| COLTON GROOME FINANCIAL ADVISORS, LLC | $3.2M | 0.91% |
| OLIO Financial Planning | $3.2M | 0.88% |
| Parallel Advisors, LLC | $3.2M | 0.06% |
| Patriot Financial Group Insurance Agency, LLC | $3.2M | 0.18% |
| LEGACY SOLUTIONS, LLC | $3.1M | 2.87% |
| Ironwood Wealth Management, LLC. | $3.0M | 0.87% |
| Drucker Wealth 3.0, LLC | $3.0M | 0.53% |
| HSBC HOLDINGS PLC | $3.0M | 0.00% |
| JIM SAULNIER & ASSOCIATES, LLC | $3.0M | 1.46% |
| PRINCIPAL SECURITIES, INC. | $3.0M | 0.04% |
| Kingsview Wealth Management, LLC | $3.0M | 0.04% |
| Legacy Wealth Partners, LLC | $3.0M | 0.74% |
| RETIREMITTEN FINANCIAL LLC | $3.0M | 1.43% |
| Blueprint Financial Advisors LLC | $3.0M | 0.44% |
| KINGSWOOD WEALTH ADVISORS, LLC | $2.9M | 0.14% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $2.9M | 0.05% |
| Kensington Asset Management, LLC | $2.9M | 0.16% |
| BIP Wealth, LLC | $2.9M | 0.12% |
| BayBridge Capital Group, LLC | $2.9M | 1.80% |
| SIMON QUICK ADVISORS, LLC | $2.9M | 0.13% |
| Xena Financial Planning, LLC | $2.8M | 3.21% |
| OPPENHEIMER & CO INC | $2.8M | 0.03% |
| Elwood & Goetz Wealth Advisory Group, LLC | $2.8M | 0.48% |
| Roan Capital Partners | $2.8M | 2.55% |
| Walkner Condon Financial Advisors LLC | $2.8M | 0.36% |
| Forefront Wealth Partners, LLC | $2.7M | 1.15% |
| RICHARDSON FINANCIAL SERVICES INC. | $2.7M | 1.71% |
| Livet Wealth, LLC | $2.7M | 1.73% |
| Occidental Asset Management, LLC | $2.7M | 0.32% |
| Partnership Wealth Management, LLC | $2.7M | 2.04% |
| Sharkey, Howes & Javer | $2.7M | 0.36% |
| Salomon & Ludwin, LLC | $2.6M | 0.23% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | $2.6M | 0.82% |
| Global Financial Private Client, LLC | $2.6M | 0.85% |
| NOVUS ADVISORS, LLC | $2.6M | 5.77% |
| PLANWISER FINANCIAL, LLC | $2.6M | 1.86% |
| HBW ADVISORY SERVICES LLC | $2.6M | 0.27% |
| Higgins & Schmidt Wealth Strategies LLC | $2.5M | 1.16% |
| McAdam, LLC | $2.5M | 0.11% |
| Bison Wealth, LLC | $2.5M | 0.24% |
| CSM Advisors, LLC | $2.5M | 0.06% |
| STEPHENS INC /AR/ | $2.5M | 0.03% |
| Diligent Investors, LLC | $2.5M | 0.61% |
| Asset Dedication, LLC | $2.4M | 0.17% |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | $2.4M | 0.33% |
| Cadent Capital Advisors, LLC | $2.4M | 0.62% |
| Advisory Resource Group | $2.4M | 0.41% |
| Lifestyle Asset Management, Inc. | $2.4M | 0.78% |
| RTD Financial Advisors, Inc. | $2.4M | 0.29% |
| Wealthcare Advisory Partners LLC | $2.4M | 0.05% |
| Resonant Capital Advisors, LLC | $2.4M | 0.12% |
| Prime Capital Investment Advisors, LLC | $2.4M | 0.03% |
| M&T Bank Corp | $2.4M | 0.01% |
| Apella Capital, LLC | $2.3M | 0.03% |
| BankPlus Wealth Management LLC | $2.3M | 1.19% |
| Quent Capital, LLC | $2.3M | 0.16% |
| Maia Wealth LLC | $2.3M | 0.39% |
| Peterson Wealth Advisors, LLC | $2.3M | 0.30% |
| PAX Financial Group, LLC | $2.3M | 0.39% |
| TWO SIGMA SECURITIES, LLC | $2.2M | 0.26% |
| Hirtle & Co., LLC | $2.2M | 0.08% |
| Dynamic Advisor Solutions LLC | $2.2M | 0.07% |
| CFS Investment Advisory Services, LLC | $2.2M | 0.15% |
| THEORY FINANCIAL LLC | $2.2M | 0.77% |
| Vested Financial Planning, LLC | $2.2M | 1.67% |
| HUNTINGTON NATIONAL BANK | $2.2M | 0.01% |
| MEITAV INVESTMENT HOUSE LTD | $2.2M | 0.02% |
| LOWE BROCKENBROUGH & CO INC | $2.2M | 0.11% |
| Wealth Advisors of Iowa, LLC | $2.1M | 0.65% |
| IAG Wealth Partners, LLC | $2.1M | 0.23% |
| Global Endowment Management, LP | $2.1M | 0.23% |
| AdvisorNet Financial, Inc | $2.1M | 0.11% |
| BIRCH FINANCIAL GROUP, LLC | $2.1M | 1.21% |
| Compound Planning, Inc. | $2.1M | 0.06% |
| FIFTH THIRD SECURITIES, INC. | $2.1M | 0.13% |
| Kohmann Bosshard Financial Services, LLC | $2.1M | 0.20% |
