| NWAM LLC | $7.8M | 0.45% |
| EVOKE WEALTH, LLC | $7.8M | 0.14% |
| Merit Financial Group, LLC | $7.8M | 0.06% |
| Atlantic Private Wealth, LLC | $7.6M | 4.97% |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | $7.6M | 5.94% |
| GSG Advisors LLC | $7.6M | 1.97% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $7.6M | 0.31% |
| GFS Advisors, LLC | $7.6M | 0.96% |
| RFG Advisory, LLC | $7.5M | 0.14% |
| Meriwether Wealth & Planning, LLC | $7.5M | 4.10% |
| McClarren Financial Advisors, Inc. | $7.4M | 4.40% |
| Briggs Wealth Management, Inc | $7.4M | 7.84% |
| CGN Advisors LLC | $7.4M | 0.58% |
| Altiora Financial Group, LLC | $7.2M | 1.19% |
| BAILARD, INC. | $7.2M | 0.16% |
| FIRST HORIZON CORP | $7.1M | 0.30% |
| Hartmann Taylor Wealth Management, LLC | $7.0M | 4.64% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $6.9M | 0.03% |
| First Heartland Consultants, Inc. | $6.9M | 0.53% |
| Greenhouse Wealth Management, LLC | $6.8M | 4.23% |
| GUARDIAN WEALTH ADVISORS, LLC / NC | $6.8M | 0.43% |
| Coyle Financial Counsel LLC | $6.8M | 1.44% |
| INDEPENDENT FINANCIAL GROUP, LLC | $6.8M | 0.15% |
| LOWE BROCKENBROUGH & CO INC | $6.8M | 0.34% |
| Roundview Capital LLC | $6.7M | 0.42% |
| Rockbridge Investment Management, LCC | $6.6M | 0.59% |
| Composition Wealth, LLC | $6.5M | 0.09% |
| Cherry Tree Wealth Management, LLC | $6.5M | 1.37% |
| Fire Capital Management LLC | $6.5M | 3.04% |
| Dorsey & Whitney Trust CO LLC | $6.5M | 0.35% |
| Coastal Bridge Advisors, LLC | $6.4M | 0.45% |
| Main Management LLC | $6.3M | 0.46% |
| Parkside Financial Bank & Trust | $6.3M | 0.48% |
| Mustard Seed Financial, LLC | $6.3M | 3.77% |
| Roger Wittlin Investment Advisory, LLC | $6.3M | 5.14% |
| Evanson Asset Management, LLC | $6.3M | 0.34% |
| AlphaCore Capital LLC | $6.2M | 0.15% |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | $6.2M | 2.12% |
| Winter & Associates, Inc. | $6.2M | 5.44% |
| CATALYST PRIVATE WEALTH, LLC | $6.2M | 3.36% |
| Tanager Wealth Management LLP | $6.2M | 0.60% |
| Valmark Advisers, Inc. | $6.1M | 0.07% |
| Prudent Man Advisors, LLC | $6.1M | 1.81% |
| JFS WEALTH ADVISORS, LLC | $6.0M | 0.34% |
| Silver Oak Advisory Group, Inc. | $6.0M | 2.60% |
| AMES NATIONAL CORP | $6.0M | 3.62% |
| RWA WEALTH PARTNERS, LLC | $6.0M | 0.07% |
| Summit Wealth Group, LLC | $6.0M | 1.38% |
| SANDERS MORRIS HARRIS LLC | $6.0M | 0.95% |
| Robertson Stephens Wealth Management, LLC | $6.0M | 0.17% |
| North Star Investment Management Corp. | $5.9M | 0.36% |
| Global Trust Wealth Management LLC | $5.9M | 4.42% |
| BOKF, NA | $5.8M | 0.09% |
| CIBC Bancorp USA Inc. | $5.8M | 0.01% |
| Greenwich Wealth Management LLC | $5.8M | 0.24% |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | $5.8M | 0.86% |
| Tandem Investment Partners LLC | $5.8M | 4.91% |
| WARNER FINANCIAL, INC | $5.8M | 1.98% |
| Integrity Wealth Solutions LLC | $5.8M | 2.26% |
| Valpey Financial Services, LLC | $5.8M | 3.74% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $5.7M | 0.03% |
| Madden Advisory Services, Inc. | $5.7M | 2.25% |
| FLAGSHIP HARBOR ADVISORS, LLC | $5.7M | 0.25% |
| Lido Advisors, LLC | $5.7M | 0.02% |
| Good Steward Wealth Advisors,LLC | $5.7M | 3.64% |
| MGO ONE SEVEN LLC | $5.6M | 0.11% |
| MAYPORT, LLC | $5.6M | 1.04% |
| Wescott Financial Advisory Group, LLC | $5.6M | 0.49% |
| Brookstone Capital Management | $5.6M | 0.06% |
| Azimuth Capital Investment Management LLC | $5.6M | 0.21% |
| Shepherd Financial Partners LLC | $5.6M | 0.53% |
| GENESIS PRIVATE WEALTH, LLC | $5.5M | 1.74% |
| Centric Wealth Management | $5.5M | 1.11% |
| TABR Capital Management, LLC | $5.5M | 5.08% |
