| Integrated Capital Management, LLC | $3.4M | 1.43% |
| Summit Financial Strategies, Inc. | $3.4M | 0.27% |
| Johnson Bixby & Associates, LLC | $3.4M | 0.42% |
| American Alpha Advisors, LLC | $3.4M | 1.80% |
| AlTi Global, Inc. | $3.4M | 0.07% |
| E&R Wealth Management, LLC | $3.4M | 3.34% |
| Upper Left Wealth Management, LLC | $3.3M | 1.97% |
| Tandem Financial, LLC | $3.3M | 1.06% |
| Retirement Planning Group, LLC | $3.3M | 0.10% |
| PARK NATIONAL CORP /OH/ | $3.3M | 0.10% |
| TI-TRUST, INC | $3.3M | 1.95% |
| Cornerstone Wealth Management, LLC | $3.3M | 0.16% |
| HighRoad Wealth Advisors, LLC | $3.3M | 3.19% |
| NavPoint Financial, Inc. | $3.3M | 1.32% |
| Dynasty Wealth Management, LLC | $3.3M | 0.03% |
| Salomon & Ludwin, LLC | $3.2M | 0.29% |
| Cassilly Financial Group LLC | $3.2M | 2.79% |
| Financial Guidance Group, Inc. | $3.2M | 1.29% |
| VVR Holdings LLC | $3.2M | 1.65% |
| First Bancorp, Inc /ME/ | $3.2M | 1.59% |
| Manchester Capital Management LLC | $3.2M | 0.46% |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | $3.2M | 2.86% |
| Brickley Wealth Management | $3.2M | 0.54% |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | $3.2M | 0.46% |
| Prospera Financial Services Inc | $3.1M | 0.05% |
| Integrity Wealth Solutions LLC | $3.1M | 1.23% |
| Petros Family Wealth, LLC | $3.1M | 2.24% |
| Garden State Investment Advisory Services LLC | $3.1M | 0.69% |
| AMG National Trust Bank | $3.1M | 0.07% |
| Arta Finance Wealth Management LLC | $3.1M | 1.54% |
| Disciplined Investments, LLC | $3.1M | 1.12% |
| Prentice Wealth Management LLC | $3.1M | 0.70% |
| Manuka Financial, LLC | $3.1M | 1.91% |
| SILVERLAKE WEALTH MANAGEMENT LLC | $3.1M | 0.64% |
| Diversified Trust Co | $3.1M | 0.06% |
| VISTA INVESTMENT MANAGEMENT | $3.1M | 1.02% |
| Smith Partners Wealth Management, LLC | $3.1M | 2.75% |
| Legacy Wealth Partners, LLC | $3.1M | 0.77% |
| DAYMARK WEALTH PARTNERS, LLC | $3.1M | 0.10% |
| Allie Family Office LLC | $3.1M | 1.34% |
| Private Advisory Group LLC | $3.0M | 0.20% |
| D'Orazio & Associates, Inc. | $3.0M | 0.39% |
| Rooted Wealth Advisors, Inc. | $3.0M | 0.80% |
| Avestar Capital, LLC | $3.0M | 0.19% |
| Annis Gardner Whiting Capital Advisors, LLC | $3.0M | 0.48% |
| CARY STREET PARTNERS FINANCIAL LLC | $3.0M | 0.07% |
| Pinnacle Bancorp, Inc. | $3.0M | 0.89% |
| American Financial Advisors, LLC | $3.0M | 0.40% |
| Falcon Wealth Planning | $3.0M | 0.20% |
| Kingsview Wealth Management, LLC | $3.0M | 0.04% |
| LifePlan Investment Advisors, Inc. | $3.0M | 1.17% |
| Welch & Forbes LLC | $3.0M | 0.04% |
| Brightwater Advisory LLC | $2.9M | 1.94% |
| Gemmer Asset Management LLC | $2.9M | 0.23% |
| Krilogy Financial LLC | $2.9M | 0.09% |
| Excelsior Advisor Network LLC | $2.9M | 1.10% |
| MARIPAU WEALTH MANAGEMENT LLC | $2.9M | 1.27% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | $2.9M | 0.91% |
| HBK Sorce Advisory LLC | $2.9M | 0.06% |
| Stone Summit Wealth LLC | $2.9M | 0.79% |
| FOSTER & MOTLEY INC | $2.8M | 0.15% |
| Asset Dedication, LLC | $2.8M | 0.20% |
| Main Management LLC | $2.8M | 0.21% |
| Hardin Capital Partners, LLC | $2.8M | 1.31% |
| Evanson Asset Management, LLC | $2.8M | 0.15% |
| Consolidated Portfolio Review Corp | $2.8M | 0.26% |
| Brady Martz Wealth Solutions, LLC | $2.8M | 0.48% |
| Avion Wealth | $2.8M | 0.58% |
| MONARCH CAPITAL MANAGEMENT INC | $2.8M | 0.68% |
| Foundation Wealth Management, LLC\PA | $2.8M | 0.99% |
| MetLife Investment Management, LLC | $2.8M | 0.01% |
| HighPoint Advisor Group LLC | $2.8M | 0.12% |
| Capital Analysts, LLC | $2.8M | 0.07% |
| NORRIS PERNE & FRENCH LLP/MI | $2.8M | 0.18% |
| Brand Asset Management Group, Inc. | $2.7M | 0.71% |
