| CVS HEALTH Corp | $5.1M | 2.38% |
| Vistica Wealth Advisors, LLC | $5.1M | 5.04% |
| Impact Investors, Inc | $5.0M | 3.49% |
| Hara Capital LLC | $5.0M | 2.49% |
| STIFEL FINANCIAL CORP | $5.0M | 0.00% |
| WIT, LLC | $4.9M | 0.09% |
| Plan A Wealth LLC | $4.9M | 2.34% |
| Vertex Investment Solutions Co., Ltd. | $4.9M | 5.61% |
| Curi Capital, LLC | $4.8M | 0.09% |
| Pure Financial Advisors, LLC | $4.8M | 0.07% |
| Blume Capital Management, Inc. | $4.8M | 0.82% |
| Checchi Capital Advisers, LLC | $4.8M | 0.24% |
| CORE WEALTH ADVISORS, LLC | $4.7M | 3.61% |
| MERCER GLOBAL ADVISORS INC /ADV | $4.7M | 0.01% |
| Braun-Bostich & Associates Inc. | $4.7M | 2.93% |
| Wealthfront Advisers LLC | $4.6M | 0.01% |
| Simplicity Wealth,LLC | $4.6M | 0.26% |
| LifePlan Financial, LLC | $4.6M | 3.37% |
| MGO ONE SEVEN LLC | $4.5M | 0.09% |
| Strategic Investment Solutions, Inc. /IL | $4.5M | 1.08% |
| Onyx Bridge Wealth Group LLC | $4.5M | 0.48% |
| Global Wealth Management Investment Advisory, Inc. | $4.4M | 0.70% |
| RoundAngle Advisors LLC | $4.4M | 3.25% |
| TD PRIVATE CLIENT WEALTH LLC | $4.3M | 0.09% |
| Alhambra Investment Management LLC | $4.3M | 2.00% |
| Advisory Services Network, LLC | $4.3M | 0.06% |
| Merit Financial Group, LLC | $4.2M | 0.03% |
| Balance Wealth, LLC | $4.2M | 1.31% |
| Auour Investments LLC | $4.2M | 1.33% |
| AlTi Global, Inc. | $4.2M | 0.09% |
| NICOLET BANKSHARES INC | $4.2M | 0.16% |
| Hickory Point Bank & Trust | $4.2M | 2.78% |
| StrongBox Wealth, LLC | $4.2M | 1.34% |
| Greenspring Advisors, LLC | $4.2M | 0.26% |
| Prime Buchholz LLC | $4.1M | 2.17% |
| KEB ASSET MANAGEMENT, LLC | $4.1M | 0.79% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $4.1M | 1.00% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $4.1M | 0.05% |
| Betterment LLC | $4.1M | 0.01% |
| Morningstar Investment Management LLC | $4.1M | 0.25% |
| Independent Advisor Alliance | $4.1M | 0.04% |
| GenTrust, LLC | $4.1M | 0.17% |
| SMART Wealth LLC | $4.1M | 1.19% |
| Evergreen Wealth Partners LLC | $4.0M | 3.08% |
| Foster Victor Wealth Advisors, LLC | $4.0M | 0.23% |
| First Pacific Financial | $4.0M | 0.52% |
| FOSTER & MOTLEY INC | $4.0M | 0.20% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $4.0M | 0.16% |
| Wedmont Private Capital | $3.9M | 0.13% |
| RB Capital Management, LLC | $3.9M | 0.83% |
| GENESIS PRIVATE WEALTH, LLC | $3.9M | 1.22% |
| OneAscent Wealth Management LLC | $3.8M | 1.27% |
| Nolet Wealth Management, LLC | $3.8M | 2.16% |
| WESCAP Management Group, Inc. | $3.8M | 0.74% |
| BAKER BOYER NATIONAL BANK | $3.7M | 1.11% |
| Brookstone Capital Management | $3.6M | 0.04% |
| Capital Squared Financial LLC | $3.6M | 2.77% |
| ALEXANDER LABRUNERIE & CO., INC. | $3.6M | 1.35% |
| M&T Bank Corp | $3.6M | 0.01% |
| CreativeOne Wealth, LLC | $3.5M | 0.08% |
| JT Stratford LLC | $3.5M | 0.45% |
| Resonant Capital Advisors, LLC | $3.4M | 0.18% |
| Envestnet Portfolio Solutions, Inc. | $3.4M | 0.02% |
| Collaborative Fund Advisors, LLC | $3.4M | 2.10% |
| Nilsine Partners, LLC | $3.4M | 0.26% |
| Belpointe Asset Management LLC | $3.3M | 0.12% |
| LFA - Lugano Financial Advisors SA | $3.3M | 1.67% |
| Hikari Tsushin, Inc. | $3.3M | 0.23% |
| Human Investing LLC | $3.3M | 0.48% |
| Macco Financial Group, Inc. | $3.2M | 2.46% |
| Tandem Investment Partners LLC | $3.2M | 2.74% |
| Towne Trust Company, N.A | $3.2M | 1.04% |
| Pathstone Holdings, LLC | $3.2M | 0.01% |
| JAMES INVESTMENT RESEARCH, INC. | $3.2M | 0.36% |
| FIRST AMERICAN TRUST, FSB | $3.2M | 0.21% |
| REDW Wealth LLC | $3.2M | 1.26% |
| Bull Street Advisors, LLC | $3.2M | 1.57% |
