| Donalies Financial Planning, LLC | $5.4M | 4.58% |
| Verum Partners LLC | $5.4M | 1.02% |
| Andina Capital Management, LLC | $5.4M | 4.73% |
| Columbus Macro, LLC | $5.3M | 0.57% |
| Laurel Wealth Planning LLC | $5.3M | 2.82% |
| James J. Burns & Company, LLC | $5.3M | 0.72% |
| HIGHLAND CAPITAL MANAGEMENT, LLC | $5.3M | 0.28% |
| ARQ WEALTH ADVISORS, LLC | $5.3M | 0.96% |
| PARTHENON LLC | $5.3M | 0.61% |
| Sagace Wealth Management LLC | $5.3M | 3.54% |
| PROATHLETE WEALTH MANAGEMENT LLC | $5.3M | 1.46% |
| Midwest Financial Partners Investments, Inc. | $5.2M | 2.78% |
| Willis Johnson & Associates, Inc. | $5.2M | 0.31% |
| SENTINEL TRUST CO LBA | $5.2M | 0.52% |
| Crusonia Wealth Advisors LLC | $5.2M | 1.07% |
| CONDOR CAPITAL MANAGEMENT | $5.2M | 0.43% |
| Marks Group Wealth Management, Inc | $5.1M | 0.50% |
| TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | $5.1M | 6.45% |
| First National Trust Co | $5.1M | 0.17% |
| SWMG, LLC | $5.1M | 1.45% |
| NORTHWEST WEALTH MANAGEMENT, LLC | $5.1M | 0.76% |
| Laraway Financial Advisors Inc | $5.1M | 3.58% |
| Walker Financial Services, Inc. | $5.1M | 1.74% |
| Mill Creek Capital Advisors, LLC | $5.1M | 0.10% |
| Summit Financial Strategies, Inc. | $5.1M | 0.40% |
| Northland Capital Management LLC | $5.1M | 2.76% |
| Adelphi Trust Co | $5.0M | 4.10% |
| Visionary Wealth Advisors | $5.0M | 0.22% |
| GOLDEN ROAD ADVISORS LLC | $5.0M | 2.87% |
| Squire Investment Management Company, LLC | $5.0M | 1.39% |
| MAGNOLIA CAPITAL ADVISORS LLC | $5.0M | 0.98% |
| Brady Martz Wealth Solutions, LLC | $5.0M | 0.85% |
| OneAscent Financial Services LLC | $4.9M | 0.27% |
| C M BIDWELL & ASSOCIATES LTD | $4.9M | 2.30% |
| U.S. Capital Wealth Advisors, LLC | $4.9M | 0.12% |
| LMCG INVESTMENTS, LLC | $4.9M | 0.29% |
| Federation des caisses Desjardins du Quebec | $4.9M | 0.02% |
| Prospera Financial Services Inc | $4.9M | 0.08% |
| NORRIS PERNE & FRENCH LLP/MI | $4.9M | 0.32% |
| Bravera Wealth | $4.9M | 2.19% |
| WESBANCO BANK INC | $4.8M | 0.13% |
| BridgePort Financial Solutions, LLC | $4.8M | 1.36% |
| BOS Asset Management, LLC | $4.8M | 1.23% |
| Luminvest Wealth Management LLC | $4.8M | 1.26% |
| DAVENPORT & Co LLC | $4.8M | 0.03% |
| Nova R Wealth, Inc. | $4.8M | 1.53% |
| Glassman Wealth Services | $4.8M | 0.65% |
| CALTON & ASSOCIATES, INC. | $4.8M | 0.69% |
| STOCK YARDS BANK & TRUST CO | $4.8M | 0.15% |
| Hughes Financial Services, LLC | $4.8M | 0.73% |
| Proficio Capital Partners LLC | $4.8M | 0.25% |
| Traction Financial Partners, LLC | $4.7M | 2.92% |
| Evanson Asset Management, LLC | $4.7M | 0.25% |
| UNIQUE WEALTH, LLC | $4.7M | 0.65% |
| PCM Encore, LLC | $4.7M | 0.96% |
| SAPIENT CAPITAL LLC | $4.7M | 0.07% |
| HIGHLINE WEALTH PARTNERS LLC | $4.7M | 1.19% |
| MONTAG A & ASSOCIATES INC | $4.7M | 0.22% |
| Nabity-Jensen Investment Management Inc | $4.6M | 3.22% |
| Autumn Glory Partners, LLC | $4.6M | 1.71% |
| SteelPeak Wealth, LLC | $4.6M | 0.14% |
| Essential Planning, LLC. | $4.6M | 1.47% |
| E&G Advisors, LP | $4.6M | 1.03% |
| Asset Allocation & Management Company, LLC | $4.6M | 1.71% |
| Annis Gardner Whiting Capital Advisors, LLC | $4.6M | 0.74% |
| PRIVATE TRUST CO NA | $4.6M | 0.41% |
| SEEDS INVESTOR LLC | $4.6M | 0.62% |
| Climber Capital SA | $4.6M | 2.99% |
| High Note Wealth, LLC | $4.6M | 0.90% |
| Napier Financial, LLC | $4.6M | 1.04% |
| NOMURA ASSET MANAGEMENT CO LTD | $4.5M | 0.01% |
| Red Tortoise LLC | $4.5M | 1.89% |
| Rockingstone Advisors LLC | $4.5M | 2.08% |
| Leeward Financial Partners, LLC | $4.5M | 1.34% |
| SUMMIT WEALTH GROUP LLC / CO | $4.5M | 0.47% |
| Kastel Capital Advisors, LLC | $4.5M | 2.76% |
