| DIMENSION CAPITAL MANAGEMENT LLC | $7.7M | 1.08% |
| Astoria Strategic Wealth, Inc. | $7.6M | 1.94% |
| OneDigital Investment Advisors LLC | $7.6M | 0.07% |
| CFM WEALTH PARTNERS LLC | $7.6M | 1.14% |
| Ironwood Investment Counsel, LLC | $7.6M | 1.10% |
| GTS SECURITIES LLC | $7.6M | 0.27% |
| CITIZENS FINANCIAL GROUP INC/RI | $7.5M | 0.10% |
| Finley Financial, LLC | $7.5M | 3.53% |
| Savvy Advisors, Inc. | $7.5M | 0.20% |
| SIGNATUREFD, LLC | $7.5M | 0.12% |
| Associated Banc-Corp | $7.5M | 0.20% |
| DT Investment Partners, LLC | $7.5M | 0.62% |
| Confluence Wealth Services, Inc. | $7.5M | 0.29% |
| REBALANCE, LLC | $7.4M | 0.43% |
| Sepio Capital, LP | $7.4M | 0.40% |
| Widmann Financial Services, Inc. | $7.3M | 4.35% |
| AlTi Global, Inc. | $7.2M | 0.16% |
| Pinnacle Wealth Planning Services, Inc. | $7.2M | 0.74% |
| M.D. Sass, LLC | $7.0M | 0.53% |
| Allspring Global Investments Holdings, LLC | $7.0M | 0.01% |
| Sowell Financial Services LLC | $7.0M | 0.26% |
| WHITTIER TRUST CO | $6.9M | 0.08% |
| Fifth Third Wealth Advisors LLC | $6.9M | 0.23% |
| RETIREMENT INCOME SOLUTIONS, INC | $6.9M | 1.18% |
| Pointe Capital Management LLC | $6.9M | 3.42% |
| TPG Financial Advisors, LLC | $6.9M | 2.24% |
| EASTERN BANK | $6.9M | 0.12% |
| American State Bank (Iowa) | $6.9M | 3.30% |
| Auour Investments LLC | $6.8M | 2.13% |
| Wall Capital Group, Inc. | $6.7M | 7.20% |
| American Institute for Advanced Investment Management, LLP | $6.7M | 4.37% |
| MidFirst Bank | $6.7M | 0.56% |
| LOOMIS SAYLES & CO L P | $6.7M | 0.01% |
| Ballentine Partners, LLC | $6.7M | 0.09% |
| QUADRANT CAPITAL GROUP LLC | $6.7M | 0.20% |
| Harbour Capital Advisors, LLC | $6.6M | 1.26% |
| NOTTINGHAM ADVISORS, INC. | $6.6M | 0.85% |
| Baker Avenue Asset Management, LP | $6.6M | 0.15% |
| Vestmark Advisory Solutions, Inc. | $6.5M | 0.07% |
| Gladstone Institutional Advisory LLC | $6.5M | 0.24% |
| NewEdge Wealth, LLC | $6.5M | 0.08% |
| Atria Investments, Inc | $6.5M | 0.07% |
| Red Tortoise LLC | $6.4M | 2.68% |
| ELEVATION POINT WEALTH PARTNERS, LLC | $6.4M | 0.15% |
| Hardy Reed LLC | $6.3M | 0.46% |
| Disciplined Investments, LLC | $6.3M | 2.27% |
| ROTHSCHILD INVESTMENT LLC | $6.3M | 0.33% |
| Composition Wealth, LLC | $6.2M | 0.09% |
| Towerpoint Wealth, LLC | $6.1M | 2.48% |
| ARK & TLK INVESTMENTS, LLC | $6.1M | 1.66% |
| Brand Asset Management Group, Inc. | $6.1M | 1.58% |
| Linscomb Wealth, Inc. | $6.1M | 0.27% |
| Estate Counselors, LLC | $6.1M | 0.54% |
| WHITTIER TRUST CO OF NEVADA INC | $6.0M | 0.12% |
| Prime Capital Investment Advisors, LLC | $6.0M | 0.07% |
| BROWN BROTHERS HARRIMAN & CO | $6.0M | 0.03% |
| Next Capital Management LLC | $6.0M | 1.82% |
| Crescent Grove Advisors, LLC | $6.0M | 0.57% |
| Ullmann Wealth Partners Group, LLC | $6.0M | 0.62% |
| Aprio Wealth Management, LLC | $5.9M | 0.32% |
| Vanguard National Trust Co | $5.9M | 0.37% |
| Brightwater Advisory LLC | $5.9M | 3.89% |
| Piedmont Capital Management, LLC/NC | $5.9M | 3.92% |
| Prosperity Consulting Group, LLC | $5.9M | 0.26% |
| FORTE ASSET MANAGEMENT LLC | $5.9M | 2.58% |
| OLD NATIONAL BANCORP /IN/ | $5.9M | 0.10% |
| IHT Wealth Management, LLC | $5.8M | 0.14% |
| Aureus Asset Management, LLC | $5.8M | 0.39% |
| PINEBRIDGE INVESTMENTS LLC | $5.7M | 0.05% |
| Valmark Advisers, Inc. | $5.7M | 0.07% |
| HBK INVESTMENTS L P | $5.7M | 0.06% |
| DIAMOND HILL CAPITAL MANAGEMENT INC | $5.7M | 0.04% |
| Sequoia Financial Advisors, LLC | $5.7M | 0.03% |
| POTENTIA WEALTH | $5.7M | 2.19% |
| RWA WEALTH PARTNERS, LLC | $5.7M | 0.06% |
