| MORGAN STANLEY | $380.3M | 0.02% |
| BANK OF AMERICA CORP /DE/ | $373.0M | 0.03% |
| SHERMAN PORFOLIOS, LLC | $229.8M | 17.63% |
| FMR LLC | $193.3M | 0.01% |
| WELLS FARGO & COMPANY/MN | $169.7M | 0.03% |
| UBS Group AG | $129.5M | 0.02% |
| USA FINANCIAL FORMULAS | $109.9M | 20.72% |
| LPL Financial LLC | $103.0M | 0.03% |
| AMERIPRISE FINANCIAL INC | $100.3M | 0.02% |
| Prime Capital Investment Advisors, LLC | $91.8M | 1.06% |
| Modera Wealth Management, LLC | $84.3M | 1.01% |
| ENVESTNET ASSET MANAGEMENT INC | $69.8M | 0.02% |
| PNC FINANCIAL SERVICES GROUP, INC. | $65.7M | 0.04% |
| M&T Bank Corp | $65.3M | 0.22% |
| ROYAL BANK OF CANADA | $65.3M | 0.01% |
| HighTower Advisors, LLC | $59.7M | 0.06% |
| COMMONWEALTH EQUITY SERVICES, LLC | $56.1M | 0.08% |
| Modern Wealth Management, LLC | $48.9M | 0.84% |
| RAYMOND JAMES FINANCIAL INC | $47.4M | 0.01% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $44.5M | 0.03% |
| JONES FINANCIAL COMPANIES LLLP | $43.7M | 0.02% |
| REGIONS FINANCIAL CORP | $43.5M | 0.28% |
| World Investment Advisors | $40.6M | 0.65% |
| JPMORGAN CHASE & CO | $38.0M | 0.00% |
| STIFEL FINANCIAL CORP | $35.9M | 0.03% |
| Focus Partners Wealth | $35.6M | 0.04% |
| Palisades Hudson Asset Management, L.P. | $33.4M | 13.00% |
| EXENCIAL WEALTH ADVISORS, LLC | $33.1M | 1.03% |
| OSAIC HOLDINGS, INC. | $32.9M | 0.05% |
| Sharp Wealth Advisory, LLC | $32.2M | 15.92% |
| BAILARD, INC. | $31.9M | 0.73% |
| Mariner, LLC | $30.2M | 0.04% |
| BANK OF MONTREAL /CAN/ | $30.0M | 0.01% |
| Baird Financial Group, Inc. | $29.8M | 0.05% |
| Cetera Investment Advisers | $29.7M | 0.03% |
| Heartwood Wealth Advisors LLC | $28.2M | 2.46% |
| AlphaCore Capital LLC | $27.5M | 0.65% |
| Rockefeller Capital Management L.P. | $23.4M | 0.04% |
| GHP Investment Advisors, Inc. | $23.3M | 0.96% |
| Cerity Partners LLC | $23.2M | 0.03% |
| Vestmark Advisory Solutions, Inc. | $22.5M | 0.25% |
| MAI Capital Management | $21.9M | 0.12% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $20.9M | 0.26% |
| MONETA GROUP INVESTMENT ADVISORS LLC | $20.7M | 0.16% |
| Probity Advisors, Inc. | $20.3M | 3.22% |
| Creative Planning | $19.9M | 0.01% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $19.8M | 0.12% |
| BROWN ADVISORY INC | $18.0M | 0.03% |
| Savant Capital, LLC | $17.0M | 0.08% |
| FIFTH THIRD BANCORP | $17.0M | 0.03% |
| KEYBANK NATIONAL ASSOCIATION/OH | $16.6M | 0.06% |
| Cambridge Investment Research Advisors, Inc. | $16.4M | 0.04% |
| Ellis Investment Partners, LLC | $16.3M | 2.83% |
| CoreCap Advisors, LLC | $15.7M | 0.54% |
| Waverly Advisors, LLC | $15.2M | 0.11% |
| GOLDMAN SACHS GROUP INC | $15.1M | 0.00% |
| TRUIST FINANCIAL CORP | $14.6M | 0.02% |
| Coastal Bridge Advisors, LLC | $14.0M | 0.99% |
| Financial Advisors Network, Inc. | $13.9M | 1.92% |
| Royal Fund Management, LLC | $13.5M | 1.28% |
| MERCER GLOBAL ADVISORS INC /ADV | $13.1M | 0.02% |
| Wealth Architects, LLC | $13.0M | 1.16% |
| INDEPENDENT FINANCIAL GROUP, LLC | $12.9M | 0.29% |
| Lido Advisors, LLC | $12.8M | 0.04% |
| Pinnacle Financial Partners, Inc. | $12.4M | 0.09% |
| CENTAURUS FINANCIAL, INC. | $12.1M | 0.57% |
| Farther Finance Advisors, LLC | $11.8M | 0.11% |
| Merit Financial Group, LLC | $11.4M | 0.08% |
| CIBC WORLD MARKET INC. | $11.3M | 0.02% |
| Corient Private Wealth LLC | $11.0M | 0.02% |
| LAKE STREET PRIVATE WEALTH, LLC | $10.1M | 1.28% |
| Asset Management Group, Inc. | $10.0M | 1.62% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | $9.9M | 0.72% |
| HOME FEDERAL BANK OF TENNESSEE | $9.9M | 2.47% |
| GLENMEDE TRUST CO NA | $9.9M | 0.05% |
| CAPTRUST FINANCIAL ADVISORS | $9.8M | 0.02% |
