| BANK OF AMERICA CORP /DE/ | $397.3M | 0.03% |
| Equitable Holdings, Inc. | $276.6M | 1.79% |
| MORGAN STANLEY | $276.5M | 0.02% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $220.2M | 4.46% |
| ENVESTNET ASSET MANAGEMENT INC | $211.1M | 0.06% |
| RAYMOND JAMES FINANCIAL INC | $207.7M | 0.06% |
| LPL Financial LLC | $171.8M | 0.05% |
| ROYAL BANK OF CANADA | $146.3M | 0.03% |
| JPMORGAN CHASE & CO | $140.1M | 0.01% |
| TRUIST FINANCIAL CORP | $120.8M | 0.16% |
| Janney Montgomery Scott LLC | $118.3M | 0.29% |
| Cerity Partners LLC | $112.9M | 0.16% |
| WestEnd Advisors, LLC | $99.1M | 2.39% |
| Steward Partners Investment Advisory, LLC | $96.2M | 0.49% |
| Destination Wealth Management | $73.6M | 1.91% |
| UBS Group AG | $66.9M | 0.01% |
| Gray Foundation | $66.3M | 16.70% |
| AMERIPRISE FINANCIAL INC | $64.8M | 0.01% |
| COMMONWEALTH EQUITY SERVICES, LLC | $58.3M | 0.08% |
| Mirae Asset Global Investments Co., Ltd. | $57.2M | 0.02% |
| WELLS FARGO & COMPANY/MN | $45.4M | 0.01% |
| PGIM Custom Harvest LLC | $43.7M | 0.68% |
| Portfolio Strategies, Inc. | $40.9M | 5.04% |
| FIL Ltd | $39.8M | 0.03% |
| VICTORY CAPITAL MANAGEMENT INC | $34.6M | 0.02% |
| STIFEL FINANCIAL CORP | $34.1M | 0.03% |
| Legacy Financial Strategies, LLC | $30.3M | 5.48% |
| Allworth Financial LP | $27.6M | 0.11% |
| Lido Advisors, LLC | $27.2M | 0.08% |
| OSAIC HOLDINGS, INC. | $25.8M | 0.04% |
| GOLDMAN SACHS GROUP INC | $22.5M | 0.00% |
| Focus Partners Wealth | $18.4M | 0.02% |
| CITADEL ADVISORS LLC | $18.1M | 0.00% |
| Cetera Investment Advisers | $17.9M | 0.02% |
| BAILARD, INC. | $16.1M | 0.37% |
| Mariner, LLC | $15.4M | 0.02% |
| White Lighthouse Investment Management Inc. | $14.6M | 2.03% |
| Mathes Company, Inc. | $14.6M | 5.34% |
| ASSETMARK, INC | $14.6M | 0.03% |
| MML INVESTORS SERVICES, LLC | $14.6M | 0.04% |
| HB Wealth Management, LLC | $13.7M | 0.09% |
| CIBC WORLD MARKET INC. | $13.3M | 0.02% |
| Shira Ridge Wealth Management | $13.3M | 5.24% |
| WELLINGTON MANAGEMENT GROUP LLP | $12.7M | 0.00% |
| Sanctuary Advisors, LLC | $12.4M | 0.07% |
| Cambridge Investment Research Advisors, Inc. | $12.3M | 0.03% |
| Decker Wealth Management LLC | $12.3M | 2.79% |
| Corient Private Wealth LLC | $12.2M | 0.02% |
| SAGESPRING WEALTH PARTNERS, LLC | $12.2M | 0.22% |
| Dynamic Wealth Strategies, LLC | $12.1M | 6.97% |
| Apollon Wealth Management, LLC | $12.0M | 0.19% |
| GM Advisory Group, LLC | $11.8M | 0.45% |
| PNC FINANCIAL SERVICES GROUP, INC. | $11.7M | 0.01% |
| Independent Advisor Alliance | $10.6M | 0.11% |
| Fairscale Capital, LLC | $10.3M | 7.09% |
| &PARTNERS | $10.2M | 0.05% |
| Prostatis Group LLC | $10.1M | 2.59% |
| Baker Avenue Asset Management, LP | $8.9M | 0.20% |
| Rockefeller Capital Management L.P. | $8.6M | 0.02% |
| VMS Asset Management Limited | $8.4M | 5.14% |
| Focus Partners Advisor Solutions, LLC | $8.2M | 0.08% |
| WealthBridge Capital Management, LLC | $8.0M | 1.85% |
| TWO SIGMA INVESTMENTS, LP | $8.0M | 0.01% |
| Meridian Wealth Management, LLC | $7.6M | 0.27% |
| CWM, LLC | $7.6M | 0.02% |
| DEUTSCHE BANK AG\ | $7.5M | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | $7.2M | 0.00% |
| Integrity Investment Advisors, LLC | $7.1M | 3.85% |
| SCOTIA CAPITAL INC. | $7.1M | 0.03% |
| US BANCORP \DE\ | $6.9M | 0.01% |
| Graves Light Lenhart Wealth, Inc. | $6.6M | 0.69% |
| Asset Management Group, Inc. | $6.6M | 1.06% |
| MIDLAND WEALTH ADVISORS, LLC | $6.3M | 0.32% |
| AFT, FORSYTH & COMPANY, INC. | $6.2M | 2.93% |
| Private Advisor Group, LLC | $6.2M | 0.03% |
| Concurrent Investment Advisors, LLC | $5.9M | 0.06% |
