| Elm Partners Management LLC | $3.7M | 0.16% |
| VERUS WEALTH MANAGEMENT, LLC | $3.7M | 3.45% |
| Mullaney, Keating & Wright, Inc. | $3.7M | 2.02% |
| Ascentis Independent Advisors | $3.7M | 0.28% |
| Cushing Capital Partners, LLC | $3.7M | 2.85% |
| Pacific Park Financial, Inc. | $3.7M | 2.42% |
| Alpine Bank Wealth Management | $3.7M | 0.54% |
| Centerline Wealth Advisors, LLC | $3.7M | 1.32% |
| Archvest Wealth Advisors, Inc. | $3.7M | 2.36% |
| BIRCH FINANCIAL GROUP, LLC | $3.7M | 2.13% |
| Cove Private Wealth, LLC | $3.6M | 0.83% |
| Hutchens & Kramer Investment Management Group, LLC | $3.6M | 1.15% |
| Morling Financial Advisors, LLC | $3.6M | 1.12% |
| RiverFront Investment Group, LLC | $3.6M | 0.06% |
| FAMILY WEALTH PARTNERS, LLC | $3.6M | 1.24% |
| WP Advisors, LLC | $3.6M | 0.94% |
| Frankly Finances, LLC | $3.6M | 3.27% |
| Aureus Asset Management, LLC | $3.6M | 0.24% |
| Roehl & Yi Investment Advisors, LLC | $3.6M | 1.35% |
| StoneX Group Inc. | $3.6M | 0.19% |
| Joel Isaacson & Co., LLC | $3.6M | 0.12% |
| Weinberger Asset Management, Inc | $3.6M | 1.35% |
| NorthLanding Financial Partners, LLC | $3.6M | 2.89% |
| Vivaldi Capital Management LP | $3.6M | 0.49% |
| Cornerstone Wealth Management, LLC | $3.6M | 0.18% |
| General Partner, Inc. | $3.6M | 2.17% |
| Gladstone Institutional Advisory LLC | $3.6M | 0.13% |
| QUADRANT CAPITAL GROUP LLC | $3.6M | 0.11% |
| Texas Yale Capital Corp. | $3.6M | 0.10% |
| Shepherd Street Advisors LLC | $3.5M | 3.50% |
| Charter Oak Capital Management, LLC | $3.5M | 0.27% |
| BUFFALO BUSINESS & ESTATE SERVICES LTD | $3.5M | 0.51% |
| Worth Asset Management, LLC | $3.5M | 1.32% |
| ETF Portfolio Partners, Inc. | $3.5M | 0.92% |
| Carr Financial Group Corp | $3.5M | 0.93% |
| PFG Advisors | $3.5M | 0.17% |
| BTC Capital Management, Inc. | $3.5M | 0.24% |
| Capital Group Private Client Services, Inc. | $3.5M | 0.06% |
| AMG National Trust Bank | $3.5M | 0.08% |
| Uptown Financial Advisors LLC | $3.5M | 2.76% |
| Stone Wealth Partners | $3.5M | 3.12% |
| Venture Visionary Partners LLC | $3.5M | 0.12% |
| COLLECTIVE FAMILY OFFICE LLC | $3.5M | 0.78% |
| JDM Financial Group LLC | $3.5M | 1.33% |
| Firestone Capital Management | $3.4M | 0.72% |
| ELEVATION WEALTH PARTNERS, LLC | $3.4M | 1.23% |
| Boston Trust Walden Corp | $3.4M | 0.03% |
| BEACON FINANCIAL GROUP | $3.4M | 0.34% |
| SHRIER WEALTH MANAGEMENT, LLC | $3.4M | 1.24% |
| BARCLAYS PLC | $3.4M | 0.00% |
| Legacy Edge Advisors, LLC | $3.4M | 0.36% |
| N.E.W. Advisory Services LLC | $3.4M | 0.25% |
| Soltis Investment Advisors LLC | $3.4M | 0.21% |
| Maltin Wealth Management, Inc. | $3.4M | 1.29% |
| WORLD EQUITY GROUP, INC. | $3.4M | 0.87% |
| Whipplewood Advisors, LLC | $3.3M | 1.74% |
| KING LUTHER CAPITAL MANAGEMENT CORP | $3.3M | 0.01% |
| Simplicity Wealth,LLC | $3.3M | 0.19% |
| Bath Savings Trust Co | $3.3M | 0.36% |
| Legacy Financial Advisors, Inc. | $3.3M | 0.47% |
| Prospera Capital Management, LLC | $3.3M | 1.67% |
| Covestor Ltd | $3.3M | 2.29% |
| Baron Wealth Management LLC | $3.3M | 0.99% |
| RTD Financial Advisors, Inc. | $3.3M | 0.40% |
| BROWN BROTHERS HARRIMAN & CO | $3.3M | 0.02% |
| Sowell Financial Services LLC | $3.3M | 0.12% |
| Belpointe Asset Management LLC | $3.2M | 0.12% |
| Palatine Hill Wealth Management, LLC | $3.2M | 2.82% |
| BancFirst Trust & Investment Management | $3.2M | 1.42% |
| Southland Equity Partners LLC | $3.2M | 0.63% |
| WorthPointe, LLC | $3.2M | 0.87% |
| DGS Capital Management, LLC | $3.2M | 0.53% |
| Inscription Capital, LLC | $3.2M | 0.34% |
