| Boston Research & Management Inc | 7,186 | $2.85M | 0.92% | – | – |
| Clear Perspectives Financial Planning, LLC | 7,148 | $2.83M | 1.64% | – | – |
| Summit Financial Wealth Advisors, LLC | 7,570 | $2.83M | 0.72% | – | – |
| Bruderman Asset Management, LLC | 7,137 | $2.83M | 0.79% | – | – |
| LBMC Investment Advisors, LLC | 7,125 | $2.82M | 0.30% | – | – |
| Thrive Capital Management, LLC | 7,117 | $2.82M | 2.64% | – | – |
| Barometer Capital Management Inc. | 7,100 | $2.81M | 0.47% | – | – |
| Prelude Capital Management, LLC | 6,936 | $2.81M | 0.20% | – | – |
| Lazard Asset Management LLC | 7,090 | $2.81M | 0.00% | – | – |
| Charter Oak Capital Management, LLC | 7,085 | $2.81M | 0.39% | – | – |
| TCG Advisory Services, LLC | 7,039 | $2.79M | 0.83% | – | – |
| Denver Wealth Management, Inc. | 6,172 | $2.79M | 2.94% | – | – |
| Great Diamond Partners, LLC | 7,031 | $2.79M | 0.86% | – | – |
| Abacus Wealth Partners, LLC | 7,024 | $2.78M | 1.98% | – | – |
| Yale University | 7,000 | $2.77M | 6.00% | – | – |
| Signature Wealth Management Partners, LLC | 6,996 | $2.77M | 2.66% | – | – |
| Madison Wealth Management | 6,995 | $2.77M | 0.68% | – | – |
| Roosevelt Investment Group LLC | 6,986 | $2.77M | 0.18% | – | – |
| Highland Capital Management, LLC | 6,982 | $2.77M | 0.17% | – | – |
| Texas Capital Bancshares Inc | 6,980 | $2.77M | 2.22% | – | – |
| Sterneck Capital Management, LLC | 6,969 | $2.76M | 1.93% | – | – |
| Goldstein Munger & Associates | 6,961 | $2.76M | 0.77% | – | – |
| Fusion Family Wealth LLC | 6,964 | $2.76M | 0.43% | – | – |
| Perennial Advisors, LLC | 6,952 | $2.75M | 0.87% | – | – |
| Cubic Asset Management, LLC | 6,933 | $2.75M | 0.73% | – | – |
| Creative Financial Designs Inc | 6,918 | $2.74M | 0.54% | – | – |
| First Heartland Consultants, Inc. | 6,900 | $2.73M | 0.43% | – | – |
| Ascent Wealth Partners, LLC | 6,894 | $2.73M | 0.59% | – | – |
| Alta Wealth Advisors LLC | 6,863 | $2.72M | 2.27% | – | – |
| Epiq Partners, LLC | 6,854 | $2.72M | 1.55% | – | – |
| Silverleafe Capital Partners, LLC | 6,831 | $2.71M | 1.11% | – | – |
| Loudon Investment Management, LLC | 6,823 | $2.70M | 1.94% | – | – |
| Cohen Lawrence B | 6,821 | $2.70M | 1.47% | – | – |
| Formidable Asset Management, LLC | 6,746 | $2.70M | 0.59% | – | – |
| Lavaca Capital LLC | 6,787 | $2.69M | 1.55% | – | – |
| Financial Advisory Corp | 6,782 | $2.69M | 2.32% | – | – |
| River & Mercantile LLC | 6,759 | $2.68M | 1.22% | – | – |
| Princeton Portfolio Strategies Group LLC | 6,754 | $2.68M | 0.52% | – | – |
| Harbour Capital Advisors, LLC | 6,726 | $2.67M | 0.78% | – | – |
| Bedel Financial Consulting, Inc. | 6,723 | $2.66M | 1.03% | – | – |
| Pinnacle Wealth Planning Services, Inc. | 6,708 | $2.66M | 0.69% | – | – |
| WMS Partners, LLC | 6,697 | $2.65M | 0.61% | – | – |
| Waters Parkerson & Co., LLC | 6,668 | $2.64M | 0.16% | – | – |
| Coyle Financial Counsel LLC | 6,653 | $2.64M | 1.83% | – | – |
| Advanced Asset Management Advisors Inc | 6,637 | $2.63M | 0.59% | – | – |
| TCI Wealth Advisors, Inc. | 6,602 | $2.62M | 1.18% | – | – |
| McIlrath & Eck, LLC | 6,575 | $2.61M | 0.91% | – | – |
| Cape Cod Five Cents Savings Bank | 6,547 | $2.60M | 0.28% | – | – |
| Reynders McVeigh Capital Management, LLC | 6,539 | $2.59M | 0.17% | – | – |