| JANE STREET GROUP, LLC | $5.8M | 0.00% |
| Trilogy Capital Inc. | $5.8M | 0.26% |
| KKM Financial LLC | $5.5M | 0.99% |
| FIRST TRUST ADVISORS LP | $5.2M | 0.00% |
| ACIMA PRIVATE WEALTH, LLC | $5.2M | 1.63% |
| Cadent Capital Advisors, LLC | $5.2M | 1.34% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $5.0M | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.9M | 0.00% |
| FMR LLC | $4.9M | 0.00% |
| HighTower Advisors, LLC | $4.9M | 0.01% |
| Kestra Advisory Services, LLC | $4.8M | 0.02% |
| DAVENPORT & Co LLC | $4.8M | 0.03% |
| Creative Planning | $4.8M | 0.00% |
| Paragon Advisors, LLC | $4.5M | 1.21% |
| Quantinno Capital Management LP | $4.5M | 0.01% |
| Advisory Services Network, LLC | $4.3M | 0.06% |
| Milestone Investment Advisors LLC | $4.3M | 1.04% |
| MERIDIAN INVESTMENT COUNSEL INC. | $4.2M | 1.00% |
| Campion Asset Management | $4.0M | 2.72% |
| TRAPHAGEN INVESTMENT ADVISORS LLC | $4.0M | 0.32% |
| ALLIANCEBERNSTEIN L.P. | $3.6M | 0.00% |
| Journey Beyond Wealth, LLC | $3.5M | 3.04% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | $3.5M | 2.30% |
| SHEETS SMITH WEALTH MANAGEMENT | $3.4M | 0.38% |
| MERCER GLOBAL ADVISORS INC /ADV | $3.4M | 0.00% |
| Keystone Global Partners, LLC | $3.3M | 1.47% |
| IHT Wealth Management, LLC | $3.3M | 0.08% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.3M | 0.01% |
| Financial Freedom, LLC | $3.3M | 1.63% |
| FIFTH THIRD BANCORP | $3.2M | 0.01% |
| Sowell Financial Services LLC | $3.2M | 0.12% |
| Hilltop Holdings Inc. | $3.2M | 0.29% |
| STEPHENS INC /AR/ | $3.2M | 0.04% |
| Perigon Wealth Management, LLC | $3.1M | 0.06% |
| BROWN ADVISORY INC | $3.0M | 0.01% |
| CAPTRUST FINANCIAL ADVISORS | $3.0M | 0.01% |
| Bank of New York Mellon Corp | $3.0M | 0.00% |
| OneDigital Investment Advisors LLC | $3.0M | 0.03% |
| Clearstead Advisors, LLC | $2.9M | 0.03% |
| PARK AVENUE SECURITIES LLC | $2.9M | 0.02% |
| Wallace Hart LLC | $2.9M | 3.95% |
| RWA WEALTH PARTNERS, LLC | $2.8M | 0.03% |
| B. Riley Wealth Advisors, Inc. | $2.7M | 0.17% |
| Coastal Bridge Advisors, LLC | $2.6M | 0.19% |
| Cresset Asset Management, LLC | $2.6M | 0.01% |
| XTX Topco Ltd | $2.6M | 0.05% |
| Migdal Insurance & Financial Holdings Ltd. | $2.6M | 0.02% |
| Beacon Pointe Advisors, LLC | $2.5M | 0.01% |
| Atria Investments, Inc | $2.5M | 0.03% |
| BANK OF MONTREAL /CAN/ | $2.5M | 0.00% |
| SMITH, MOORE & CO. | $2.4M | 0.17% |
| NATIONAL BANK OF CANADA /FI/ | $2.3M | 0.00% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $2.2M | 0.00% |
| SHELTON WEALTH MANAGEMENT, LLC | $2.2M | 0.96% |
| BXM Wealth LLC | $2.1M | 1.61% |
| Houlihan Financial Resource Group, Ltd. | $2.1M | 0.80% |
| M&T Bank Corp | $2.0M | 0.01% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $2.0M | 0.04% |
| Clarity Wealth Advisors, LLC | $2.0M | 0.41% |
| Icon Wealth Advisors, LLC | $2.0M | 0.13% |
| WEBSTER BANK, N. A. | $2.0M | 0.19% |
| CALDWELL SUTTER CAPITAL, INC. | $1.9M | 0.76% |
| Copia Wealth Management | $1.8M | 1.26% |
| Fort Sheridan Advisors LLC | $1.8M | 0.22% |
| Comprehensive Financial Planning, Inc./PA | $1.8M | 1.24% |
| FIDUCIENT ADVISORS LLC | $1.7M | 0.22% |
| GREAT VALLEY ADVISOR GROUP, INC. | $1.7M | 0.03% |
| Keebeck Wealth Management | $1.7M | 0.19% |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | $1.6M | 0.06% |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | $1.6M | 0.05% |
| Baird Financial Group, Inc. | $1.6M | 0.00% |
| FLOW TRADERS U.S. LLC | $1.6M | 0.05% |
| HAZLETT, BURT & WATSON, INC. | $1.6M | 0.49% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $1.5M | 0.01% |