| IHT Wealth Management, LLC | $3.5M | 0.08% |
| Meridian Financial Advisors, LLC | $3.5M | 1.89% |
| Minot DeBlois Advisors LLC | $3.5M | 3.14% |
| jvl associates llc | $3.5M | 1.16% |
| Ameritas Investment Partners, Inc. | $3.4M | 0.11% |
| West Financial Advisors, LLC | $3.4M | 0.58% |
| Orin Green Financial, LLC | $3.4M | 1.41% |
| Regal Investment Advisors LLC | $3.4M | 0.20% |
| Briggs Wealth Management, Inc | $3.4M | 3.63% |
| Causey Wealth LLC | $3.4M | 1.44% |
| Hexagon Capital Partners LLC | $3.4M | 0.50% |
| Gradient Capital Advisors, LLC | $3.4M | 0.88% |
| Old North State Wealth Management, LLC | $3.4M | 1.56% |
| Bragg Financial Advisors, Inc | $3.4M | 0.11% |
| Winter & Associates, Inc. | $3.4M | 2.94% |
| Marble Harbor Investment Counsel, LLC | $3.3M | 0.36% |
| Ridgewood Investments LLC | $3.3M | 1.37% |
| N.E.W. Advisory Services LLC | $3.3M | 0.25% |
| Objective Capital Management, LLC | $3.3M | 3.36% |
| Horizon Family Wealth, Inc. | $3.3M | 1.76% |
| TRITONPOINT WEALTH, LLC | $3.3M | 0.36% |
| Coordinated Financial Services, Inc. | $3.3M | 1.91% |
| Financial Planning Fort Collins, LLC | $3.3M | 2.48% |
| Asset One Wealth Management LLC | $3.3M | 0.37% |
| Empowered Funds, LLC | $3.3M | 0.02% |
| EDMOND DE ROTHSCHILD HOLDING S.A. | $3.3M | 0.05% |
| PAX Financial Group, LLC | $3.3M | 0.56% |
| Retirement Planning Group, LLC | $3.3M | 0.10% |
| HighPoint Advisor Group LLC | $3.3M | 0.14% |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | $3.2M | 1.03% |
| Tandem Financial, LLC | $3.2M | 1.03% |
| Farnam Financial LLC | $3.2M | 2.64% |
| Scott & Selber, Inc. | $3.2M | 0.83% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $3.2M | 0.19% |
| Wick Capital Partners, LLC | $3.2M | 0.58% |
| Gainplan LLC | $3.2M | 2.38% |
| EVERMAY WEALTH MANAGEMENT LLC | $3.2M | 0.35% |
| Nadler Financial Group, Inc. | $3.2M | 0.31% |
| Astoria Strategic Wealth, Inc. | $3.2M | 0.81% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $3.2M | 0.05% |
| Envision Financial LLC | $3.2M | 1.70% |
| GREENUP STREET WEALTH MANAGEMENT LLC | $3.1M | 0.44% |
| Spartan Wealth Advisory Services LLC | $3.1M | 0.27% |
| Canvas Wealth Advisors, LLC | $3.1M | 0.53% |
| Alesco Advisors, LLC, An ESL Co | $3.1M | 0.08% |
| Elwood & Goetz Wealth Advisory Group, LLC | $3.1M | 0.53% |
| Investment Advisory Group, LLC | $3.1M | 0.79% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | $3.1M | 0.22% |
| Hummer Financial Advisory Services Inc | $3.1M | 2.18% |
| Boyd Wealth Management, LLC | $3.1M | 1.30% |
| SAX WEALTH ADVISORS, LLC | $3.1M | 0.15% |
| Mittelman Wealth Management | $3.1M | 1.91% |
| Allegheny Financial Group | $3.1M | 0.41% |
| Narus Financial Partners, LLC | $3.1M | 0.80% |
| REBALANCE, LLC | $3.0M | 0.18% |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | $3.0M | 0.69% |
| BOS Asset Management, LLC | $3.0M | 0.77% |
| Baron Financial Group, LLC | $3.0M | 1.63% |
| Galvin, Gaustad & Stein, LLC | $3.0M | 0.24% |
| Gibson Wealth Advisors LLC | $3.0M | 2.02% |
| FIRST NATIONAL BANK OF OMAHA | $3.0M | 0.09% |
| Diversified Trust Co | $3.0M | 0.06% |
| Washington Trust Advisors, Inc. | $3.0M | 0.24% |
| Roth Financial Partners LLC | $3.0M | 1.02% |
| Gladstone Institutional Advisory LLC | $3.0M | 0.11% |
| Columbia River Financial Group, LLC | $3.0M | 1.72% |
| Brookwood Investment Group LLC | $3.0M | 0.36% |
| BEAM WEALTH ADVISORS, INC. | $3.0M | 0.74% |
| Strategic Equity Management | $3.0M | 1.11% |
| SMITH, MOORE & CO. | $2.9M | 0.21% |
| Capital Analysts, LLC | $2.9M | 0.08% |
| Graves Light Lenhart Wealth, Inc. | $2.9M | 0.31% |
| SkyOak Wealth, LLC | $2.9M | 0.54% |
| Strategic Family Wealth Counselors, L.L.C. | $2.9M | 0.77% |
