| Torrey-Payne Wealth Management, LLC | $6.2M | 5.69% |
| BRIDGES INVESTMENT MANAGEMENT INC | $6.2M | 0.08% |
| Candelo Capital Management LP | $6.2M | 5.12% |
| WCG Wealth Advisors LLC | $6.2M | 0.17% |
| Guided Capital Wealth Management, LLC | $6.2M | 4.07% |
| PFW Advisors LLC | $6.2M | 1.94% |
| Haverford Trust Co | $6.2M | 0.06% |
| NVWM, LLC | $6.1M | 1.36% |
| UNION SAVINGS BANK | $6.1M | 2.66% |
| Canton Hathaway, LLC | $6.1M | 1.22% |
| BayBridge Capital Group, LLC | $6.0M | 3.74% |
| McKinley Carter Wealth Services, Inc. | $6.0M | 0.35% |
| CLARK FINANCIAL SERVICES GROUP INC /BD | $6.0M | 3.23% |
| Evolution Wealth Advisors, LLC | $6.0M | 0.61% |
| Mill Creek Capital Advisors, LLC | $6.0M | 0.12% |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | $6.0M | 4.46% |
| Williams Jones Wealth Management, LLC. | $5.9M | 0.07% |
| Three Bridge Wealth Advisors, LLC | $5.9M | 1.63% |
| CWA Asset Management Group, LLC | $5.9M | 0.20% |
| WINCAP FINANCIAL LLC | $5.8M | 3.89% |
| Laurel Wealth Advisors LLC | $5.8M | 0.58% |
| Madrid Financial Services | $5.8M | 3.44% |
| MPWM ADVISORY SOLUTIONS, LLC | $5.8M | 3.09% |
| Spahn Wealth & Retirement LLC | $5.8M | 7.40% |
| Mount Capital Ltd | $5.7M | 2.31% |
| CreativeOne Wealth, LLC | $5.7M | 0.13% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | $5.7M | 1.36% |
| Aptus Capital Advisors, LLC | $5.7M | 0.04% |
| IronBridge Private Wealth, LLC | $5.7M | 1.83% |
| TRUST CO OF TOLEDO NA /OH/ | $5.6M | 0.53% |
| MONEYWISE, INC. | $5.6M | 2.45% |
| Atom Investors LP | $5.6M | 0.40% |
| Pinnacle Wealth Management Group, Inc. | $5.6M | 2.74% |
| MERIDIAN INVESTMENT COUNSEL INC. | $5.6M | 1.32% |
| Rockingstone Advisors LLC | $5.6M | 2.55% |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $5.6M | 0.03% |
| St. Johns Investment Management Company, LLC | $5.5M | 2.33% |
| Crescent Grove Advisors, LLC | $5.5M | 0.53% |
| LONDON CO OF VIRGINIA | $5.5M | 0.03% |
| Advisor Resource Council | $5.5M | 1.79% |
| E&G Advisors, LP | $5.5M | 1.23% |
| Cordgrass Capital Advisors, LLC | $5.5M | 1.29% |
| Apella Capital, LLC | $5.5M | 0.08% |
| Amtrust Financial Services, Inc. | $5.5M | 1.84% |
| NewEdge Wealth, LLC | $5.5M | 0.07% |
| NOVEM GROUP | $5.5M | 0.63% |
| HELIOS CAPITAL MANAGEMENT PTE. LTD | $5.5M | 5.74% |
| Genesis Financial Group, LLC | $5.5M | 3.45% |
| Larson Financial Group LLC | $5.5M | 0.17% |
| Stordahl Capital Management, Inc. | $5.4M | 1.12% |
| Aureus Asset Management, LLC | $5.4M | 0.36% |
| FIFTH THIRD SECURITIES, INC. | $5.4M | 0.35% |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | $5.4M | 1.27% |
| Prosperity Consulting Group, LLC | $5.4M | 0.24% |
| Addenda Capital Inc. | $5.4M | 0.15% |
| FIRST NATIONAL BANK OF OMAHA | $5.4M | 0.17% |
| DAVENPORT & Co LLC | $5.4M | 0.03% |
| ARCADIA INVESTMENT ADVISORS LLC | $5.4M | 2.53% |
| COREPATH WEALTH PARTNERS LLC | $5.4M | 3.61% |
| Triumph Capital Management | $5.4M | 1.09% |
| Aristotle Capital Boston, LLC | $5.3M | 0.33% |
| Mirae Asset Global Investments Co., Ltd. | $5.2M | 0.00% |
| ALPHA CAPITAL ADVISORS INC /ADV | $5.2M | 4.98% |
| TWIN FOCUS CAPITAL PARTNERS, LLC | $5.2M | 0.60% |
| AUA CAPITAL MANAGEMENT, LLC | $5.2M | 2.65% |
| DUNCKER STREETT & CO INC | $5.2M | 0.99% |
| One Capital Management, LLC | $5.2M | 0.14% |
| Spire Wealth Management | $5.2M | 0.18% |
| Ironsides Asset Advisors, LLC | $5.2M | 1.29% |
| SURIENCE PRIVATE WEALTH LLC | $5.2M | 5.53% |
| SMITH CHAS P & ASSOCIATES PA CPAS | $5.1M | 0.28% |
| Smith & Howard Wealth Management, LLC | $5.1M | 1.11% |
| Ackerman Asset Management, LLC | $5.1M | 3.58% |
| BANK OF NOVA SCOTIA | $5.1M | 0.01% |
