| Farnam Financial LLC | $3.7M | 3.07% |
| Abacus Planning Group, Inc. | $3.7M | 0.50% |
| IEQ CAPITAL, LLC | $3.7M | 0.02% |
| Wilmington Savings Fund Society, FSB | $3.7M | 0.09% |
| Beacon Bank & Trust | $3.7M | 0.76% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | $3.7M | 0.93% |
| GREAT VALLEY ADVISOR GROUP, INC. | $3.6M | 0.07% |
| MGO ONE SEVEN LLC | $3.6M | 0.07% |
| Klingman & Associates, LLC | $3.6M | 0.17% |
| Upper Left Wealth Management, LLC | $3.6M | 2.11% |
| Benchmark Financial Wealth Advisors, LLC | $3.6M | 0.99% |
| Kendall Capital Management | $3.5M | 0.73% |
| Sigma Planning Corp | $3.5M | 0.10% |
| Bleakley Financial Group, LLC | $3.5M | 0.06% |
| Cloud Capital Management, LLC | $3.5M | 1.53% |
| Security Financial Services, INC. | $3.5M | 0.55% |
| Ascentis Independent Advisors | $3.4M | 0.26% |
| First PREMIER Bank | $3.4M | 0.79% |
| Ironwood Financial, llc | $3.4M | 0.59% |
| SVRN Asset Management, LLC | $3.4M | 3.27% |
| FLAGSHIP HARBOR ADVISORS, LLC | $3.4M | 0.15% |
| Lansing Street Advisors | $3.4M | 0.85% |
| Patten Group, Inc. | $3.3M | 0.58% |
| Tortoise Investment Management, LLC | $3.3M | 0.27% |
| Mayflower Financial Advisors, LLC | $3.3M | 0.40% |
| Carnegie Investment Counsel | $3.3M | 0.06% |
| First Heartland Consultants, Inc. | $3.3M | 0.25% |
| Columbus Macro, LLC | $3.3M | 0.35% |
| Meridian Wealth Management, LLC | $3.3M | 0.11% |
| TILIA FIDUCIARY PARTNERS, INC. | $3.3M | 1.79% |
| FAMILY WEALTH PARTNERS, LLC | $3.3M | 1.11% |
| Factor Wealth Management LTD | $3.2M | 0.61% |
| OPPENHEIMER & CO INC | $3.2M | 0.04% |
| ATLAS CAPITAL ADVISORS INC. | $3.2M | 0.37% |
| Richard P Slaughter Associates Inc | $3.2M | 0.69% |
| FRG Family Wealth Advisors LLC | $3.2M | 0.52% |
| Lumbard & Kellner, LLC | $3.2M | 1.10% |
| BRADLEY FOSTER & SARGENT INC/CT | $3.2M | 0.05% |
| Atlantic Private Wealth, LLC | $3.2M | 2.07% |
| NYL Investors LLC | $3.2M | 1.20% |
| Spire Wealth Management | $3.1M | 0.11% |
| Pine Ridge Advisers LLC | $3.1M | 0.19% |
| Consolidated Portfolio Review Corp | $3.1M | 0.29% |
| Gibson Wealth Advisors LLC | $3.1M | 2.10% |
| Gibraltar Capital Management, Inc. | $3.1M | 0.54% |
| Financial Advisory Corp | $3.1M | 0.43% |
| Compass Advisory Group LLC | $3.1M | 0.83% |
| THOMPSON SIEGEL & WALMSLEY LLC | $3.1M | 0.05% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $3.1M | 0.13% |
| Navigate Wealth Management, LLC | $3.0M | 2.13% |
| HARBOUR INVESTMENTS, INC. | $3.0M | 0.05% |
| Stokes Family Office, LLC | $3.0M | 0.31% |
| Russell Investments Group, Ltd. | $3.0M | 0.00% |
| Gateway Wealth Partners, LLC | $3.0M | 0.12% |
| WEST BANCORPORATION INC | $3.0M | 1.50% |
| TRED AVON FAMILY WEALTH, LLC | $3.0M | 0.99% |
| StoneX Group Inc. | $3.0M | 0.16% |
| MISSION WEALTH MANAGEMENT, LP | $2.9M | 0.06% |
| Global Wealth Management, LLC | $2.9M | 1.58% |
| TWO SIGMA SECURITIES, LLC | $2.9M | 0.33% |
| Bank of New Hampshire | $2.9M | 0.66% |
| Blake Schutter Theil Wealth Advisors, LLC | $2.8M | 2.31% |
| Archer Investment Management, LLC | $2.8M | 1.18% |
| Evergreen Wealth Management, LLC | $2.8M | 1.43% |
| SWP FINANCIAL LLC | $2.8M | 1.41% |
| Strategic Advisors LLC | $2.8M | 0.46% |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | $2.8M | 0.11% |
| Betterment LLC | $2.7M | 0.01% |
| Snowden Capital Advisors LLC | $2.7M | 0.07% |
| Financial Planning Navigators CORP | $2.7M | 1.19% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | $2.7M | 0.04% |
| Hamrick Investment Counsel, llc | $2.7M | 1.50% |
| Quadrant Private Wealth Management, LLC | $2.7M | 0.42% |
| LOWE BROCKENBROUGH & CO INC | $2.7M | 0.13% |
