| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $6.0M | 0.09% |
| Cascade Wealth Advisors, Inc | $6.0M | 2.65% |
| Valmark Advisers, Inc. | $6.0M | 0.07% |
| NORTH STAR ASSET MANAGEMENT INC | $6.0M | 0.26% |
| SMITH, MOORE & CO. | $6.0M | 0.44% |
| Ironwood Financial, llc | $6.0M | 1.04% |
| BROWN BROTHERS HARRIMAN & CO | $5.9M | 0.03% |
| U.S. Capital Wealth Advisors, LLC | $5.9M | 0.15% |
| Compton Wealth Advisory Group, LLC | $5.9M | 1.31% |
| ACTION POINT FINANCIAL PLANNING, LLC | $5.9M | 5.22% |
| Pallas Capital Advisors LLC | $5.8M | 0.22% |
| Councilor Wealth, LLC | $5.7M | 2.79% |
| Altiora Financial Group, LLC | $5.7M | 0.94% |
| Quadcap Wealth Management, LLC | $5.7M | 0.65% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | $5.7M | 0.50% |
| Manuka Financial, LLC | $5.7M | 3.52% |
| Empower Advisory Group, LLC | $5.7M | 0.01% |
| DONALDSON CAPITAL MANAGEMENT, LLC | $5.7M | 0.18% |
| NESTEGG ADVISORS, INC. | $5.6M | 4.95% |
| Focus Financial Network, Inc. | $5.6M | 0.20% |
| DOPKINS WEALTH MANAGEMENT, LLC | $5.6M | 2.26% |
| Platform Technology Partners | $5.6M | 1.08% |
| SAX WEALTH ADVISORS, LLC | $5.6M | 0.27% |
| GFS Advisors, LLC | $5.6M | 0.71% |
| Bawa N Mallick Trust | $5.6M | 2.28% |
| QRG CAPITAL MANAGEMENT, INC. | $5.6M | 0.06% |
| AlphaCore Capital LLC | $5.5M | 0.13% |
| Carnegie Investment Counsel | $5.5M | 0.11% |
| RMG Wealth Management LLC | $5.5M | 0.64% |
| Rossby Financial, LCC | $5.5M | 1.13% |
| Drucker Wealth 3.0, LLC | $5.5M | 0.96% |
| City State Bank | $5.5M | 1.43% |
| TPG Financial Advisors, LLC | $5.5M | 1.79% |
| BCS Wealth Management | $5.5M | 1.12% |
| ROMAN BUTLER FULLERTON & CO | $5.5M | 1.50% |
| Aptus Capital Advisors, LLC | $5.4M | 0.04% |
| Jefferson Bridge Capital, LLC | $5.4M | 5.40% |
| Fulcrum Capital LLC | $5.4M | 1.18% |
| Churchill Financial Advisors, LLC | $5.4M | 1.14% |
| Willis Johnson & Associates, Inc. | $5.4M | 0.31% |
| ASPIRIANT, LLC | $5.4M | 0.15% |
| EARNED WEALTH ADVISORS, LLC | $5.4M | 0.36% |
| DAVIDSON TRUST CO | $5.4M | 2.31% |
| Fourth Dimension Wealth, LLC | $5.3M | 2.03% |
| Battery Global Advisors, LLC | $5.3M | 2.87% |
| Madison Asset Management, LLC | $5.3M | 0.07% |
| CULBERTSON A N & CO INC | $5.3M | 0.69% |
| Kuhn & Co Investment Counsel | $5.3M | 3.43% |
| Indivisible Partners | $5.3M | 0.47% |
| BLUEDOOR PRIVATE WEALTH, LLC | $5.3M | 2.46% |
| BARRETT & COMPANY, INC. | $5.3M | 1.81% |
| Sendero Wealth Management, LLC | $5.3M | 0.58% |
| HUB Investment Partners, LLC | $5.2M | 0.13% |
| SENTINEL PENSION ADVISORS, LLC | $5.2M | 0.77% |
| FORONJY FINANCIAL LLC | $5.2M | 2.17% |
| HighPoint Advisor Group LLC | $5.2M | 0.22% |
| Ciovacco Capital Management LLC | $5.2M | 3.03% |
| Tempo Wealth, LLC | $5.2M | 0.90% |
| Strategic Financial Partners, Ltd. | $5.2M | 2.23% |
| Family CFO Inc | $5.2M | 2.31% |
| Wilmington Savings Fund Society, FSB | $5.1M | 0.12% |
| Finward Bancorp | $5.1M | 4.08% |
| Hexagon Capital Partners LLC | $5.1M | 0.74% |
| Choate Investment Advisors | $5.1M | 0.10% |
| EnRich Financial Partners LLC | $5.1M | 1.34% |
| FDx Advisors, Inc. | $5.0M | 1.61% |
| Bison Wealth, LLC | $5.0M | 0.48% |
| Bay Rivers Group | $5.0M | 2.09% |
| Gilliland Jeter Wealth Management LLC | $5.0M | 1.48% |
| KEYBANK NATIONAL ASSOCIATION/OH | $5.0M | 0.02% |
| Bryn Mawr Trust Advisors, LLC | $5.0M | 0.24% |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | $5.0M | 0.68% |
| Causey Wealth LLC | $5.0M | 2.11% |
| Moors & Cabot, Inc. | $5.0M | 0.21% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $5.0M | 0.20% |
| Dynamic Advisor Solutions LLC | $4.9M | 0.15% |
