| Wolff Financial Management LLC | $3.6M | 0.79% |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | $3.5M | 2.75% |
| MSH Capital Advisors LLC | $3.5M | 0.75% |
| VestGen Advisors, LLC | $3.5M | 0.09% |
| Essex Financial Services, Inc. | $3.5M | 0.20% |
| Cranbrook Wealth Management, LLC | $3.5M | 0.71% |
| IHT Wealth Management, LLC | $3.5M | 0.08% |
| Forza Wealth Management, LLC | $3.5M | 1.20% |
| MCF Advisors LLC | $3.4M | 0.15% |
| Stratos Wealth Advisors, LLC | $3.4M | 0.21% |
| FDx Advisors, Inc. | $3.4M | 1.09% |
| WealthShield Partners, LLC | $3.4M | 0.38% |
| GREENUP STREET WEALTH MANAGEMENT LLC | $3.4M | 0.47% |
| rebel Financial LLC | $3.4M | 1.45% |
| Greenhouse Wealth Management, LLC | $3.3M | 2.06% |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | $3.3M | 1.61% |
| Allen Investment Management, LLC | $3.3M | 0.04% |
| Pathway Financial Advisors LLC | $3.3M | 0.41% |
| AdvisorNet Financial, Inc | $3.3M | 0.17% |
| Koshinski Asset Management, Inc. | $3.3M | 0.21% |
| Choate Investment Advisors | $3.3M | 0.06% |
| Avantax Planning Partners, Inc. | $3.3M | 0.09% |
| Sageworth Trust Co | $3.3M | 0.14% |
| Access Investment Management LLC | $3.3M | 0.87% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $3.3M | 0.20% |
| SONATA CAPITAL GROUP INC | $3.2M | 1.17% |
| HUNTINGTON NATIONAL BANK | $3.2M | 0.02% |
| KPP Advisory Services LLC | $3.1M | 0.46% |
| NerdWallet Wealth Partners, LLC | $3.1M | 1.36% |
| Verity Asset Management, Inc. | $3.1M | 1.31% |
| Linscomb Wealth, Inc. | $3.1M | 0.14% |
| Evanson Asset Management, LLC | $3.1M | 0.16% |
| NorthLanding Financial Partners, LLC | $3.0M | 2.46% |
| Spire Wealth Management | $3.0M | 0.10% |
| JANE STREET GROUP, LLC | $3.0M | 0.00% |
| BALDWIN WEALTH PARTNERS LLC/MA | $3.0M | 0.22% |
| Opulen Financial Group LLC | $3.0M | 2.11% |
| Belpointe Asset Management LLC | $3.0M | 0.11% |
| Acropolis Investment Management, LLC | $3.0M | 0.13% |
| OLIO Financial Planning | $3.0M | 0.82% |
| Vawter Financial, Ltd. | $3.0M | 1.24% |
| 55 North Private Wealth, LLC | $3.0M | 0.76% |
| IVC Wealth Advisors LLC | $2.9M | 1.27% |
| AMG National Trust Bank | $2.9M | 0.06% |
| Envision Financial LLC | $2.9M | 1.57% |
| Schneider Downs Wealth Management Advisors, LP | $2.9M | 0.32% |
| CHRISTINE MESSMER PC | $2.9M | 1.84% |
| FOSTER & MOTLEY INC | $2.9M | 0.15% |
| Pillar Financial Advisors, LLC | $2.9M | 1.67% |
| Gibraltar Capital Management, Inc. | $2.9M | 0.49% |
| McKinley Carter Wealth Services, Inc. | $2.8M | 0.16% |
| SIGNET FINANCIAL MANAGEMENT, LLC | $2.8M | 0.32% |
| Federation des caisses Desjardins du Quebec | $2.8M | 0.01% |
| Financial Engines Advisors L.L.C. | $2.8M | 0.01% |
| Stirlingshire Investments, Inc. | $2.8M | 2.45% |
| NORTHWEST WEALTH MANAGEMENT, LLC | $2.8M | 0.42% |
| Composition Wealth, LLC | $2.8M | 0.04% |
| FIRST UNITED BANK & TRUST | $2.8M | 0.90% |
| SouthState Bank Corp | $2.8M | 0.13% |
| Cambridge Financial Group, LLC | $2.7M | 0.92% |
| O'ROURKE & COMPANY, Inc | $2.7M | 1.08% |
| Trust Co of the South | $2.7M | 0.43% |
| CITIGROUP INC | $2.7M | 0.00% |
| PRINCIPAL SECURITIES, INC. | $2.7M | 0.04% |
| REBALANCE, LLC | $2.7M | 0.16% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $2.7M | 0.11% |
| Beaird Harris Wealth Management, LLC | $2.7M | 0.18% |
| PARSONS CAPITAL MANAGEMENT INC/RI | $2.7M | 0.12% |
| Factor Wealth Management LTD | $2.7M | 0.50% |
| MISSION WEALTH MANAGEMENT, LP | $2.6M | 0.05% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | $2.6M | 0.16% |
| Alpine Bank Wealth Management | $2.6M | 0.38% |
| Coquina Private Wealth LLC | $2.6M | 2.12% |
