| Ascentis Independent Advisors | $2.9M | 0.22% |
| ELEVATION POINT WEALTH PARTNERS, LLC | $2.9M | 0.07% |
| Sequoia Financial Advisors, LLC | $2.9M | 0.02% |
| Matisse Capital | $2.9M | 1.23% |
| Sovran Advisors, LLC | $2.9M | 0.23% |
| CITADEL ADVISORS LLC | $2.9M | 0.00% |
| Vestmark Advisory Solutions, Inc. | $2.9M | 0.03% |
| Cranbrook Wealth Management, LLC | $2.9M | 0.58% |
| rebel Financial LLC | $2.9M | 1.24% |
| KINTRA WEALTH, LLC | $2.8M | 0.20% |
| Disciplined Investments, LLC | $2.8M | 1.01% |
| HUNTINGTON NATIONAL BANK | $2.8M | 0.02% |
| Trust Point Inc. | $2.8M | 0.24% |
| SOA Wealth Advisors, LLC. | $2.7M | 0.52% |
| Heritage Wealth Management, Inc. /CA/ | $2.7M | 1.50% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $2.7M | 0.01% |
| SUMMIT WEALTH GROUP LLC / CO | $2.7M | 0.28% |
| Noble Family Wealth, LLC | $2.7M | 0.55% |
| TRUSTMARK BANK TRUST DEPARTMENT | $2.7M | 0.17% |
| Prime Capital Investment Advisors, LLC | $2.7M | 0.03% |
| Capital Advisors Wealth Management, LLC | $2.7M | 0.36% |
| Pillar Financial Advisors, LLC | $2.7M | 1.56% |
| Altura Wealth Advisors Inc. | $2.6M | 1.15% |
| VALLEY NATIONAL ADVISERS INC | $2.6M | 0.34% |
| Concurrent Investment Advisors, LLC | $2.6M | 0.03% |
| Milestone Asset Management Group, LLC | $2.6M | 1.52% |
| Baltimore-Washington Financial Advisors, Inc. | $2.6M | 0.11% |
| Cornerstone Advisory, LLC | $2.6M | 0.24% |
| Sterling Financial Planning, Inc. | $2.6M | 0.76% |
| Apollon Wealth Management, LLC | $2.6M | 0.04% |
| Parkside Financial Bank & Trust | $2.6M | 0.20% |
| First Heartland Consultants, Inc. | $2.6M | 0.20% |
| Gateway Wealth Partners, LLC | $2.6M | 0.10% |
| Gladstone Institutional Advisory LLC | $2.5M | 0.09% |
| SHELTON WEALTH MANAGEMENT, LLC | $2.5M | 1.11% |
| Farther Finance Advisors, LLC | $2.5M | 0.02% |
| INTEGRATED WEALTHCARE, LLC | $2.5M | 2.11% |
| Integrated Wealth Concepts LLC | $2.5M | 0.02% |
| PARK NATIONAL CORP /OH/ | $2.5M | 0.08% |
| Mustard Seed Financial, LLC | $2.5M | 1.50% |
| SAPIENT CAPITAL LLC | $2.4M | 0.04% |
| MISSION WEALTH MANAGEMENT, LP | $2.4M | 0.05% |
| Integrity Wealth Solutions LLC | $2.4M | 0.94% |
| Tradition Wealth Management, LLC | $2.4M | 0.17% |
| Ballast Financial Advisors LLC | $2.3M | 2.40% |
| Geneos Wealth Management Inc. | $2.3M | 0.05% |
| River Wealth Advisors LLC | $2.3M | 0.27% |
| Curtis Advisory Group, LLC | $2.3M | 0.50% |
| Vestwell Advisors, LLC | $2.3M | 0.63% |
| VANGUARD ADVISERS INC | $2.3M | 0.01% |
| Compass Ion Advisors, LLC | $2.3M | 0.22% |
| Harbour Capital Advisors, LLC | $2.3M | 0.43% |
| FOUNDERS FINANCIAL SECURITIES LLC | $2.2M | 0.13% |
| MONECO ADVISORS, LLC | $2.2M | 0.17% |
| IPG Investment Advisors LLC | $2.2M | 0.38% |
| Parallel Advisors, LLC | $2.2M | 0.04% |
| Insight Advisors, LLC/ PA | $2.2M | 0.42% |
| Prospera Financial Services Inc | $2.2M | 0.04% |
| TOBIAS FINANCIAL ADVISORS, INC. | $2.2M | 0.31% |
| BESSEMER GROUP INC | $2.2M | 0.00% |
| Opulen Financial Group LLC | $2.2M | 1.52% |
| CITIZENS FINANCIAL GROUP INC/RI | $2.2M | 0.03% |
| Vickerman Investment Advisors, Inc. | $2.1M | 0.45% |
| Creekside Partners | $2.1M | 0.88% |
| JUNCTURE WEALTH STRATEGIES, LLC | $2.1M | 0.70% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $2.1M | 0.00% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $2.1M | 0.08% |
| BTC Capital Management, Inc. | $2.0M | 0.14% |
| One Charles Private Wealth Services, LLC | $2.0M | 0.51% |
| Elevated Financial Group LLC | $2.0M | 0.66% |
| Werba Rubin Papier Wealth Management | $2.0M | 0.28% |
| WHITTIER TRUST CO | $2.0M | 0.02% |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | $2.0M | 0.69% |
