| DDFG, Inc | $5.0M | 1.08% |
| Nipun Capital, L.P. | $5.0M | 2.47% |
| Hardy Reed LLC | $5.0M | 0.36% |
| YANKCOM Partnership | $5.0M | 2.04% |
| Venture Visionary Partners LLC | $4.9M | 0.16% |
| Bryn Mawr Trust Advisors, LLC | $4.9M | 0.24% |
| Apollon Wealth Management, LLC | $4.9M | 0.08% |
| Root Financial Partners, LLC | $4.9M | 0.23% |
| Cooksen Wealth, LLC | $4.9M | 3.56% |
| Marathon Strategic Advisors, LLC | $4.9M | 3.52% |
| WESTWOOD HOLDINGS GROUP INC | $4.9M | 0.04% |
| Heartwood Wealth Advisors LLC | $4.8M | 0.42% |
| FMA Wealth Management, LLC | $4.8M | 3.22% |
| LEE DANNER & BASS INC | $4.8M | 0.30% |
| REDW Wealth LLC | $4.8M | 1.91% |
| ADVISORS MANAGEMENT GROUP INC /ADV | $4.8M | 0.87% |
| 1ST SOURCE BANK | $4.8M | 0.25% |
| Phoenix Financial Ltd. | $4.8M | 0.05% |
| BKM Wealth Management, LLC | $4.8M | 1.74% |
| Columbus Macro, LLC | $4.7M | 0.51% |
| Accelerate Investment Advisors LLC | $4.7M | 3.15% |
| Ensign Peak Advisors, Inc | $4.7M | 0.01% |
| Strategic Financial Partners, Ltd. | $4.7M | 2.03% |
| WOODMONT INVESTMENT COUNSEL LLC | $4.7M | 0.29% |
| Bank of New Hampshire | $4.7M | 1.07% |
| Wealth Management Strategies, Inc. | $4.6M | 2.09% |
| Ascent Wealth Partners, LLC | $4.6M | 0.54% |
| Ameritas Advisory Services, LLC | $4.6M | 0.18% |
| VERITY Wealth Advisors | $4.6M | 3.07% |
| Allianz Asset Management GmbH | $4.6M | 0.00% |
| Glenview Trust Co | $4.5M | 0.07% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $4.5M | 0.01% |
| SIGNAL TREE FINANCIAL PARTNERS LLC | $4.5M | 3.43% |
| Joel Isaacson & Co., LLC | $4.5M | 0.15% |
| Graetz Wealth LLC | $4.5M | 4.03% |
| CAHILL FINANCIAL ADVISORS INC | $4.5M | 0.48% |
| NorthCrest Asset Manangement, LLC | $4.4M | 0.14% |
| Centennial Bank/AR/ | $4.4M | 1.58% |
| FOURPATH CAPITAL MANAGEMENT, LLC | $4.4M | 0.63% |
| Vavra Capital Management, LLC | $4.4M | 4.28% |
| Andina Capital Management, LLC | $4.4M | 3.89% |
| Gutierrez Wealth Advisory, LLC | $4.4M | 2.72% |
| Elmwood Wealth Management, Inc. | $4.4M | 1.21% |
| Brown Miller Wealth Management, LLC | $4.3M | 1.23% |
| Clear Harbor Asset Management, LLC | $4.3M | 0.30% |
| TPG Financial Advisors, LLC | $4.3M | 1.40% |
| First Heartland Consultants, Inc. | $4.3M | 0.33% |
| SWP FINANCIAL LLC | $4.3M | 2.19% |
| Campion Asset Management | $4.3M | 2.91% |
| TD PRIVATE CLIENT WEALTH LLC | $4.3M | 0.09% |
| Financial Strategies Group, Inc. | $4.3M | 0.72% |
| Drucker Wealth 3.0, LLC | $4.3M | 0.75% |
| KRM WEALTH MANAGEMENT L.L.C. | $4.3M | 2.23% |
| Northern Lights Advisors, Inc. | $4.3M | 2.89% |
| Bricktown Capital, LLC | $4.2M | 0.84% |
| DEFINED WEALTH MANAGEMENT, LLC | $4.2M | 2.49% |
| Randall & Associates Wealth Management | $4.2M | 2.86% |
| Bridgewealth Advisory Group, LLC | $4.2M | 0.88% |
| Quantitative Investment Management, LLC | $4.2M | 0.44% |
| WBH ADVISORY INC | $4.2M | 0.32% |
| Lutz Financial Services LLC | $4.2M | 0.28% |
| Gordian Advisors LLC | $4.2M | 2.80% |
| Emerald Investment Advisers, LLC | $4.2M | 0.38% |
| E&G Advisors, LP | $4.2M | 0.93% |
| SAPIENT CAPITAL LLC | $4.2M | 0.06% |
| Family Manage LLC | $4.2M | 0.50% |
| Bedminster, LLC | $4.2M | 3.88% |
| Orin Green Financial, LLC | $4.2M | 1.71% |
| Wealth Advisory Solutions, LLC | $4.2M | 0.93% |
| VAN STRUM & TOWNE INC. | $4.2M | 1.21% |
| Fortitude Family Office, LLC | $4.2M | 0.93% |
| CIBC Asset Management Inc | $4.1M | 0.01% |
| SVB WEALTH LLC | $4.1M | 0.27% |
| Capital Group Private Client Services, Inc. | $4.1M | 0.07% |
| First Western Trust Bank | $4.1M | 0.21% |
| Newport Capital Group, LLC | $4.1M | 2.48% |