| Goodman Advisory Group, LLC | $4.9M | 1.27% |
| Angeles Investment Advisors, LLC | $4.9M | 0.33% |
| BridgePort Financial Solutions, LLC | $4.9M | 1.38% |
| Wescott Financial Advisory Group, LLC | $4.9M | 0.43% |
| Composition Wealth, LLC | $4.9M | 0.07% |
| Idaho Trust Co | $4.9M | 1.58% |
| Clarity Capital Advisors, LLC | $4.9M | 2.26% |
| FSM Wealth Advisors, LLC | $4.9M | 0.62% |
| United Advisor Group, LLC | $4.8M | 0.60% |
| JENNISON ASSOCIATES LLC | $4.8M | 0.00% |
| Blueprint Financial Advisors LLC | $4.8M | 0.72% |
| KTF INVESTMENTS, LLC | $4.8M | 0.82% |
| Ballentine Partners, LLC | $4.8M | 0.07% |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | $4.8M | 1.58% |
| Leo H. Evart, Inc. | $4.8M | 4.07% |
| Blue Trust, Inc. | $4.8M | 0.05% |
| Ascent Group, LLC | $4.7M | 0.16% |
| GREAT LAKES ADVISORS, LLC | $4.7M | 0.04% |
| Chris Bulman Inc | $4.7M | 2.06% |
| EQUITABLE TRUST CO | $4.7M | 0.22% |
| Community Bank of Raymore | $4.7M | 3.14% |
| Belvedere Trading LLC | $4.7M | 0.01% |
| CX Institutional | $4.6M | 0.14% |
| Asset Allocation & Management Company, LLC | $4.6M | 1.71% |
| Argent Trust Co | $4.6M | 0.16% |
| SteelPeak Wealth, LLC | $4.6M | 0.14% |
| ALEXANDER LABRUNERIE & CO., INC. | $4.6M | 1.72% |
| NOMURA ASSET MANAGEMENT CO LTD | $4.6M | 0.01% |
| CATALYST PRIVATE WEALTH, LLC | $4.6M | 2.47% |
| NorthStar Asset Management LLC /NJ/ | $4.6M | 2.20% |
| KWMG, LLC | $4.6M | 0.38% |
| Fortis Group Advisors, LLC | $4.5M | 0.75% |
| Arsenal Capital Advisors LLC | $4.5M | 3.27% |
| OPINICUS CAPITAL, INC. | $4.5M | 3.17% |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | $4.5M | 1.17% |
| Grandview Asset Management LLC | $4.5M | 1.31% |
| PLANNING DIRECTIONS INC | $4.5M | 2.26% |
| Sandy Cove Advisors, LLC | $4.5M | 1.34% |
| Evercore Wealth Management, LLC | $4.5M | 0.07% |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | $4.5M | 0.44% |
| United Community Bank | $4.4M | 1.47% |
| SOA Wealth Advisors, LLC. | $4.4M | 0.83% |
| Caliber Wealth Management, LLC / KS | $4.4M | 0.48% |
| Lewis Asset Management, LLC | $4.4M | 1.80% |
| COZAD ASSET MANAGEMENT INC | $4.4M | 0.35% |
| PRIMORIS WEALTH ADVISORS, LLC | $4.4M | 3.08% |
| PFG Investments, LLC | $4.4M | 0.20% |
| DAYMARK WEALTH PARTNERS, LLC | $4.4M | 0.14% |
| Troutman Wealth Management, LLC | $4.4M | 3.65% |
| NIXON PEABODY TRUST CO | $4.4M | 0.35% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $4.4M | 0.08% |
| WHITTIER TRUST CO OF NEVADA INC | $4.3M | 0.09% |
| XTX Topco Ltd | $4.3M | 0.07% |
| WBH ADVISORY INC | $4.3M | 0.32% |
| SUTTON PLACE INVESTORS LLC | $4.3M | 2.34% |
| KCM INVESTMENT ADVISORS LLC | $4.3M | 0.14% |
| Wick Capital Partners, LLC | $4.3M | 0.78% |
| PARSONS CAPITAL MANAGEMENT INC/RI | $4.3M | 0.20% |
| VICTORY CAPITAL MANAGEMENT INC | $4.3M | 0.00% |
| Quest 10 Wealth Builders, Inc. | $4.3M | 3.74% |
| Birchcreek Wealth Management, LLC | $4.2M | 2.04% |
| Tradition Wealth Management, LLC | $4.2M | 0.30% |
| Charter Oak Capital Management, LLC | $4.2M | 0.33% |
| MONTAG A & ASSOCIATES INC | $4.2M | 0.19% |
| Cassaday & Co Wealth Management LLC | $4.2M | 0.09% |
| Strategic Family Wealth Counselors, L.L.C. | $4.2M | 1.09% |
| Covington Investment Advisors Inc. | $4.1M | 0.61% |
| Laird Norton Wetherby Trust Company, LLC | $4.1M | 0.09% |
| Prospera Capital Management, LLC | $4.1M | 2.07% |
| Bravias Capital Group, LLC | $4.1M | 2.69% |
| Calder Financial LLC | $4.1M | 4.07% |
| Mezzasalma Advisors, LLC | $4.1M | 1.04% |
| Glass Jacobson Investment Advisors llc | $4.1M | 1.40% |
| AlTi Global, Inc. | $4.1M | 0.09% |