| Farrell Financial LLC | $3.0M | 1.80% |
| URS Advisory LLC | $3.0M | 2.18% |
| Opus Financial Solutions LLC | $3.0M | 2.81% |
| Kathmere Capital Management, LLC | $3.0M | 0.18% |
| OMNI 360 Wealth, Inc. | $2.9M | 1.52% |
| Centurion Wealth Management LLC | $2.9M | 0.66% |
| D.A. DAVIDSON & CO. | $2.9M | 0.02% |
| Boston Standard Wealth Management, LLC | $2.9M | 0.48% |
| Lakewood Asset Management LLC | $2.9M | 1.84% |
| JMG Financial Group, Ltd. | $2.8M | 0.08% |
| Sterling Financial Planning, Inc. | $2.8M | 0.83% |
| Discipline Wealth Solutions, LLC | $2.8M | 0.29% |
| Conrad Siegel Investment Advisors, Inc. | $2.8M | 0.50% |
| NORTHERN TRUST CORP | $2.7M | 0.00% |
| Sigma Planning Corp | $2.7M | 0.08% |
| Conservest Capital Advisors, Inc. | $2.7M | 0.24% |
| Lodestone Wealth Management LLC | $2.7M | 1.07% |
| RFG Advisory, LLC | $2.7M | 0.05% |
| Dorsey & Whitney Trust CO LLC | $2.7M | 0.15% |
| Barry Investment Advisors, LLC | $2.7M | 0.59% |
| Veery Capital, LLC | $2.7M | 0.82% |
| OneDigital Investment Advisors LLC | $2.7M | 0.03% |
| MONARCH CAPITAL MANAGEMENT INC | $2.7M | 0.65% |
| Heritage Trust Co | $2.7M | 0.27% |
| Apriem Advisors | $2.6M | 0.25% |
| Koss-Olinger Consulting, LLC | $2.6M | 0.22% |
| STALEY CAPITAL ADVISERS INC | $2.6M | 0.11% |
| HTG Investment Advisors, Inc. | $2.6M | 0.74% |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | $2.6M | 0.25% |
| Exit Wealth Advisors, LLC. | $2.6M | 1.32% |
| Curtis Advisory Group, LLC | $2.5M | 0.54% |
| Hegarty Advisors, LLC | $2.5M | 1.95% |
| Vistica Wealth Advisors, LLC | $2.4M | 2.43% |
| Asset Allocation Strategies LLC | $2.4M | 0.43% |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | $2.4M | 0.09% |
| AXS Investments LLC | $2.4M | 0.97% |
| CGN Advisors LLC | $2.4M | 0.19% |
| Arkadios Wealth Advisors | $2.4M | 0.04% |
| Gilbert Capital Group, Inc. | $2.4M | 1.84% |
| Sheridan Capital Management, LLC | $2.4M | 1.24% |
| Balanced Rock Investment Advisors LLC | $2.4M | 1.65% |
| Arbor Investment Advisors, LLC | $2.3M | 0.31% |
| LexAurum Advisors, LLC | $2.3M | 0.30% |
| Regal Investment Advisors LLC | $2.3M | 0.13% |
| Compound Planning, Inc. | $2.3M | 0.07% |
| New Dimensions Wealth Management, LLC | $2.3M | 1.96% |
| Hirtle & Co., LLC | $2.3M | 0.08% |
| Silver Oak Advisory Group, Inc. | $2.3M | 0.99% |
| Quantinno Capital Management LP | $2.3M | 0.00% |
| Approach Retirement Advisors, LLC | $2.3M | 1.89% |
| EQUITY INVESTMENT CORP | $2.3M | 0.04% |
| KEYVANTAGE WEALTH, LLC | $2.3M | 1.00% |
| HEADINVEST, LLC | $2.3M | 0.46% |
| ELEVATE WEALTH ADVISORY, INC | $2.3M | 1.43% |
| Centennial Advisors, LLC | $2.3M | 2.87% |
| Greenspring Advisors, LLC | $2.2M | 0.14% |
| FIFTH THIRD SECURITIES, INC. | $2.2M | 0.14% |
| LEGACY FINANCIAL GROUP, INC. | $2.2M | 0.58% |
| Columbus Macro, LLC | $2.2M | 0.24% |
| Stratos Wealth Advisors, LLC | $2.2M | 0.13% |
| Ifrah Financial Services, Inc. | $2.2M | 0.58% |
| SpringVest Wealth Management LLC | $2.2M | 1.50% |
| MACROVIEW INVESTMENT MANAGEMENT LLC | $2.2M | 1.52% |
| PNC FINANCIAL SERVICES GROUP, INC. | $2.2M | 0.00% |
| Bristlecone Value Partners, LLC | $2.2M | 1.91% |
| StoneX Group Inc. | $2.2M | 0.12% |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | $2.2M | 0.73% |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | $2.2M | 0.02% |
| Zeit Capital LLC | $2.1M | 1.43% |
| Brookwood Investment Group LLC | $2.1M | 0.26% |
| CAPTRUST FINANCIAL ADVISORS | $2.1M | 0.00% |
| RFG - Bristol Wealth Advisors, LLC | $2.1M | 0.56% |
| OneAscent Financial Services LLC | $2.1M | 0.11% |
| Performance Wealth Partners, LLC | $2.1M | 0.06% |
