| Stone Summit Wealth LLC | $6.2M | 1.71% |
| OPTIMA CAPITAL LLC | $6.2M | 2.86% |
| BigSur Wealth Management LLC | $6.1M | 1.72% |
| LAKE STREET PRIVATE WEALTH, LLC | $6.1M | 0.78% |
| Snowden Capital Advisors LLC | $6.1M | 0.16% |
| Eldridge Investment Advisors, Inc. | $6.1M | 1.34% |
| Coastal Bridge Advisors, LLC | $6.1M | 0.43% |
| Well Done, LLC | $6.1M | 0.90% |
| KLCM Advisors, Inc. | $6.1M | 0.51% |
| Spire Wealth Management | $6.1M | 0.21% |
| PRECEDENT WEALTH PARTNERS, LLC | $6.1M | 1.22% |
| Kingsview Wealth Management, LLC | $6.1M | 0.08% |
| Paulson Wealth Management Inc. | $6.1M | 1.42% |
| Cordgrass Capital Advisors, LLC | $6.1M | 1.42% |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | $6.0M | 0.23% |
| PCM Encore, LLC | $6.0M | 1.24% |
| Pettinga Financial Advisors LLC | $6.0M | 1.13% |
| BURKE & HERBERT BANK & TRUST CO | $6.0M | 1.66% |
| Wealthfront Advisers LLC | $6.0M | 0.01% |
| Joel Isaacson & Co., LLC | $6.0M | 0.20% |
| Gainplan LLC | $6.0M | 4.47% |
| Elgethun Capital Management | $6.0M | 0.99% |
| Clear Harbor Asset Management, LLC | $5.9M | 0.41% |
| Financial Enhancement Group LLC | $5.9M | 0.74% |
| Focus Financial Network, Inc. | $5.9M | 0.21% |
| Simmons Bank | $5.9M | 0.40% |
| GENERAL AMERICAN INVESTORS CO INC | $5.9M | 0.39% |
| Johnson Bixby & Associates, LLC | $5.9M | 0.73% |
| Cape Investment Advisory, Inc. | $5.9M | 1.95% |
| FOUNDERS FINANCIAL SECURITIES LLC | $5.9M | 0.33% |
| Mirae Asset Global Investments Co., Ltd. | $5.8M | 0.00% |
| Great Diamond Partners, LLC | $5.8M | 1.12% |
| Crumly & Associates Inc. | $5.8M | 1.23% |
| San Luis Wealth Advisors LLC | $5.8M | 0.96% |
| Verition Fund Management LLC | $5.8M | 0.04% |
| WealthShield Partners, LLC | $5.8M | 0.64% |
| U.S. Capital Wealth Advisors, LLC | $5.8M | 0.15% |
| MARINO, STRAM & ASSOCIATES LLC | $5.8M | 1.03% |
| Atlantic Edge Private Wealth Management, LLC | $5.7M | 1.41% |
| MLP3, LLC | $5.7M | 6.31% |
| Maxi Investments CY Ltd | $5.7M | 1.25% |
| Grant Street Asset Management, Inc. | $5.7M | 1.09% |
| TCP Asset Management, LLC | $5.6M | 0.73% |
| CRA Financial Services, LLC | $5.6M | 0.73% |
| HBK INVESTMENTS L P | $5.6M | 0.06% |
| Phoenix Wealth Advisors | $5.6M | 2.22% |
| FULTON BREAKEFIELD BROENNIMAN LLC | $5.6M | 0.37% |
| FSM Wealth Advisors, LLC | $5.6M | 0.72% |
| Joseph P. Lucia & Associates, LLC | $5.6M | 2.00% |
| Orion Capital Management LLC | $5.6M | 1.92% |
| Garden State Investment Advisory Services LLC | $5.5M | 1.22% |
| NorthRock Partners, LLC | $5.5M | 0.09% |
| Delta Wealth Advisors LLC | $5.5M | 4.20% |
| SWISS RE LTD | $5.5M | 33.43% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $5.5M | 0.03% |
| Apollon Wealth Management, LLC | $5.5M | 0.09% |
| Horizon Wealth Management, LLC | $5.4M | 0.79% |
| Empowered Funds, LLC | $5.4M | 0.03% |
| STEEL GROVE CAPITAL ADVISORS, LLC | $5.4M | 0.57% |
| Caprock Group, LLC | $5.4M | 0.13% |
| Pinnacle Wealth Management Group, Inc. | $5.4M | 2.63% |
| COMPASS CAPITAL CORP /MA/ /ADV | $5.4M | 1.92% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | $5.3M | 0.94% |
| Waycross Investment Management Co | $5.3M | 5.10% |
| EXCALIBUR MANAGEMENT CORP | $5.3M | 1.90% |
| Bison Wealth, LLC | $5.3M | 0.51% |
| Garner Asset Management Corp | $5.3M | 2.08% |
| RVW Wealth, LLC | $5.3M | 0.41% |
| Nvest Wealth Strategies, Inc. | $5.3M | 3.70% |
| Darrow Company, Inc. | $5.3M | 2.37% |
| Radnor Capital Management, LLC | $5.3M | 0.78% |
| Milestone Investment Advisors LLC | $5.3M | 1.27% |
| Royal Harbor Partners, LLC | $5.3M | 1.78% |
| AlTi Global, Inc. | $5.3M | 0.11% |
| CARRET ASSET MANAGEMENT, LLC | $5.3M | 0.51% |
