| EP Wealth Advisors, LLC | $4.9M | 0.02% |
| Warwick Investment Management, Inc. | $4.9M | 0.71% |
| RITHOLTZ WEALTH MANAGEMENT | $4.9M | 0.08% |
| BOK Financial Private Wealth, Inc. | $4.9M | 0.29% |
| CITIGROUP INC | $4.9M | 0.00% |
| Transcendent Capital Group LLC | $4.9M | 2.22% |
| PDS Planning, Inc | $4.8M | 0.32% |
| Rehmann Capital Advisory Group | $4.8M | 0.25% |
| GLENMEDE TRUST CO NA | $4.8M | 0.02% |
| SIMON QUICK ADVISORS, LLC | $4.8M | 0.22% |
| WASHINGTON TRUST Co | $4.7M | 0.16% |
| Medallion Wealth Advisors, LLC | $4.7M | 1.54% |
| SAX WEALTH ADVISORS, LLC | $4.7M | 0.23% |
| Infinity Wealth Counsel, LLC | $4.7M | 4.33% |
| Glassman Wealth Services | $4.7M | 0.64% |
| Tumwater Wealth Management, LLC | $4.7M | 1.89% |
| Kingsview Wealth Management, LLC | $4.6M | 0.06% |
| Johnson Wealth Management, LLC | $4.6M | 2.21% |
| ATLas Financial Planning LLC | $4.4M | 3.97% |
| TWIN FOCUS CAPITAL PARTNERS, LLC | $4.3M | 0.50% |
| ASPIRIANT, LLC | $4.3M | 0.12% |
| PCG Wealth Advisors, LLC | $4.3M | 1.09% |
| Evercore Wealth Management, LLC | $4.2M | 0.07% |
| Financial Connections Group, Inc. | $4.2M | 1.45% |
| FIRST NATIONAL BANK OF OMAHA | $4.2M | 0.13% |
| WBH ADVISORY INC | $4.1M | 0.31% |
| Caprock Group, LLC | $4.1M | 0.10% |
| Sendero Wealth Management, LLC | $4.1M | 0.45% |
| TD Waterhouse Canada Inc. | $4.1M | 0.01% |
| SigFig Wealth Management, LLC | $4.0M | 0.12% |
| Gainplan LLC | $4.0M | 2.97% |
| Evanson Asset Management, LLC | $3.9M | 0.21% |
| RCW Management, LLC | $3.9M | 4.01% |
| Topel & Distasi Wealth Management, LLC | $3.9M | 2.01% |
| SoundView Advisors Inc. | $3.9M | 1.38% |
| SWP FINANCIAL LLC | $3.8M | 1.94% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | $3.8M | 0.28% |
| WATERSHED PRIVATE WEALTH LLC | $3.8M | 1.18% |
| Trust Co | $3.7M | 0.35% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | $3.7M | 2.42% |
| Bragg Financial Advisors, Inc | $3.7M | 0.12% |
| Roundview Capital LLC | $3.7M | 0.23% |
| Financial Insights, Inc. | $3.7M | 1.19% |
| Royal Fund Management, LLC | $3.6M | 0.34% |
| Beaumont Financial Advisors, LLC | $3.6M | 0.25% |
| Zhang Financial LLC | $3.6M | 0.12% |
| SAPIENT CAPITAL LLC | $3.6M | 0.05% |
| Capital Squared Financial LLC | $3.6M | 2.73% |
| FIDUCIENT ADVISORS LLC | $3.5M | 0.46% |
| Kelman-Lazarov, Inc. | $3.5M | 0.51% |
| ATTICUS WEALTH MANAGEMENT, LLC | $3.5M | 0.95% |
| L.K. Benson & Company, P.C. | $3.5M | 1.16% |
| Wilmington Savings Fund Society, FSB | $3.5M | 0.08% |
| PCA Investment Advisory Services Inc. | $3.5M | 1.16% |
| VANGUARD ADVISERS INC | $3.4M | 0.01% |
| ARK & TLK INVESTMENTS, LLC | $3.4M | 0.92% |
| PARSONS CAPITAL MANAGEMENT INC/RI | $3.4M | 0.16% |
| SouthState Bank Corp | $3.4M | 0.16% |
| World Investment Advisors | $3.4M | 0.05% |
| Financial Planning Fort Collins, LLC | $3.3M | 2.49% |
| FORTEM FINANCIAL GROUP, LLC | $3.3M | 0.83% |
| Envestnet Portfolio Solutions, Inc. | $3.3M | 0.02% |
| JANE STREET GROUP, LLC | $3.3M | 0.00% |
| SHEETS SMITH WEALTH MANAGEMENT | $3.3M | 0.37% |
| Ascentis Independent Advisors | $3.3M | 0.25% |
| Krilogy Financial LLC | $3.2M | 0.10% |
| Summit Financial, LLC | $3.2M | 0.04% |
| FC Advisory LLC | $3.2M | 0.94% |
| AE Wealth Management LLC | $3.2M | 0.02% |
| NEUBERGER BERMAN GROUP LLC | $3.2M | 0.00% |
| PRINCIPAL SECURITIES, INC. | $3.2M | 0.05% |
| NORTHSTAR ASSET MANAGEMENT Co | $3.2M | 0.71% |
| DAHRING | CUSMANO LLC | $3.1M | 1.93% |
| Obermeyer Wealth Partners | $3.1M | 0.14% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $3.1M | 0.05% |
| NICOLET BANKSHARES INC | $3.1M | 0.11% |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | $3.1M | 0.23% |