| Richmond Brothers, Inc. | $2.0M | 1.34% |
| Modern Wealth Management, LLC | $2.0M | 0.03% |
| HighPoint Advisor Group LLC | $2.0M | 0.08% |
| Amicus Financial Advisors, LLC | $2.0M | 0.55% |
| Washington Trust Bank | $2.0M | 0.15% |
| Kaufman Rossin Wealth, LLC | $2.0M | 1.12% |
| Cypress Capital, LLC | $2.0M | 0.56% |
| Flatrock Wealth Partners LLC | $1.9M | 0.87% |
| Parkwoods Wealth Partners, LLC | $1.9M | 0.47% |
| OAK FAMILY ADVISORS, LLC | $1.9M | 0.54% |
| Clear Creek Financial Management, LLC | $1.9M | 0.15% |
| Altiora Financial Group, LLC | $1.9M | 0.31% |
| Modera Wealth Management, LLC | $1.9M | 0.02% |
| Oak Harvest Investment Services | $1.9M | 0.20% |
| Baker Ellis Asset Management LLC | $1.9M | 0.22% |
| INTEGRITY ALLIANCE, LLC. | $1.9M | 0.07% |
| Compton Financial Group, LLC | $1.9M | 0.41% |
| Systelligence, LLC | $1.9M | 0.36% |
| Timber Creek Capital Management LLC | $1.9M | 0.45% |
| Strategic Investment Advisors / MI | $1.8M | 0.13% |
| One Wealth Map LLC | $1.8M | 0.86% |
| DORVAL Corp | $1.8M | 0.57% |
| Tower Research Capital LLC (TRC) | $1.8M | 0.05% |
| Aegis Wealth Management LLC | $1.8M | 1.03% |
| Aries Wealth Management | $1.8M | 0.39% |
| Disciplined Investments, LLC | $1.8M | 0.64% |
| Motley Fool Wealth Management, LLC | $1.8M | 0.20% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $1.8M | 0.03% |
| TILIA FIDUCIARY PARTNERS, INC. | $1.8M | 0.97% |
| FLAGSHIP HARBOR ADVISORS, LLC | $1.8M | 0.08% |
| Level Financial Advisors | $1.8M | 0.45% |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | $1.8M | 0.25% |
| JT Stratford LLC | $1.7M | 0.22% |
| L. Roy Papp & Associates, LLP | $1.7M | 0.20% |
| FIFTH THIRD BANCORP | $1.7M | 0.00% |
| ArchPoint Investors | $1.7M | 0.41% |
| Clearstead Advisors, LLC | $1.7M | 0.02% |
| Seed Wealth Management, Inc. | $1.7M | 1.18% |
| BROWN WEALTH MANAGEMENT, LLC | $1.7M | 0.44% |
| Smartleaf Asset Management LLC | $1.7M | 0.06% |
| M&T Bank Corp | $1.7M | 0.01% |
| Rede Wealth, LLC | $1.7M | 0.60% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $1.6M | 0.10% |
| Gateway Wealth Partners, LLC | $1.6M | 0.06% |
| Signal Advisors Wealth, LLC | $1.6M | 0.11% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.6M | 0.00% |
| Aptus Capital Advisors, LLC | $1.6M | 0.01% |
| HUNTINGTON NATIONAL BANK | $1.6M | 0.01% |
| Glass Jacobson Investment Advisors llc | $1.6M | 0.56% |
| MASECO LLP | $1.6M | 0.05% |
| INDEPENDENT FINANCIAL GROUP, LLC | $1.6M | 0.04% |
| J. Team Financial, Inc. | $1.6M | 1.78% |
| Pekin Hardy Strauss, Inc. | $1.6M | 0.16% |
| Retirement Planning Group, LLC | $1.6M | 0.05% |
| CFS Investment Advisory Services, LLC | $1.6M | 0.11% |
| Coston, McIsaac & Partners | $1.6M | 0.35% |
| Wealthcare Advisory Partners LLC | $1.5M | 0.03% |
| Ares Financial Consulting, LLC | $1.5M | 1.21% |
| Visionary Wealth Advisors | $1.5M | 0.07% |
| Strategic Investment Solutions, Inc. /IL | $1.5M | 0.37% |
| Florin Court Capital LLP | $1.5M | 5.77% |
| Essential Partners LLC | $1.5M | 0.51% |
| Stratos Wealth Partners, LTD. | $1.5M | 0.02% |
| HANOVER ADVISORS INC | $1.5M | 0.60% |
| Rinkey Investments | $1.5M | 0.38% |
| Seneschal Advisors, LLC | $1.5M | 1.08% |
| Breakwater Investment Management | $1.4M | 0.54% |
| Forum Financial Management, LP | $1.4M | 0.02% |
| Continuum Advisory, LLC | $1.4M | 0.14% |
| BRIGHTON SECURITIES CORP. | $1.4M | 0.68% |
| Donalies Financial Planning, LLC | $1.4M | 1.19% |
| Capital Squared Financial LLC | $1.4M | 1.06% |
| RED REEF ADVISORS LLC | $1.4M | 1.45% |
| Keebeck Wealth Management | $1.4M | 0.16% |
| Calder Financial LLC | $1.4M | 1.37% |
| Mustard Seed Financial, LLC | $1.4M | 0.82% |