| BANK OF AMERICA CORP /DE/ | $131.1M | 0.01% |
| LPL Financial LLC | $63.2M | 0.02% |
| MORGAN STANLEY | $54.6M | 0.00% |
| Waverly Advisors, LLC | $50.9M | 0.38% |
| RAYMOND JAMES FINANCIAL INC | $48.4M | 0.01% |
| Cetera Investment Advisers | $47.3M | 0.05% |
| WELLS FARGO & COMPANY/MN | $42.7M | 0.01% |
| Arbor Investment Advisors, LLC | $36.9M | 4.80% |
| Stonebridge Financial Group, LLC | $35.0M | 2.88% |
| FIRST FOUNDATION ADVISORS | $34.8M | 1.40% |
| ROYAL BANK OF CANADA | $32.3M | 0.01% |
| WCG Wealth Advisors LLC | $29.4M | 0.82% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $19.2M | 0.04% |
| Wealthspire Retirement, LLC | $17.1M | 1.03% |
| Invesco Ltd. | $16.5M | 0.00% |
| Baird Financial Group, Inc. | $13.5M | 0.02% |
| Sanctuary Advisors, LLC | $12.8M | 0.07% |
| Equitable Holdings, Inc. | $12.7M | 0.08% |
| Traction Financial Partners, LLC | $12.6M | 7.74% |
| Three Bridge Wealth Advisors, LLC | $12.3M | 3.37% |
| Johnson & White Wealth Management, LLC | $12.1M | 5.13% |
| CAPTRUST FINANCIAL ADVISORS | $11.6M | 0.02% |
| Federation des caisses Desjardins du Quebec | $11.5M | 0.04% |
| UBS Group AG | $11.2M | 0.00% |
| AlphaCore Capital LLC | $11.0M | 0.26% |
| Mariner, LLC | $10.4M | 0.01% |
| Regal Investment Advisors LLC | $8.0M | 0.46% |
| Accredited Investors Inc. | $7.7M | 0.42% |
| AQR CAPITAL MANAGEMENT LLC | $7.3M | 0.00% |
| Creative Planning | $7.2M | 0.00% |
| Arlington Financial Advisors, LLC | $7.2M | 1.02% |
| Bank of New York Mellon Corp | $6.9M | 0.00% |
| Dynamic Advisor Solutions LLC | $6.8M | 0.21% |
| Verum Partners LLC | $6.6M | 1.25% |
| Ducere Wealth Management LLC | $6.3M | 2.49% |
| Cornerstone Wealth Management, LLC | $5.7M | 0.28% |
| JPMORGAN CHASE & CO | $5.6M | 0.00% |
| Perigon Wealth Management, LLC | $5.6M | 0.10% |
| Cerity Partners LLC | $5.5M | 0.01% |
| Charles Schwab Trust Co | $5.3M | 0.34% |
| Focus Partners Wealth | $5.3M | 0.01% |
| Steward Partners Investment Advisory, LLC | $5.3M | 0.03% |
| HighTower Advisors, LLC | $5.2M | 0.01% |
| ALBION FINANCIAL GROUP /UT | $5.1M | 0.33% |
| Sunrise Financial Services, LLC | $4.6M | 3.23% |
| JONES FINANCIAL COMPANIES LLLP | $4.4M | 0.00% |
| Wealthspire Advisors, LLC | $4.4M | 0.03% |
| ENVESTNET ASSET MANAGEMENT INC | $3.8M | 0.00% |
| Clearstead Advisors, LLC | $3.8M | 0.03% |
| COMMONWEALTH EQUITY SERVICES, LLC | $3.7M | 0.01% |
| AMERIPRISE FINANCIAL INC | $3.6M | 0.00% |
| Crusonia Wealth Advisors LLC | $3.5M | 0.73% |
| WealthBridge Capital Management, LLC | $3.5M | 0.81% |
| Sound Stewardship, LLC | $3.5M | 1.59% |
| Independent Advisor Alliance | $3.4M | 0.04% |
| Breakwater Capital Group | $2.7M | 0.36% |
| MERCER GLOBAL ADVISORS INC /ADV | $2.7M | 0.00% |
| FMR LLC | $2.5M | 0.00% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $2.5M | 0.04% |
| OSAIC HOLDINGS, INC. | $2.5M | 0.00% |
| Legacy Private Trust Co. | $2.5M | 0.15% |
| JFS WEALTH ADVISORS, LLC | $2.5M | 0.14% |
| Modern Wealth Management, LLC | $2.5M | 0.04% |
| Quantinno Capital Management LP | $2.4M | 0.00% |
| Rockefeller Capital Management L.P. | $2.2M | 0.00% |
| TD Waterhouse Canada Inc. | $2.2M | 0.01% |
| EQ WEALTH ADVISORS, LLC | $2.1M | 1.21% |
| INTEGRITY ALLIANCE, LLC. | $2.0M | 0.08% |
| Boston Standard Wealth Management, LLC | $1.9M | 0.31% |
| Advisory Services Network, LLC | $1.9M | 0.02% |
| GSG Advisors LLC | $1.8M | 0.48% |
| IEQ CAPITAL, LLC | $1.8M | 0.01% |
| Kestra Advisory Services, LLC | $1.6M | 0.01% |
| Bell Investment Advisors, Inc | $1.5M | 0.24% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.5M | 0.00% |
| US BANCORP \DE\ | $1.5M | 0.00% |