| One Capital Management, LLC | $9.8M | 0.27% |
| Prospera Financial Services Inc | $9.7M | 0.16% |
| RTD Financial Advisors, Inc. | $9.7M | 1.19% |
| Cordatus Wealth Management LLC | $9.5M | 2.26% |
| Cassaday & Co Wealth Management LLC | $9.3M | 0.20% |
| Evanson Asset Management, LLC | $9.2M | 0.50% |
| Arkadios Wealth Advisors | $9.1M | 0.15% |
| Sterling Financial Planning, Inc. | $9.1M | 2.69% |
| FIRST TRUST ADVISORS LP | $9.1M | 0.01% |
| Stratos Wealth Partners, LTD. | $9.1M | 0.10% |
| Summit Financial, LLC | $9.0M | 0.12% |
| Integrated Wealth Concepts LLC | $9.0M | 0.07% |
| BOKF, NA | $8.6M | 0.13% |
| JFS WEALTH ADVISORS, LLC | $8.6M | 0.48% |
| Capital Advisors, Ltd. LLC | $8.5M | 0.96% |
| Chicago Partners Investment Group LLC | $8.4M | 0.19% |
| Steward Partners Investment Advisory, LLC | $8.3M | 0.04% |
| Occidental Asset Management, LLC | $8.3M | 0.98% |
| Pathstone Holdings, LLC | $8.2M | 0.03% |
| Clear Creek Financial Management, LLC | $8.2M | 0.63% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $8.1M | 0.00% |
| CASTLEKEEP INVESTMENT ADVISORS LLC | $8.1M | 4.38% |
| PEAPACK GLADSTONE FINANCIAL CORP | $8.0M | 0.10% |
| May Barnhard Investments LLC | $8.0M | 3.88% |
| One Day In July LLC | $7.9M | 0.63% |
| Ifrah Financial Services, Inc. | $7.8M | 2.05% |
| FORTRESS FINANCIAL GROUP, LLC | $7.6M | 5.62% |
| Beacon Pointe Advisors, LLC | $7.5M | 0.04% |
| Summit Financial Consulting LLC | $7.5M | 5.39% |
| Independent Advisor Alliance | $7.4M | 0.08% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $7.4M | 0.02% |
| US BANCORP \DE\ | $7.3M | 0.01% |
| Concurrent Investment Advisors, LLC | $7.2M | 0.08% |
| Ausdal Financial Partners, Inc. | $7.2M | 0.32% |
| Financial Engines Advisors L.L.C. | $7.2M | 0.01% |
| SAX WEALTH ADVISORS, LLC | $6.9M | 0.34% |
| Accretive Wealth Partners, LLC | $6.9M | 1.94% |
| Allworth Financial LP | $6.9M | 0.03% |
| Sowell Financial Services LLC | $6.7M | 0.25% |
| Sigma Planning Corp | $6.7M | 0.19% |
| MidFirst Bank | $6.4M | 0.53% |
| Ironwood Financial, llc | $6.4M | 1.12% |
| Crescent Grove Advisors, LLC | $6.3M | 0.61% |
| FRANKLIN RESOURCES INC | $6.1M | 0.00% |
| First County Bank /CT/ | $6.0M | 3.21% |
| Parallax Volatility Advisers, L.P. | $5.9M | 0.02% |
| Rodgers & Associates, LTD | $5.9M | 0.60% |
| MMA ASSET MANAGEMENT LLC | $5.9M | 2.07% |
| Cresset Asset Management, LLC | $5.8M | 0.02% |
| NorthCrest Asset Manangement, LLC | $5.7M | 0.18% |
| Gerald Baker Financial Group LLC | $5.7M | 1.80% |
| IFP Advisors, Inc | $5.6M | 0.12% |
| SAPIENT CAPITAL LLC | $5.4M | 0.08% |
| Quent Capital, LLC | $5.4M | 0.39% |
| SONATA CAPITAL GROUP INC | $5.4M | 2.00% |
| Stokes Family Office, LLC | $5.4M | 0.56% |
| PITTENGER & ANDERSON INC | $5.4M | 0.22% |
| LEVEL FOUR ADVISORY SERVICES, LLC | $5.4M | 0.18% |
| INSPIRE TRUST CO, N.A. | $5.3M | 0.82% |
| NATIXIS ADVISORS, LLC | $5.3M | 0.01% |
| Parallel Advisors, LLC | $5.3M | 0.09% |
| First Heartland Consultants, Inc. | $5.3M | 0.40% |
| Wilmington Savings Fund Society, FSB | $5.2M | 0.13% |
| Advisory Services Network, LLC | $5.1M | 0.07% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $5.0M | 0.09% |
| Integrated Advisors Network LLC | $5.0M | 0.26% |
| Lutz Financial Services LLC | $5.0M | 0.34% |
| Salomon & Ludwin, LLC | $5.0M | 0.45% |
| Eley Financial Management, Inc | $5.0M | 1.79% |
| Asset Dedication, LLC | $4.9M | 0.35% |
| Graves Light Lenhart Wealth, Inc. | $4.9M | 0.51% |
| Allspring Global Investments Holdings, LLC | $4.9M | 0.01% |
| First Citizens Financial Corp | $4.8M | 2.26% |
| BURNS J W & CO INC/NY | $4.7M | 0.54% |