| JFS WEALTH ADVISORS, LLC | $2.9M | 0.16% |
| B. Riley Wealth Advisors, Inc. | $2.9M | 0.18% |
| McNamara Financial Services, Inc. | $2.9M | 0.55% |
| Summit Wealth Partners, LLC | $2.9M | 0.46% |
| Michelson Medical Research Foundation, Inc. | $2.9M | 2.93% |
| Parker Financial LLC | $2.9M | 1.15% |
| Strategic Blueprint, LLC | $2.9M | 0.17% |
| New England Private Wealth Advisors LLC | $2.9M | 0.33% |
| Wilmington Savings Fund Society, FSB | $2.8M | 0.07% |
| OXFORD FINANCIAL GROUP, LTD. LLC | $2.8M | 0.15% |
| KELLEHER FINANCIAL ADVISORS | $2.8M | 0.72% |
| PACIFIC FINANCIAL GROUP INC | $2.8M | 1.52% |
| ENCOMPASS WEALTH ADVISORS, LLC | $2.8M | 0.98% |
| Tanager Wealth Management LLP | $2.8M | 0.27% |
| Westside Investment Management, Inc. | $2.8M | 0.43% |
| SHUTTLEWORTH & Co | $2.8M | 2.55% |
| PARAGON CAPITAL MANAGEMENT INC | $2.8M | 2.39% |
| Choate Investment Advisors | $2.8M | 0.06% |
| Welch & Forbes LLC | $2.8M | 0.04% |
| Heritage Trust Co | $2.8M | 0.28% |
| Intrinsic Value Partners, LLC | $2.8M | 2.14% |
| BTC Capital Management, Inc. | $2.8M | 0.19% |
| Topel & Distasi Wealth Management, LLC | $2.8M | 1.42% |
| Klingman & Associates, LLC | $2.7M | 0.13% |
| Soltis Investment Advisors LLC | $2.7M | 0.17% |
| Viewpoint Capital Management LLC | $2.7M | 1.28% |
| Investment Research & Advisory Group, Inc. | $2.7M | 0.95% |
| Octavia Wealth Advisors, LLC | $2.7M | 0.26% |
| City State Bank | $2.7M | 0.71% |
| STOCK YARDS BANK & TRUST CO | $2.7M | 0.08% |
| Security Financial Services, INC. | $2.7M | 0.43% |
| Capital Investment Advisors, LLC | $2.7M | 0.04% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | $2.7M | 0.69% |
| DecisionPoint Financial, LLC | $2.7M | 0.58% |
| WATERS PARKERSON & CO., LLC | $2.7M | 0.14% |
| PARSONS CAPITAL MANAGEMENT INC/RI | $2.7M | 0.12% |
| BRIGHTON SECURITIES CORP. | $2.6M | 1.27% |
| Northstar Financial Companies, Inc. | $2.6M | 2.10% |
| Columbus Macro, LLC | $2.6M | 0.28% |
| First American Bank | $2.6M | 0.16% |
| Legacy Edge Advisors, LLC | $2.6M | 0.27% |
| Fairway Wealth LLC | $2.6M | 0.69% |
| EVOKE WEALTH, LLC | $2.6M | 0.05% |
| Radnor Capital Management, LLC | $2.6M | 0.38% |
| RED CRANE WEALTH MANAGEMENT, LLC | $2.6M | 2.11% |
| Legacy Advisors, LLC | $2.6M | 0.30% |
| Joseph P. Lucia & Associates, LLC | $2.6M | 0.92% |
| SCOTIA CAPITAL INC. | $2.6M | 0.01% |
| Zhang Financial LLC | $2.6M | 0.09% |
| Vontobel Holding Ltd. | $2.5M | 0.01% |
| Focus Financial Network, Inc. | $2.5M | 0.09% |
| Elevated Capital Advisors, LLC | $2.5M | 0.64% |
| Principle Wealth Partners LLC | $2.5M | 0.14% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | $2.5M | 0.60% |
| TFC Financial Management, Inc. | $2.5M | 0.31% |
| Simmons Bank | $2.5M | 0.17% |
| SOA Wealth Advisors, LLC. | $2.5M | 0.47% |
| Foundations Investment Advisors, LLC | $2.5M | 0.03% |
| Level Financial Advisors | $2.5M | 0.63% |
| Leo H. Evart, Inc. | $2.5M | 2.13% |
| Goelzer Investment Management, Inc. | $2.5M | 0.12% |
| Blue Trust, Inc. | $2.5M | 0.03% |
| Western Wealth Management, LLC | $2.5M | 0.09% |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | $2.5M | 0.75% |
| MONEYWISE, INC. | $2.5M | 1.08% |
| HOHIMER WEALTH MANAGEMENT, LLC | $2.5M | 0.29% |
| WEALTHSPAN PARTNERS, LLC | $2.5M | 0.87% |
| Strategies Wealth Advisors, LLC | $2.5M | 0.25% |
| SWP FINANCIAL LLC | $2.5M | 1.25% |
| Optas, LLC | $2.5M | 0.37% |
| Operose Advisors LLC | $2.5M | 0.57% |
| FIRST CITIZENS BANK & TRUST CO | $2.5M | 0.05% |
| McCollum Christoferson Group LLC | $2.4M | 0.74% |
| GUARDIAN WEALTH ADVISORS, LLC / NC | $2.4M | 0.15% |
| BAILARD, INC. | $2.4M | 0.06% |
| SILVERLAKE WEALTH MANAGEMENT LLC | $2.4M | 0.50% |