| Gilman Hill Asset Management, LLC | $2.7M | 0.40% |
| Cypress Point Wealth Management, LLC | $2.7M | 0.57% |
| Synergy Asset Management, LLC | $2.7M | 0.28% |
| Composition Wealth, LLC | $2.6M | 0.04% |
| Moisand Fitzgerald Tamayo, LLC | $2.6M | 0.28% |
| Mutual Advisors, LLC | $2.6M | 0.06% |
| Falcon Wealth Planning | $2.6M | 0.18% |
| RFG Advisory, LLC | $2.6M | 0.05% |
| Post Resch Tallon Group Inc. | $2.6M | 2.09% |
| SHAKER INVESTMENTS LLC/OH | $2.6M | 1.17% |
| JANE STREET GROUP, LLC | $2.5M | 0.00% |
| IPG Investment Advisors LLC | $2.5M | 0.43% |
| True Link Financial Advisors, LLC | $2.5M | 0.16% |
| COWA, LLC | $2.5M | 0.67% |
| CARDIFF PARK ADVISORS, LLC | $2.5M | 0.20% |
| TRUSTMARK BANK TRUST DEPARTMENT | $2.5M | 0.16% |
| Harfst & Associates, Inc. | $2.5M | 0.44% |
| Baker Ellis Asset Management LLC | $2.5M | 0.29% |
| Truepoint, Inc. | $2.4M | 0.05% |
| MONOGRAPH WEALTH ADVISORS, LLC | $2.4M | 0.23% |
| Red Mountain Financial, LLC | $2.4M | 2.30% |
| MYECFO, LLC | $2.4M | 1.02% |
| Minot DeBlois Advisors LLC | $2.4M | 2.21% |
| CORDA Investment Management, LLC. | $2.4M | 0.17% |
| Cornerstone Advisory, LLC | $2.4M | 0.23% |
| STALEY CAPITAL ADVISERS INC | $2.4M | 0.10% |
| DT Investment Partners, LLC | $2.4M | 0.20% |
| Midwest Trust Co | $2.4M | 0.03% |
| Grove Street Fiduciary, LLC | $2.4M | 1.05% |
| KANAWHA CAPITAL MANAGEMENT LLC | $2.4M | 0.17% |
| ALPHA CAPITAL ADVISORS INC /ADV | $2.4M | 2.25% |
| CITADEL ADVISORS LLC | $2.4M | 0.00% |
| Unconventional Investor, LLC | $2.4M | 1.12% |
| Carroll Advisory Group, LLC | $2.4M | 0.92% |
| Rothschild Wealth LLC | $2.4M | 0.21% |
| Mine & Arao Wealth Creation & Management, LLC. | $2.4M | 0.99% |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | $2.4M | 0.34% |
| Legacy Wealth Advisors, LLC | $2.3M | 1.20% |
| GRANDFIELD & DODD, LLC | $2.3M | 0.13% |
| S&CO INC | $2.3M | 0.15% |
| BURKE & HERBERT BANK & TRUST CO | $2.3M | 0.65% |
| Ashton Thomas Private Wealth, LLC | $2.3M | 0.06% |
| Ascent Advisors, LLC | $2.3M | 4.28% |
| Financially in Tune, LLC | $2.3M | 2.00% |
| Patriot Financial Group Insurance Agency, LLC | $2.3M | 0.13% |
| Smartleaf Asset Management LLC | $2.3M | 0.08% |
| Charis Legacy Partners, LLC | $2.3M | 3.34% |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $2.3M | 0.28% |
| SPINNAKER TRUST | $2.3M | 0.12% |
| TOBIAS FINANCIAL ADVISORS, INC. | $2.2M | 0.31% |
| Shoker Investment Counsel, Inc. | $2.2M | 0.67% |
| Meridian Wealth Partners, LLC | $2.2M | 0.31% |
| Purpose Unlimited Inc. | $2.2M | 0.09% |
| BOSTON FAMILY OFFICE LLC | $2.2M | 0.15% |
| FF Advisors,LLC | $2.2M | 0.88% |
| CENTRAL TRUST Co | $2.2M | 0.04% |
| Milestone Asset Management Group, LLC | $2.2M | 1.27% |
| CHAPIN DAVIS, INC. | $2.2M | 0.48% |
| EP Wealth Advisors, LLC | $2.2M | 0.01% |
| ANDERSON HOAGLAND & CO | $2.2M | 0.19% |
| Waterloo Capital, L.P. | $2.2M | 0.15% |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS | $2.2M | 0.21% |
| Family CFO Inc | $2.1M | 0.96% |
| Journey Advisory Group, LLC | $2.1M | 0.18% |
| Manchester Capital Management LLC | $2.1M | 0.31% |
| HANCOCK WHITNEY CORP | $2.1M | 0.04% |
| National Philanthropic Trust | $2.1M | 0.02% |
| Operose Advisors LLC | $2.1M | 0.49% |
| Boltwood Capital Management | $2.1M | 0.53% |
| MBA Advisors LLC | $2.1M | 0.79% |
| Koshinski Asset Management, Inc. | $2.1M | 0.13% |
| HARBOR INVESTMENT ADVISORY, LLC | $2.1M | 0.16% |
| American Capital Advisory, LLC | $2.0M | 0.82% |
| MCF Advisors LLC | $2.0M | 0.09% |
| Argent Trust Co | $2.0M | 0.07% |
| Partners in Financial Planning | $2.0M | 0.33% |