| Simmons Bank | $2.0M | 0.13% |
| BROWN WEALTH MANAGEMENT, LLC | $2.0M | 0.51% |
| Aptus Capital Advisors, LLC | $2.0M | 0.02% |
| BOKF, NA | $2.0M | 0.03% |
| GC Wealth Management RIA, LLC | $2.0M | 0.08% |
| Apriem Advisors | $2.0M | 0.19% |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | $1.9M | 0.70% |
| Allworth Financial LP | $1.9M | 0.01% |
| InTrack Investment Management Inc | $1.9M | 1.10% |
| RICHARDSON FINANCIAL SERVICES INC. | $1.9M | 1.16% |
| Quadcap Wealth Management, LLC | $1.9M | 0.21% |
| Harbor Asset Planning, Inc. | $1.9M | 1.56% |
| TRANSCEND CAPITAL ADVISORS, LLC | $1.8M | 0.15% |
| Archford Capital Strategies, LLC | $1.8M | 0.21% |
| Winthrop Capital Management, LLC | $1.8M | 0.46% |
| Pinnacle Financial Group, LLC / IL | $1.8M | 0.49% |
| Tranquility Partners, LLC | $1.8M | 0.68% |
| Caprock Group, LLC | $1.8M | 0.04% |
| IHT Wealth Management, LLC | $1.8M | 0.04% |
| Financial Connections Group, Inc. | $1.7M | 0.60% |
| Sage Mountain Advisors LLC | $1.7M | 0.12% |
| Fiduciary Alliance LLC | $1.7M | 0.10% |
| REBALANCE, LLC | $1.7M | 0.10% |
| SAX WEALTH ADVISORS, LLC | $1.7M | 0.08% |
| AE Wealth Management LLC | $1.7M | 0.01% |
| Sonoma Allocations LLC | $1.7M | 0.59% |
| CAHILL FINANCIAL ADVISORS INC | $1.7M | 0.18% |
| Lido Advisors, LLC | $1.7M | 0.01% |
| Ausdal Financial Partners, Inc. | $1.7M | 0.08% |
| IEQ CAPITAL, LLC | $1.7M | 0.01% |
| Sagace Wealth Management LLC | $1.7M | 1.13% |
| Cascade Wealth Advisors, Inc | $1.7M | 0.74% |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | $1.7M | 0.47% |
| Bouvel Investment Partners, LLC | $1.7M | 0.48% |
| SENTINEL PENSION ADVISORS, LLC | $1.7M | 0.25% |
| Jacobs Equity LLC | $1.7M | 1.48% |
| PINNACLE ASSOCIATES LTD | $1.7M | 0.02% |
| Wedmont Private Capital | $1.6M | 0.05% |
| Compton Wealth Advisory Group, LLC | $1.6M | 0.37% |
| Snowden Capital Advisors LLC | $1.6M | 0.04% |
| TCI Wealth Advisors, Inc. | $1.6M | 0.09% |
| Genesis Financial Group, LLC | $1.6M | 1.03% |
| SIMON QUICK ADVISORS, LLC | $1.6M | 0.07% |
| World Investment Advisors | $1.6M | 0.03% |
| BlackRock, Inc. | $1.6M | 0.00% |
| Meridian Financial Advisors, LLC | $1.6M | 0.86% |
| Michels Family Financial, LLC | $1.6M | 1.14% |
| Penserra Capital Management LLC | $1.6M | 0.02% |
| VALLEY WEALTH MANAGERS, INC. | $1.6M | 0.10% |
| UPTICK PARTNERS, LLC | $1.5M | 0.31% |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | $1.5M | 0.21% |
| CGN Advisors LLC | $1.5M | 0.12% |
| TRITONPOINT WEALTH, LLC | $1.5M | 0.16% |
| JOHNSON INVESTMENT COUNSEL INC | $1.5M | 0.01% |
| Ironwood Financial, llc | $1.5M | 0.26% |
| DRAVO BAY LLC | $1.5M | 0.61% |
| WEDBUSH SECURITIES INC | $1.5M | 0.04% |
| Fortis Capital Advisors, LLC | $1.5M | 0.19% |
| Belpointe Asset Management LLC | $1.5M | 0.05% |
| OPPENHEIMER & CO INC | $1.5M | 0.02% |
| Whitegate Investment Counselors, Inc. | $1.5M | 0.46% |
| WEALTH ALLIANCE, LLC | $1.4M | 0.14% |
| AMG National Trust Bank | $1.4M | 0.03% |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | $1.4M | 0.33% |
| Canvas Wealth Advisors, LLC | $1.4M | 0.24% |
| Manchester Capital Management LLC | $1.4M | 0.20% |
| ASPIRIANT, LLC | $1.4M | 0.04% |
| ATLANTIC FAMILY WEALTH, LLC | $1.4M | 1.01% |
| FIRST NATIONAL BANK OF OMAHA | $1.4M | 0.04% |
| Gotham Asset Management, LLC | $1.4M | 0.00% |
| Independent Wealth Network Inc. | $1.4M | 0.41% |
| Ferguson Johnson Wealth Management Inc | $1.4M | 1.12% |
| PARK AVENUE SECURITIES LLC | $1.4M | 0.01% |
| Meridian Wealth Management, LLC | $1.4M | 0.05% |
| Friday Financial | $1.4M | 0.47% |
| JFS WEALTH ADVISORS, LLC | $1.4M | 0.08% |
| Klingman & Associates, LLC | $1.4M | 0.06% |