| Angeles Investment Advisors, LLC | $4.1M | 0.27% |
| Werba Rubin Papier Wealth Management | $4.0M | 0.56% |
| LOUISBOURG INVESTMENTS INC. | $4.0M | 0.76% |
| Fullerton Advisors, LLC | $4.0M | 4.17% |
| Hudson Oak Wealth Advisory LLC | $4.0M | 3.49% |
| Blueprint Investment Partners LLC | $4.0M | 0.41% |
| GAMCO INVESTORS, INC. ET AL | $4.0M | 0.04% |
| CUTLER INVESTMENT COUNSEL LLC | $4.0M | 0.41% |
| Grey Fox Wealth Advisors, LLC | $4.0M | 0.77% |
| B. Riley Wealth Advisors, Inc. | $4.0M | 0.25% |
| CANANDAIGUA NATIONAL CORP | $3.9M | 0.35% |
| GK Wealth Management LLC | $3.9M | 3.41% |
| DWR WEALTH MANAGEMENT, LLC | $3.9M | 3.41% |
| Symmetry Partners, LLC | $3.9M | 0.22% |
| Aureus Asset Management, LLC | $3.9M | 0.26% |
| Elevated Capital Advisors, LLC | $3.9M | 0.98% |
| TICINO WEALTH | $3.9M | 1.35% |
| CWA Asset Management Group, LLC | $3.9M | 0.13% |
| LMCG INVESTMENTS, LLC | $3.8M | 0.23% |
| Aspen Grove Capital, LLC | $3.8M | 0.75% |
| ARBOR TRUST WEALTH ADVISORS, LLC | $3.8M | 1.69% |
| TFO Wealth Partners, LLC | $3.8M | 0.52% |
| Security Financial Services, INC. | $3.8M | 0.61% |
| FLYWHEEL PRIVATE WEALTH LLC | $3.8M | 2.18% |
| HOHIMER WEALTH MANAGEMENT, LLC | $3.8M | 0.45% |
| FIDELIS CAPITAL PARTNERS, LLC | $3.8M | 0.27% |
| WealthSpring Partners, LLC | $3.8M | 3.49% |
| 6th Street Advisors, LLC | $3.8M | 2.39% |
| American Investment Services, Inc. | $3.8M | 0.85% |
| Brucke Financial, Inc. | $3.8M | 1.92% |
| CFO4Life Group, LLC | $3.8M | 0.58% |
| Creekside Partners | $3.8M | 1.55% |
| Hexagon Capital Partners LLC | $3.8M | 0.55% |
| Chesley Taft & Associates LLC | $3.7M | 0.16% |
| Gladstone Institutional Advisory LLC | $3.7M | 0.14% |
| PFC CAPITAL GROUP, INC. | $3.7M | 1.65% |
| Oakmont Advisory Group, LLC | $3.7M | 3.79% |
| Clear Creek Financial Management, LLC | $3.7M | 0.28% |
| IRONWOOD INVESTMENT MANAGEMENT LLC | $3.7M | 1.55% |
| TRED AVON FAMILY WEALTH, LLC | $3.7M | 1.23% |
| ANGELES WEALTH MANAGEMENT, LLC | $3.7M | 0.20% |
| Connecticut Wealth Management, LLC | $3.7M | 0.15% |
| BlackDiamond Wealth Management, LLC | $3.7M | 1.77% |
| NBC SECURITIES, INC. | $3.7M | 0.28% |
| GC Wealth Management RIA, LLC | $3.7M | 0.15% |
| Balboa Wealth Partners | $3.7M | 0.62% |
| Values Added Financial LLC | $3.7M | 1.54% |
| Meadowbrook Advisors Group, LLC | $3.7M | 2.18% |
| Institute for Wealth Management, LLC. | $3.7M | 0.39% |
| Vestwell Advisors, LLC | $3.6M | 1.00% |
| GRIMES & Co WEALTH MANAGEMENT, LLC | $3.6M | 0.10% |
| Granite Harbor Advisors, Inc. | $3.6M | 1.57% |
| Cadence Wealth Management LLC | $3.6M | 1.50% |
| HOWLAND CAPITAL MANAGEMENT LLC | $3.6M | 0.14% |
| FIRST NATIONAL BANK OF OMAHA | $3.6M | 0.11% |
| Family CFO Inc | $3.6M | 1.59% |
| Astoria Strategic Wealth, Inc. | $3.5M | 0.90% |
| Fort Sheridan Advisors LLC | $3.5M | 0.43% |
| Summitas Investment Management LLC | $3.5M | 2.76% |
| CONGRESS ASSET MANAGEMENT CO | $3.5M | 0.03% |
| Truepoint, Inc. | $3.5M | 0.08% |
| VSM Wealth Advisory, LLC | $3.5M | 1.05% |
| New England Private Wealth Advisors LLC | $3.5M | 0.40% |
| Motley Fool Wealth Management, LLC | $3.5M | 0.39% |
| Sageworth Trust Co | $3.5M | 0.15% |
| Fiera Capital Corp | $3.5M | 0.01% |
| Linscomb Wealth, Inc. | $3.5M | 0.15% |
| ROCKLAND TRUST CO | $3.4M | 0.14% |
| Rothschild Wealth LLC | $3.4M | 0.31% |
| BURNEY CO/ | $3.4M | 0.11% |
| Spire Wealth Management | $3.4M | 0.12% |
| AVITY INVESTMENT MANAGEMENT INC. | $3.4M | 0.25% |
| Aerodigm Wealth, LLC | $3.4M | 1.28% |
| Seven Post Investment Office LP | $3.4M | 1.10% |