| CARDIFF PARK ADVISORS, LLC | $3.1M | 0.25% |
| Caitlin John, LLC | $3.1M | 1.85% |
| Ashton Thomas Private Wealth, LLC | $3.1M | 0.07% |
| BROWN BROTHERS HARRIMAN & CO | $3.0M | 0.02% |
| Aptus Capital Advisors, LLC | $3.0M | 0.02% |
| FOUNDERS FINANCIAL SECURITIES LLC | $2.9M | 0.17% |
| Glass Jacobson Investment Advisors llc | $2.9M | 1.01% |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | $2.9M | 2.61% |
| William Mack & Associates, Inc. | $2.9M | 1.66% |
| Financial Alternatives, Inc | $2.9M | 1.57% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | $2.9M | 0.04% |
| IHT Wealth Management, LLC | $2.9M | 0.07% |
| FIRST COMMUNITY TRUST NA | $2.9M | 2.13% |
| Astra Wealth Partners LLC | $2.9M | 1.72% |
| Concurrent Investment Advisors, LLC | $2.9M | 0.03% |
| Franklin, Parlapiano, Turner & Welch, LLC | $2.9M | 0.68% |
| Alley Investment Management Company, LLC | $2.9M | 0.35% |
| Steward Partners Investment Advisory, LLC | $2.8M | 0.01% |
| Sculati Wealth Management, LLC | $2.8M | 1.04% |
| Flower City Capital | $2.8M | 1.40% |
| AMG National Trust Bank | $2.8M | 0.06% |
| Meramec Financial Planners, LLC | $2.8M | 1.09% |
| BESSEMER GROUP INC | $2.8M | 0.00% |
| Freestone Capital Holdings, LLC | $2.8M | 0.08% |
| BOSTON FAMILY OFFICE LLC | $2.7M | 0.18% |
| Wiser Wealth Management, Inc | $2.7M | 0.59% |
| Athena Investment Management | $2.7M | 1.40% |
| Fortitude Advisory Group L.L.C. | $2.7M | 1.21% |
| Lifeworks Advisors, LLC | $2.7M | 0.35% |
| McClarren Financial Advisors, Inc. | $2.7M | 1.59% |
| YHB Investment Advisors, Inc. | $2.7M | 0.19% |
| Arax Advisory Partners | $2.7M | 0.08% |
| Prospera Financial Services Inc | $2.7M | 0.04% |
| XTX Topco Ltd | $2.7M | 0.05% |
| M&T Bank Corp | $2.6M | 0.01% |
| Charles Schwab Trust Co | $2.6M | 0.17% |
| Partners in Financial Planning | $2.6M | 0.43% |
| PEAPACK GLADSTONE FINANCIAL CORP | $2.6M | 0.03% |
| Blankinship & Foster, LLC | $2.6M | 0.57% |
| Pinnacle Financial Group, LLC / IL | $2.6M | 0.71% |
| Summit Trail Advisors, LLC | $2.5M | 0.04% |
| Mathes Company, Inc. | $2.5M | 0.92% |
| Thrivent Financial for Lutherans | $2.5M | 0.00% |
| BLUESTEM FINANCIAL ADVISORS, LLC | $2.5M | 0.96% |
| INDEPENDENT FINANCIAL GROUP, LLC | $2.5M | 0.06% |
| Hartmann Taylor Wealth Management, LLC | $2.4M | 1.58% |
| Balanced Rock Investment Advisors LLC | $2.4M | 1.67% |
| Waverly Advisors, LLC | $2.4M | 0.02% |
| GW&K Investment Management, LLC | $2.4M | 0.02% |
| Sand Hill Global Advisors, LLC | $2.3M | 0.08% |
| Stone Summit Wealth LLC | $2.3M | 0.64% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $2.3M | 0.36% |
| London & Capital Asset Management Ltd | $2.3M | 0.02% |
| Boston Trust Walden Corp | $2.3M | 0.02% |
| Focus Partners Advisor Solutions, LLC | $2.3M | 0.02% |
| Leo Wealth, LLC | $2.2M | 0.16% |
| HOWARD WEALTH MANAGEMENT, LLC | $2.2M | 0.94% |
| UPTICK PARTNERS, LLC | $2.2M | 0.44% |
| Retirement Planning Group, LLC | $2.2M | 0.07% |
| NBC SECURITIES, INC. | $2.2M | 0.17% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $2.2M | 0.11% |
| OXFORD FINANCIAL GROUP, LTD. LLC | $2.2M | 0.12% |
| BURLING WEALTH PARTNERS, LLC | $2.2M | 0.35% |
| SEI INVESTMENTS CO | $2.2M | 0.00% |
| Argos Wealth Advisors, LLC | $2.2M | 0.63% |
| Strategic Financial Concepts, LLC | $2.2M | 0.53% |
| Joel Isaacson & Co., LLC | $2.2M | 0.07% |
| Simplicity Wealth,LLC | $2.2M | 0.12% |
| Sage Mountain Advisors LLC | $2.1M | 0.15% |
| Advisory Services Network, LLC | $2.1M | 0.03% |
| Retireful, LLC | $2.1M | 2.96% |
| Great Point Wealth Advisors, LLC | $2.1M | 0.39% |
| CWM, LLC | $2.1M | 0.01% |