| Dakota Wealth Management | $5.1M | 0.11% |
| Dynamic Advisor Solutions LLC | $5.1M | 0.16% |
| Trek Financial, LLC | $5.1M | 0.27% |
| Marble Wealth, LLC | $5.1M | 0.88% |
| Burns Matteson Capital Management, LLC | $5.0M | 1.84% |
| Janney Montgomery Scott LLC | $5.0M | 0.01% |
| MONEY CONCEPTS CAPITAL CORP | $5.0M | 0.28% |
| Wealthfront Advisers LLC | $5.0M | 0.01% |
| Long Island Wealth Management, Inc. | $5.0M | 2.31% |
| Harbor Asset Planning, Inc. | $5.0M | 4.18% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $5.0M | 0.06% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | $4.9M | 0.43% |
| Geneos Wealth Management Inc. | $4.9M | 0.11% |
| Fermata Advisors, LLC | $4.9M | 1.11% |
| Perissos Private Wealth Management, LLC | $4.9M | 4.24% |
| Arax Advisory Partners | $4.9M | 0.14% |
| NORTHERN TRUST CORP | $4.8M | 0.00% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $4.7M | 0.02% |
| Nabity-Jensen Investment Management Inc | $4.7M | 3.26% |
| BROWN WEALTH MANAGEMENT, LLC | $4.7M | 1.20% |
| WESBANCO BANK INC | $4.7M | 0.13% |
| RFG - Bristol Wealth Advisors, LLC | $4.7M | 1.26% |
| Bigelow Investment Advisors, LLC | $4.6M | 1.84% |
| Brand Asset Management Group, Inc. | $4.6M | 1.19% |
| Cooper Financial Group | $4.6M | 0.46% |
| Boyd Wealth Management, LLC | $4.5M | 1.91% |
| Milestone Asset Management Group, LLC | $4.5M | 2.64% |
| BANK OF MONTREAL /CAN/ | $4.5M | 0.00% |
| Winthrop Capital Management, LLC | $4.5M | 1.16% |
| LongView Wealth Management | $4.5M | 1.13% |
| Eagle Capital Management, LLC | $4.5M | 1.77% |
| RTD Financial Advisors, Inc. | $4.5M | 0.55% |
| ARCADIA INVESTMENT ADVISORS LLC | $4.4M | 2.09% |
| HCR Wealth Advisors | $4.4M | 0.46% |
| Waterford Advisors, LLC | $4.4M | 1.40% |
| Cornerstone Planning Group LLC | $4.4M | 0.59% |
| BridgePort Financial Solutions, LLC | $4.4M | 1.24% |
| BLAIR WILLIAM & CO/IL | $4.4M | 0.01% |
| Gladstone Institutional Advisory LLC | $4.4M | 0.16% |
| GOLDMAN SACHS GROUP INC | $4.3M | 0.00% |
| Diversified Enterprises, LLC | $4.3M | 0.24% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $4.2M | 0.17% |
| KPP Advisory Services LLC | $4.2M | 0.61% |
| Cassaday & Co Wealth Management LLC | $4.2M | 0.09% |
| Members Advisory Group LLC | $4.2M | 1.43% |
| Asset Dedication, LLC | $4.2M | 0.29% |
| Barden Capital Management, Inc. | $4.1M | 3.54% |
| Meramec Financial Planners, LLC | $4.1M | 1.62% |
| FAGAN ASSOCIATES, INC. | $4.0M | 0.56% |
| Madison Wealth Partners, Inc | $4.0M | 0.65% |
| GeoWealth Management, LLC | $4.0M | 0.14% |
| CENTRAL TRUST Co | $4.0M | 0.08% |
| Monetary Solutions, Ltd | $4.0M | 3.88% |
| Strategic Blueprint, LLC | $4.0M | 0.23% |
| Elevated Financial Group LLC | $4.0M | 1.30% |
| Embree Financial Group | $4.0M | 0.47% |
| Midwest Financial Group LLC | $4.0M | 1.70% |
| Advisory Alpha, LLC | $3.9M | 0.11% |
| CFG Wealth Management Services, Inc. | $3.9M | 3.55% |
| Elevation Capital Advisory, LLC | $3.9M | 1.67% |
| Murphy & Mullick Capital Management Corp | $3.9M | 2.89% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | $3.9M | 0.33% |
| KANE INVESTMENT MANAGEMENT, INC. | $3.9M | 2.00% |
| Advyzon Investment Management, LLC | $3.9M | 0.35% |
| Forefront Wealth Partners, LLC | $3.9M | 1.62% |
| Pathstone Holdings, LLC | $3.9M | 0.02% |
| MILESTONE ASSET MANAGEMENT, LLC | $3.8M | 0.71% |
| Apella Capital, LLC | $3.8M | 0.06% |
| Heirloom Wealth Management | $3.8M | 0.69% |
| Athena Investment Management | $3.8M | 1.95% |
| GUERRA PAN ADVISORS, LLC | $3.8M | 2.33% |
| Pallas Capital Advisors LLC | $3.7M | 0.14% |
| Wealthspire Advisors, LLC | $3.7M | 0.03% |
