| Unify Financial Advisors | $1.5M | 1.53% |
| PERSONAL CFO SOLUTIONS, LLC | $1.5M | 0.21% |
| Schrum Private Wealth Management LLC | $1.5M | 1.12% |
| Haverford Financial Services, Inc. | $1.5M | 0.44% |
| Allen Capital Group, LLC | $1.5M | 0.13% |
| CLOVERFIELDS CAPITAL GROUP, LP | $1.5M | 0.47% |
| MONETA GROUP INVESTMENT ADVISORS LLC | $1.4M | 0.01% |
| RCS Financial Planning, LLC | $1.4M | 0.75% |
| Millington Financial Advisors, LLC | $1.4M | 0.61% |
| Ballentine Partners, LLC | $1.4M | 0.02% |
| Investors Research Corp | $1.4M | 0.28% |
| IFS Group,LLC | $1.4M | 1.27% |
| Total Clarity Wealth Management, Inc. | $1.4M | 0.33% |
| ASL Financial, LLC | $1.4M | 1.13% |
| SILVERLAKE WEALTH MANAGEMENT LLC | $1.4M | 0.29% |
| Ackerman Capital Advisors, LLC | $1.4M | 0.29% |
| Avantra Family Wealth, Inc. | $1.4M | 1.04% |
| Financial Insights, Inc. | $1.4M | 0.45% |
| Allie Family Office LLC | $1.4M | 0.61% |
| MONEY CONCEPTS CAPITAL CORP | $1.4M | 0.08% |
| Arcadia Wealth Management, LLC | $1.4M | 0.50% |
| RAINIER FAMILY WEALTH INC | $1.4M | 0.92% |
| Wells Financial Advisors INC | $1.4M | 6.24% |
| Capital Investment Management, Inc. | $1.4M | 0.47% |
| MBE Wealth Management, LLC | $1.4M | 0.57% |
| PEAPACK GLADSTONE FINANCIAL CORP | $1.4M | 0.02% |
| LPWM LLC | $1.4M | 0.34% |
| FORTRESS PRIVATE LEDGER, LLC | $1.4M | 0.43% |
| Dynamic Advisor Solutions LLC | $1.4M | 0.04% |
| Capital Asset Managemnet, LLC | $1.4M | 1.53% |
| Dana Investment Advisors, Inc. | $1.4M | 0.04% |
| Latitude Advisors, LLC | $1.3M | 0.62% |
| Opulen Financial Group LLC | $1.3M | 0.95% |
| Bernardo Wealth Planning LLC | $1.3M | 0.26% |
| MATAURO, LLC | $1.3M | 0.19% |
| Cassilly Financial Group LLC | $1.3M | 1.15% |
| Ruggiero Investments, Inc. | $1.3M | 1.28% |
| SeaCrest Wealth Management, LLC | $1.3M | 0.14% |
| LexAurum Advisors, LLC | $1.3M | 0.17% |
| FIRST CITIZENS BANK & TRUST CO | $1.3M | 0.03% |
| Ardent Capital Management, Inc. | $1.3M | 0.56% |
| Syntegra Private Wealth Group, LLC | $1.3M | 0.12% |
| Wall Capital Group, Inc. | $1.3M | 1.39% |
| PARSONS CAPITAL MANAGEMENT INC/RI | $1.3M | 0.06% |
| Glenview Trust Co | $1.3M | 0.02% |
| Two West Capital Advisors LLC | $1.3M | 0.68% |
| Saiph Capital, LLC | $1.3M | 0.49% |
| Fairvoy Private Wealth, LLC | $1.3M | 0.31% |
| Tranquilli Financial Advisor LLC | $1.3M | 0.75% |
| Accredited Investors Inc. | $1.3M | 0.07% |
| Caliber Wealth Management, LLC / KS | $1.3M | 0.14% |
| EVERPAR ADVISORS LLC | $1.3M | 0.43% |
| AVALON CAPITAL MANAGEMENT | $1.3M | 0.35% |
| Accelerate Investment Advisors LLC | $1.3M | 0.84% |
| Goelzer Investment Management, Inc. | $1.2M | 0.06% |
| FourThought Financial Partners, LLC | $1.2M | 0.11% |
| New Republic Capital, LLC | $1.2M | 0.42% |
| FWG Investments, LLC. | $1.2M | 0.79% |
| Vision Retirement, LLC | $1.2M | 0.35% |
| Quadcap Wealth Management, LLC | $1.2M | 0.14% |
| LaSalle St. Investment Advisors, LLC | $1.2M | 0.17% |
| Merkkuri Wealth Advisors LLC | $1.2M | 0.81% |
| PALLADIEM, LLC | $1.2M | 1.17% |
| Fiduciary Trust Co | $1.2M | 0.01% |
| Tower Research Capital LLC (TRC) | $1.2M | 0.03% |
| LAKE STREET PRIVATE WEALTH, LLC | $1.2M | 0.15% |
| Hobbs Group Advisors, LLC | $1.2M | 0.36% |
| EVOLUTION WEALTH MANAGEMENT INC. | $1.2M | 0.87% |
| Maridea Wealth Management LLC | $1.2M | 0.17% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $1.2M | 0.06% |
| MERIDIAN INVESTMENT COUNSEL INC. | $1.2M | 0.28% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $1.2M | 0.08% |
| EFG International AG | $1.2M | 0.03% |
| COWA, LLC | $1.2M | 0.32% |
| Wealthfront Advisers LLC | $1.2M | 0.00% |
| Empire Life Investments Inc. | $1.2M | 0.07% |
