| Shira Ridge Wealth Management | $3.5M | 1.40% |
| CWA Asset Management Group, LLC | $3.5M | 0.12% |
| Compound Planning, Inc. | $3.5M | 0.11% |
| Tower Research Capital LLC (TRC) | $3.5M | 0.09% |
| LAM GROUP, INC. | $3.5M | 1.91% |
| Houlihan Financial Resource Group, Ltd. | $3.5M | 1.35% |
| KEYBANK NATIONAL ASSOCIATION/OH | $3.4M | 0.01% |
| WEDBUSH SECURITIES INC | $3.4M | 0.10% |
| Trilogy Capital Inc. | $3.4M | 0.15% |
| INSIGNEO ADVISORY SERVICES, LLC | $3.4M | 0.24% |
| Smith Asset Management Co., LLC | $3.4M | 2.92% |
| StoneX Group Inc. | $3.4M | 0.18% |
| DAYMARK WEALTH PARTNERS, LLC | $3.4M | 0.11% |
| ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC | $3.4M | 3.14% |
| Institute for Wealth Management, LLC. | $3.4M | 0.36% |
| FIRST HORIZON CORP | $3.3M | 0.14% |
| Bison Wealth, LLC | $3.3M | 0.32% |
| Essex Financial Services, Inc. | $3.3M | 0.18% |
| MAINSAIL ASSET MANAGEMENT, LLC | $3.3M | 1.47% |
| Valeo Financial Advisors, LLC | $3.3M | 0.08% |
| BARCLAYS PLC | $3.2M | 0.00% |
| Compass Ion Advisors, LLC | $3.2M | 0.31% |
| RWA WEALTH PARTNERS, LLC | $3.2M | 0.04% |
| Garde Capital, Inc. | $3.2M | 0.19% |
| NBT BANK N A /NY | $3.2M | 0.21% |
| JNBA Financial Advisors | $3.2M | 0.27% |
| Tradition Wealth Management, LLC | $3.2M | 0.23% |
| LIBERTY WEALTH MANAGEMENT LLC | $3.2M | 0.40% |
| EXCHANGE TRADED CONCEPTS, LLC | $3.2M | 0.02% |
| TRANSCEND CAPITAL ADVISORS, LLC | $3.2M | 0.25% |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | $3.2M | 0.31% |
| Peregrine Asset Advisers, Inc. | $3.2M | 0.85% |
| EVOKE WEALTH, LLC | $3.2M | 0.06% |
| Ascent Group, LLC | $3.1M | 0.11% |
| John A. Wolfe & Associates, Inc. | $3.1M | 4.81% |
| CFO CAPITAL MANAGEMENT LLC | $3.1M | 2.56% |
| Bridgewater Advisors Inc. | $3.1M | 0.18% |
| Ayalon Insurance Comp Ltd. | $3.1M | 0.63% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $3.1M | 0.05% |
| Badgley Phelps Wealth Managers, LLC | $3.1M | 0.06% |
| L. Roy Papp & Associates, LLP | $3.1M | 0.35% |
| NBC SECURITIES, INC. | $3.0M | 0.23% |
| MITCHELL SINKLER & STARR/PA | $3.0M | 1.40% |
| Belvedere Trading LLC | $3.0M | 0.00% |
| Truepoint, Inc. | $3.0M | 0.07% |
| BLB&B Advisors, LLC | $3.0M | 0.12% |
| Curated Wealth Partners LLC | $3.0M | 0.38% |
| Sovran Advisors, LLC | $3.0M | 0.23% |
| INTEGRITY ALLIANCE, LLC. | $3.0M | 0.11% |
| Compass Financial Group, Inc. (Ohio) | $3.0M | 2.18% |
| Gateway Wealth Partners, LLC | $3.0M | 0.12% |
| FIRST TRUST ADVISORS LP | $3.0M | 0.00% |
| Hopwood Financial Services, Inc. | $2.9M | 1.98% |
| Clearstead Advisors, LLC | $2.9M | 0.03% |
| Fiduciary Alliance LLC | $2.9M | 0.18% |
| Symphony Financial Services, Inc. | $2.9M | 1.50% |
| CITIZENS FINANCIAL GROUP INC/RI | $2.9M | 0.04% |
| Rathbones Group PLC | $2.9M | 0.01% |
| Composition Wealth, LLC | $2.9M | 0.04% |
| PARK AVENUE SECURITIES LLC | $2.9M | 0.02% |
| National Wealth Management Group, LLC | $2.9M | 1.08% |
| GTS SECURITIES LLC | $2.9M | 0.10% |
| Archford Capital Strategies, LLC | $2.9M | 0.33% |
| Apella Capital, LLC | $2.9M | 0.04% |
| GRIFFIN ASSET MANAGEMENT, INC. | $2.9M | 0.32% |
| Strategic Family Wealth Counselors, L.L.C. | $2.9M | 0.75% |
| VVR Holdings LLC | $2.9M | 1.48% |
| LPWM LLC | $2.9M | 0.72% |
| HRT FINANCIAL LP | $2.9M | 0.01% |
| Center for Financial Planning, Inc. | $2.8M | 0.30% |
| BRADLEY FOSTER & SARGENT INC/CT | $2.8M | 0.04% |
| PFG Advisors | $2.8M | 0.14% |
| CMG Global Holdings, LLC | $2.8M | 1.34% |
| GREAT VALLEY ADVISOR GROUP, INC. | $2.8M | 0.05% |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | $2.8M | 0.92% |
| Arax Advisory Partners | $2.8M | 0.08% |