| Tyche Wealth Partners LLC | $3.7M | 0.57% |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | $3.7M | 0.62% |
| Vestmark Advisory Solutions, Inc. | $3.7M | 0.04% |
| Piedmont Capital Management, LLC/NC | $3.7M | 2.44% |
| Tempus Wealth Planning, LLC | $3.6M | 0.84% |
| Dana Investment Advisors, Inc. | $3.6M | 0.11% |
| Veridan Wealth LLC | $3.6M | 1.33% |
| Parsonex Advisory Services, Inc. | $3.6M | 3.52% |
| GenWealth Group, Inc. | $3.6M | 0.61% |
| PNC FINANCIAL SERVICES GROUP, INC. | $3.6M | 0.00% |
| Sightline Wealth Advisors, LLC | $3.6M | 1.51% |
| AIRE ADVISORS, LLC | $3.5M | 0.64% |
| B. Riley Wealth Advisors, Inc. | $3.5M | 0.22% |
| Downshift Financial, LLC | $3.5M | 1.80% |
| Joseph Group Capital Management | $3.5M | 0.86% |
| Texas Yale Capital Corp. | $3.5M | 0.10% |
| LifePlan Investment Advisors, Inc. | $3.4M | 1.35% |
| Broadview Financial Management, LLC | $3.4M | 2.31% |
| BFSG, LLC | $3.4M | 0.32% |
| STALEY CAPITAL ADVISERS INC | $3.3M | 0.14% |
| Larson Financial Group LLC | $3.3M | 0.11% |
| KMG FIDUCIARY PARTNERS, LLC | $3.3M | 0.24% |
| VestGen Advisors, LLC | $3.3M | 0.09% |
| Linscomb Wealth, Inc. | $3.3M | 0.15% |
| Summit Financial Wealth Advisors, LLC | $3.2M | 0.46% |
| Foster Victor Wealth Advisors, LLC | $3.2M | 0.18% |
| Wedmont Private Capital | $3.2M | 0.10% |
| Russell Investments Group, Ltd. | $3.2M | 0.00% |
| Parkside Financial Bank & Trust | $3.2M | 0.24% |
| NATIXIS ADVISORS, LLC | $3.2M | 0.00% |
| HBK Sorce Advisory LLC | $3.2M | 0.06% |
| Revisor Wealth Management LLC | $3.2M | 0.88% |
| Avestar Capital, LLC | $3.2M | 0.20% |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $3.1M | 0.38% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $3.1M | 0.05% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $3.1M | 0.00% |
| Parallel Advisors, LLC | $3.1M | 0.06% |
| Curi Capital, LLC | $3.1M | 0.06% |
| Bawa N Mallick Trust | $3.1M | 1.27% |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | $3.1M | 1.63% |
| Columbus Macro, LLC | $3.1M | 0.33% |
| Highland Financial Advisors, LLC | $3.1M | 0.82% |
| Avidian Wealth Enterprises, LLC | $3.1M | 0.10% |
| FC Advisory LLC | $3.1M | 0.90% |
| Elgethun Capital Management | $3.1M | 0.51% |
| Thayer Financial, L.L.C. | $3.0M | 3.09% |
| Oxinas Partners, LLC | $3.0M | 1.38% |
| Livet Wealth, LLC | $3.0M | 1.92% |
| Towercrest Capital Management | $3.0M | 0.46% |
| Alliance Wealth Management Group | $3.0M | 0.65% |
| Archer Investment Management, LLC | $3.0M | 1.24% |
| Allen Capital Group, LLC | $2.9M | 0.26% |
| WEALTHGARDEN F.S. LLC | $2.9M | 2.00% |
| J. Derek Lewis & Associates Inc. | $2.9M | 0.65% |
| NWAM LLC | $2.9M | 0.17% |
| JT Stratford LLC | $2.9M | 0.37% |
| Moors & Cabot, Inc. | $2.9M | 0.12% |
| CYPRESS FINANCIAL PLANNING LLC | $2.9M | 0.79% |
| Avant Capital LLC | $2.8M | 1.99% |
| HRT FINANCIAL LP | $2.8M | 0.01% |
| Macro Advisors, Inc. | $2.8M | 1.16% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $2.8M | 0.06% |
| Spire Wealth Management | $2.8M | 0.10% |
| Kohmann Bosshard Financial Services, LLC | $2.8M | 0.27% |
| Bensler, LLC | $2.8M | 0.29% |
| ALPHA CAPITAL ADVISORS INC /ADV | $2.8M | 2.62% |
| Scott Capital Advisors, LLC | $2.8M | 0.56% |
| Prospera Financial Services Inc | $2.7M | 0.04% |
| Santori & Peters, Inc. | $2.7M | 0.85% |
| CONDOR CAPITAL MANAGEMENT | $2.7M | 0.23% |
| FORTRESS PRIVATE LEDGER, LLC | $2.7M | 0.85% |
| Pacific Capital Wealth Advisors, Inc. | $2.7M | 0.45% |
| BIRCHBROOK, INC. | $2.7M | 1.31% |
| Barnes Wealth Management Group, Inc | $2.6M | 1.31% |
| JAMES INVESTMENT RESEARCH, INC. | $2.6M | 0.29% |
| Sage Mountain Advisors LLC | $2.5M | 0.18% |
| BG Investment Services, LLC | $2.5M | 2.07% |