| Marion Wealth Management | $5.6M | 1.25% |
| SCOTIA CAPITAL INC. | $5.6M | 0.02% |
| OneAscent Investment Solutions LLC | $5.6M | 5.58% |
| Oak Grove Capital LLC | $5.6M | 0.47% |
| Cornerstone Financial Management LLC | $5.5M | 5.04% |
| Avior Wealth Management, LLC | $5.4M | 0.15% |
| Colony Family Offices, LLC | $5.4M | 1.34% |
| Fortune Financial Advisors, LLC | $5.4M | 2.75% |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | $5.3M | 1.53% |
| Octavia Wealth Advisors, LLC | $5.3M | 0.51% |
| CITIZENS FINANCIAL GROUP INC/RI | $5.3M | 0.07% |
| Institute for Wealth Management, LLC. | $5.3M | 0.56% |
| Summit Trail Advisors, LLC | $5.2M | 0.08% |
| EVERETT HARRIS & CO /CA/ | $5.2M | 0.07% |
| Elmwood Wealth Management, Inc. | $5.2M | 1.43% |
| Dynamic Advisor Solutions LLC | $5.2M | 0.16% |
| HANCOCK WHITNEY CORP | $5.1M | 0.09% |
| Hara Capital LLC | $5.1M | 2.56% |
| Independent Advisor Alliance | $5.1M | 0.05% |
| Curran Financial Partners, LLC | $5.0M | 0.90% |
| Robertson Stephens Wealth Management, LLC | $5.0M | 0.14% |
| Jump Financial, LLC | $5.0M | 0.07% |
| Financial Gravity Asset Management, Inc. | $5.0M | 0.89% |
| Brucke Financial, Inc. | $5.0M | 2.52% |
| Perigon Wealth Management, LLC | $4.9M | 0.09% |
| CWC Advisors, LLC. | $4.9M | 2.35% |
| Journey Advisory Group, LLC | $4.9M | 0.42% |
| WHITTIER TRUST CO | $4.9M | 0.05% |
| Aegis Wealth Management LLC | $4.8M | 2.72% |
| BOSTON FAMILY OFFICE LLC | $4.7M | 0.32% |
| CULBERTSON A N & CO INC | $4.7M | 0.61% |
| CARDIFF PARK ADVISORS, LLC | $4.7M | 0.37% |
| White Lighthouse Investment Management Inc. | $4.6M | 0.64% |
| Tennessee Valley Asset Management Partners | $4.6M | 0.61% |
| OPPENHEIMER & CO INC | $4.6M | 0.06% |
| Belpointe Asset Management LLC | $4.5M | 0.17% |
| MCF Advisors LLC | $4.5M | 0.20% |
| Koshinski Asset Management, Inc. | $4.5M | 0.28% |
| Truepoint, Inc. | $4.5M | 0.10% |
| Alhambra Investment Management LLC | $4.5M | 2.08% |
| Prospera Financial Services Inc | $4.5M | 0.07% |
| CBM Financial, LLC | $4.5M | 2.80% |
| Impact Investors, Inc | $4.5M | 3.11% |
| GeoWealth Management, LLC | $4.4M | 0.16% |
| HB Wealth Management, LLC | $4.4M | 0.03% |
| ARVEST INVESTMENTS, INC. | $4.4M | 0.60% |
| Sanctuary Advisors, LLC | $4.4M | 0.02% |
| Mill Creek Capital Advisors, LLC | $4.3M | 0.09% |
| Merit Financial Group, LLC | $4.3M | 0.03% |
| Cordatus Wealth Management LLC | $4.3M | 1.02% |
| Climber Capital SA | $4.3M | 2.79% |
| Tillman Hartley LLC | $4.2M | 1.06% |
| Capital Investment Counsel, LLC | $4.2M | 0.58% |
| Kassira Wealth Management LLC | $4.2M | 3.85% |
| CWS Financial Advisors, LLC | $4.1M | 1.05% |
| CAMBIENT FAMILY OFFICE, LLC | $4.1M | 0.57% |
| ADVISORY RESEARCH INC | $4.1M | 0.50% |
| Summit Financial, LLC | $4.1M | 0.05% |
| Marietta Wealth Management, LLC | $4.1M | 0.48% |
| RFG Advisory, LLC | $4.0M | 0.07% |
| Cornerstone Financial Group, LLC /NE/ | $4.0M | 2.56% |
| NWAM LLC | $3.9M | 0.23% |
| MATHER GROUP, LLC. | $3.9M | 0.04% |
| Triad Investment Management | $3.9M | 4.60% |
| Welch Group, LLC | $3.9M | 0.15% |
| Breakwater Investment Management | $3.8M | 1.43% |
| HUNTINGTON NATIONAL BANK | $3.8M | 0.02% |
| Argent Trust Co | $3.8M | 0.13% |
| Curi Capital, LLC | $3.8M | 0.07% |
| SIGNET FINANCIAL MANAGEMENT, LLC | $3.7M | 0.42% |
| Simplicity Wealth,LLC | $3.7M | 0.21% |
| BURNEY CO/ | $3.7M | 0.12% |
| Savvy Advisors, Inc. | $3.7M | 0.10% |
| Lionshead Wealth Management, LLC | $3.7M | 2.70% |
| Trek Financial, LLC | $3.7M | 0.19% |
| Excelsior Advisor Network LLC | $3.7M | 1.39% |