| MGO ONE SEVEN LLC | $2.6M | 0.05% |
| ROBERTS GLORE & CO INC /IL/ | $2.6M | 0.72% |
| OneAscent Financial Services LLC | $2.6M | 0.14% |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | $2.6M | 0.17% |
| TD PRIVATE CLIENT WEALTH LLC | $2.6M | 0.05% |
| Plancorp, LLC | $2.6M | 0.07% |
| TFB Advisors LLC | $2.6M | 1.37% |
| Midwestern Financial, LLC /IA | $2.6M | 2.05% |
| Capital Advisors Wealth Management, LLC | $2.6M | 0.35% |
| TRUST CO OF TOLEDO NA /OH/ | $2.6M | 0.24% |
| Arista Wealth Management, LLC | $2.6M | 0.31% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $2.6M | 0.00% |
| Telos Capital Management, Inc. | $2.6M | 0.24% |
| Goepper Burkhardt LLC | $2.5M | 0.84% |
| VERUS CAPITAL PARTNERS, LLC | $2.5M | 0.17% |
| NorthRock Partners, LLC | $2.5M | 0.04% |
| North Star Investment Management Corp. | $2.5M | 0.15% |
| Wealthspire Retirement, LLC | $2.5M | 0.15% |
| Brand Asset Management Group, Inc. | $2.5M | 0.64% |
| Financial Freedom, LLC | $2.4M | 1.22% |
| Shared Vision Wealth Group LLC | $2.4M | 1.00% |
| SEEDS INVESTOR LLC | $2.4M | 0.33% |
| Midwest Financial Group LLC | $2.4M | 1.02% |
| Monetary Solutions, Ltd | $2.4M | 2.32% |
| Intellectus Partners, LLC | $2.4M | 0.49% |
| SHAYNE & JACOBS, LLC | $2.4M | 0.73% |
| Prospera Financial Services Inc | $2.4M | 0.04% |
| Powerhouse Assets LLC | $2.3M | 2.04% |
| Sage Mountain Advisors LLC | $2.3M | 0.16% |
| LAUREL OAK WEALTH MANAGEMENT, LLC | $2.3M | 0.39% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $2.3M | 0.03% |
| Advyzon Investment Management, LLC | $2.3M | 0.21% |
| RoundAngle Advisors LLC | $2.3M | 1.73% |
| Matisse Capital | $2.3M | 0.99% |
| FIDUCIARY ADVISORS, INC. | $2.3M | 1.74% |
| WP Advisors, LLC | $2.3M | 0.60% |
| Ballentine Partners, LLC | $2.3M | 0.03% |
| Sterling Financial Planning, Inc. | $2.3M | 0.67% |
| Simmons Bank | $2.3M | 0.15% |
| Quotient Wealth Partners, LLC | $2.3M | 0.06% |
| OPTIMA CAPITAL LLC | $2.2M | 1.04% |
| MONECO ADVISORS, LLC | $2.2M | 0.17% |
| Livet Wealth, LLC | $2.2M | 1.41% |
| HARBOR INVESTMENT ADVISORY, LLC | $2.2M | 0.17% |
| CJM Wealth Advisers, Ltd. | $2.2M | 0.68% |
| Mustard Seed Financial, LLC | $2.2M | 1.33% |
| Donalies Financial Planning, LLC | $2.2M | 1.88% |
| BESSEMER GROUP INC | $2.2M | 0.00% |
| Savvy Advisors, Inc. | $2.2M | 0.06% |
| Newton One Investments LLC | $2.2M | 0.60% |
| RMR Capital Management, LLC | $2.2M | 1.59% |
| Probity Advisors, Inc. | $2.2M | 0.35% |
| Fortitude Family Office, LLC | $2.2M | 0.49% |
| Red Tortoise LLC | $2.2M | 0.90% |
| Family Legacy, Inc. | $2.2M | 0.65% |
| Stratos Wealth Partners, LTD. | $2.2M | 0.02% |
| Roundview Capital LLC | $2.1M | 0.13% |
| Gradient Capital Advisors, LLC | $2.1M | 0.56% |
| KINGSWOOD WEALTH ADVISORS, LLC | $2.1M | 0.10% |
| Junk Investment Group, LLC | $2.1M | 1.12% |
| VANGUARD ADVISERS INC | $2.1M | 0.01% |
| 180 WEALTH ADVISORS, LLC | $2.1M | 0.24% |
| One Charles Private Wealth Services, LLC | $2.1M | 0.53% |
| Financially in Tune, LLC | $2.1M | 1.82% |
| LIBERTY WEALTH MANAGEMENT LLC | $2.1M | 0.26% |
| FARMERS & MERCHANTS INVESTMENTS INC | $2.1M | 0.06% |
| KEYBANK NATIONAL ASSOCIATION/OH | $2.1M | 0.01% |
| Kingsview Wealth Management, LLC | $2.1M | 0.03% |
| MARINO, STRAM & ASSOCIATES LLC | $2.1M | 0.38% |
| Curtis Advisory Group, LLC | $2.1M | 0.45% |
| IF Advisors, LLC | $2.1M | 1.46% |
| Crestwood Advisors Group, LLC | $2.1M | 0.03% |
| MB Generational Wealth, LLC | $2.1M | 1.14% |
| COLDSTREAM CAPITAL MANAGEMENT INC | $2.1M | 0.03% |
| Jacobs Equity LLC | $2.0M | 1.82% |
| TOBIAS FINANCIAL ADVISORS, INC. | $2.0M | 0.28% |
| Greenspring Advisors, LLC | $2.0M | 0.12% |