| Blueprint Investment Partners LLC | $9.5M | 0.97% |
| Cherry Tree Wealth Management, LLC | $9.5M | 2.00% |
| Sovereign Financial Group, Inc. | $9.4M | 1.64% |
| Summit Global Investments | $9.4M | 0.56% |
| SimpliFi, Inc. | $9.4M | 3.95% |
| Kestra Advisory Services, LLC | $9.4M | 0.04% |
| Financial & Tax Architects, LLC | $9.4M | 2.09% |
| ShankerValleau Wealth Advisors, Inc. | $9.1M | 2.56% |
| Clarity Capital Advisors, LLC | $9.0M | 4.20% |
| NVWM, LLC | $8.9M | 1.99% |
| JEPPSON WEALTH MANAGEMENT, LLC | $8.9M | 2.80% |
| Merit Financial Group, LLC | $8.9M | 0.07% |
| Magnus Financial Group LLC | $8.9M | 0.72% |
| Finhabits Advisors LLC | $8.9M | 8.20% |
| Integrated Wealth Concepts LLC | $8.8M | 0.07% |
| Whitegate Investment Counselors, Inc. | $8.8M | 2.80% |
| Rockefeller Capital Management L.P. | $8.8M | 0.02% |
| C M BIDWELL & ASSOCIATES LTD | $8.8M | 4.09% |
| Wright Wealth LLC | $8.7M | 5.80% |
| Bulwark Capital Corp | $8.6M | 5.33% |
| PFG Advisors | $8.6M | 0.42% |
| Graves Light Lenhart Wealth, Inc. | $8.6M | 0.89% |
| White Lighthouse Investment Management Inc. | $8.5M | 1.18% |
| Procyon Advisors, LLC | $8.5M | 0.41% |
| SVRN Asset Management, LLC | $8.5M | 8.18% |
| HBE Wealth Management, LLC | $8.4M | 7.31% |
| Steward Partners Investment Advisory, LLC | $8.3M | 0.04% |
| Equitable Holdings, Inc. | $8.2M | 0.05% |
| Robinswood Financial LLC | $8.2M | 2.58% |
| Allworth Financial LP | $8.2M | 0.03% |
| TrueWealth Financial Partners | $8.1M | 3.22% |
| Gradient Capital Advisors, LLC | $8.1M | 2.10% |
| North Ridge Wealth Advisors, Inc. | $8.0M | 4.53% |
| SCOTIA CAPITAL INC. | $7.9M | 0.03% |
| ATLAS CAPITAL ADVISORS INC. | $7.9M | 0.90% |
| XY Planning Network, Inc. | $7.9M | 1.26% |
| Envestnet Portfolio Solutions, Inc. | $7.8M | 0.04% |
| Family CFO Inc | $7.8M | 3.49% |
| Advisory Services Network, LLC | $7.7M | 0.10% |
| Roundview Capital LLC | $7.7M | 0.48% |
| FAMILY WEALTH PARTNERS, LLC | $7.6M | 2.60% |
| TPG Financial Advisors, LLC | $7.6M | 2.47% |
| Elevation Capital Advisory, LLC | $7.5M | 3.21% |
| Point Nemo Capital, LLC | $7.4M | 4.87% |
| Spartan Planning & Wealth Management | $7.3M | 5.42% |
| Good Harbor Advisors, Inc. | $7.3M | 7.98% |
| RWA WEALTH PARTNERS, LLC | $7.3M | 0.08% |
| Plum Street Advisors, LLC | $7.1M | 2.46% |
| Cloud Capital Management, LLC | $6.9M | 3.03% |
| Ashton Thomas Private Wealth, LLC | $6.9M | 0.16% |
| First Business Financial Services, Inc. | $6.6M | 0.59% |
| Peirce Capital Management, LLC | $6.6M | 2.58% |
| BANK OF MONTREAL /CAN/ | $6.5M | 0.00% |
| Global Wealth Management, LLC | $6.5M | 3.56% |
| Banco Santander, S.A. | $6.5M | 0.05% |
| Tilson Financial Group, Inc. | $6.5M | 1.94% |
| Secure Asset Management, LLC | $6.4M | 1.01% |
| Breakwater Capital Group | $6.4M | 0.85% |
| Curran Financial Partners, LLC | $6.4M | 1.14% |
| Fort Vancouver Investment Management, LLC | $6.3M | 3.21% |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | $6.3M | 3.89% |
| Friday Financial | $6.3M | 2.17% |
| Meritas Wealth Management, LLC | $6.2M | 2.82% |
| AQR CAPITAL MANAGEMENT LLC | $6.2M | 0.00% |
| HUTCHINSON CAPITAL MANAGEMENT/CA | $6.2M | 1.13% |
| Greenbush Financial Group, LLC | $6.2M | 2.04% |
| Private Wealth Advisors, LLC | $6.1M | 1.73% |
| Mullaney, Keating & Wright, Inc. | $6.1M | 3.33% |
| CARDIFF PARK ADVISORS, LLC | $6.1M | 0.49% |
| Callan Family Office, LLC | $6.1M | 0.14% |
| Morningstar Investment Management LLC | $6.1M | 0.37% |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | $6.0M | 0.32% |
| Essential Planning, LLC. | $5.8M | 1.86% |
| 3EDGE Asset Management, LP | $5.8M | 0.28% |