| Orcam Financial Group | $5.5M | 3.90% |
| Financial Architects, LLC | $5.5M | 2.89% |
| McAlister, Sweet & Associates, Inc. | $5.4M | 3.38% |
| Baird Financial Group, Inc. | $5.4M | 0.01% |
| D.B. Root & Company, LLC | $5.4M | 1.29% |
| THEORY FINANCIAL LLC | $5.4M | 1.89% |
| Wayfinding Financial, LLC | $5.4M | 2.33% |
| Arista Wealth Management, LLC | $5.4M | 0.65% |
| Scott & Selber, Inc. | $5.4M | 1.38% |
| Basecamp Wealth Advisors LLC | $5.3M | 1.11% |
| LAUREL OAK WEALTH MANAGEMENT, LLC | $5.3M | 0.90% |
| INTEGRATED WEALTHCARE, LLC | $5.3M | 4.46% |
| PINNACLE ASSOCIATES LTD | $5.3M | 0.07% |
| Disciplined Investors, L.L.C. | $5.3M | 3.17% |
| Red Wave Investments LLC | $5.3M | 1.58% |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $5.3M | 0.64% |
| INSIGNEO ADVISORY SERVICES, LLC | $5.3M | 0.37% |
| Warwick Investment Management, Inc. | $5.2M | 0.76% |
| MISSION WEALTH MANAGEMENT, LP | $5.2M | 0.11% |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | $5.2M | 1.72% |
| AdvisorNet Financial, Inc | $5.2M | 0.27% |
| ECLECTIC ASSOCIATES INC /ADV | $5.2M | 0.68% |
| RENAISSANCE TECHNOLOGIES LLC | $5.1M | 0.01% |
| Financial Symmetry Inc | $5.1M | 1.83% |
| Sterling Wealth Management, Inc. | $5.1M | 1.41% |
| TD Capital Management LLC | $5.1M | 0.46% |
| VAN STRUM & TOWNE INC. | $5.1M | 1.49% |
| CreativeOne Wealth, LLC | $5.1M | 0.12% |
| PARK AVENUE SECURITIES LLC | $5.1M | 0.04% |
| EverSource Wealth Advisors, LLC | $5.1M | 0.15% |
| WoodTrust Financial Corp | $5.0M | 0.65% |
| Modera Wealth Management, LLC | $5.0M | 0.06% |
| TFO Wealth Partners, LLC | $4.9M | 0.67% |
| Cynosure Group, LLC | $4.9M | 0.62% |
| Stonehage Fleming Financial Services Holdings Ltd | $4.9M | 0.18% |
| Sagace Wealth Management LLC | $4.9M | 3.29% |
| Unconventional Investor, LLC | $4.9M | 2.32% |
| NewEdge Advisors, LLC | $4.9M | 0.23% |
| Sage Investment Advisers LLC | $4.8M | 3.59% |
| Linscomb Wealth, Inc. | $4.8M | 0.22% |
| ASSETMARK, INC | $4.8M | 0.01% |
| Serenity Investment Advisors | $4.8M | 2.26% |
| Eschler Asset Management LLP | $4.8M | 4.78% |
| Central Pacific Bank - Trust Division | $4.8M | 0.61% |
| NBT BANK N A /NY | $4.8M | 0.31% |
| Ausdal Financial Partners, Inc. | $4.8M | 0.21% |
| Valeo Financial Advisors, LLC | $4.7M | 0.11% |
| Steele Capital Management, Inc. | $4.7M | 0.19% |
| Fiduciary Group, LLC | $4.7M | 0.40% |
| Hoxton Planning & Management, LLC | $4.7M | 1.40% |
| Selective Wealth Management, Inc. | $4.7M | 1.38% |
| Sovereign Investment Advisors, LLC | $4.6M | 0.98% |
| WEDBUSH SECURITIES INC | $4.6M | 0.14% |
| Bank of New York Mellon Corp | $4.6M | 0.00% |
| TWIN FOCUS CAPITAL PARTNERS, LLC | $4.6M | 0.53% |
| Ruggaard & Associates LLC | $4.6M | 1.82% |
| KINGSWOOD WEALTH ADVISORS, LLC | $4.6M | 0.22% |
| Crescent Grove Advisors, LLC | $4.6M | 0.44% |
| Revolve Wealth Partners, LLC | $4.6M | 0.60% |
| Sigma Planning Corp | $4.6M | 0.13% |
| MAGNOLIA CAPITAL ADVISORS LLC | $4.6M | 0.89% |
| Global Trust Asset Management, LLC | $4.5M | 1.74% |
| Pinnacle Wealth Management Advisory Group, LLC | $4.5M | 0.31% |
| United Community Bank | $4.5M | 1.51% |
| M&T Bank Corp | $4.5M | 0.02% |
| Savvy Advisors, Inc. | $4.4M | 0.12% |
| MSH Capital Advisors LLC | $4.4M | 0.93% |
| Empirical Finance, LLC | $4.4M | 0.21% |
| MATHER GROUP, LLC. | $4.4M | 0.04% |
| Joel Adams & Associates, Inc. | $4.4M | 3.26% |
| PROFFITT & GOODSON INC | $4.4M | 0.67% |
| DAVENPORT & Co LLC | $4.4M | 0.02% |
| CWM, LLC | $4.4M | 0.01% |
| Perigon Wealth Management, LLC | $4.3M | 0.08% |
| Gradient Capital Advisors, LLC | $4.3M | 1.12% |
| Columbia Asset Management | $4.2M | 0.81% |