| Cliffwater LLC | $6.2M | 1.64% |
| Richmond Brothers, Inc. | $6.2M | 4.11% |
| PATTON FUND MANAGEMENT, INC. | $6.1M | 1.04% |
| United Financial Planning Group LLC | $6.1M | 3.61% |
| Financial Alternatives, Inc | $6.1M | 3.28% |
| Rainwater Charitable Foundation | $6.1M | 3.13% |
| Freestone Capital Holdings, LLC | $5.9M | 0.18% |
| LMG Wealth Partners, LLC | $5.9M | 1.07% |
| PDS Planning, Inc | $5.9M | 0.39% |
| Integrated Wealth Concepts LLC | $5.9M | 0.05% |
| Sanctuary Advisors, LLC | $5.8M | 0.03% |
| Estate Counselors, LLC | $5.8M | 0.52% |
| LPWM LLC | $5.8M | 1.47% |
| Idaho Trust Co | $5.8M | 1.89% |
| Merit Financial Group, LLC | $5.8M | 0.04% |
| Everhart Financial Group, Inc. | $5.8M | 0.49% |
| CMH Wealth Management LLC | $5.8M | 0.99% |
| Allworth Financial LP | $5.8M | 0.02% |
| Biltmore Family Office, LLC | $5.8M | 0.81% |
| Allie Family Office LLC | $5.8M | 2.52% |
| Aletheian Wealth Advisors LLC | $5.7M | 2.80% |
| UMB Bank, n.a. | $5.7M | 0.08% |
| Baron Financial Group, LLC | $5.6M | 3.05% |
| Cassaday & Co Wealth Management LLC | $5.6M | 0.12% |
| Aprio Wealth Management, LLC | $5.6M | 0.31% |
| Walleye Trading LLC | $5.6M | 0.01% |
| Virtu Financial LLC | $5.5M | 0.23% |
| Neumann Capital Management, LLC | $5.5M | 1.63% |
| JONES FINANCIAL COMPANIES LLLP | $5.5M | 0.00% |
| SG Americas Securities, LLC | $5.5M | 0.01% |
| COHEN & STEERS, INC. | $5.5M | 0.01% |
| Fiduciary Trust Co | $5.4M | 0.06% |
| Note Advisors, LLC | $5.4M | 2.71% |
| VeraBank, N.A. | $5.3M | 0.97% |
| Investment Planning Advisors, Inc. | $5.3M | 1.46% |
| World Investment Advisors | $5.3M | 0.09% |
| White Lighthouse Investment Management Inc. | $5.3M | 0.73% |
| Crewe Advisors LLC | $5.2M | 0.44% |
| WHITTIER TRUST CO | $5.2M | 0.06% |
| Alliance Wealth Advisors, LLC /UT | $5.2M | 1.12% |
| Klingman & Associates, LLC | $5.2M | 0.25% |
| Cresset Asset Management, LLC | $5.2M | 0.02% |
| One Degree Advisors Inc | $5.1M | 1.34% |
| Factor Wealth Management LTD | $5.1M | 0.96% |
| Advisory Services Network, LLC | $5.1M | 0.07% |
| Unconventional Investor, LLC | $5.0M | 2.40% |
| Chicago Partners Investment Group LLC | $5.0M | 0.11% |
| Red Wave Investments LLC | $5.0M | 1.49% |
| Traveka Wealth, LLC | $5.0M | 1.90% |
| CITIGROUP INC | $5.0M | 0.00% |
| Voya Financial Advisors, Inc. | $4.9M | 0.49% |
| BALANCED WEALTH GROUP LLC | $4.9M | 1.74% |
| Elwood & Goetz Wealth Advisory Group, LLC | $4.8M | 0.82% |
| Cherry Tree Wealth Management, LLC | $4.8M | 1.02% |
| ARK & TLK INVESTMENTS, LLC | $4.8M | 1.30% |
| MONOGRAPH WEALTH ADVISORS, LLC | $4.8M | 0.45% |
| Peak Retirement Planning, Inc. | $4.8M | 0.95% |
| SVRN Asset Management, LLC | $4.7M | 4.59% |
| Kagan Cocozza Asset Management | $4.7M | 3.34% |
| Zeit Capital LLC | $4.7M | 3.17% |
| Northwest Quadrant Wealth Management, LLC | $4.7M | 0.98% |
| KRM WEALTH MANAGEMENT L.L.C. | $4.7M | 2.45% |
| &PARTNERS | $4.7M | 0.02% |
| Pine Ridge Advisers LLC | $4.6M | 0.28% |
| Consolidated Portfolio Review Corp | $4.6M | 0.42% |
| Diversified Portfolios, Inc. | $4.6M | 0.38% |
| PARK NATIONAL CORP /OH/ | $4.6M | 0.14% |
| HANCOCK WHITNEY CORP | $4.6M | 0.08% |
| Whitegate Investment Counselors, Inc. | $4.5M | 1.44% |
| Dodds Wealth, LLC | $4.5M | 1.10% |
| Alhambra Investment Management LLC | $4.5M | 2.06% |
| Pacific Capital Wealth Advisors, Inc. | $4.4M | 0.74% |
| MBL Wealth, LLC | $4.4M | 0.33% |
| Black Diamond Financial, LLC | $4.4M | 0.48% |
| 111 Capital | $4.4M | 1.08% |
| BOS Asset Management, LLC | $4.3M | 1.11% |
