| Optas, LLC | $7.7M | 1.16% |
| Lord & Richards Wealth Management, LLC | $7.7M | 6.74% |
| BlueSky Wealth Advisors, LLC | $7.7M | 0.99% |
| Narus Financial Partners, LLC | $7.6M | 2.00% |
| Windsor Capital Management, LLC | $7.6M | 2.14% |
| Cassady Wealth & Retirement Planning, LLC | $7.5M | 3.91% |
| Caldwell Trust Co | $7.5M | 0.67% |
| ENTRUST FINANCIAL LLC | $7.5M | 5.26% |
| ENCOMPASS WEALTH ADVISORS, LLC | $7.5M | 2.61% |
| TPG Advisors LLC | $7.4M | 4.61% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $7.4M | 0.51% |
| Gradient Capital Advisors, LLC | $7.4M | 1.91% |
| Independent Family Office, LLC | $7.3M | 3.01% |
| Sovran Advisors, LLC | $7.3M | 0.57% |
| LifeGuide Financial Advisors, LLC | $7.3M | 2.34% |
| SILVER OAK SECURITIES, INCORPORATED | $7.3M | 0.53% |
| Westerkirk Capital Inc. | $7.3M | 0.78% |
| IHT Wealth Management, LLC | $7.3M | 0.17% |
| RHS Financial, LLC | $7.2M | 3.43% |
| LOM Asset Management Ltd | $7.2M | 2.08% |
| SEMITAM BONAM LLC | $7.2M | 5.89% |
| Graves Light Lenhart Wealth, Inc. | $7.2M | 0.75% |
| McNamara Financial Services, Inc. | $7.2M | 1.36% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $7.2M | 0.00% |
| LANE BROTHERS & CO INC | $7.2M | 5.22% |
| Heritage Family Offices, LLP | $7.2M | 3.17% |
| Mission Creek Capital Partners, Inc. | $7.1M | 1.42% |
| RENAISSANCE TECHNOLOGIES LLC | $7.1M | 0.01% |
| Taylor Hoffman Capital Management LLC | $7.1M | 2.18% |
| Kovack Advisors, Inc. | $7.0M | 0.37% |
| River Street Advisors LLC | $7.0M | 2.37% |
| Marino Management, LLC | $7.0M | 1.28% |
| KINGSWOOD WEALTH ADVISORS, LLC | $7.0M | 0.33% |
| Severin Investments, LLC | $7.0M | 6.01% |
| Meadowbrook Advisors Group, LLC | $7.0M | 4.16% |
| Summitas Investment Management LLC | $7.0M | 5.48% |
| Strong Retirement Solutions LLC | $7.0M | 4.89% |
| BEARING POINT CAPITAL, LLC | $7.0M | 1.09% |
| Wright Wealth LLC | $6.9M | 4.65% |
| Whitaker-Myers Wealth Managers, LTD. | $6.9M | 1.38% |
| STEEL GROVE CAPITAL ADVISORS, LLC | $6.9M | 0.73% |
| One Capital Management, LLC | $6.9M | 0.19% |
| Regency Capital Management Inc.\DE | $6.9M | 3.07% |
| Csenge Advisory Group | $6.9M | 0.31% |
| Grove Street Fiduciary, LLC | $6.8M | 3.02% |
| M Holdings Securities, Inc. | $6.8M | 0.46% |
| Fort Sheridan Advisors LLC | $6.8M | 0.82% |
| Ironwood Financial, llc | $6.8M | 1.18% |
| Certified Advisory Corp | $6.8M | 0.61% |
| Compass Financial Group, Inc. | $6.8M | 3.06% |
| Crescent Grove Advisors, LLC | $6.8M | 0.65% |
| FIDUCIARY ADVISORS, INC. | $6.8M | 5.08% |
| Perennial Investment Advisors, LLC | $6.8M | 0.54% |
| ICONIQ Capital, LLC | $6.7M | 0.15% |
| Diversified Trust Co | $6.7M | 0.13% |
| Meridian Wealth Management, LLC | $6.7M | 0.24% |
| OxenFree Capital LLC | $6.7M | 3.23% |
| Hudson Oak Wealth Advisory LLC | $6.6M | 5.77% |
| Diversified Enterprises, LLC | $6.6M | 0.36% |
| DEUTSCHE BANK AG\ | $6.6M | 0.00% |
| Haverford Trust Co | $6.6M | 0.06% |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | $6.6M | 5.12% |
| McAdam, LLC | $6.6M | 0.30% |
| Advyzon Investment Management, LLC | $6.5M | 0.59% |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | $6.5M | 0.97% |
| Birch Hill Investment Advisors LLC | $6.5M | 0.29% |
| ST GERMAIN D J CO INC | $6.5M | 0.26% |
| Manuka Financial, LLC | $6.5M | 4.00% |
| Squarepoint Ops LLC | $6.5M | 0.01% |
| Bank of New Hampshire | $6.5M | 1.48% |
| Cypress Wealth Services, LLC | $6.4M | 0.91% |
| Foundations Investment Advisors, LLC | $6.4M | 0.08% |
| Astra Wealth Partners LLC | $6.4M | 3.82% |
| United Advisor Group, LLC | $6.4M | 0.79% |
| KINTRA WEALTH, LLC | $6.4M | 0.45% |