| Galvin, Gaustad & Stein, LLC | $1.2M | 0.09% |
| Seneschal Advisors, LLC | $1.2M | 0.86% |
| Strait & Sound Wealth Management LLC | $1.2M | 0.43% |
| Visionary Wealth Advisors | $1.2M | 0.05% |
| YANKCOM Partnership | $1.2M | 0.47% |
| Abundance Wealth Counselors | $1.2M | 0.17% |
| Hutchens & Kramer Investment Management Group, LLC | $1.1M | 0.36% |
| Davidson Kahn Capital Management, LLC | $1.1M | 0.61% |
| EWA, LLC | $1.1M | 0.26% |
| Tarbox Family Office, Inc. | $1.1M | 0.18% |
| ACCREDITED INVESTOR SERVICES, LLC | $1.1M | 0.73% |
| Arsenal Capital Advisors LLC | $1.1M | 0.82% |
| Vanguard Personalized Indexing Management, LLC | $1.1M | 0.01% |
| WealthTrak Capital Management LLC | $1.1M | 0.81% |
| Financial Engines Advisors L.L.C. | $1.1M | 0.00% |
| Allegheny Financial Group | $1.1M | 0.15% |
| Compass Ion Advisors, LLC | $1.1M | 0.11% |
| FIRST FINANCIAL BANK - TRUST DIVISION | $1.1M | 0.09% |
| Pines Wealth Management, LLC | $1.1M | 0.36% |
| Vantage Point Financial LLC | $1.1M | 0.38% |
| Diversified Trust Co | $1.1M | 0.02% |
| CAHABA WEALTH MANAGEMENT, INC. | $1.1M | 0.07% |
| Financial Gravity Asset Management, Inc. | $1.1M | 0.19% |
| Pearl Planning LLC | $1.1M | 0.58% |
| Per Stirling Capital Management, LLC. | $1.1M | 0.12% |
| Ipsen Advisor Group LLC | $1.1M | 0.76% |
| Raub Brock Capital Management LP | $1.1M | 0.27% |
| Meridian Financial Partners LLC | $1.1M | 0.41% |
| TRUST CO OF TOLEDO NA /OH/ | $1.1M | 0.10% |
| Storen Legacy Partners, LLC | $1.1M | 0.34% |
| MARIPAU WEALTH MANAGEMENT LLC | $1.1M | 0.47% |
| WNY Asset Management, LLC | $1.1M | 0.11% |
| RIVERCHASE WEALTH MANAGEMENT, LLC | $1.1M | 0.55% |
| TCTC Holdings, LLC | $1.1M | 0.03% |
| Raleigh Capital Management Inc. | $1.1M | 0.37% |
| MFA Wealth Services | $1.1M | 0.70% |
| Violich Capital Management, Inc. | $1.1M | 0.12% |
| Aprio Wealth Management, LLC | $1.1M | 0.06% |
| Sovereign Financial Group, Inc. | $1.0M | 0.18% |
| Noble Wealth Management PBC | $1.0M | 0.53% |
| Cooper Financial Group | $1.0M | 0.10% |
| Soundwatch Capital LLC | $1.0M | 0.13% |
| JT Stratford LLC | $1.0M | 0.13% |
| KINTRA WEALTH, LLC | $1.0M | 0.07% |
| Investment Advisory Group, LLC | $1.0M | 0.26% |
| Vavra Capital Management, LLC | $1.0M | 1.00% |
| Owl Creek Wealth Partners LLC | $1.0M | 0.36% |
| Blue Zone Wealth Advisors, LLC | $1.0M | 0.21% |
| First American Bank | $1.0M | 0.06% |
| Lantern Wealth Advisors, LLC | $1.0M | 0.52% |
| Cardinal Point Capital Management ULC | $1.0M | 0.06% |
| Pasadena Private Wealth, LLC | $1.0M | 0.14% |
| PATTON ALBERTSON MILLER GROUP, LLC | $996.5K | 0.12% |
| Bank Julius Baer & Co. Ltd, Zurich | $994.5K | 0.00% |
| Wise Wealth Partners | $994.4K | 1.35% |
| Kellett Wealth Advisors, LLC | $980.7K | 0.53% |
| GatePass Capital, LLC | $980.5K | 0.46% |
| Eldridge Investment Advisors, Inc. | $979.5K | 0.21% |
| D'Orazio & Associates, Inc. | $968.4K | 0.13% |
| Wealth Dimensions Group, Ltd. | $967.1K | 0.19% |
| Strathmore Capital Advisors, Inc. | $962.0K | 0.27% |
| Wolff Financial Management LLC | $959.1K | 0.21% |
| Transamerica Financial Advisors, LLC | $956.6K | 0.08% |
| Ergawealth Advisors, Inc. | $954.3K | 0.42% |
| MILLENNIUM MANAGEMENT LLC | $953.7K | 0.00% |
| REGIMEN WEALTH, LLC | $953.3K | 0.28% |
| Calamos Advisors LLC | $943.7K | 0.00% |
| Calamos Wealth Management LLC | $943.7K | 0.03% |
| Crusonia Wealth Advisors LLC | $942.4K | 0.19% |
| Sanchez Gaunt Capital Management, LLC | $942.2K | 0.59% |
| McAdam, LLC | $941.9K | 0.04% |
| FLORIDA FINANCIAL ADVISORS, LLC | $939.6K | 0.22% |
| FLC Capital Advisors | $938.7K | 0.17% |
| SWEENEY & MICHEL, LLC | $933.0K | 0.27% |