| INDEPENDENT FINANCIAL GROUP, LLC | $1.5M | 0.03% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $1.5M | 0.02% |
| Savant Capital, LLC | $1.5M | 0.01% |
| Evercore Wealth Management, LLC | $1.4M | 0.02% |
| Resonant Capital Advisors, LLC | $1.4M | 0.07% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.3M | 0.00% |
| Whipplewood Advisors, LLC | $1.3M | 0.67% |
| KWB Wealth | $1.2M | 0.12% |
| Forvis Mazars Wealth Advisors, LLC | $1.2M | 0.02% |
| New England Private Wealth Advisors LLC | $1.2M | 0.13% |
| BENJAMIN EDWARDS INC | $1.1M | 0.01% |
| Corient Private Wealth LLC | $1.1M | 0.00% |
| Shakespeare Wealth Management, LLC | $1.1M | 0.25% |
| Focus Partners Advisor Solutions, LLC | $1.0M | 0.01% |
| Private Advisor Group, LLC | $1.0M | 0.00% |
| M Holdings Securities, Inc. | $1.0M | 0.07% |
| Sequoia Financial Advisors, LLC | $1.0M | 0.01% |
| Institute for Wealth Management, LLC. | $1.0M | 0.11% |
| OMNI 360 Wealth, Inc. | $956.9K | 0.49% |
| Smith Salley Wealth Management | $951.5K | 0.05% |
| CITIGROUP INC | $921.8K | 0.00% |
| Stratos Wealth Partners, LTD. | $889.0K | 0.01% |
| Pacific Center for Financial Services | $887.9K | 0.23% |
| Marquette Asset Management, LLC | $868.2K | 0.13% |
| D.A. DAVIDSON & CO. | $848.7K | 0.01% |
| FIDELIS CAPITAL PARTNERS, LLC | $846.5K | 0.06% |
| NORTHERN TRUST CORP | $844.9K | 0.00% |
| Parallel Advisors, LLC | $844.0K | 0.02% |
| WADDELL & ASSOCIATES, LLC | $819.8K | 0.05% |
| Integrated Advisors Network LLC | $803.9K | 0.04% |
| PFG Advisors | $796.6K | 0.04% |
| Merit Financial Group, LLC | $789.0K | 0.01% |
| Advance Capital Management, Inc. | $787.7K | 0.03% |
| Legacy Trust | $782.8K | 0.15% |
| Cambridge Investment Research Advisors, Inc. | $779.0K | 0.00% |
| MAI Capital Management | $760.1K | 0.00% |
| FIRST MANHATTAN CO. LLC. | $718.0K | 0.00% |
| Wealthfront Advisers LLC | $709.1K | 0.00% |
| Lido Advisors, LLC | $687.8K | 0.00% |
| SILVER OAK SECURITIES, INCORPORATED | $687.2K | 0.05% |
| Harbour Capital Advisors, LLC | $680.6K | 0.13% |
| Golden Bell Financial Planning LLC | $651.6K | 0.52% |
| RiverFront Investment Group, LLC | $646.5K | 0.01% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $638.1K | 0.00% |
| NATIXIS ADVISORS, LLC | $627.0K | 0.00% |
| Oxler Private Wealth LLC | $625.4K | 0.20% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $617.7K | 0.10% |
| Beacon Pointe Advisors, LLC | $616.7K | 0.00% |
| Atria Investments, Inc | $602.6K | 0.01% |
| Revolve Wealth Partners, LLC | $596.2K | 0.08% |
| Cresset Asset Management, LLC | $589.4K | 0.00% |
| Larson Financial Group LLC | $584.7K | 0.02% |
| EP Wealth Advisors, LLC | $572.3K | 0.00% |
| BlackRock, Inc. | $569.7K | 0.00% |
| Tradition Wealth Management, LLC | $565.9K | 0.04% |
| Sterling Financial Planning, Inc. | $556.1K | 0.16% |
| CWM, LLC | $549.7K | 0.00% |
| GLENMEDE TRUST CO NA | $542.4K | 0.00% |
| FIRETHORN WEALTH PARTNERS, LLC | $530.9K | 0.19% |
| Kathmere Capital Management, LLC | $529.8K | 0.03% |
| Essex Financial Services, Inc. | $523.5K | 0.03% |
| Western Wealth Management, LLC | $516.6K | 0.02% |
| HARBOUR INVESTMENT MANAGEMENT LLC | $504.8K | 0.27% |
| Arax Advisory Partners | $501.7K | 0.01% |
| JOHNSON INVESTMENT COUNSEL INC | $501.4K | 0.00% |
| EnRich Financial Partners LLC | $497.6K | 0.13% |
| Virtus Family Office LLC | $481.7K | 0.41% |
| AIMZ Investment Advisors, LLC | $481.6K | 0.15% |
| Trailhead Planners LLC | $479.8K | 0.46% |
| Capital Investment Advisors, LLC | $477.5K | 0.01% |
| Navigate Wealth Management, LLC | $475.0K | 0.33% |
| Bragg Financial Advisors, Inc | $465.8K | 0.01% |
| Aviance Capital Partners, LLC | $459.0K | 0.05% |
| FIRST HAWAIIAN BANK | $452.0K | 0.06% |