| Stirlingshire Investments, Inc. | $2.7M | 2.33% |
| Cascades Capital Asset Management, LLC | $2.6M | 1.10% |
| Avidian Wealth Enterprises, LLC | $2.6M | 0.08% |
| Empowered Funds, LLC | $2.5M | 0.02% |
| Evergreen Wealth Management, LLC | $2.5M | 1.31% |
| Dorsey & Whitney Trust CO LLC | $2.5M | 0.14% |
| Approach Retirement Advisors, LLC | $2.4M | 2.02% |
| Applied Capital LLC | $2.4M | 0.88% |
| Sanctuary Advisors, LLC | $2.3M | 0.01% |
| Alpha Zero LLC | $2.3M | 1.16% |
| Two West Capital Advisors LLC | $2.3M | 1.20% |
| EQUITY INVESTMENT CORP | $2.3M | 0.04% |
| Wingate Wealth Advisors, Inc. | $2.2M | 1.20% |
| Plum Street Advisors, LLC | $2.2M | 0.77% |
| Elser Financial Planning, Inc | $2.2M | 0.11% |
| LEGACY SOLUTIONS, LLC | $2.2M | 2.00% |
| Clearwater Capital Advisors, LLC | $2.1M | 0.17% |
| Equitable Holdings, Inc. | $2.1M | 0.01% |
| HBW ADVISORY SERVICES LLC | $2.1M | 0.22% |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC | $2.1M | 0.36% |
| MOODY NATIONAL BANK TRUST DIVISION | $2.1M | 0.20% |
| Janney Montgomery Scott LLC | $2.1M | 0.01% |
| Heirloom Wealth Management | $2.0M | 0.37% |
| TrueWealth Financial Partners | $2.0M | 0.81% |
| Compass Financial Group, Inc. | $2.0M | 0.90% |
| Strategic Investment Solutions, Inc. /IL | $2.0M | 0.48% |
| HB Wealth Management, LLC | $2.0M | 0.01% |
| YARGER WEALTH STRATEGIES, LLC | $2.0M | 0.79% |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | $1.9M | 0.10% |
| Vise Technologies, Inc. | $1.9M | 0.04% |
| Summitas Investment Management LLC | $1.9M | 1.49% |
| TD Capital Management LLC | $1.9M | 0.17% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $1.9M | 0.02% |
| Florida Trust Wealth Management Co | $1.9M | 0.05% |
| BENJAMIN EDWARDS INC | $1.9M | 0.02% |
| Global Trust Asset Management, LLC | $1.9M | 0.72% |
| BOSTON FAMILY OFFICE LLC | $1.9M | 0.12% |
| Zhang Financial LLC | $1.8M | 0.06% |
| Roberts Wealth Advisors, LLC | $1.8M | 0.46% |
| TFO Wealth Partners, LLC | $1.8M | 0.24% |
| Camarda Financial Advisors, LLC | $1.8M | 0.94% |
| OPPENHEIMER & CO INC | $1.7M | 0.02% |
| FLAGSHIP HARBOR ADVISORS, LLC | $1.7M | 0.08% |
| Avior Wealth Management, LLC | $1.7M | 0.05% |
| DAYMARK WEALTH PARTNERS, LLC | $1.7M | 0.05% |
| MontVue Capital Management, Inc. | $1.7M | 1.13% |
| Merit Financial Group, LLC | $1.6M | 0.01% |
| NewEdge Wealth, LLC | $1.6M | 0.02% |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | $1.6M | 0.02% |
| HARBOUR INVESTMENTS, INC. | $1.5M | 0.02% |
| EverSource Wealth Advisors, LLC | $1.5M | 0.05% |
| Fortis Advisors, LLC | $1.5M | 0.73% |
| Alpine Bank Wealth Management | $1.4M | 0.21% |
| Amicus Financial Advisors, LLC | $1.4M | 0.38% |
| Prudent Man Investment Management, Inc. | $1.4M | 0.47% |
| D.A. DAVIDSON & CO. | $1.4M | 0.01% |
| Roble, Belko & Company, Inc | $1.4M | 0.17% |
| Verus Financial Partners, Inc. | $1.4M | 0.12% |
| TRUIST FINANCIAL CORP | $1.4M | 0.00% |
| Texas Yale Capital Corp. | $1.3M | 0.04% |
| R.H. Investment Group, LLC | $1.3M | 1.01% |
| Ballew Advisors, Inc | $1.3M | 0.74% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $1.3M | 0.21% |
| MORGAN STANLEY | $1.3M | 0.00% |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | $1.3M | 0.08% |
| CAHILL FINANCIAL ADVISORS INC | $1.3M | 0.14% |
| OPTIMA CAPITAL LLC | $1.2M | 0.57% |
| GatePass Capital, LLC | $1.2M | 0.57% |
| Petersen Hastings Wealth Advisors Inc. | $1.2M | 0.11% |
| Financial Engines Advisors L.L.C. | $1.2M | 0.00% |
| TriaGen Wealth Management LLC | $1.2M | 0.32% |
| Ausdal Financial Partners, Inc. | $1.2M | 0.05% |
| CARDIFF PARK ADVISORS, LLC | $1.1M | 0.09% |
| Joseph Group Capital Management | $1.1M | 0.28% |
| Bouchey Financial Group Ltd | $1.1M | 0.08% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $1.1M | 0.01% |