| Atlatl Advisers LLC | $4.5M | 3.34% |
| Conservest Capital Advisors, Inc. | $4.5M | 0.41% |
| DMKC Advisory Services, LLC | $4.5M | 1.86% |
| Baker Avenue Asset Management, LP | $4.5M | 0.10% |
| Greenspring Advisors, LLC | $4.4M | 0.27% |
| Krane Financial Solutions LLC | $4.4M | 3.00% |
| Barry Investment Advisors, LLC | $4.4M | 0.97% |
| Sincerus Advisory, LLC | $4.4M | 3.33% |
| RENASANT BANK | $4.4M | 3.11% |
| Spartan Wealth Advisory Services LLC | $4.4M | 0.38% |
| WATERS PARKERSON & CO., LLC | $4.3M | 0.22% |
| SVB WEALTH LLC | $4.3M | 0.29% |
| Financial & Tax Architects, LLC | $4.3M | 0.97% |
| PATTON FUND MANAGEMENT, INC. | $4.3M | 0.73% |
| OPINICUS CAPITAL, INC. | $4.3M | 3.03% |
| Armbruster Capital Management, Inc. | $4.3M | 0.70% |
| Gold Investment Management Ltd. | $4.3M | 1.32% |
| Van Cleef Asset Management,Inc | $4.3M | 0.46% |
| Parkside Financial Bank & Trust | $4.2M | 0.33% |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | $4.2M | 1.35% |
| Topel & Distasi Wealth Management, LLC | $4.2M | 2.19% |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | $4.2M | 0.06% |
| Oakmont Advisory Group, LLC | $4.2M | 4.30% |
| LPWM LLC | $4.2M | 1.06% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | $4.2M | 0.25% |
| Capital Asset Managemnet, LLC | $4.2M | 4.74% |
| CAMELOT TECHNOLOGY ADVISORS, INC. | $4.2M | 3.04% |
| NESTEGG ADVISORS, INC. | $4.2M | 3.66% |
| Cordgrass Capital Advisors, LLC | $4.2M | 0.98% |
| BOSTON FAMILY OFFICE LLC | $4.2M | 0.28% |
| Latko Wealth Management, Ltd. | $4.2M | 2.03% |
| Monument Capital Management | $4.1M | 1.03% |
| Calydon Capital | $4.1M | 0.67% |
| Northstar Financial Companies, Inc. | $4.1M | 3.27% |
| LCW Services, LLC | $4.1M | 2.04% |
| Mirae Asset Global Investments Co., Ltd. | $4.1M | 0.00% |
| BCGM Wealth Management, LLC | $4.1M | 1.03% |
| CJM Wealth Advisers, Ltd. | $4.1M | 1.23% |
| Forum Financial Management, LP | $4.0M | 0.06% |
| VERITY Wealth Advisors | $4.0M | 2.70% |
| FFT WEALTH MANAGEMENT LLC | $4.0M | 0.73% |
| Allodium Investment Consultants, LLC | $4.0M | 1.92% |
| Colonial Trust Co / SC | $4.0M | 0.55% |
| Atlantic Edge Private Wealth Management, LLC | $4.0M | 0.98% |
| Wingate Wealth Advisors, Inc. | $4.0M | 2.13% |
| Michael & Susan Dell Foundation | $4.0M | 0.14% |
| WEALTHSPAN PARTNERS, LLC | $4.0M | 1.40% |
| Quartz Partners, LLC | $4.0M | 1.53% |
| Greykasell Wealth Strategies, Inc. | $4.0M | 1.59% |
| Old Peak Finance LLC | $3.9M | 2.30% |
| Washington Trust Advisors, Inc. | $3.9M | 0.32% |
| BARRETT & COMPANY, INC. | $3.9M | 1.35% |
| Silver Coast Investments LLC | $3.9M | 1.25% |
| One Day In July LLC | $3.9M | 0.31% |
| Berger Financial Group, Inc | $3.9M | 0.22% |
| SECURITY BENEFIT LIFE INSURANCE CO /KS/ | $3.9M | 2.06% |
| INNEALTA CAPITAL, LLC | $3.9M | 2.43% |
| PFC CAPITAL GROUP, INC. | $3.9M | 1.72% |
| CITY HOLDING CO | $3.9M | 0.49% |
| Shepherd Financial Partners LLC | $3.9M | 0.37% |
| Magnus Financial Group LLC | $3.9M | 0.31% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | $3.8M | 0.05% |
| Perennial Advisors, LLC | $3.8M | 0.65% |
| ROCKLAND TRUST CO | $3.8M | 0.15% |
| Essex Bank | $3.8M | 0.84% |
| Lodestone Wealth Management LLC | $3.8M | 1.51% |
| JT Stratford LLC | $3.8M | 0.48% |
| Aegis Wealth Management LLC | $3.8M | 2.17% |
| WAYSTONE ADVISORS LLC | $3.8M | 3.38% |
| CogentBlue Wealth Advisors, LLC | $3.8M | 2.53% |
| Gray Private Wealth, LLC | $3.8M | 1.89% |
| TPG Financial Advisors, LLC | $3.7M | 1.22% |
| Sageworth Trust Co of South Dakota | $3.7M | 2.95% |
| Manchester Capital Management LLC | $3.7M | 0.54% |