| Thrive Capital Management, LLC | $4.3M | 0.94% |
| Evanson Asset Management, LLC | $4.3M | 0.23% |
| CENTRAL TRUST Co | $4.3M | 0.08% |
| Human Investing LLC | $4.3M | 0.62% |
| REDW Wealth LLC | $4.3M | 1.70% |
| Wealthcare Advisory Partners LLC | $4.3M | 0.08% |
| CONNING INC. | $4.2M | 0.14% |
| DWR WEALTH MANAGEMENT, LLC | $4.2M | 3.67% |
| GK Wealth Management LLC | $4.2M | 3.67% |
| LifeGuide Financial Advisors, LLC | $4.2M | 1.34% |
| Marotta Asset Management | $4.2M | 0.77% |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | $4.1M | 0.22% |
| Payne Capital Management, LLC | $4.1M | 1.24% |
| Arax Advisory Partners | $4.1M | 0.12% |
| MGO ONE SEVEN LLC | $4.0M | 0.08% |
| Impact Partnership Wealth, LLC | $4.0M | 0.50% |
| Greenspring Advisors, LLC | $4.0M | 0.24% |
| Financial & Tax Architects, LLC | $4.0M | 0.89% |
| Sigma Planning Corp | $4.0M | 0.11% |
| Disciplined Investments, LLC | $3.9M | 1.41% |
| ELEVATE WEALTH ADVISORY, INC | $3.9M | 2.47% |
| WOLFF WIESE MAGANA LLC | $3.9M | 2.13% |
| LEGACY FINANCIAL GROUP, INC. | $3.9M | 1.02% |
| Matrix Trust Co | $3.9M | 0.64% |
| MFA Wealth Services | $3.9M | 2.55% |
| Apella Capital, LLC | $3.9M | 0.06% |
| Concurrent Investment Advisors, LLC | $3.8M | 0.04% |
| FARMERS & MERCHANTS INVESTMENTS INC | $3.8M | 0.11% |
| HB Wealth Management, LLC | $3.8M | 0.02% |
| Tillman Hartley LLC | $3.8M | 0.95% |
| Cordoba Advisory Partners LLC | $3.8M | 1.05% |
| INDEPENDENT FINANCIAL GROUP, LLC | $3.8M | 0.09% |
| FAMILY WEALTH PARTNERS, LLC | $3.8M | 1.29% |
| CHERRYDALE WEALTH MANAGEMENT, LLC | $3.8M | 1.16% |
| Zhang Financial LLC | $3.7M | 0.13% |
| HSBC HOLDINGS PLC | $3.7M | 0.00% |
| Manchester Capital Management LLC | $3.7M | 0.53% |
| Vise Technologies, Inc. | $3.7M | 0.07% |
| Integrated Advisors Network LLC | $3.7M | 0.19% |
| Wedmont Private Capital | $3.6M | 0.12% |
| Vestmark Advisory Solutions, Inc. | $3.6M | 0.04% |
| Grove Bank & Trust | $3.6M | 0.41% |
| IF Advisors, LLC | $3.6M | 2.57% |
| Abound Wealth Management | $3.6M | 0.82% |
| Warwick Investment Management, Inc. | $3.6M | 0.52% |
| AXXCESS WEALTH MANAGEMENT, LLC | $3.6M | 0.12% |
| Quantinno Capital Management LP | $3.6M | 0.01% |
| FIRST FOUNDATION ADVISORS | $3.6M | 0.14% |
| PROFFITT & GOODSON INC | $3.6M | 0.55% |
| Keewaydin Investments LLC | $3.6M | 1.13% |
| RFG Advisory, LLC | $3.6M | 0.07% |
| SMART Wealth LLC | $3.5M | 1.04% |
| Finhabits Advisors LLC | $3.5M | 3.24% |
| BTG Pactual Asset Management US LLC | $3.5M | 0.30% |
| Praetorian Wealth Management, Inc. | $3.5M | 0.66% |
| Intergy Private Wealth, LLC | $3.5M | 1.02% |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | $3.5M | 0.34% |
| South Dakota Investment Council | $3.4M | 0.07% |
| Associated Banc-Corp | $3.4M | 0.09% |
| Tranquilli Financial Advisor LLC | $3.4M | 2.00% |
| FDx Advisors, Inc. | $3.4M | 1.09% |
| Frisco Financial Planning LLC | $3.4M | 2.80% |
| Atria Investments, Inc | $3.4M | 0.04% |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | $3.4M | 3.19% |
| Fort Point Capital Partners LLC | $3.4M | 0.41% |
| Tradition Wealth Management, LLC | $3.4M | 0.24% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | $3.4M | 0.96% |
| Addison Capital Co | $3.3M | 0.59% |
| Geneos Wealth Management Inc. | $3.3M | 0.08% |
| CROBAN | $3.3M | 1.57% |
| BLUELINE ADVISORS LLC | $3.3M | 2.57% |
| WEDBUSH SECURITIES INC | $3.3M | 0.10% |
| Transcendent Capital Group LLC | $3.3M | 1.50% |
| ASPIRIANT, LLC | $3.3M | 0.09% |