| CARRET ASSET MANAGEMENT, LLC | $4.3M | 0.42% |
| Compass Advisory Group LLC | $4.3M | 1.14% |
| Bonfire Financial | $4.2M | 3.20% |
| Strategic Financial Concepts, LLC | $4.2M | 1.05% |
| Carnegie Investment Counsel | $4.2M | 0.08% |
| Talon Private Wealth, LLC | $4.2M | 0.56% |
| Weitzel Financial Services, Inc. | $4.2M | 1.59% |
| Anchor Investment Management, LLC | $4.2M | 0.35% |
| Goodman Financial Corp | $4.2M | 0.72% |
| 10Elms LLP | $4.2M | 2.65% |
| Hudson Oak Wealth Advisory LLC | $4.2M | 3.65% |
| Broadleaf Partners, LLC | $4.2M | 0.98% |
| Belpointe Asset Management LLC | $4.2M | 0.15% |
| SEEDS INVESTOR LLC | $4.2M | 0.57% |
| Monument Group Wealth Advisors, LLC | $4.1M | 2.30% |
| Base Wealth Management LLC | $4.1M | 2.32% |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | $4.1M | 3.71% |
| Dorsey & Whitney Trust CO LLC | $4.1M | 0.23% |
| Glenview Trust Co | $4.1M | 0.06% |
| Cascade Wealth Advisors, Inc | $4.1M | 1.80% |
| Disciplined Investments, LLC | $4.1M | 1.46% |
| Chemistry Wealth Management LLC | $4.1M | 0.72% |
| Brindle & Bay Financial Advisors, LLC | $4.1M | 2.49% |
| FIDUCIARY FAMILY OFFICE, LLC | $4.0M | 1.15% |
| Principle Wealth Partners LLC | $4.0M | 0.23% |
| PARSONS CAPITAL MANAGEMENT INC/RI | $4.0M | 0.18% |
| PLANWISER FINANCIAL, LLC | $4.0M | 2.92% |
| TOBIAS FINANCIAL ADVISORS, INC. | $4.0M | 0.56% |
| Beacon Financial Advisory LLC | $4.0M | 0.91% |
| Worth Asset Management, LLC | $4.0M | 1.50% |
| Wilson & Boucher Capital Management, LLC | $4.0M | 2.67% |
| MONECO ADVISORS, LLC | $4.0M | 0.31% |
| Triune Financial Partners, LLC | $4.0M | 0.95% |
| GFS Advisors, LLC | $4.0M | 0.51% |
| Quest 10 Wealth Builders, Inc. | $4.0M | 3.50% |
| United Bank | $4.0M | 1.33% |
| Old North State Wealth Management, LLC | $4.0M | 1.84% |
| MV CAPITAL MANAGEMENT, INC. | $4.0M | 0.39% |
| Pioneer Wealth Management Group | $4.0M | 1.11% |
| Archvest Wealth Advisors, Inc. | $3.9M | 2.55% |
| ERn Financial, LLC | $3.9M | 0.74% |
| Diversified Trust Co | $3.9M | 0.07% |
| Bryn Mawr Trust Advisors, LLC | $3.9M | 0.19% |
| MONTAG A & ASSOCIATES INC | $3.9M | 0.18% |
| SHP Wealth Management | $3.9M | 0.29% |
| Powerhouse Assets LLC | $3.9M | 3.39% |
| Quadcap Wealth Management, LLC | $3.9M | 0.44% |
| Milestone Investment Advisors LLC | $3.9M | 0.94% |
| Moisand Fitzgerald Tamayo, LLC | $3.9M | 0.42% |
| Prosperity Consulting Group, LLC | $3.9M | 0.17% |
| Empower Advisory Group, LLC | $3.9M | 0.01% |
| Segment Wealth Management, LLC | $3.8M | 0.22% |
| Evanson Asset Management, LLC | $3.8M | 0.20% |
| Magnus Financial Group LLC | $3.8M | 0.31% |
| Prostatis Group LLC | $3.8M | 0.97% |
| PRINCIPAL FINANCIAL GROUP INC | $3.8M | 0.00% |
| Fifth Third Wealth Advisors LLC | $3.8M | 0.13% |
| Oath Planning, LLC | $3.8M | 3.35% |
| Uptown Financial Advisors LLC | $3.7M | 2.98% |
| REDW Wealth LLC | $3.7M | 1.49% |
| Ascentis Independent Advisors | $3.7M | 0.28% |
| Fourth Dimension Wealth, LLC | $3.7M | 1.40% |
| Kendall Capital Management | $3.7M | 0.76% |
| GC Wealth Management RIA, LLC | $3.7M | 0.15% |
| DT Investment Partners, LLC | $3.7M | 0.31% |
| Hexagon Capital Partners LLC | $3.7M | 0.54% |
| Insight Advisors, LLC/ PA | $3.7M | 0.70% |
| Blueprint Investment Partners LLC | $3.7M | 0.37% |
| Tacita Capital Inc | $3.7M | 2.17% |
| SHEETS SMITH WEALTH MANAGEMENT | $3.7M | 0.41% |
| NWF Advisory Services Inc. | $3.6M | 0.41% |
| JFS WEALTH ADVISORS, LLC | $3.6M | 0.20% |
| Archford Capital Strategies, LLC | $3.6M | 0.41% |
| PRIVATE TRUST CO NA | $3.6M | 0.32% |
| Francis Financial, Inc. | $3.6M | 0.67% |
| Aptus Capital Advisors, LLC | $3.6M | 0.03% |
