| BANK OF AMERICA CORP /DE/ | $243.8M | 0.02% |
| CAPTRUST FINANCIAL ADVISORS | $214.0M | 0.37% |
| UBS Group AG | $140.8M | 0.02% |
| MORGAN STANLEY | $126.5M | 0.01% |
| LPL Financial LLC | $105.2M | 0.03% |
| First Pacific Financial | $89.8M | 11.56% |
| Morton Capital Management LLC/CA | $71.5M | 10.63% |
| RAYMOND JAMES FINANCIAL INC | $69.0M | 0.02% |
| CARY STREET PARTNERS FINANCIAL LLC | $60.4M | 1.50% |
| ENVESTNET ASSET MANAGEMENT INC | $60.1M | 0.02% |
| Janney Montgomery Scott LLC | $54.1M | 0.13% |
| WELLS FARGO & COMPANY/MN | $50.6M | 0.01% |
| TCW GROUP INC | $46.7M | 0.35% |
| STIFEL FINANCIAL CORP | $46.4M | 0.04% |
| Francis Financial, Inc. | $44.2M | 8.19% |
| Keudell/Morrison Wealth Management | $43.2M | 8.84% |
| M&T Bank Corp | $33.7M | 0.12% |
| Morling Financial Advisors, LLC | $31.2M | 9.58% |
| Leelyn Smith, LLC | $31.1M | 4.36% |
| Family Manage LLC | $31.0M | 3.72% |
| TECTONIC ADVISORS LLC | $27.0M | 1.43% |
| ROYAL BANK OF CANADA | $26.6M | 0.00% |
| PEAK FINANCIAL ADVISORS LLC | $24.9M | 11.04% |
| Wealthspire Retirement, LLC | $21.1M | 1.26% |
| True North Advisors, LLC | $20.0M | 2.28% |
| Weaver Capital Management LLC | $19.9M | 4.33% |
| EXCHANGE TRADED CONCEPTS, LLC | $19.3M | 0.14% |
| Tidemark, LLC | $18.3M | 4.64% |
| WJ Wealth Management, LLC | $16.8M | 7.87% |
| Madison Asset Management, LLC | $16.8M | 0.21% |
| Spectrum Wealth Advisory Group, LLC | $16.7M | 6.21% |
| IHT Wealth Management, LLC | $16.0M | 0.37% |
| Onyx Bridge Wealth Group LLC | $15.3M | 1.64% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $15.3M | 0.01% |
| HighTower Advisors, LLC | $14.7M | 0.02% |
| FAGAN ASSOCIATES, INC. | $14.2M | 1.97% |
| CWM, LLC | $13.1M | 0.03% |
| Pasadena Private Wealth, LLC | $12.4M | 1.72% |
| OSAIC HOLDINGS, INC. | $12.0M | 0.02% |
| BlueStem Wealth Partners, LLC | $11.6M | 1.29% |
| Beacon Financial Advisory LLC | $11.2M | 2.52% |
| Peak Financial Management, Inc. | $11.0M | 2.79% |
| Rothschild Wealth LLC | $10.6M | 0.96% |
| Ausdal Financial Partners, Inc. | $10.3M | 0.46% |
| White & Co Financial Planning Inc | $10.2M | 7.17% |
| Ducere Wealth Management LLC | $9.4M | 3.76% |
| Baird Financial Group, Inc. | $9.2M | 0.01% |
| &PARTNERS | $8.0M | 0.04% |
| Rockefeller Capital Management L.P. | $7.6M | 0.01% |
| Arax Advisory Partners | $7.5M | 0.21% |
| Thrivent Financial for Lutherans | $7.5M | 0.01% |
| 3EDGE Asset Management, LP | $7.3M | 0.35% |
| Steward Partners Investment Advisory, LLC | $7.0M | 0.04% |
| COMMONWEALTH EQUITY SERVICES, LLC | $6.2M | 0.01% |
| Etesian Wealth Advisors, Inc. | $5.9M | 1.87% |
| Brookwood Investment Group LLC | $5.8M | 0.72% |
| Per Stirling Capital Management, LLC. | $5.8M | 0.64% |
| TRUIST FINANCIAL CORP | $5.7M | 0.01% |
| Beckerman Institutional, LLC | $5.4M | 2.88% |
| Mesirow Financial Investment Management, Inc. | $5.2M | 0.08% |
| ANCHOR CAPITAL ADVISORS LLC | $5.0M | 0.14% |
| Lunt Capital Management, Inc. | $4.7M | 1.81% |
| BELLEVUE ASSET MANAGEMENT, LLC | $4.5M | 2.27% |
| KPP Advisory Services LLC | $4.5M | 0.65% |
| Maridea Wealth Management LLC | $4.5M | 0.65% |
| CITADEL ADVISORS LLC | $4.2M | 0.00% |
| AXXCESS WEALTH MANAGEMENT, LLC | $4.2M | 0.13% |
| Mariner, LLC | $4.0M | 0.00% |
| MARSHALL INVESTMENT MANAGEMENT, LLC | $4.0M | 1.91% |
| Envestnet Portfolio Solutions, Inc. | $3.9M | 0.02% |
| Capital Square, LLC | $3.8M | 1.77% |
| ProCore Advisors, LLC | $3.7M | 5.75% |
| Equitable Holdings, Inc. | $3.4M | 0.02% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | $3.1M | 0.78% |
| Tandem Financial, LLC | $3.1M | 0.97% |