| Clare Market Investments LLC | 6,510 | $2.58M | 0.97% | – | – |
| Waterfront Wealth Inc. | 6,432 | $2.58M | 1.30% | – | – |
| Inverness Counsel LLC | – | $2.57M | 0.11% | – | – |
| Fagan Associates, Inc. | 6,493 | $2.57M | 0.60% | – | – |
| SOL Capital Management CO | 6,476 | $2.57M | 0.54% | – | – |
| Innova Wealth Partners | 6,475 | $2.57M | 2.18% | – | – |
| LS Investment Advisors, LLC | 6,467 | $2.56M | 0.14% | – | – |
| Silvant Capital Management LLC | 6,445 | $2.56M | 0.44% | – | – |
| United Maritime Capital LLC | 6,440 | $2.55M | 2.11% | – | – |
| Miracle Mile Advisors, LLC | 6,411 | $2.54M | 0.14% | – | – |
| Wealth Management Partners, LLC | 6,232 | $2.53M | 1.89% | – | – |
| Paradigm, Strategies in Wealth Management, LLC | 6,391 | $2.53M | 2.45% | – | – |
| Okabena Investment Services Inc | 6,388 | $2.53M | 1.36% | – | – |
| McKinley Carter Wealth Services, Inc. | 6,387 | $2.53M | 0.22% | – | – |
| Twin Lakes Capital Management, LLC | 6,384 | $2.53M | 1.56% | – | – |
| Nicollet Investment Management, Inc. | 6,371 | $2.52M | 1.11% | – | – |
| East Coast Asset Management, LLC. | 6,353 | $2.52M | 0.67% | – | – |
| Gerber Kawasaki Wealth & Investment Management | 6,350 | $2.52M | 0.30% | – | – |
| Forte Capital LLC | 6,342 | $2.51M | 0.39% | – | – |
| American State Bank (Iowa) | 6,332 | $2.51M | 2.14% | – | – |
| Verity Asset Management, Inc. | 6,322 | $2.51M | 1.50% | – | – |
| Bank Ozk | 6,275 | $2.49M | 1.14% | – | – |
| Howard Wealth Management, LLC | 6,257 | $2.48M | 1.45% | – | – |
| Bellecapital International Ltd. | 6,253 | $2.48M | 0.77% | – | – |
| Moon Capital Management LP | 6,251 | $2.48M | 2.31% | – | – |
| Professional Planning | 6,251 | $2.48M | 1.21% | – | – |
| M.D. Sass Investors Services, Inc. | 6,242 | $2.47M | 0.44% | – | – |
| CAMG Solamere Management, LLC | 6,238 | $2.47M | 2.14% | – | – |
| Palladiem, LLC | 6,227 | $2.47M | 2.15% | – | – |
| Levin Capital Strategies, L.P. | 6,220 | $2.46M | 0.26% | – | – |
| Capstone Financial Advisors, Inc. | 6,210 | $2.46M | 0.22% | – | – |
| Occidental Asset Management, LLC | 6,194 | $2.46M | 0.73% | – | – |
| Litman Gregory Asset Management LLC | 6,187 | $2.45M | 0.48% | – | – |
| SL Advisors, LLC | 6,187 | $2.45M | 7.40% | – | – |
| Cadinha & Co LLC | 6,182 | $2.45M | 0.35% | – | – |
| Raab & Moskowitz Asset Management LLC | 6,157 | $2.44M | 0.95% | – | – |
| Berger Financial Group, Inc | 6,147 | $2.44M | 0.53% | – | – |
| Edgar Lomax Co | 6,134 | $2.43M | 0.15% | – | – |
| Mason Investment Advisory Services, Inc. | 6,124 | $2.43M | 0.25% | – | – |
| Bray Capital Advisors | 6,116 | $2.42M | 0.67% | – | – |
| Clarity Financial LLC | 6,111 | $2.42M | 0.49% | – | – |
| Glassman Wealth Services | 6,101 | $2.42M | 0.52% | – | – |
| Baker Ellis Asset Management LLC | 6,054 | $2.40M | 0.52% | – | – |
| Sunesis Advisors, LLC | 6,039 | $2.39M | 1.91% | – | – |
| Exane Derivatives | 6,035 | $2.39M | 0.72% | – | – |
| Sompo Asset Management Co., Ltd. | 6,030 | $2.39M | 0.54% | – | – |
| Blankinship & Foster, LLC | 6,030 | $2.39M | 0.99% | – | – |
| MBA Advisors LLC | 6,029 | $2.39M | 1.98% | – | – |
| Founders Capital Management, LLC | 6,012 | $2.38M | 0.60% | – | – |
| Acropolis Investment Management, LLC | 6,003 | $2.38M | 0.24% | – | – |
| Willis Johnson & Associates, Inc. | 5,995 | $2.38M | 0.36% | – | – |
