| Stonebridge Capital Advisors LLC | $5.7M | 0.40% |
| STAGE HARBOR FINANCIAL, LLC | $5.7M | 3.80% |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | $5.7M | 2.76% |
| Capital Analysts, LLC | $5.7M | 0.15% |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | $5.6M | 0.36% |
| Retirement Investment Advisors, Inc. | $5.6M | 0.45% |
| Pure Financial Advisors, LLC | $5.6M | 0.08% |
| Ascent Group, LLC | $5.5M | 0.19% |
| Cascade Financial Partners, LLC | $5.4M | 0.56% |
| Vannoy Advisory Group, Inc. | $5.4M | 3.40% |
| Envision Financial LLC | $5.4M | 2.89% |
| Dickmeyer Boyce Financial Management, Inc. | $5.3M | 3.14% |
| Edgestream Partners, L.P. | $5.3M | 0.18% |
| K2 Financial Inc. | $5.3M | 3.88% |
| Asset Management Group, Inc. | $5.3M | 0.86% |
| MASTER'S WEALTH MANAGEMENT INC. | $5.3M | 1.79% |
| 1900 WEALTH MANAGEMENT LLC | $5.3M | 0.34% |
| NewCorp Financial Services, Inc. | $5.3M | 4.57% |
| LifePlan Investment Advisors, Inc. | $5.3M | 2.06% |
| Financial Planning Navigators CORP | $5.2M | 2.30% |
| NWAM LLC | $5.2M | 0.30% |
| Legacy Wealth Partners, LLC | $5.2M | 1.30% |
| Tilson Financial Group, Inc. | $5.1M | 1.54% |
| Sanchez Levi Garrett | $5.1M | 3.20% |
| DAVENPORT & Co LLC | $5.1M | 0.03% |
| PINNACLE ASSOCIATES LTD | $5.1M | 0.07% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $5.1M | 0.09% |
| Pinnacle Wealth Management Advisory Group, LLC | $5.0M | 0.34% |
| KING LUTHER CAPITAL MANAGEMENT CORP | $4.9M | 0.02% |
| CERTIOR FINANCIAL GROUP, LLC | $4.9M | 3.14% |
| Shade Tree Advisors LLC | $4.9M | 3.53% |
| Bear Mountain Capital, Inc. | $4.9M | 1.47% |
| EverSource Wealth Advisors, LLC | $4.8M | 0.15% |
| WealthCollab, LLC | $4.8M | 1.98% |
| Sargent Investment Group, LLC | $4.8M | 0.63% |
| TBH Global Asset Management, LLC | $4.8M | 0.96% |
| Advisory Services Network, LLC | $4.8M | 0.06% |
| Pinnacle Financial Partners, Inc. | $4.7M | 0.04% |
| RCS Financial Planning, LLC | $4.7M | 2.43% |
| VERUS WEALTH MANAGEMENT, LLC | $4.7M | 4.33% |
| Avantax Planning Partners, Inc. | $4.7M | 0.13% |
| TPG Financial Advisors, LLC | $4.6M | 1.50% |
| Glassman Wealth Services | $4.6M | 0.62% |
| Asio Capital, LLC | $4.6M | 0.64% |
| CIBC Bancorp USA Inc. | $4.6M | 0.01% |
| ELEMENT POINTE ADVISORS, LLC | $4.6M | 0.86% |
| BCGM Wealth Management, LLC | $4.6M | 1.15% |
| Capital Asset Advisory Services LLC | $4.6M | 0.17% |
| Finhabits Advisors LLC | $4.6M | 4.20% |
| Equita Financial Network, Inc. | $4.5M | 1.43% |
| JNBA Financial Advisors | $4.5M | 0.38% |
| First Affirmative Financial Network | $4.5M | 1.76% |
| Baker Avenue Asset Management, LP | $4.5M | 0.10% |
| Values Added Financial LLC | $4.5M | 1.90% |
| Spire Wealth Management | $4.5M | 0.15% |
| BTG Pactual Asset Management US LLC | $4.5M | 0.39% |
| EXENCIAL WEALTH ADVISORS, LLC | $4.5M | 0.14% |
| Elser Financial Planning, Inc | $4.5M | 0.22% |
| Diversified Enterprises, LLC | $4.4M | 0.24% |
| World Investment Advisors | $4.4M | 0.07% |
| OLIO Financial Planning | $4.4M | 1.23% |
| TD Capital Management LLC | $4.4M | 0.40% |
| FIRST AMERICAN TRUST, FSB | $4.3M | 0.29% |
| Meridian Wealth Management, LLC | $4.3M | 0.15% |
| RFG Advisory, LLC | $4.3M | 0.08% |
| Allodium Investment Consultants, LLC | $4.3M | 2.06% |
| Focus Partners Advisor Solutions, LLC | $4.3M | 0.04% |
| Wrenne Financial Planning LLC | $4.2M | 1.65% |
| Aspire Private Capital, LLC | $4.2M | 0.94% |
| GRAND WEALTH MANAGEMENT, LLC | $4.2M | 1.96% |
| Kelman-Lazarov, Inc. | $4.2M | 0.60% |
| Janney Montgomery Scott LLC | $4.2M | 0.01% |
| WATERSHED PRIVATE WEALTH LLC | $4.1M | 1.29% |
| VICUS CAPITAL | $4.1M | 0.30% |
| FINANCIAL LIFE ADVISORS | $4.1M | 1.27% |
