| EARNED WEALTH ADVISORS, LLC | $6.7M | 0.45% |
| Apollon Financial, LLC | $6.7M | 0.92% |
| SilverOak Wealth Management LLC | $6.6M | 1.05% |
| WHITTIER TRUST CO OF NEVADA INC | $6.6M | 0.14% |
| Sand Hill Global Advisors, LLC | $6.6M | 0.22% |
| True North Advisors, LLC | $6.6M | 0.75% |
| Intrua Financial, LLC | $6.6M | 0.68% |
| Soltis Investment Advisors LLC | $6.6M | 0.42% |
| QUANTIFY CHAOS ADVISORS, LLC | $6.6M | 20.59% |
| IMA Advisory Services, Inc. | $6.6M | 0.64% |
| AssuredPartners Investment Advisors, LLC | $6.6M | 0.71% |
| Arbor Wealth Advisors LLC | $6.6M | 4.60% |
| FIRST MANHATTAN CO. LLC. | $6.6M | 0.02% |
| Westmount Partners, LLC | $6.5M | 1.61% |
| Strategic Point Investment Advisors, LLC | $6.5M | 0.95% |
| Spire Wealth Management | $6.5M | 0.22% |
| SAGESPRING WEALTH PARTNERS, LLC | $6.5M | 0.12% |
| Aries Wealth Management | $6.4M | 1.42% |
| GUARDIAN WEALTH ADVISORS, LLC / NC | $6.4M | 0.41% |
| TD PRIVATE CLIENT WEALTH LLC | $6.4M | 0.13% |
| MIDLAND WEALTH ADVISORS, LLC | $6.4M | 0.33% |
| Astra Wealth Partners LLC | $6.4M | 3.83% |
| Accredited Investors Inc. | $6.4M | 0.34% |
| WEST PACES ADVISORS INC. | $6.4M | 1.23% |
| Thrive Wealth Management, LLC | $6.3M | 0.94% |
| Advisory Alpha, LLC | $6.3M | 0.17% |
| WIMMER ASSOCIATES 1, LLC | $6.3M | 3.06% |
| Syntegra Private Wealth Group, LLC | $6.3M | 0.59% |
| FIRST CITIZENS BANK & TRUST CO | $6.3M | 0.13% |
| INTEGRATED WEALTHCARE, LLC | $6.2M | 5.23% |
| Align Financial, LLC | $6.2M | 3.55% |
| Successful Portfolios LLC | $6.2M | 3.44% |
| CDM FINANCIAL COUNSELING SERVICES, INC. | $6.2M | 5.96% |
| Washington Trust Bank | $6.2M | 0.46% |
| Crestwood Advisors Group, LLC | $6.2M | 0.10% |
| Unify Financial Advisors | $6.2M | 6.42% |
| Kastel Capital Advisors, LLC | $6.2M | 3.80% |
| Atlantic Union Bankshares Corp | $6.2M | 0.12% |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $6.2M | 0.35% |
| MCF Advisors LLC | $6.2M | 0.27% |
| Navigate Wealth Management, LLC | $6.2M | 4.33% |
| Fiduciary Alliance LLC | $6.2M | 0.37% |
| Trevian Wealth Management LLC | $6.2M | 3.04% |
| ALPHA CAPITAL ADVISORS INC /ADV | $6.1M | 5.85% |
| Mayflower Financial Advisors, LLC | $6.1M | 0.74% |
| CUTLER INVESTMENT COUNSEL LLC | $6.1M | 0.63% |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | $6.1M | 0.06% |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | $6.1M | 0.23% |
| Wind River Trust Co | $6.1M | 2.30% |
| Montis Financial, LLC | $6.1M | 1.26% |
| L & S Advisors Inc | $6.1M | 0.76% |
| Summit Investment Advisory Services, LLC | $6.1M | 2.25% |
| Blume Capital Management, Inc. | $6.1M | 1.03% |
| Smith Salley Wealth Management | $6.0M | 0.30% |
| Arete Wealth Advisors, LLC | $6.0M | 0.45% |
| ACT Advisors, LLC. | $6.0M | 2.57% |
| Riverview Capital Advisers, LLC | $6.0M | 2.01% |
| Berger Financial Group, Inc | $6.0M | 0.34% |
| WoodTrust Financial Corp | $6.0M | 0.78% |
| United Community Bank | $6.0M | 2.00% |
| Evercore Wealth Management, LLC | $6.0M | 0.09% |
| Wealth Architects, LLC | $6.0M | 0.53% |
| Traveka Wealth, LLC | $6.0M | 2.28% |
| SHP Wealth Management | $6.0M | 0.45% |
| Quadrant Private Wealth Management, LLC | $6.0M | 0.92% |
| Faithward Advisors, LLC | $6.0M | 0.85% |
| MARINO, STRAM & ASSOCIATES LLC | $6.0M | 1.07% |
| Northern Lights Advisors, Inc. | $5.9M | 4.02% |
| DURANTE & WATERS, LLC | $5.9M | 4.29% |
| Five Pine Wealth Management | $5.9M | 3.69% |
| NEUBERGER BERMAN GROUP LLC | $5.9M | 0.00% |
| ATLAS CAPITAL ADVISORS INC. | $5.9M | 0.68% |
| DT Investment Partners, LLC | $5.9M | 0.49% |
| NAPLES GLOBAL ADVISORS, LLC | $5.9M | 0.43% |
