| BERKSHIRE ASSET MANAGEMENT LLC/PA | $8.2M | 0.35% |
| Medallion Wealth Advisors, LLC | $8.1M | 2.65% |
| Circle Wealth Management, LLC | $8.0M | 0.11% |
| Monetary Solutions, Ltd | $7.8M | 7.58% |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | $7.8M | 0.50% |
| Johnson Financial Group, LLC | $7.8M | 0.52% |
| Private Advisor Group, LLC | $7.7M | 0.04% |
| Concurrent Investment Advisors, LLC | $7.7M | 0.08% |
| MBL Wealth, LLC | $7.7M | 0.58% |
| GPM Growth Investors, Inc. | $7.6M | 3.18% |
| TUDOR INVESTMENT CORP ET AL | $7.6M | 0.01% |
| Nicollet Investment Management, Inc. | $7.5M | 2.57% |
| Raine Group LLC | $7.5M | 71.06% |
| Financial Synergies Wealth Advisors, Inc. | $7.5M | 0.71% |
| AMI INVESTMENT MANAGEMENT INC | $7.4M | 1.67% |
| Kestra Advisory Services, LLC | $7.4M | 0.03% |
| Arcataur Capital Management LLC | $7.4M | 2.05% |
| Red Tortoise LLC | $7.3M | 3.06% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | $7.3M | 0.09% |
| Bank of New York Mellon Corp | $7.3M | 0.00% |
| Cynosure Group, LLC | $7.3M | 0.91% |
| Barden Capital Management, Inc. | $7.2M | 6.18% |
| Curbstone Financial Management Corp | $7.1M | 1.37% |
| SWS Partners | $7.1M | 1.76% |
| Ignite Planners, LLC | $7.1M | 1.10% |
| Harbor Group, Inc. | $7.1M | 1.03% |
| SEGALL BRYANT & HAMILL, LLC | $7.1M | 0.10% |
| Tempus Wealth Planning, LLC | $7.1M | 1.63% |
| SENTINEL PENSION ADVISORS, LLC | $7.1M | 1.04% |
| ARBOR TRUST WEALTH ADVISORS, LLC | $7.0M | 3.09% |
| Rosenberg Matthew Hamilton | $7.0M | 1.43% |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | $6.9M | 1.82% |
| TWO SIGMA INVESTMENTS, LP | $6.9M | 0.01% |
| CAHILL FINANCIAL ADVISORS INC | $6.9M | 0.75% |
| AE Wealth Management LLC | $6.9M | 0.04% |
| Triangle Securities Wealth Management | $6.9M | 1.56% |
| Krilogy Financial LLC | $6.9M | 0.22% |
| Somerset Group LLC | $6.9M | 5.09% |
| FLOYD FINANCIAL GROUP LLC | $6.8M | 4.56% |
| CASTLE WEALTH MANAGEMENT LLC | $6.8M | 2.19% |
| Gradient Capital Advisors, LLC | $6.7M | 1.74% |
| VAN STRUM & TOWNE INC. | $6.7M | 1.95% |
| Van Cleef Asset Management,Inc | $6.7M | 0.72% |
| SFMG, LLC | $6.7M | 0.45% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | $6.6M | 0.10% |
| NATIXIS ADVISORS, LLC | $6.6M | 0.01% |
| Santori & Peters, Inc. | $6.6M | 2.05% |
| Madden Advisory Services, Inc. | $6.6M | 2.58% |
| Hamrick Investment Counsel, llc | $6.5M | 3.59% |
| Cannon Capital Management, Inc. | $6.4M | 5.23% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | $6.4M | 0.47% |
| Sage Mountain Advisors LLC | $6.4M | 0.45% |
| Western Wealth Management, LLC | $6.4M | 0.24% |
| KLINGENSTEIN FIELDS & CO LP | $6.4M | 0.25% |
| WealthPlan Investment Management, LLC | $6.3M | 0.35% |
| HRT FINANCIAL LP | $6.3M | 0.02% |
| Jacobs Equity LLC | $6.2M | 5.59% |
| LEGACY FINANCIAL GROUP, INC. | $6.2M | 1.64% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $6.2M | 0.12% |
| Blueprint Investment Partners LLC | $6.1M | 0.62% |
| Mutual Advisors, LLC | $6.1M | 0.13% |
| BLAIR WILLIAM & CO/IL | $6.1M | 0.02% |
| Foundations Investment Advisors, LLC | $5.9M | 0.07% |
| Gambit Capital Management, LLC | $5.8M | 3.99% |
| Windsor Advisory Group, LLC | $5.8M | 4.82% |
| Cornerstone Wealth Advisors, Inc. | $5.8M | 1.33% |
| Rothschild Wealth LLC | $5.7M | 0.51% |
| CITIGROUP INC | $5.7M | 0.00% |
| True North Advisors, LLC | $5.6M | 0.64% |
| Eagle Capital Management, LLC | $5.6M | 2.22% |
| EXCHANGE TRADED CONCEPTS, LLC | $5.6M | 0.04% |
| Ocean Park Asset Management, LLC | $5.6M | 0.32% |
| Valmark Advisers, Inc. | $5.6M | 0.07% |
| YHB Investment Advisors, Inc. | $5.5M | 0.40% |
