
| Vivaldi Capital Management LP | $2.6M | 0.37% |
| Asset One Wealth Management LLC | $2.6M | 0.29% |
| Great Point Wealth Advisors, LLC | $2.6M | 0.48% |
| Financial Architects, LLC | $2.6M | 1.38% |
| Venturi Wealth Management, LLC | $2.6M | 0.12% |
| SAGE FINANCIAL GROUP INC | $2.6M | 0.17% |
| Walkner Condon Financial Advisors LLC | $2.6M | 0.34% |
| NEUBERGER BERMAN GROUP LLC | $2.6M | 0.00% |
| Altiora Financial Group, LLC | $2.6M | 0.42% |
| Financial Engines Advisors L.L.C. | $2.6M | 0.01% |
| Cascade Financial Partners, LLC | $2.5M | 0.26% |
| OPPENHEIMER & CO INC | $2.5M | 0.03% |
| CAHABA WEALTH MANAGEMENT, INC. | $2.5M | 0.17% |
| Wealth Group Ltd | $2.5M | 0.57% |
| KINGSWOOD WEALTH ADVISORS, LLC | $2.5M | 0.12% |
| Archer Investment Corp | $2.5M | 0.53% |
| Morling Financial Advisors, LLC | $2.5M | 0.76% |
| FIRST CITIZENS BANK & TRUST CO | $2.5M | 0.05% |
| INSIGNEO ADVISORY SERVICES, LLC | $2.5M | 0.18% |
| Parkwoods Wealth Partners, LLC | $2.5M | 0.60% |
| Tennessee Valley Asset Management Partners | $2.4M | 0.32% |
| Hamilton Capital, LLC | $2.4M | 0.13% |
| Centerpoint Advisors, LLC | $2.4M | 0.79% |
| Regency Capital Management Inc.\DE | $2.4M | 1.07% |
| Associated Banc-Corp | $2.4M | 0.06% |
| CARDIFF PARK ADVISORS, LLC | $2.4M | 0.19% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $2.4M | 0.00% |
| Asempa Wealth Advisors | $2.3M | 2.04% |
| Csenge Advisory Group | $2.3M | 0.11% |
| Riverbend Wealth Management, LLC | $2.3M | 1.33% |
| Pasadena Private Wealth, LLC | $2.3M | 0.32% |
| Stratos Wealth Advisors, LLC | $2.3M | 0.14% |
| Cyndeo Wealth Partners, LLC | $2.3M | 0.12% |
| Peak Financial Management, Inc. | $2.3M | 0.58% |
| Tempo Wealth, LLC | $2.3M | 0.40% |
| Keystone Financial Group, Inc. | $2.3M | 1.18% |
| Cherry Tree Wealth Management, LLC | $2.3M | 0.48% |
| Sowa Financial Group, Inc. | $2.3M | 1.12% |
| Gateway Wealth Partners, LLC | $2.2M | 0.09% |
| Midwest Trust Co | $2.2M | 0.03% |
| CIBC Bancorp USA Inc. | $2.2M | 0.00% |
| Accredited Investors Inc. | $2.2M | 0.12% |
| Guidance Point Advisors, LLC | $2.2M | 0.52% |
| McGlone Suttner Wealth Management, Inc. | $2.2M | 0.29% |
| Icon Wealth Advisors, LLC | $2.2M | 0.14% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $2.2M | 0.01% |
| KEYBANK NATIONAL ASSOCIATION/OH | $2.2M | 0.01% |
| Objective Capital Management, LLC | $2.2M | 2.19% |
| MGO ONE SEVEN LLC | $2.2M | 0.04% |
| OpenArc Corporate Advisory, LLC | $2.1M | 0.03% |
| LAUREL OAK WEALTH MANAGEMENT, LLC | $2.1M | 0.36% |
| XY Planning Network, Inc. | $2.1M | 0.34% |
| BIRCH FINANCIAL GROUP, LLC | $2.1M | 1.24% |
| Bogart Wealth, LLC | $2.1M | 0.08% |
| Trivium Point Advisory, LLC | $2.1M | 0.38% |
| Vistica Wealth Advisors, LLC | $2.1M | 2.09% |
| SIGNATUREFD, LLC | $2.1M | 0.03% |
| Security Financial Services, INC. | $2.1M | 0.33% |
| Aaron Wealth Advisors LLC | $2.1M | 0.12% |
| Grey Ledge Advisors, LLC | $2.1M | 0.47% |
| WEALTH EFFECTS LLC | $2.1M | 0.73% |