| American Investment Services, Inc. | $4.1M | 0.91% |
| Engineers Gate Manager LP | $4.1M | 0.05% |
| Hassell Wealth Management, LLC | $4.0M | 1.35% |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | $4.0M | 0.06% |
| Savvy Advisors, Inc. | $4.0M | 0.11% |
| Modern Wealth Management, LLC | $4.0M | 0.07% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $4.0M | 0.24% |
| Compass Advisory Group LLC | $3.9M | 1.05% |
| Insight Wealth Strategies, LLC | $3.9M | 0.44% |
| Penney Financial, LLC | $3.9M | 1.49% |
| Sterling Financial Planning, Inc. | $3.9M | 1.15% |
| McAdam, LLC | $3.8M | 0.17% |
| BESSEMER GROUP INC | $3.8M | 0.01% |
| Valeo Financial Advisors, LLC | $3.8M | 0.09% |
| L.K. Benson & Company, P.C. | $3.8M | 1.25% |
| Invst, LLC | $3.8M | 0.43% |
| Mason & Associates, LLC | $3.8M | 0.86% |
| Financial Guidance Group, Inc. | $3.8M | 1.51% |
| Wealthcare Advisory Partners LLC | $3.7M | 0.07% |
| Simplicity Wealth,LLC | $3.7M | 0.21% |
| UMB Bank, n.a. | $3.7M | 0.05% |
| WEALTH ALLIANCE, LLC | $3.7M | 0.37% |
| BLAIR WILLIAM & CO/IL | $3.7M | 0.01% |
| Chicago Partners Investment Group LLC | $3.7M | 0.08% |
| FourThought Financial Partners, LLC | $3.7M | 0.32% |
| BURNEY CO/ | $3.6M | 0.11% |
| Capital Investment Services of America, Inc. | $3.6M | 0.38% |
| Eaton Financial Holdings Company, LLC | $3.6M | 1.19% |
| High Probability Advisors, LLC | $3.6M | 0.46% |
| Traction Financial Partners, LLC | $3.6M | 2.20% |
| FULTON BANK, N.A. | $3.6M | 0.13% |
| Stokes Family Office, LLC | $3.5M | 0.36% |
| Fisher Asset Management, LLC | $3.5M | 0.00% |
| Dakota Wealth Management | $3.5M | 0.08% |
| Cresset Asset Management, LLC | $3.5M | 0.01% |
| UNIVEST FINANCIAL Corp | $3.4M | 0.19% |
| Rockbridge Investment Management, LCC | $3.4M | 0.31% |
| SigFig Wealth Management, LLC | $3.4M | 0.10% |
| Opes Wealth Management LLC | $3.4M | 0.56% |
| William Mack & Associates, Inc. | $3.4M | 1.93% |
| Kingsview Wealth Management, LLC | $3.4M | 0.05% |
| TAGStone Capital, Inc. | $3.4M | 1.19% |
| Elmwood Wealth Management, Inc. | $3.3M | 0.93% |
| Cornerstone Wealth Management, LLC | $3.3M | 0.17% |
| Laird Norton Wetherby Trust Company, LLC | $3.3M | 0.07% |
| Rede Wealth, LLC | $3.3M | 1.20% |
| MOTIVE WEALTH ADVISORS | $3.3M | 1.57% |
| CHRISTINE MESSMER PC | $3.3M | 2.13% |
| CATALYST FINANCIAL PARTNERS LLC | $3.3M | 0.39% |
| Sellwood Investment Partners LLC | $3.3M | 1.31% |
| Tortoise Investment Management, LLC | $3.3M | 0.27% |
| Joel Isaacson & Co., LLC | $3.3M | 0.11% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $3.3M | 0.02% |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | $3.3M | 0.55% |
| LPWM LLC | $3.3M | 0.82% |
| 1834 INVESTMENT ADVISORS CO | $3.2M | 0.40% |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | $3.2M | 0.50% |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | $3.2M | 0.48% |
| Blume Capital Management, Inc. | $3.2M | 0.55% |
| MB, LEVIS & ASSOCIATES, LLC | $3.2M | 1.33% |
| Strathmore Capital Advisors, Inc. | $3.2M | 0.90% |
| TRB Wealth Management, LLC | $3.2M | 0.45% |
| MONEYWISE, INC. | $3.2M | 1.39% |
| Sincerus Advisory, LLC | $3.2M | 2.40% |
| HANCOCK WHITNEY CORP | $3.2M | 0.06% |
| Shared Vision Wealth Group LLC | $3.2M | 1.29% |
| CARY STREET PARTNERS FINANCIAL LLC | $3.1M | 0.08% |
| Eaton-Cambridge Inc. | $3.1M | 0.97% |
| C M BIDWELL & ASSOCIATES LTD | $3.1M | 1.45% |
| Brewster Financial Planning LLC | $3.1M | 1.88% |
| Quantinno Capital Management LP | $3.1M | 0.01% |
| BAILARD, INC. | $3.1M | 0.07% |
| PLANWISER FINANCIAL, LLC | $3.0M | 2.20% |
| VSM Wealth Advisory, LLC | $3.0M | 0.90% |
| RiverGlades Family Offices LLC | $3.0M | 1.77% |