| Titan Investment Management LLC | $3.6M | 3.18% |
| Allworth Financial LP | $3.6M | 0.01% |
| Tortoise Investment Management, LLC | $3.5M | 0.29% |
| SEVEN MILE ADVISORY | $3.5M | 2.52% |
| Valley Financial Group, Inc. | $3.5M | 1.88% |
| THOMAS STORY & SON LLC | $3.4M | 1.32% |
| IEQ CAPITAL, LLC | $3.4M | 0.02% |
| MRWM Advisors, LLC | $3.4M | 1.82% |
| Manchester Capital Management LLC | $3.3M | 0.48% |
| Essential Partners LLC | $3.3M | 1.11% |
| Asset One Wealth Management LLC | $3.3M | 0.36% |
| Balboa Wealth Partners | $3.3M | 0.55% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $3.3M | 0.00% |
| 4WEALTH ADVISORS, INC. | $3.3M | 2.80% |
| Iron Gate Global Advisors LLC | $3.3M | 0.34% |
| SOUTH PLAINS FINANCIAL, INC. | $3.2M | 1.88% |
| Heck Capital Advisors, LLC | $3.2M | 0.24% |
| Wedmont Private Capital | $3.2M | 0.10% |
| Miller Financial Services LLC | $3.2M | 3.51% |
| BENJAMIN EDWARDS INC | $3.2M | 0.03% |
| RoundAngle Advisors LLC | $3.1M | 2.32% |
| Index Fund Advisors, Inc. | $3.1M | 0.14% |
| Successful Portfolios LLC | $3.0M | 1.64% |
| Arax Advisory Partners | $3.0M | 0.08% |
| American Investment Services, Inc. | $2.9M | 0.66% |
| BIP Wealth, LLC | $2.9M | 0.12% |
| Stokes Family Office, LLC | $2.9M | 0.30% |
| Jaffetilchin Investment Partners, LLC | $2.8M | 0.17% |
| North Capital, Inc. | $2.8M | 2.39% |
| Transamerica Financial Advisors, LLC | $2.8M | 0.24% |
| QUATTRO FINANCIAL ADVISORS LLC | $2.8M | 0.85% |
| &PARTNERS | $2.8M | 0.01% |
| FLAGSHIP HARBOR ADVISORS, LLC | $2.8M | 0.12% |
| IFC & Insurance Marketing, Inc. | $2.8M | 2.89% |
| Anchor Investment Management, LLC | $2.7M | 0.23% |
| Atria Investments, Inc | $2.7M | 0.03% |
| Gotham Asset Management, LLC | $2.7M | 0.01% |
| CFO4Life Group, LLC | $2.7M | 0.41% |
| BDFS Capital LLC | $2.7M | 1.30% |
| Hayek Kallen Investment Management | $2.7M | 0.88% |
| Ausdal Financial Partners, Inc. | $2.6M | 0.12% |
| Accurate Wealth Management, LLC | $2.6M | 0.31% |
| Wescott Financial Advisory Group, LLC | $2.6M | 0.23% |
| Circle Wealth Management, LLC | $2.6M | 0.04% |
| Hassell Wealth Management, LLC | $2.6M | 0.86% |
| HRT FINANCIAL LP | $2.6M | 0.01% |
| MOODY NATIONAL BANK TRUST DIVISION | $2.5M | 0.24% |
| Hills Bank & Trust Co | $2.5M | 0.12% |
| FOUNDERS FINANCIAL SECURITIES LLC | $2.5M | 0.14% |
| Windward Private Wealth Management Inc. | $2.5M | 0.87% |
| Pinnacle Bancorp, Inc. | $2.5M | 0.74% |
| Grove Street Fiduciary, LLC | $2.5M | 1.10% |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC | $2.5M | 0.43% |
| Investment Advisory Group, LLC | $2.5M | 0.63% |
| Ridgewood Investments LLC | $2.4M | 1.00% |
| J.W. COLE ADVISORS, INC. | $2.4M | 0.08% |
| Pacific Park Financial, Inc. | $2.4M | 1.58% |
| Transcendent Capital Group LLC | $2.4M | 1.10% |
| AXS Investments LLC | $2.4M | 0.97% |
| Checchi Capital Advisers, LLC | $2.4M | 0.12% |
| Autumn Glory Partners, LLC | $2.4M | 0.88% |
| Valeo Financial Advisors, LLC | $2.4M | 0.06% |
| SAGE RHINO CAPITAL LLC | $2.4M | 0.44% |
| Steward Partners Investment Advisory, LLC | $2.4M | 0.01% |
| Security Financial Services, INC. | $2.4M | 0.37% |
| LifeGuide Financial Advisors, LLC | $2.4M | 0.75% |
| Glass Jacobson Investment Advisors llc | $2.3M | 0.81% |
| Tranquilli Financial Advisor LLC | $2.3M | 1.37% |
| PYA Waltman Capital, LLC | $2.3M | 0.65% |
| Sigma Planning Corp | $2.3M | 0.06% |
| Zhang Financial LLC | $2.3M | 0.08% |
| Intelligence Driven Advisers, LLC | $2.3M | 0.40% |
| Chandler Asset Management, Inc. | $2.2M | 0.34% |
| Fiduciary Trust Co | $2.2M | 0.03% |