| Leo Wealth, LLC | $6.4M | 0.46% |
| Nuveen, LLC | $6.4M | 0.00% |
| Marathon Strategic Advisors, LLC | $6.4M | 4.58% |
| Motley Fool Wealth Management, LLC | $6.4M | 0.72% |
| Broadview Financial Management, LLC | $6.3M | 4.33% |
| GC Wealth Management RIA, LLC | $6.3M | 0.26% |
| Altura Wealth Advisors Inc. | $6.3M | 2.75% |
| Kingsview Wealth Management, LLC | $6.2M | 0.08% |
| Trevian Wealth Management LLC | $6.2M | 3.06% |
| Grey Ledge Advisors, LLC | $6.2M | 1.40% |
| CUTLER INVESTMENT COUNSEL LLC | $6.2M | 0.64% |
| CIDEL ASSET MANAGEMENT INC | $6.2M | 0.34% |
| SACHEM HILL LLC | $6.2M | 1.19% |
| Rehmann Capital Advisory Group | $6.2M | 0.32% |
| Gateway Wealth Partners, LLC | $6.2M | 0.24% |
| Balboa Wealth Partners | $6.2M | 1.03% |
| FIDUCIENT ADVISORS LLC | $6.1M | 0.80% |
| Smithfield Trust Co | $6.1M | 0.27% |
| Patriot Financial Group Insurance Agency, LLC | $6.1M | 0.34% |
| Dynamic Wealth Strategies, LLC | $6.1M | 3.53% |
| Mayflower Financial Advisors, LLC | $6.1M | 0.74% |
| MorganRosel Wealth Management, LLC | $6.1M | 2.40% |
| Graetz Wealth LLC | $6.1M | 5.41% |
| First PREMIER Bank | $6.1M | 1.40% |
| AlTi Global, Inc. | $6.0M | 0.13% |
| DDFG, Inc | $6.0M | 1.30% |
| TD PRIVATE CLIENT WEALTH LLC | $6.0M | 0.13% |
| PACIFIC FINANCIAL GROUP INC | $6.0M | 3.24% |
| GREAT LAKES ADVISORS, LLC | $6.0M | 0.05% |
| Alvarez & Marsal Private Wealth Partners, LLC | $6.0M | 0.84% |
| Financial Insights, Inc. | $5.9M | 1.93% |
| FLYWHEEL PRIVATE WEALTH LLC | $5.9M | 3.39% |
| Bakala Capital LLC | $5.9M | 28.46% |
| Symmetry Partners, LLC | $5.9M | 0.34% |
| CANADA LIFE ASSURANCE Co | $5.9M | 0.01% |
| Single Point Partners, LLC | $5.9M | 1.17% |
| Disciplina Capital Management LLC | $5.9M | 0.62% |
| Ascent Wealth Partners, LLC | $5.9M | 0.68% |
| Nolet Wealth Management, LLC | $5.9M | 3.34% |
| GRIMES & Co WEALTH MANAGEMENT, LLC | $5.9M | 0.16% |
| Arta Finance Wealth Management LLC | $5.8M | 2.88% |
| Moors & Cabot, Inc. | $5.8M | 0.25% |
| KLINGENSTEIN FIELDS & CO LP | $5.8M | 0.23% |
| FC Advisory LLC | $5.8M | 1.69% |
| FINANCIAL COUNSELORS INC | $5.8M | 8.16% |
| Americana Partners, LLC | $5.8M | 0.15% |
| Sound Financial Strategies Group, LLC | $5.7M | 3.91% |
| ETF Store, Inc. | $5.7M | 5.58% |
| MidAtlantic Capital Management, Inc. | $5.7M | 3.94% |
| Stonekeep Investments, LLC | $5.7M | 3.69% |
| Stonebridge Financial Planning Group, LLC | $5.7M | 2.09% |
| Life Planning Partners, Inc | $5.7M | 4.31% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | $5.6M | 0.76% |
| SYM FINANCIAL Corp | $5.6M | 0.56% |
| INTEGRITY ALLIANCE, LLC. | $5.6M | 0.21% |
| Trinity Financial Advisors LLC | $5.6M | 1.59% |
| TITLEIST ASSET MANAGEMENT, LLC | $5.6M | 0.42% |
| BLUESTEM FINANCIAL ADVISORS, LLC | $5.6M | 2.15% |
| Clear Creek Financial Management, LLC | $5.6M | 0.43% |
| EVERGREEN CAPITAL MANAGEMENT LLC | $5.5M | 0.12% |
| Alley Investment Management Company, LLC | $5.5M | 0.67% |
| WEST BANCORPORATION INC | $5.5M | 2.75% |
| Peterson Wealth Advisors, LLC | $5.5M | 0.73% |
| Bestgate Wealth Advisors, LLC | $5.5M | 9.92% |
| Wescott Financial Advisory Group, LLC | $5.5M | 0.48% |
| Checchi Capital Advisers, LLC | $5.5M | 0.28% |
| Legacy Financial Group LLC | $5.5M | 0.69% |
| ANGELES WEALTH MANAGEMENT, LLC | $5.5M | 0.30% |
| Scott Capital Advisors, LLC | $5.4M | 1.10% |
| A&I FINANCIAL SERVICES, LLC | $5.4M | 2.57% |
| Sightline Wealth Advisors, LLC | $5.4M | 2.29% |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | $5.4M | 1.80% |
| Petros Family Wealth, LLC | $5.4M | 3.84% |
| Pine Harbor Wealth Management, LLC | $5.4M | 1.61% |
| MATHER GROUP, LLC. | $5.4M | 0.05% |