| Carnegie Investment Counsel | $5.1M | 0.10% |
| SSI INVESTMENT MANAGEMENT LLC | $5.1M | 0.35% |
| First Heartland Consultants, Inc. | $5.1M | 0.39% |
| MONTAG A & ASSOCIATES INC | $5.1M | 0.23% |
| Rehmann Capital Advisory Group | $5.0M | 0.26% |
| C2C Wealth Management, LLC | $5.0M | 4.25% |
| Sigma Planning Corp | $5.0M | 0.14% |
| TCV Trust & Wealth Management, Inc. | $5.0M | 0.42% |
| KCM Capital Inc | $5.0M | 0.80% |
| Orion Porfolio Solutions, LLC | $5.0M | 0.04% |
| HUB Investment Partners, LLC | $5.0M | 0.12% |
| Private Advisory Group LLC | $4.9M | 0.32% |
| OneDigital Investment Advisors LLC | $4.9M | 0.05% |
| Freestone Capital Holdings, LLC | $4.9M | 0.15% |
| LOOMIS SAYLES & CO L P | $4.9M | 0.01% |
| Purpose Unlimited Inc. | $4.9M | 0.20% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $4.9M | 0.07% |
| Addis & Hill, Inc | $4.8M | 2.93% |
| WEBSTER BANK, N. A. | $4.8M | 0.45% |
| CALTON & ASSOCIATES, INC. | $4.8M | 0.68% |
| Consolidated Portfolio Review Corp | $4.8M | 0.43% |
| PRIVATE TRUST CO NA | $4.7M | 0.42% |
| KLCM Advisors, Inc. | $4.7M | 0.40% |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | $4.7M | 1.98% |
| Fairway Wealth LLC | $4.7M | 1.25% |
| Legacy Trust | $4.7M | 0.90% |
| Lansing Street Advisors | $4.7M | 1.19% |
| Acropolis Investment Management, LLC | $4.7M | 0.21% |
| TFO Wealth Partners, LLC | $4.7M | 0.63% |
| BSW Wealth Partners | $4.7M | 0.57% |
| EFG International AG | $4.6M | 0.10% |
| Summit Place Financial Advisors, LLC | $4.6M | 2.22% |
| Krane Financial Solutions LLC | $4.6M | 3.14% |
| EQUITABLE TRUST CO | $4.6M | 0.21% |
| AlTi Global, Inc. | $4.6M | 0.10% |
| STEPH & CO | $4.6M | 1.31% |
| BOSTON RESEARCH & MANAGEMENT INC | $4.6M | 1.09% |
| Marquette Asset Management, LLC | $4.6M | 0.68% |
| MENORA MIVTACHIM HOLDINGS LTD. | $4.5M | 0.02% |
| TD Waterhouse Canada Inc. | $4.5M | 0.01% |
| Sunburst Financial Group, LLC | $4.5M | 0.84% |
| APPLETON PARTNERS INC/MA | $4.5M | 0.32% |
| WEALTHSPAN PARTNERS, LLC | $4.5M | 1.59% |
| Cercano Management LLC | $4.5M | 0.19% |
| Richard P Slaughter Associates Inc | $4.5M | 0.97% |
| FULTON BANK, N.A. | $4.5M | 0.16% |
| Benchmark Financial Wealth Advisors, LLC | $4.5M | 1.23% |
| Fire Capital Management LLC | $4.4M | 2.08% |
| NBC SECURITIES, INC. | $4.4M | 0.33% |
| Abundance Wealth Counselors | $4.4M | 0.63% |
| Operose Advisors LLC | $4.3M | 1.00% |
| Crews Bank & Trust | $4.3M | 0.62% |
| CANANDAIGUA NATIONAL CORP | $4.3M | 0.38% |
| Thrivent Financial for Lutherans | $4.3M | 0.01% |
| Legacy Advisory Services, LLC | $4.3M | 3.26% |
| HERITAGE INVESTORS MANAGEMENT CORP | $4.3M | 0.13% |
| Ameritas Advisory Services, LLC | $4.2M | 0.16% |
| Crestwood Advisors Group, LLC | $4.2M | 0.07% |
| Auour Investments LLC | $4.2M | 1.33% |
| Kaydan Wealth Management, Inc. | $4.2M | 1.41% |
| Western Wealth Management, LLC | $4.2M | 0.16% |
| NICOLET BANKSHARES INC | $4.2M | 0.15% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $4.2M | 0.29% |
| Franklin, Parlapiano, Turner & Welch, LLC | $4.2M | 0.99% |
| FSA WEALTH PARTNERS, INC. | $4.1M | 1.97% |
| Safe Harbor Fiduciary, LLC | $4.1M | 3.93% |
| Pinnacle Wealth Planning Services, Inc. | $4.1M | 0.43% |
| PATTEN & PATTEN INC/TN | $4.1M | 0.25% |
| Continuum Advisory, LLC | $4.1M | 0.40% |
| DOLIVER ADVISORS, LP | $4.1M | 0.94% |
| Wealth Advisory Solutions, LLC | $4.1M | 0.91% |
| Sincerus Advisory, LLC | $4.1M | 3.10% |
| BankPlus Wealth Management LLC | $4.1M | 2.11% |
| NEW YORK STATE COMMON RETIREMENT FUND | $4.1M | 0.01% |
| Peak Asset Management, LLC | $4.1M | 0.72% |
| GC Wealth Management RIA, LLC | $4.1M | 0.17% |