| Prospera Capital Management, LLC | $3.6M | 1.79% |
| Prosperity Planning, Inc. | $3.6M | 0.90% |
| Net Worth Advisory Group | $3.6M | 0.74% |
| Stonebridge Financial Group, LLC / MO | $3.5M | 2.98% |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | $3.5M | 1.17% |
| Kraft, Davis & Associates, LLC | $3.5M | 0.75% |
| LongView Wealth Management | $3.5M | 0.88% |
| Cloud Capital Management, LLC | $3.5M | 1.52% |
| Capital Investment Advisors, LLC | $3.5M | 0.05% |
| SwitchPoint Financial Planning, LLC | $3.5M | 2.35% |
| Greystone Financial Group, LLC | $3.5M | 0.98% |
| TABLEAUX LLC | $3.5M | 1.68% |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | $3.5M | 0.05% |
| Dickmeyer Boyce Financial Management, Inc. | $3.4M | 2.02% |
| WoodTrust Financial Corp | $3.4M | 0.44% |
| Ironwood Financial, llc | $3.4M | 0.60% |
| Rockbridge Investment Management, LCC | $3.4M | 0.31% |
| XY Planning Network, Inc. | $3.4M | 0.54% |
| SAWGRASS ASSET MANAGEMENT LLC | $3.4M | 0.51% |
| SILVER OAK SECURITIES, INCORPORATED | $3.4M | 0.25% |
| Mayflower Financial Advisors, LLC | $3.4M | 0.41% |
| KEYBANK NATIONAL ASSOCIATION/OH | $3.4M | 0.01% |
| SYON CAPITAL LLC | $3.4M | 0.17% |
| PFG Investments, LLC | $3.3M | 0.16% |
| Wilmington Savings Fund Society, FSB | $3.3M | 0.08% |
| Simplicity Wealth,LLC | $3.3M | 0.19% |
| Gibraltar Capital Management, Inc. | $3.3M | 0.57% |
| Allegheny Financial Group | $3.3M | 0.45% |
| First Bancorp, Inc /ME/ | $3.3M | 1.64% |
| CWA Asset Management Group, LLC | $3.3M | 0.11% |
| Sovran Advisors, LLC | $3.3M | 0.26% |
| Crestwood Advisors Group, LLC | $3.3M | 0.05% |
| Donalies Financial Planning, LLC | $3.3M | 2.78% |
| GenWealth Group, Inc. | $3.3M | 0.56% |
| Infinity Wealth Counsel, LLC | $3.2M | 2.96% |
| AdvisorNet Financial, Inc | $3.2M | 0.17% |
| CAPSTONE INVESTMENT ADVISORS, LLC | $3.2M | 0.01% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | $3.2M | 0.19% |
| KEYVANTAGE WEALTH, LLC | $3.2M | 1.42% |
| STAGE HARBOR FINANCIAL, LLC | $3.2M | 2.11% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | $3.2M | 0.76% |
| SILVERLAKE WEALTH MANAGEMENT LLC | $3.2M | 0.66% |
| Hilltop National Bank | $3.2M | 0.75% |
| Salomon & Ludwin, LLC | $3.2M | 0.28% |
| Advisory Alpha, LLC | $3.2M | 0.09% |
| Pillar Financial Advisors, LLC | $3.2M | 1.84% |
| Accretive Wealth Partners, LLC | $3.1M | 0.88% |
| Atlantic Union Bankshares Corp | $3.1M | 0.06% |
| L.K. Benson & Company, P.C. | $3.1M | 1.03% |
| Strategic Financial Partners, Ltd. | $3.1M | 1.34% |
| GHP Investment Advisors, Inc. | $3.1M | 0.13% |
| Livet Wealth, LLC | $3.1M | 1.97% |
| SeaCrest Wealth Management, LLC | $3.1M | 0.33% |
| Smith Partners Wealth Management, LLC | $3.1M | 2.77% |
| Kelman-Lazarov, Inc. | $3.1M | 0.44% |
| North Star Investment Management Corp. | $3.1M | 0.19% |
| DMKC Advisory Services, LLC | $3.1M | 1.29% |
| Private Wealth Asset Management, LLC | $3.1M | 0.33% |
| WEST BANCORPORATION INC | $3.1M | 1.53% |
| Johnson Financial Group, Inc. | $3.1M | 0.11% |
| StoneX Group Inc. | $3.1M | 0.16% |
| Weaver Consulting Group | $3.0M | 0.73% |
| Taylor Financial Group, Inc. | $3.0M | 1.84% |
| Zinnia Wealth Advisory, LLC | $3.0M | 3.40% |
| Aspen Grove Capital, LLC | $3.0M | 0.59% |
| Gilliland Jeter Wealth Management LLC | $3.0M | 0.90% |
| Parkside Financial Bank & Trust | $3.0M | 0.23% |
| KENNICOTT CAPITAL MANAGEMENT LLC | $3.0M | 1.64% |
| PCM Encore, LLC | $3.0M | 0.62% |
| NEW WAVE WEALTH ADVISORS LLC | $3.0M | 1.04% |
| High Net Worth Advisory Group LLC | $3.0M | 0.69% |
| Veridan Wealth LLC | $3.0M | 1.10% |
| Forza Wealth Management, LLC | $3.0M | 1.03% |
| HOWARD WEALTH MANAGEMENT, LLC | $2.9M | 1.24% |