| Martin Capital Advisors, LLP | $5.9M | 3.72% |
| EVERGREEN CAPITAL MANAGEMENT LLC | $5.9M | 0.13% |
| First Command Advisory Services, Inc. | $5.9M | 0.04% |
| Moors & Cabot, Inc. | $5.9M | 0.25% |
| Fort Henry Capital, LLC | $5.9M | 3.54% |
| Lunt Capital Management, Inc. | $5.8M | 2.24% |
| Legacy Wealth Advisors, LLC | $5.8M | 2.97% |
| ADVOCATE GROUP LLC | $5.8M | 0.91% |
| Keener Financial Planning LLC | $5.8M | 2.44% |
| Rockwood Wealth Management, LLC | $5.8M | 0.42% |
| Heartland Bank & Trust Co | $5.8M | 1.31% |
| Rialto Wealth Management, LLC | $5.8M | 1.30% |
| Advisors Capital Management, LLC | $5.8M | 0.07% |
| MOODY LYNN LIEBERSON & WALKER, LLC | $5.8M | 0.32% |
| Factorial Partners, LLC | $5.8M | 4.19% |
| OPTIMA CAPITAL LLC | $5.8M | 2.68% |
| Capital Advisors Wealth Management, LLC | $5.7M | 0.77% |
| American Trust | $5.7M | 0.51% |
| Arista Wealth Management, LLC | $5.7M | 0.70% |
| GUYASUTA INVESTMENT ADVISORS INC | $5.7M | 0.33% |
| Legacy Financial Advisors, Inc. | $5.7M | 0.80% |
| Cannell & Spears LLC | $5.7M | 0.11% |
| PKS Advisory Services, LLC | $5.7M | 1.47% |
| Hurlow Wealth Management Group, Inc. | $5.7M | 1.35% |
| HOWLAND CAPITAL MANAGEMENT LLC | $5.7M | 0.22% |
| CIBC Asset Management Inc | $5.7M | 0.01% |
| Clear Creek Financial Management, LLC | $5.7M | 0.43% |
| Flagship Private Wealth, LLC | $5.7M | 2.30% |
| Charis Legacy Partners, LLC | $5.7M | 8.27% |
| Elite Financial, Inc. | $5.6M | 2.53% |
| FreeGulliver LLC | $5.6M | 2.38% |
| 55 North Private Wealth, LLC | $5.6M | 1.44% |
| R. W. Roge & Company, Inc. | $5.6M | 2.68% |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | $5.6M | 0.83% |
| Lakeside Advisors, INC. | $5.6M | 3.74% |
| 1015 Capital Partners, LLC | $5.6M | 5.42% |
| KING LUTHER CAPITAL MANAGEMENT CORP | $5.6M | 0.02% |
| RVW Wealth, LLC | $5.6M | 0.43% |
| EdgeRock Capital LLC | $5.6M | 1.50% |
| Bedel Financial Consulting, Inc. | $5.6M | 0.63% |
| MITCHELL SINKLER & STARR/PA | $5.6M | 2.56% |
| Bogart Wealth, LLC | $5.6M | 0.21% |
| Coyle Financial Counsel LLC | $5.5M | 1.17% |
| Prospect Financial Group LLC | $5.5M | 5.10% |
| MASECO LLP | $5.5M | 0.17% |
| Strategic Financial Group, LLC | $5.5M | 5.68% |
| SeaCrest Wealth Management, LLC | $5.5M | 0.59% |
| Selby Wealth Management, LLC | $5.5M | 2.15% |
| Capital Asset Managemnet, LLC | $5.5M | 6.15% |
| Rockingstone Advisors LLC | $5.5M | 2.50% |
| ARK & TLK INVESTMENTS, LLC | $5.4M | 1.47% |
| Perennial Advisors, LLC | $5.4M | 0.92% |
| American Financial Advisors, LLC | $5.4M | 0.72% |
| STUDIO INVESTMENT MANAGEMENT LLC | $5.4M | 0.98% |
| Verum Partners LLC | $5.4M | 1.03% |
| QUARRY HILL ADVISORS, LLC | $5.4M | 2.22% |
| COMPASS CAPITAL CORP /MA/ /ADV | $5.4M | 1.93% |
| Moisand Fitzgerald Tamayo, LLC | $5.4M | 0.58% |
| Russell Investments Group, Ltd. | $5.4M | 0.01% |
| SouthState Bank Corp | $5.4M | 0.25% |
| First Citizens Financial Corp | $5.3M | 2.51% |
| Friday Financial | $5.3M | 1.83% |
| Wescott Financial Advisory Group, LLC | $5.3M | 0.47% |
| Fifth Third Wealth Advisors LLC | $5.3M | 0.18% |
| Quartz Partners, LLC | $5.3M | 2.05% |
| Fort Point Capital Partners LLC | $5.3M | 0.65% |
| D.B. Root & Company, LLC | $5.3M | 1.26% |
| BLUESTEM FINANCIAL ADVISORS, LLC | $5.2M | 2.02% |
| NavPoint Financial, Inc. | $5.2M | 2.11% |
| Hanson & Doremus Investment Management | $5.2M | 0.60% |
| Marex Group plc | $5.2M | 0.03% |
| TWO SIGMA SECURITIES, LLC | $5.2M | 0.60% |
| Kaydan Wealth Management, Inc. | $5.2M | 1.73% |
| Bryn Mawr Trust Advisors, LLC | $5.1M | 0.25% |
| Strid Group, LLC | $5.1M | 0.63% |
| ECLECTIC ASSOCIATES INC /ADV | $5.1M | 0.68% |