| Cambridge Investment Research Advisors, Inc. | $3.0M | 0.01% |
| D.A. DAVIDSON & CO. | $2.9M | 0.02% |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | $2.8M | 0.29% |
| JPMORGAN CHASE & CO | $2.7M | 0.00% |
| Cetera Investment Advisers | $2.6M | 0.00% |
| Concord Wealth Partners | $2.5M | 0.32% |
| Atlas Wealth LLC | $2.4M | 0.72% |
| OPPENHEIMER & CO INC | $2.1M | 0.03% |
| MATHER GROUP, LLC. | $2.0M | 0.02% |
| JONES FINANCIAL COMPANIES LLLP | $2.0M | 0.00% |
| Frontier Asset Management, LLC | $1.9M | 0.40% |
| Keystone Financial Group | $1.8M | 0.12% |
| PRINCIPAL SECURITIES, INC. | $1.7M | 0.02% |
| Diversified Portfolios, Inc. | $1.6M | 0.13% |
| JANE STREET GROUP, LLC | $1.6M | 0.00% |
| BLUE JEAN FINANCIAL LLC | $1.4M | 1.18% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $1.4M | 0.02% |
| Argent Trust Co | $1.3M | 0.04% |
| Encompass More Asset Management | $1.2M | 0.20% |
| Ariadne Wealth Management, LP | $1.2M | 0.53% |
| MML INVESTORS SERVICES, LLC | $1.2M | 0.00% |
| Retirement Planning Group, LLC | $1.2M | 0.04% |
| Apollon Financial, LLC | $1.2M | 0.16% |
| UMB Bank, n.a. | $1.1M | 0.02% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.1M | 0.00% |
| Alteri Wealth LLC | $953.1K | 0.31% |
| MPWM ADVISORY SOLUTIONS, LLC | $935.5K | 0.50% |
| DeLarme Wealth Management, Inc. | $914.2K | 0.59% |
| CAP Partners, LLC | $864.3K | 0.49% |
| HIGHLINE WEALTH PARTNERS LLC | $849.4K | 0.22% |
| Bridgewealth Advisory Group, LLC | $848.7K | 0.18% |
| Stratos Investment Management, LLC | $823.8K | 0.03% |
| KAVAR CAPITAL PARTNERS GROUP, LLC | $791.4K | 0.10% |
| Advisory Services Network, LLC | $715.9K | 0.01% |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | $706.6K | 0.31% |
| Triton Financial Group Inc | $706.2K | 1.23% |
| Pinnacle Financial Partners, Inc. | $678.1K | 0.01% |
| Cerity Partners LLC | $636.0K | 0.00% |
| Arkadios Wealth Advisors | $578.6K | 0.01% |
| WEDBUSH SECURITIES INC | $565.0K | 0.02% |
| Spinnaker Investment Group, LLC | $555.1K | 0.11% |
| COFG Advisors, LLC | $544.4K | 0.13% |
| ENCOMPASS WEALTH ADVISORS, LLC | $534.1K | 0.19% |
| Snowden Capital Advisors LLC | $514.1K | 0.01% |
| HARBOUR INVESTMENTS, INC. | $484.8K | 0.01% |
| PARK AVENUE SECURITIES LLC | $482.0K | 0.00% |
| Dynamic Advisor Solutions LLC | $451.3K | 0.01% |
| Prospera Financial Services Inc | $418.2K | 0.01% |
| Geneos Wealth Management Inc. | $370.2K | 0.01% |
| FIFTH THIRD BANCORP | $366.2K | 0.00% |
| Cooper Financial Group | $359.6K | 0.04% |
| Peak Asset Management, LLC | $357.0K | 0.06% |
| Concurrent Investment Advisors, LLC | $351.9K | 0.00% |
| HFG Advisors, Inc. | $347.3K | 0.24% |
| Nautilus Advisors LLC | $343.9K | 0.24% |
| World Investment Advisors | $335.6K | 0.01% |
| Bensler, LLC | $308.9K | 0.03% |
| OneAscent Financial Services LLC | $298.2K | 0.02% |
| NorthRock Partners, LLC | $295.4K | 0.00% |
| Darden Wealth Group Inc | $285.3K | 0.15% |
| Parallel Advisors, LLC | $282.2K | 0.01% |
| Michels Family Financial, LLC | $273.6K | 0.20% |
| Atria Investments, Inc | $262.6K | 0.00% |
| EVERETT HARRIS & CO /CA/ | $258.8K | 0.00% |
| OpenArc Corporate Advisory, LLC | $252.4K | 0.00% |
| EP Wealth Advisors, LLC | $246.7K | 0.00% |
| Mutual Advisors, LLC | $246.4K | 0.01% |
| KINGSWOOD WEALTH ADVISORS, LLC | $223.1K | 0.01% |
| BENJAMIN EDWARDS INC | $214.9K | 0.00% |
| Roberts Wealth Advisors, LLC | $206.4K | 0.05% |
| Beacon Pointe Advisors, LLC | $205.4K | 0.00% |
| BLB&B Advisors, LLC | $201.1K | 0.01% |
| HOLLENCREST CAPITAL MANAGEMENT | $100.5K | 0.00% |
| IFP Advisors, Inc | $92.8K | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | $83.5K | 0.00% |