| MBL Wealth, LLC | $2.7M | 0.21% |
| LMG Wealth Partners, LLC | $2.7M | 0.50% |
| AssuredPartners Investment Advisors, LLC | $2.7M | 0.30% |
| Junk Investment Group, LLC | $2.7M | 1.42% |
| Life Planning Partners, Inc | $2.7M | 2.07% |
| BigSur Wealth Management LLC | $2.7M | 0.76% |
| CITY HOLDING CO | $2.7M | 0.34% |
| Blueprint Financial Advisors LLC | $2.7M | 0.40% |
| Red Wave Investments LLC | $2.7M | 0.80% |
| Meridian Wealth Management, LLC | $2.7M | 0.09% |
| KING LUTHER CAPITAL MANAGEMENT CORP | $2.7M | 0.01% |
| Fiduciary Wealth Partners, LLC | $2.7M | 1.75% |
| SILVER OAK SECURITIES, INCORPORATED | $2.7M | 0.19% |
| Carter Financial Group, INC. | $2.7M | 1.65% |
| BSW Wealth Partners | $2.7M | 0.32% |
| White Lighthouse Investment Management Inc. | $2.6M | 0.37% |
| ECLECTIC ASSOCIATES INC /ADV | $2.6M | 0.35% |
| OAK FAMILY ADVISORS, LLC | $2.6M | 0.74% |
| Greykasell Wealth Strategies, Inc. | $2.6M | 1.06% |
| Csenge Advisory Group | $2.6M | 0.12% |
| Fire Capital Management LLC | $2.6M | 1.23% |
| Powell Investment Advisors, LLC | $2.6M | 0.90% |
| Atlas Legacy Advisors, LLC | $2.6M | 0.47% |
| Waterfront Wealth Inc. | $2.6M | 0.47% |
| Amicus Financial Advisors, LLC | $2.6M | 0.71% |
| TIFF ADVISORY SERVICES, LLC | $2.6M | 0.58% |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | $2.6M | 0.38% |
| BURLING WEALTH PARTNERS, LLC | $2.6M | 0.41% |
| Murphy, Middleton, Hinkle & Parker, Inc. | $2.5M | 1.18% |
| Greenspring Advisors, LLC | $2.5M | 0.16% |
| DELTA FINANCIAL ADVISORS LLC | $2.5M | 0.66% |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | $2.5M | 0.36% |
| Columbia River Financial Group, LLC | $2.5M | 1.45% |
| PRIVATE TRUST CO NA | $2.5M | 0.22% |
| Green Ridge Wealth Planning LLC | $2.5M | 1.31% |
| Clarity Capital Advisors, LLC | $2.5M | 1.16% |
| Blue Trust, Inc. | $2.5M | 0.03% |
| Cassaday & Co Wealth Management LLC | $2.5M | 0.05% |
| Cyndeo Wealth Partners, LLC | $2.5M | 0.13% |
| MorganRosel Wealth Management, LLC | $2.5M | 0.97% |
| FFT WEALTH MANAGEMENT LLC | $2.4M | 0.44% |
| Verum Partners LLC | $2.4M | 0.46% |
| MATRIX ASSET ADVISORS INC/NY | $2.4M | 0.22% |
| Ausdal Financial Partners, Inc. | $2.4M | 0.11% |
| Pathway Financial Advisors LLC | $2.4M | 0.30% |
| Axos Invest Inc. | $2.4M | 1.83% |
| Ballast, Inc. | $2.4M | 0.56% |
| Diversified Enterprises, LLC | $2.4M | 0.13% |
| Single Point Partners, LLC | $2.4M | 0.48% |
| Belpointe Asset Management LLC | $2.4M | 0.09% |
| Aries Wealth Management | $2.4M | 0.53% |
| Cascade Financial Partners, LLC | $2.4M | 0.25% |
| FIRST HORIZON CORP | $2.4M | 0.10% |
| Asset Allocation & Management Company, LLC | $2.4M | 0.89% |
| PlanVest Financial, Inc | $2.4M | 1.82% |
| Opes Wealth Management LLC | $2.4M | 0.39% |
| GREENLEAF TRUST | $2.4M | 0.02% |
| Nova R Wealth, Inc. | $2.4M | 0.76% |
| Summit Wealth Partners, LLC | $2.4M | 0.38% |
| Chicago Partners Investment Group LLC | $2.4M | 0.05% |
| Topel & Distasi Wealth Management, LLC | $2.3M | 1.21% |
| Wealth Enhancement Trust Services, Inc. | $2.3M | 0.28% |
| Cohen Klingenstein LLC | $2.3M | 0.08% |
| Nordwand Advisors, LLC | $2.3M | 0.41% |
| Financial Advisory Corp | $2.3M | 0.32% |
| CERTIOR FINANCIAL GROUP, LLC | $2.3M | 1.48% |
| SHAKER INVESTMENTS LLC/OH | $2.3M | 1.05% |
| Dakota Wealth Management | $2.3M | 0.05% |
| Leo Wealth, LLC | $2.3M | 0.17% |
| WESCAP Management Group, Inc. | $2.3M | 0.45% |
| Sagace Wealth Management LLC | $2.3M | 1.54% |
| Avidian Wealth Enterprises, LLC | $2.3M | 0.07% |
| GOLDEN ROAD ADVISORS LLC | $2.3M | 1.32% |
| Federation des caisses Desjardins du Quebec | $2.3M | 0.01% |
| Sound Stewardship, LLC | $2.3M | 1.05% |