| HRT FINANCIAL LP | $2.0M | 0.01% |
| Stratos Wealth Partners, LTD. | $2.0M | 0.02% |
| ORBA Wealth Advisors, L.L.C. | $2.0M | 2.41% |
| CAPTRUST FINANCIAL ADVISORS | $2.0M | 0.00% |
| International Private Wealth Advisors LLC | $2.0M | 1.22% |
| McKinley Carter Wealth Services, Inc. | $2.0M | 0.11% |
| IEQ CAPITAL, LLC | $2.0M | 0.01% |
| FIDELIS CAPITAL PARTNERS, LLC | $2.0M | 0.14% |
| NBC SECURITIES, INC. | $1.9M | 0.14% |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | $1.9M | 0.14% |
| Trivant Custom Portfolio Group, LLC | $1.9M | 1.03% |
| Sherman Wealth Management LLC | $1.9M | 1.61% |
| FF Advisors,LLC | $1.9M | 0.75% |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | $1.9M | 0.19% |
| Cambridge Financial Group, LLC | $1.8M | 0.63% |
| Integrity Advisory Solutions, LLC | $1.8M | 0.24% |
| Brookwood Investment Group LLC | $1.8M | 0.23% |
| Hofer & Associates. Inc | $1.8M | 0.98% |
| Ascent Group, LLC | $1.8M | 0.06% |
| Tempus Wealth Planning, LLC | $1.8M | 0.42% |
| Strategic Financial Concepts, LLC | $1.8M | 0.44% |
| LOCKERMAN FINANCIAL GROUP, INC. | $1.8M | 3.22% |
| Janney Montgomery Scott LLC | $1.8M | 0.00% |
| TAGStone Capital, Inc. | $1.8M | 0.62% |
| BANK OF MONTREAL /CAN/ | $1.7M | 0.00% |
| Smartleaf Asset Management LLC | $1.7M | 0.06% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $1.7M | 0.01% |
| MAI Capital Management | $1.7M | 0.01% |
| NOVEM GROUP | $1.7M | 0.20% |
| NavPoint Financial, Inc. | $1.7M | 0.69% |
| WESCAP Management Group, Inc. | $1.7M | 0.34% |
| TD PRIVATE CLIENT WEALTH LLC | $1.7M | 0.03% |
| J.W. COLE ADVISORS, INC. | $1.7M | 0.06% |
| Topel & Distasi Wealth Management, LLC | $1.7M | 0.86% |
| Steward Partners Investment Advisory, LLC | $1.6M | 0.01% |
| Fortitude Family Office, LLC | $1.6M | 0.36% |
| Stonehearth Capital Management, LLC | $1.6M | 0.63% |
| G&S Capital LLC | $1.6M | 0.56% |
| SMITH, MOORE & CO. | $1.6M | 0.11% |
| SYM FINANCIAL Corp | $1.6M | 0.16% |
| Beacon Bridge Wealth Partners, LLC | $1.6M | 0.52% |
| MAGNOLIA CAPITAL ADVISORS LLC | $1.6M | 0.30% |
| McNaughton Wealth Management, LLC | $1.5M | 0.64% |
| Larson Financial Group LLC | $1.5M | 0.05% |
| Avior Wealth Management, LLC | $1.5M | 0.04% |
| Tyche Wealth Partners LLC | $1.5M | 0.23% |
| Koshinski Asset Management, Inc. | $1.5M | 0.09% |
| Maridea Wealth Management LLC | $1.5M | 0.22% |
| SCS Capital Management LLC | $1.5M | 0.02% |
| Towne Trust Company, N.A | $1.5M | 0.48% |
| DEFINED WEALTH MANAGEMENT, LLC | $1.5M | 0.86% |
| STEVENS CAPITAL PARTNERS | $1.5M | 0.35% |
| Alpha Advisors, LLC/VA | $1.5M | 1.15% |
| Sigma Planning Corp | $1.5M | 0.04% |
| Hurley Capital, LLC | $1.5M | 0.78% |
| Atria Investments, Inc | $1.4M | 0.02% |
| Gotham Asset Management, LLC | $1.4M | 0.00% |
| May Hill Capital, LLC | $1.4M | 0.36% |
| IRON Financial LLC | $1.4M | 0.62% |
| Outlook Wealth Advisors, LLC | $1.4M | 0.34% |
| Split Rock Private Trading & Wealth Management, LLC | $1.4M | 1.10% |
| RWA WEALTH PARTNERS, LLC | $1.4M | 0.02% |
| Clear Creek Financial Management, LLC | $1.4M | 0.11% |
| JFS WEALTH ADVISORS, LLC | $1.4M | 0.08% |
| Wedmont Private Capital | $1.4M | 0.04% |
| Brown Financial Advisory | $1.3M | 0.67% |
| Independent Wealth Network Inc. | $1.3M | 0.40% |
| World Investment Advisors | $1.3M | 0.02% |
| Kagan Cocozza Asset Management | $1.3M | 0.94% |
| Rosenberg Matthew Hamilton | $1.3M | 0.27% |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | $1.3M | 0.65% |
| Spire Wealth Management | $1.3M | 0.05% |
| Lifeworks Advisors, LLC | $1.3M | 0.17% |
| M Holdings Securities, Inc. | $1.3M | 0.09% |