| STEINBERGANNA WEALTH MANAGEMENT | $5.2M | 2.50% |
| Freedom Day Solutions, LLC | $5.2M | 1.40% |
| ROMANO BROTHERS AND COMPANY | $5.2M | 0.59% |
| Gambit Capital Management, LLC | $5.2M | 3.58% |
| EVOKE WEALTH, LLC | $5.2M | 0.09% |
| Sage Capital Management, LLC | $5.2M | 2.43% |
| Global Wealth Management, LLC | $5.2M | 2.81% |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | $5.1M | 0.33% |
| Grange Capital, LLC | $5.1M | 5.12% |
| MERIDIAN INVESTMENT COUNSEL INC. | $5.1M | 1.22% |
| GENESIS PRIVATE WEALTH, LLC | $5.1M | 1.61% |
| Whitford Management LLC | $5.1M | 5.20% |
| Bauman Advisory Group, LLC | $5.1M | 3.55% |
| Lester Murray Antman dba SimplyRich | $5.0M | 1.28% |
| Taylor & Morgan Wealth Management, LLC | $5.0M | 2.85% |
| Sunbelt Securities, Inc. | $5.0M | 0.31% |
| SMART Wealth LLC | $5.0M | 1.45% |
| O'ROURKE & COMPANY, Inc | $4.9M | 1.96% |
| Sterling Capital Management LLC | $4.9M | 0.09% |
| Krilogy Financial LLC | $4.9M | 0.16% |
| Harel Insurance Investments & Financial Services Ltd. | $4.9M | 0.03% |
| Moors & Cabot, Inc. | $4.9M | 0.21% |
| River Wealth Advisors LLC | $4.9M | 0.56% |
| WEDBUSH SECURITIES INC | $4.9M | 0.14% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $4.9M | 0.34% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $4.9M | 0.77% |
| Modern Wealth Management, LLC | $4.9M | 0.08% |
| Catalina Capital Group, LLC | $4.8M | 2.89% |
| Verdence Capital Advisors LLC | $4.8M | 0.28% |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | $4.8M | 1.53% |
| Standard Family Office LLC | $4.8M | 4.97% |
| AE Wealth Management LLC | $4.8M | 0.03% |
| Roundview Capital LLC | $4.8M | 0.30% |
| STRATEGY ASSET MANAGERS LLC | $4.8M | 0.78% |
| CVFG LLC | $4.7M | 0.59% |
| RMR Capital Management, LLC | $4.7M | 3.39% |
| DEFINED WEALTH MANAGEMENT, LLC | $4.7M | 2.75% |
| Ascentis Independent Advisors | $4.7M | 0.35% |
| CREDIT AGRICOLE S A | $4.7M | 0.01% |
| Wakefield Asset Management LLLP | $4.6M | 1.23% |
| INVESTMENT HOUSE LLC | $4.6M | 0.24% |
| Trueblood Wealth Management, LLC | $4.6M | 1.80% |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC | $4.6M | 0.79% |
| B. Riley Wealth Advisors, Inc. | $4.6M | 0.29% |
| Bulltick Wealth Management, LLC | $4.6M | 1.02% |
| EDMOND DE ROTHSCHILD HOLDING S.A. | $4.6M | 0.07% |
| Evergreen Wealth Management, LLC | $4.5M | 2.34% |
| MARIPAU WEALTH MANAGEMENT LLC | $4.5M | 1.99% |
| INKWELL CAPITAL LLC | $4.5M | 4.60% |
| Cadent Capital Advisors, LLC | $4.5M | 1.16% |
| Cannell & Spears LLC | $4.5M | 0.09% |
| SAX WEALTH ADVISORS, LLC | $4.5M | 0.22% |
| Cannon Advisors, Inc. | $4.5M | 3.33% |
| Confluence Wealth Services, Inc. | $4.5M | 0.17% |
| Belpointe Asset Management LLC | $4.5M | 0.16% |
| CVS HEALTH Corp | $4.4M | 2.08% |
| BAILARD, INC. | $4.4M | 0.10% |
| SkyView Investment Advisors, LLC | $4.4M | 0.59% |
| Retireful, LLC | $4.4M | 6.16% |
| Fonville Wealth Management LLC | $4.4M | 0.83% |
| Ironsides Asset Advisors, LLC | $4.3M | 1.09% |
| Gator Capital Management, LLC | $4.3M | 0.89% |
| Alta Wealth Advisors LLC | $4.3M | 1.41% |
| MGO ONE SEVEN LLC | $4.3M | 0.09% |
| PATTEN & PATTEN INC/TN | $4.3M | 0.26% |
| Evolution Wealth Advisors, LLC | $4.2M | 0.43% |
| BANK OF NOVA SCOTIA | $4.2M | 0.01% |
| Atria Investments, Inc | $4.2M | 0.05% |
| BESSEMER GROUP INC | $4.2M | 0.01% |
| Hilltop Holdings Inc. | $4.2M | 0.38% |
| Sunpointe, LLC | $4.2M | 1.38% |
| Wealth Enhancement Trust Services, Inc. | $4.2M | 0.51% |
| Costello Asset Management, INC | $4.2M | 1.44% |
| Hegarty Advisors, LLC | $4.2M | 3.28% |
| EQUITY INVESTMENT CORP | $4.2M | 0.08% |