| BAILARD, INC. | $5.5M | 0.13% |
| Dorato Capital Management | $5.4M | 3.97% |
| Denver PWM, LLC | $5.4M | 1.84% |
| Thrive Wealth Management, LLC | $5.3M | 0.79% |
| Mengis Capital Management, Inc. | $5.3M | 0.91% |
| Pathstone Holdings, LLC | $5.2M | 0.02% |
| Vanguard Personalized Indexing Management, LLC | $5.1M | 0.05% |
| Wealthspire Retirement, LLC | $5.1M | 0.31% |
| COMMERCE BANK | $5.1M | 0.02% |
| Omega Financial Group, LLC | $5.1M | 1.65% |
| Montis Financial, LLC | $5.0M | 1.04% |
| SAWGRASS ASSET MANAGEMENT LLC | $5.0M | 0.76% |
| Ausdal Financial Partners, Inc. | $5.0M | 0.22% |
| ASPIRIANT, LLC | $5.0M | 0.14% |
| Elmwood Wealth Management, Inc. | $5.0M | 1.38% |
| TD PRIVATE CLIENT WEALTH LLC | $5.0M | 0.10% |
| Sowell Financial Services LLC | $4.9M | 0.18% |
| Ring Mountain Capital, LLC | $4.9M | 2.69% |
| DAVIDSON TRUST CO | $4.8M | 2.09% |
| BANK OF MONTREAL /CAN/ | $4.8M | 0.00% |
| ASSET PLANNING SERVICES INC /LA/ /ADV | $4.8M | 2.10% |
| CATHY PARETO & ASSOCIATES, INC | $4.8M | 3.21% |
| Stratos Wealth Partners, LTD. | $4.8M | 0.05% |
| Mission Creek Capital Partners, Inc. | $4.8M | 0.95% |
| Selby Wealth Management, LLC | $4.6M | 1.81% |
| MUIRFIELD WEALTH ADVISORS LLC | $4.6M | 3.38% |
| Atria Investments, Inc | $4.6M | 0.05% |
| Tenret Co LLC | $4.6M | 2.20% |
| Bigelow Investment Advisors, LLC | $4.5M | 1.82% |
| Code Waechter LLC | $4.5M | 2.68% |
| Winthrop Advisory Group LLC | $4.5M | 0.36% |
| Janney Montgomery Scott LLC | $4.4M | 0.01% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $4.4M | 0.08% |
| AXXCESS WEALTH MANAGEMENT, LLC | $4.3M | 0.14% |
| HANSEATIC MANAGEMENT SERVICES INC | $4.3M | 4.16% |
| Peak Financial Management, Inc. | $4.3M | 1.10% |
| Asset Management Group, Inc. | $4.3M | 0.70% |
| Creekside Partners | $4.3M | 1.77% |
| Waterloo Capital, L.P. | $4.3M | 0.30% |
| HOLLENCREST CAPITAL MANAGEMENT | $4.3M | 0.16% |
| Clearstead Advisors, LLC | $4.3M | 0.04% |
| FIRST FOUNDATION ADVISORS | $4.2M | 0.17% |
| Armbruster Capital Management, Inc. | $4.2M | 0.69% |
| GODSEY & GIBB, INC | $4.2M | 0.37% |
| RMR Wealth Builders | $4.2M | 0.33% |
| Ironwood Wealth Management, LLC. | $4.2M | 1.20% |
| CHAPMAN FINANCIAL GROUP, LLC | $4.1M | 2.97% |
| Seros Financial, LLC | $4.1M | 2.64% |
| MeadowBrook Investment Advisors LLC | $4.1M | 3.66% |
| Sand Hill Global Advisors, LLC | $4.1M | 0.14% |
| Missouri Trust & Investment Co | $4.1M | 1.21% |
| Summit Financial Strategies, Inc. | $4.1M | 0.32% |
| Values Added Financial LLC | $4.1M | 1.71% |
| PARK AVENUE SECURITIES LLC | $4.0M | 0.03% |
| RWA WEALTH PARTNERS, LLC | $4.0M | 0.04% |
| Paulson Wealth Management Inc. | $4.0M | 0.94% |
| SHELTON WEALTH MANAGEMENT, LLC | $4.0M | 1.75% |
| Brookstone Capital Management | $4.0M | 0.05% |
| Berkeley, Inc | $4.0M | 1.33% |
| Fort Vancouver Investment Management, LLC | $3.9M | 2.00% |
| Summit Place Financial Advisors, LLC | $3.9M | 1.89% |
| Cornerstone Financial Management LLC | $3.9M | 3.60% |
| Carr Financial Group Corp | $3.9M | 1.03% |
| CIBC Bancorp USA Inc. | $3.9M | 0.01% |
| PITTENGER & ANDERSON INC | $3.9M | 0.15% |
| WJ Financial Advisors LLC | $3.9M | 3.14% |
| NewEdge Wealth, LLC | $3.9M | 0.05% |
| Benson Investment Management Company, Inc. | $3.9M | 34.32% |
| NAPLES GLOBAL ADVISORS, LLC | $3.9M | 0.28% |
| Procyon Advisors, LLC | $3.9M | 0.19% |
| Meridian Wealth Management, LLC | $3.9M | 0.14% |
| Peachtree Investment Partners, LLC | $3.8M | 1.46% |
| Maia Wealth LLC | $3.8M | 0.65% |
| Parallel Advisors, LLC | $3.8M | 0.07% |
| ETF Store, Inc. | $3.8M | 3.67% |
| EXENCIAL WEALTH ADVISORS, LLC | $3.8M | 0.12% |