| KLCM Advisors, Inc. | $5.6M | 0.48% |
| Independent Advisor Alliance | $5.6M | 0.06% |
| Community Bank, N.A. | $5.5M | 0.66% |
| Hanson & Doremus Investment Management | $5.5M | 0.63% |
| RHUMBLINE ADVISERS | $5.4M | 0.00% |
| PRINCIPAL FINANCIAL GROUP INC | $5.4M | 0.00% |
| GREAT LAKES ADVISORS, LLC | $5.3M | 0.04% |
| Paladin Advisory Group, LLC | $5.3M | 4.05% |
| Merit Financial Group, LLC | $5.3M | 0.04% |
| Rehmann Capital Advisory Group | $5.3M | 0.28% |
| GREAT VALLEY ADVISOR GROUP, INC. | $5.3M | 0.10% |
| Diversified Portfolios, Inc. | $5.2M | 0.43% |
| New England Private Wealth Advisors LLC | $5.2M | 0.60% |
| Alta Wealth Advisors LLC | $5.2M | 1.69% |
| JMG Financial Group, Ltd. | $5.2M | 0.14% |
| Winthrop Advisory Group LLC | $5.2M | 0.42% |
| Heck Capital Advisors, LLC | $5.2M | 0.38% |
| Hillcrest Wealth Advisors - NY, LLC | $5.2M | 2.09% |
| CASTLEARK MANAGEMENT LLC | $5.1M | 0.17% |
| SIGNET FINANCIAL MANAGEMENT, LLC | $5.1M | 0.57% |
| ASSETMARK, INC | $5.1M | 0.01% |
| Mill Creek Capital Advisors, LLC | $5.0M | 0.10% |
| MONETARY MANAGEMENT GROUP INC | $5.0M | 1.19% |
| Cornerstone Advisory, LLC | $5.0M | 0.47% |
| ASHTON THOMAS SECURITIES, LLC | $5.0M | 0.62% |
| Broadview Financial Management, LLC | $5.0M | 3.38% |
| STOCK YARDS BANK & TRUST CO | $4.9M | 0.15% |
| Dorsey & Whitney Trust CO LLC | $4.9M | 0.27% |
| Provenance Wealth Advisors, LLC | $4.9M | 0.51% |
| Tanglewood Legacy Advisors, LLC | $4.8M | 1.75% |
| Riverview Capital Advisers, LLC | $4.8M | 1.60% |
| Asset Management Group, Inc. | $4.8M | 0.77% |
| TIAA TRUST, NATIONAL ASSOCIATION | $4.7M | 0.29% |
| One Capital Management, LLC | $4.7M | 0.13% |
| UMB Bank, n.a. | $4.7M | 0.07% |
| Spire Wealth Management | $4.7M | 0.16% |
| Atlantic Union Bankshares Corp | $4.7M | 0.09% |
| HIGHLAND CAPITAL MANAGEMENT, LLC | $4.7M | 0.25% |
| Columbus Macro, LLC | $4.7M | 0.50% |
| Mutual Advisors, LLC | $4.7M | 0.10% |
| BUFFALO BUSINESS & ESTATE SERVICES LTD | $4.7M | 0.68% |
| Vise Technologies, Inc. | $4.6M | 0.09% |
| SMITH, MOORE & CO. | $4.6M | 0.33% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $4.6M | 0.06% |
| Kingsview Wealth Management, LLC | $4.5M | 0.06% |
| Glenview Trust Co | $4.5M | 0.07% |
| Perigon Wealth Management, LLC | $4.5M | 0.08% |
| EQUITABLE TRUST CO | $4.5M | 0.21% |
| HARBOR INVESTMENT ADVISORY, LLC | $4.4M | 0.35% |
| FC Advisory LLC | $4.4M | 1.28% |
| Allen Investment Management, LLC | $4.3M | 0.05% |
| KINTRA WEALTH, LLC | $4.3M | 0.30% |
| HMS Capital Management, LLC | $4.3M | 1.65% |
| BEAM WEALTH ADVISORS, INC. | $4.3M | 1.06% |
| D.A. DAVIDSON & CO. | $4.3M | 0.03% |
| CHILTON INVESTMENT CO INC. | $4.2M | 0.10% |
| 1900 WEALTH MANAGEMENT LLC | $4.2M | 0.27% |
| SG Americas Securities, LLC | $4.2M | 0.00% |
| St. Louis Trust Co | $4.1M | 0.48% |
| Tandem Financial, LLC | $4.1M | 1.32% |
| Holistic Financial Partners | $4.1M | 1.54% |
| Stillwater Capital Advisors, LLC | $4.1M | 0.47% |
| Serenus Wealth Advisors, LLC | $4.1M | 0.82% |
| NBC SECURITIES, INC. | $4.1M | 0.31% |
| DIXON FNANCIAL SERVICES, INC. | $4.0M | 1.82% |
| Acropolis Investment Management, LLC | $4.0M | 0.18% |
| Bank of Jackson Hole Trust | $4.0M | 1.95% |
| NICOLET BANKSHARES INC | $4.0M | 0.15% |
| Smartleaf Asset Management LLC | $4.0M | 0.14% |
| CARRET ASSET MANAGEMENT, LLC | $4.0M | 0.39% |
| Foundation Wealth Management, LLC\PA | $4.0M | 1.40% |
| Procyon Advisors, LLC | $4.0M | 0.19% |
| WEALTHSPAN PARTNERS, LLC | $4.0M | 1.40% |
| W ADVISORS, LLC | $4.0M | 2.03% |
| SAGE FINANCIAL GROUP INC | $4.0M | 0.26% |