| Spire Wealth Management | $5.8M | 0.20% |
| TME FINANCIAL, INC. | $5.6M | 3.91% |
| Symmetry Partners, LLC | $5.5M | 0.32% |
| Private Advisor Group, LLC | $5.5M | 0.03% |
| Shotwell Rutter Baer Inc | $5.5M | 3.22% |
| EXCHANGE TRADED CONCEPTS, LLC | $5.5M | 0.04% |
| Certified Advisory Corp | $5.3M | 0.48% |
| Manuka Financial, LLC | $5.3M | 3.27% |
| Aspirean Wealth, LLC | $5.2M | 5.61% |
| ANDERSON HOAGLAND & CO | $5.1M | 0.44% |
| POINCIANA ADVISORS GROUP, LLC | $5.1M | 4.02% |
| Pinnacle Financial Partners, Inc. | $5.0M | 0.04% |
| Aerodigm Wealth, LLC | $5.0M | 1.87% |
| Destiny Wealth Partners, LLC | $5.0M | 0.54% |
| Squire Investment Management Company, LLC | $4.9M | 1.37% |
| Hoese & Co LLP | $4.8M | 3.58% |
| AMES NATIONAL CORP | $4.8M | 2.88% |
| Mirae Asset Global Investments Co., Ltd. | $4.8M | 0.00% |
| Belleair Asset Management, LLC | $4.7M | 4.26% |
| Sequoia Financial Advisors, LLC | $4.6M | 0.03% |
| Fiduciary Trust Co | $4.6M | 0.05% |
| JONES FINANCIAL COMPANIES LLLP | $4.6M | 0.00% |
| Savvy Advisors, Inc. | $4.6M | 0.12% |
| GOULD ASSET MANAGEMENT LLC /CA/ | $4.6M | 0.79% |
| Petersen Hastings Wealth Advisors Inc. | $4.5M | 0.42% |
| CITIGROUP INC | $4.5M | 0.00% |
| Advisory Alpha, LLC | $4.5M | 0.12% |
| Northern Lights Advisors, Inc. | $4.5M | 3.05% |
| Hurlow Wealth Management Group, Inc. | $4.5M | 1.07% |
| Genesis Wealth Advisors, LLC | $4.5M | 2.99% |
| CARY STREET PARTNERS FINANCIAL LLC | $4.4M | 0.11% |
| RITHOLTZ WEALTH MANAGEMENT | $4.3M | 0.07% |
| Comprehensive Money Management Services LLC | $4.3M | 2.82% |
| PRIVATE CLIENT SERVICES, LLC | $4.2M | 1.26% |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | $4.2M | 1.55% |
| Lido Advisors, LLC | $4.1M | 0.01% |
| ASPIRIANT, LLC | $4.1M | 0.12% |
| Austin Asset Management Co Inc | $4.1M | 0.67% |
| WEST PACES ADVISORS INC. | $4.1M | 0.79% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | $4.1M | 0.30% |
| SFM, LLC | $4.0M | 2.42% |
| MONEY CONCEPTS CAPITAL CORP | $4.0M | 0.22% |
| Southeast Asset Advisors, LLC | $4.0M | 0.43% |
| RAM Investment Partners, LLC | $3.9M | 0.68% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.8M | 0.01% |
| Prism Planning Partners LLC | $3.8M | 4.50% |
| TITAN GLOBAL CAPITAL MANAGEMENT USA LLC | $3.8M | 0.56% |
| Lutz Financial Services LLC | $3.8M | 0.25% |
| TD PRIVATE CLIENT WEALTH LLC | $3.8M | 0.08% |
| Waverly Advisors, LLC | $3.7M | 0.03% |
| CogentBlue Wealth Advisors, LLC | $3.7M | 2.46% |
| FIRST HAWAIIAN BANK | $3.6M | 0.51% |
| FIRST AMERICAN TRUST, FSB | $3.6M | 0.24% |
| Cranbrook Wealth Management, LLC | $3.6M | 0.73% |
| TRUIST FINANCIAL CORP | $3.6M | 0.00% |
| Chesley Taft & Associates LLC | $3.5M | 0.15% |
| Almanack Investment Partners, LLC. | $3.5M | 0.60% |
| Chicago Partners Investment Group LLC | $3.5M | 0.08% |
| Passive Capital Management, LLC. | $3.5M | 1.04% |
| Fortune Financial Advisors, LLC | $3.5M | 1.78% |
| Sanctuary Advisors, LLC | $3.5M | 0.02% |
| CWM, LLC | $3.4M | 0.01% |
| Dynamic Advisor Solutions LLC | $3.4M | 0.11% |
| Generations Wealth, LLC | $3.4M | 3.27% |
| SAGE RHINO CAPITAL LLC | $3.4M | 0.63% |
| Private Wealth Management Group, LLC | $3.3M | 0.88% |
| Sharper & Granite LLC | $3.3M | 1.14% |
| Sagace Wealth Management LLC | $3.3M | 2.22% |
| US BANCORP \DE\ | $3.3M | 0.00% |
| NEPC LLC | $3.3M | 0.07% |
| ARK & TLK INVESTMENTS, LLC | $3.2M | 0.87% |
| BLAIR WILLIAM & CO/IL | $3.1M | 0.01% |
| PALLADIEM, LLC | $3.1M | 2.99% |
| FINANCIAL LIFE ADVISORS | $3.1M | 0.96% |
| Avant Financial Advisors LLC | $3.1M | 2.15% |
| Tranquilli Financial Advisor LLC | $3.0M | 1.77% |