| LBMC INVESTMENT ADVISORS, LLC | $2.7M | 0.17% |
| Checchi Capital Advisers, LLC | $2.7M | 0.14% |
| Goldstone Financial Group, LLC | $2.7M | 0.29% |
| TruWealth Advisors, LLC | $2.7M | 0.13% |
| BRIGHT FINANCIAL ADVISORS, INC. | $2.7M | 1.22% |
| NWM ADVISORS, LLC | $2.7M | 2.43% |
| GC Wealth Management RIA, LLC | $2.6M | 0.11% |
| Stonebridge Financial Planning Group, LLC | $2.6M | 0.96% |
| Global Wealth Management, LLC | $2.6M | 1.40% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $2.6M | 0.00% |
| Capital Management Associates, Inc | $2.6M | 0.58% |
| TSFG, LLC | $2.6M | 0.39% |
| Leelyn Smith, LLC | $2.6M | 0.36% |
| WESBANCO BANK INC | $2.5M | 0.07% |
| Harbor Asset Planning, Inc. | $2.5M | 2.14% |
| Crestwood Advisors Group, LLC | $2.5M | 0.04% |
| One Capital Management, LLC | $2.5M | 0.07% |
| GPM Growth Investors, Inc. | $2.5M | 1.06% |
| Christensen, King & Associates Investment Services, Inc. | $2.5M | 1.07% |
| Tower View Wealth Management LLC | $2.5M | 1.26% |
| Affinity Capital Advisors, LLC | $2.4M | 0.34% |
| FRANKLIN RESOURCES INC | $2.4M | 0.00% |
| Vise Technologies, Inc. | $2.4M | 0.05% |
| Strategic Investment Solutions, Inc. /IL | $2.4M | 0.58% |
| W ADVISORS, LLC | $2.4M | 1.24% |
| Synergy Financial Group, LTD | $2.4M | 1.81% |
| Brookwood Investment Group LLC | $2.4M | 0.30% |
| Patriot Financial Group Insurance Agency, LLC | $2.4M | 0.13% |
| LOM Asset Management Ltd | $2.4M | 0.68% |
| HAZLETT, BURT & WATSON, INC. | $2.4M | 0.74% |
| SNOWWATER INVESTMENT PARTNERS, LLC | $2.4M | 2.23% |
| Heritage Investment Group, Inc. | $2.4M | 0.36% |
| tru Independence LLC | $2.4M | 1.16% |
| LAZARD ASSET MANAGEMENT LLC | $2.3M | 0.00% |
| Gross & Hartman Investments LLC | $2.3M | 1.22% |
| Wealth Management Associates, Inc. | $2.3M | 0.80% |
| Cannell & Spears LLC | $2.3M | 0.05% |
| BENJAMIN EDWARDS INC | $2.3M | 0.02% |
| Betterment LLC | $2.3M | 0.00% |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | $2.3M | 0.08% |
| OneDigital Investment Advisors LLC | $2.3M | 0.02% |
| City State Bank | $2.3M | 0.60% |
| Allianz Asset Management GmbH | $2.3M | 0.00% |
| DEUTSCHE BANK AG\ | $2.3M | 0.00% |
| WHITTIER TRUST CO | $2.3M | 0.03% |
| Bragg Financial Advisors, Inc | $2.3M | 0.07% |
| Birchcreek Wealth Management, LLC | $2.3M | 1.09% |
| Soltis Investment Advisors LLC | $2.3M | 0.14% |
| Sowell Financial Services LLC | $2.3M | 0.08% |
| Darrow Company, Inc. | $2.2M | 1.01% |
| MBL Wealth, LLC | $2.2M | 0.17% |
| Evercore Wealth Management, LLC | $2.2M | 0.03% |
| Carnegie Investment Counsel | $2.2M | 0.04% |
| Brooklyn Investment Group | $2.2M | 0.07% |
| Ballentine Partners, LLC | $2.2M | 0.03% |
| CORA CAPITAL ADVISORS LLC | $2.2M | 0.72% |
| Visionary Wealth Advisors | $2.2M | 0.10% |
| First National Trust Co | $2.2M | 0.07% |
| Meridian Wealth Management, LLC | $2.2M | 0.08% |
| Black Diamond Financial, LLC | $2.2M | 0.24% |
| Evanson Asset Management, LLC | $2.2M | 0.12% |
| DAVIS R M INC | $2.2M | 0.04% |
| Blackston Financial Advisory Group, LLC | $2.1M | 1.34% |
| PANORAMIC INVESTMENT ADVISORS, LLC | $2.1M | 1.16% |
| Highland Financial Advisors, LLC | $2.1M | 0.56% |
| ATTICUS WEALTH MANAGEMENT, LLC | $2.1M | 0.58% |
| Premier Path Wealth Partners, LLC | $2.1M | 0.28% |
| TRITONPOINT WEALTH, LLC | $2.1M | 0.23% |
| Calamos Wealth Management LLC | $2.1M | 0.07% |
| Calamos Advisors LLC | $2.1M | 0.01% |
| Marex Group plc | $2.1M | 0.01% |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | $2.1M | 0.67% |
| HANOVER ADVISORS INC | $2.1M | 0.85% |
| NATIXIS ADVISORS, LLC | $2.1M | 0.00% |