| Oasis Advisors, LLC | $3.2M | 0.62% |
| COGENT STRATEGIC WEALTH LLC | $3.1M | 3.23% |
| Dynamic Advisor Solutions LLC | $3.1M | 0.10% |
| Bragg Financial Advisors, Inc | $3.1M | 0.10% |
| Northstar Advisory Group, LLC | $3.1M | 1.14% |
| TIFF ADVISORY SERVICES, LLC | $3.0M | 0.68% |
| Capital Group Private Client Services, Inc. | $3.0M | 0.05% |
| PINNACLE ASSOCIATES LTD | $3.0M | 0.04% |
| Mechanics Financial Corp | $3.0M | 1.25% |
| Mittelman Wealth Management | $3.0M | 1.85% |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | $3.0M | 0.39% |
| Cornerstone Wealth Advisors, Inc. | $2.9M | 0.68% |
| Pinnacle Wealth Management Advisory Group, LLC | $2.9M | 0.20% |
| RHS Financial, LLC | $2.9M | 1.38% |
| Sowell Financial Services LLC | $2.9M | 0.11% |
| Lauterbach Financial Advisors, LLC | $2.9M | 1.42% |
| Walker Financial Services, Inc. | $2.9M | 0.99% |
| BLAIR WILLIAM & CO/IL | $2.8M | 0.01% |
| Orion Porfolio Solutions, LLC | $2.8M | 0.02% |
| D.B. Root & Company, LLC | $2.8M | 0.66% |
| Grantham, Mayo, Van Otterloo & Co. LLC | $2.8M | 0.01% |
| ST GERMAIN D J CO INC | $2.8M | 0.11% |
| Pinnacle Bancorp, Inc. | $2.7M | 0.81% |
| ELEVATION POINT WEALTH PARTNERS, LLC | $2.7M | 0.06% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | $2.7M | 0.03% |
| Vestmark Advisory Solutions, Inc. | $2.7M | 0.03% |
| LJI Wealth Management, LLC | $2.7M | 0.43% |
| INDEPENDENT FINANCIAL GROUP, LLC | $2.7M | 0.06% |
| Fiduciary Trust Co | $2.7M | 0.03% |
| IRON Financial LLC | $2.6M | 1.14% |
| Transcendent Capital Group LLC | $2.6M | 1.18% |
| Whitcomb & Hess, Inc. | $2.5M | 0.59% |
| Orcam Financial Group | $2.5M | 1.79% |
| Western Wealth Management, LLC | $2.5M | 0.09% |
| Stirlingshire Investments, Inc. | $2.5M | 2.17% |
| McCartney Wealth Management LLC | $2.4M | 2.05% |
| Essex Bank | $2.4M | 0.54% |
| Oath Planning, LLC | $2.4M | 2.09% |
| Kovack Advisors, Inc. | $2.4M | 0.13% |
| Summit Financial, LLC | $2.3M | 0.03% |
| ROTHSCHILD INVESTMENT LLC | $2.3M | 0.12% |
| Cascades Capital Asset Management, LLC | $2.3M | 0.96% |
| OneDigital Investment Advisors LLC | $2.3M | 0.02% |
| SHAYNE & JACOBS, LLC | $2.3M | 0.71% |
| Kassira Wealth Management LLC | $2.3M | 2.09% |
| Graetz Wealth LLC | $2.3M | 2.03% |
| United Community Bank | $2.3M | 0.75% |
| EP Wealth Advisors, LLC | $2.2M | 0.01% |
| ALPS ADVISORS INC | $2.2M | 0.01% |
| Glass Jacobson Investment Advisors llc | $2.1M | 0.74% |
| BENNINGFIELD FINANCIAL ADVISORS, LLC | $2.1M | 1.68% |
| JANUS HENDERSON GROUP PLC | $2.1M | 0.00% |
| HANCOCK WHITNEY CORP | $2.1M | 0.04% |
| Financial Engines Advisors L.L.C. | $2.1M | 0.00% |
| Wilmington Savings Fund Society, FSB | $2.1M | 0.05% |
| Thrive Capital Management, LLC | $2.1M | 0.45% |
| Prime Capital Investment Advisors, LLC | $2.1M | 0.02% |
| Clarity Capital Advisors, LLC | $2.0M | 0.95% |
| World Investment Advisors | $2.0M | 0.03% |
| D.A. DAVIDSON & CO. | $2.0M | 0.01% |
| NATIXIS ADVISORS, LLC | $2.0M | 0.00% |
| Prospera Financial Services Inc | $2.0M | 0.03% |
| ANDERSON HOAGLAND & CO | $2.0M | 0.17% |
| Stonehearth Capital Management, LLC | $2.0M | 0.78% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | $2.0M | 0.47% |
| Concurrent Investment Advisors, LLC | $2.0M | 0.02% |
| Equitable Holdings, Inc. | $2.0M | 0.01% |
| Chandler Asset Management, Inc. | $2.0M | 0.30% |
| Headlands Technologies LLC | $1.9M | 0.22% |
| Brindle & Bay Financial Advisors, LLC | $1.9M | 1.16% |
| FLOYD FINANCIAL GROUP LLC | $1.9M | 1.25% |
| FAGAN ASSOCIATES, INC. | $1.9M | 0.26% |
| Advyzon Investment Management, LLC | $1.9M | 0.17% |