| Outlook Wealth Advisors, LLC | $1.1M | 0.26% |
| Orion Porfolio Solutions, LLC | $1.1M | 0.01% |
| Core Wealth Advisors, Inc. | $1.1M | 0.25% |
| Focus Partners Advisor Solutions, LLC | $1.1M | 0.01% |
| Manchester Capital Management LLC | $1.0M | 0.15% |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | $1.0M | 0.06% |
| Avestar Capital, LLC | $1.0M | 0.06% |
| TD Waterhouse Canada Inc. | $992.2K | 0.00% |
| Brookstone Capital Management | $987.7K | 0.01% |
| Life Planning Partners, Inc | $975.6K | 0.74% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $961.4K | 0.01% |
| ALKEME WEALTH, LLC | $958.2K | 0.39% |
| Cerity Partners LLC | $952.1K | 0.00% |
| Powerhouse Assets LLC | $945.7K | 0.82% |
| Concurrent Investment Advisors, LLC | $933.5K | 0.01% |
| Cypress Point Wealth Management, LLC | $933.4K | 0.20% |
| PEAPACK GLADSTONE FINANCIAL CORP | $890.0K | 0.01% |
| NAPLES GLOBAL ADVISORS, LLC | $878.7K | 0.06% |
| REGATTA CAPITAL GROUP, LLC | $864.9K | 0.13% |
| Willis Johnson & Associates, Inc. | $862.5K | 0.05% |
| Index Fund Advisors, Inc. | $840.4K | 0.04% |
| Cheviot Value Management, LLC | $836.6K | 0.08% |
| NORTHWEST WEALTH MANAGEMENT, LLC | $832.9K | 0.13% |
| Gladstone Institutional Advisory LLC | $806.4K | 0.03% |
| Wealthcare Advisory Partners LLC | $794.2K | 0.02% |
| Allworth Financial LP | $790.5K | 0.00% |
| Ruedi Wealth Management, Inc. | $784.8K | 0.20% |
| CGC Financial Services, LLC | $772.9K | 0.22% |
| Compass Financial Group, INC/SD | $749.9K | 0.10% |
| WESCAP Management Group, Inc. | $748.9K | 0.15% |
| Keudell/Morrison Wealth Management | $746.8K | 0.15% |
| Carnegie Lake Advisors LLC | $731.8K | 0.29% |
| Infinity Wealth Counsel, LLC | $728.2K | 0.67% |
| Daner Wealth Management, LLC | $720.5K | 0.42% |
| RFG Advisory, LLC | $718.2K | 0.01% |
| Valpey Financial Services, LLC | $707.4K | 0.46% |
| Christensen, King & Associates Investment Services, Inc. | $693.6K | 0.30% |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | $688.0K | 0.03% |
| STEPHENS INC /AR/ | $665.1K | 0.01% |
| Latitude Advisors, LLC | $656.7K | 0.30% |
| Nikulski Financial, Inc. | $641.8K | 0.16% |
| WORLD EQUITY GROUP, INC. | $641.3K | 0.17% |
| DENVER WEALTH MANAGEMENT, INC. | $640.1K | 0.22% |
| TWO SIGMA SECURITIES, LLC | $639.6K | 0.07% |
| Essential Planning, LLC. | $633.8K | 0.20% |
| LIFE LINE WEALTH MANAGEMENT LLC | $628.8K | 0.28% |
| Per Stirling Capital Management, LLC. | $625.9K | 0.07% |
| William Howard & Co Financial Advisors Inc | $621.1K | 0.54% |
| CWM, LLC | $613.3K | 0.00% |
| SAM Advisors, LLC | $612.4K | 0.19% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | $599.8K | 0.01% |
| Old Peak Finance LLC | $590.6K | 0.34% |
| Vident Advisory, LLC | $584.8K | 0.00% |
| MGO ONE SEVEN LLC | $577.1K | 0.01% |
| Finivi Inc. | $575.2K | 0.31% |
| WBH ADVISORY INC | $575.0K | 0.04% |
| MAINSAIL ASSET MANAGEMENT, LLC | $571.8K | 0.26% |
| Ballentine Capital Advisors, Inc | $571.1K | 0.24% |
| PINNACLE ASSOCIATES LTD | $570.1K | 0.01% |
| MERCER GLOBAL ADVISORS INC /ADV | $570.0K | 0.00% |
| CENTRAL VALLEY ADVISORS, LLC | $559.6K | 0.15% |
| Farther Finance Advisors, LLC | $550.1K | 0.01% |
| MONEY CONCEPTS CAPITAL CORP | $544.6K | 0.03% |
| Gradient Capital Advisors, LLC | $541.4K | 0.14% |
| Joel Adams & Associates, Inc. | $532.8K | 0.40% |
| Private Advisor Group, LLC | $521.7K | 0.00% |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | $520.4K | 0.29% |
| Victrix Investment Advisors | $517.1K | 0.19% |
| AQR CAPITAL MANAGEMENT LLC | $513.7K | 0.00% |
| Beaird Harris Wealth Management, LLC | $507.4K | 0.03% |
| Midwest Trust Co | $504.7K | 0.01% |
| Retirement Planning Group, LLC | $502.4K | 0.02% |
| New Hampshire Trust | $500.5K | 0.10% |
| SAX WEALTH ADVISORS, LLC | $486.5K | 0.02% |