| HMV Wealth Advisors, LLC | $3.2M | 1.50% |
| Sherman Wealth Management LLC | $3.2M | 2.73% |
| LGL PARTNERS, LLC | $3.2M | 1.30% |
| Mendel Capital Management LLC | $3.2M | 1.59% |
| OXFORD FINANCIAL GROUP, LTD. LLC | $3.1M | 0.17% |
| GREENLEAF TRUST | $3.1M | 0.03% |
| GUIDANCE CAPITAL, INC | $3.1M | 0.70% |
| Performance Wealth Partners, LLC | $3.1M | 0.09% |
| Lynx Investment Advisory | $3.1M | 1.49% |
| BAYBAN | $3.1M | 2.70% |
| Riverview Trust Co | $3.1M | 3.82% |
| Capital International Investors | $3.1M | 0.00% |
| Montecito Bank & Trust | $3.1M | 0.51% |
| Global Endowment Management, LP | $3.1M | 0.34% |
| CASTLE WEALTH MANAGEMENT LLC | $3.1M | 0.99% |
| Asset Dedication, LLC | $3.1M | 0.21% |
| DEARBORN PARTNERS LLC | $3.1M | 0.17% |
| Archford Capital Strategies, LLC | $3.0M | 0.35% |
| Andrews Advisory Associates, LLC | $3.0M | 1.60% |
| Forefront Analytics, LLC | $3.0M | 2.76% |
| Jefferson Bridge Capital, LLC | $3.0M | 3.01% |
| INSPIRION WEALTH ADVISORS, LLC | $3.0M | 0.38% |
| DB Fitzpatrick & Co, Inc | $3.0M | 2.58% |
| Acorn Wealth Advisors, LLC | $3.0M | 0.88% |
| DELTA FINANCIAL ADVISORS LLC | $3.0M | 0.78% |
| PCA Investment Advisory Services Inc. | $3.0M | 1.00% |
| Arbor Wealth Advisors LLC | $3.0M | 2.10% |
| HANCOCK WHITNEY CORP | $3.0M | 0.05% |
| Clarion Wealth Managment Partners, LLC | $3.0M | 2.70% |
| Compass Ion Advisors, LLC | $3.0M | 0.28% |
| Summit Asset Management, LLC | $3.0M | 0.41% |
| LARCH CAPITAL PARTNERS LLC | $3.0M | 0.43% |
| Indivisible Partners | $3.0M | 0.26% |
| Private Wealth Asset Management, LLC | $3.0M | 0.32% |
| Avantax Planning Partners, Inc. | $3.0M | 0.08% |
| Trek Financial, LLC | $2.9M | 0.16% |
| Cogent Private Wealth, Inc. | $2.9M | 2.13% |
| CENTAURUS FINANCIAL, INC. | $2.9M | 0.14% |
| WATERSHED PRIVATE WEALTH LLC | $2.9M | 0.92% |
| PEOPLES BANK /OH | $2.9M | 1.80% |
| STEVENS CAPITAL PARTNERS | $2.9M | 0.70% |
| Midwestern Financial, LLC /IA | $2.9M | 2.29% |
| SHP Wealth Management | $2.9M | 0.22% |
| MAIRS & POWER INC | $2.9M | 0.03% |
| KLCM Advisors, Inc. | $2.9M | 0.24% |
| Upper Left Wealth Management, LLC | $2.9M | 1.71% |
| Diversified Portfolios, Inc. | $2.9M | 0.24% |
| JENNISON ASSOCIATES LLC | $2.9M | 0.00% |
| S.A. Mason LLC | $2.9M | 1.08% |
| RCW Management, LLC | $2.9M | 2.96% |
| Pathfinder Wealth Consulting, Inc. | $2.9M | 1.87% |
| Note Advisors, LLC | $2.9M | 1.44% |
| C2C Wealth Management, LLC | $2.9M | 2.43% |
| Bison Wealth, LLC | $2.9M | 0.28% |
| FULTON BANK, N.A. | $2.9M | 0.10% |
| TICINO WEALTH | $2.9M | 0.99% |
| Thrive Wealth Management, LLC | $2.8M | 0.42% |
| Birchwood Financial Partners, Inc. | $2.8M | 2.74% |
| Orcam Financial Group | $2.8M | 2.01% |
| RICHARDSON FINANCIAL SERVICES INC. | $2.8M | 1.76% |
| Archer Investment Corp | $2.8M | 0.60% |
| Benchmark Financial, LLC | $2.8M | 2.51% |
| Holos Integrated Wealth LLC | $2.8M | 1.41% |
| Strategic Financial Concepts, LLC | $2.8M | 0.68% |
| SPINNAKER TRUST | $2.8M | 0.15% |
| May Hill Capital, LLC | $2.8M | 0.70% |
| HORAN Wealth, LLC | $2.8M | 0.26% |
| NEUBERGER BERMAN GROUP LLC | $2.8M | 0.00% |
| GS Investments, Inc. | $2.7M | 1.57% |
| Clear Retirement Advice LLC | $2.7M | 2.15% |
| Basecamp Wealth Advisors LLC | $2.7M | 0.56% |
| VestGen Investment Management | $2.7M | 1.50% |
| Canal Capital Management, LLC | $2.7M | 0.37% |
| Fortis Capital Advisors, LLC | $2.7M | 0.35% |
| Gryphon Financial Partners LLC | $2.7M | 0.27% |
| StoryOne LLC | $2.7M | 1.50% |
| Retirement Investment Advisors, Inc. | $2.7M | 0.21% |