| OXFORD FINANCIAL GROUP, LTD. LLC | $205.5M | 11.07% |
| LPL Financial LLC | $50.4M | 0.01% |
| ROYAL BANK OF CANADA | $43.2M | 0.01% |
| WELLS FARGO & COMPANY/MN | $42.5M | 0.01% |
| UBS Group AG | $27.0M | 0.00% |
| One Charles Private Wealth Services, LLC | $25.8M | 6.46% |
| Rockefeller Capital Management L.P. | $22.7M | 0.04% |
| Bank of New York Mellon Corp | $22.6M | 0.00% |
| Bayshore Capital Advisors, LLC | $17.2M | 7.26% |
| RAYMOND JAMES FINANCIAL INC | $16.4M | 0.01% |
| Janney Montgomery Scott LLC | $15.7M | 0.04% |
| COMMONWEALTH EQUITY SERVICES, LLC | $15.4M | 0.02% |
| CAPTRUST FINANCIAL ADVISORS | $14.9M | 0.03% |
| Hilltop National Bank | $14.6M | 3.47% |
| MAI Capital Management | $13.3M | 0.08% |
| ENVESTNET ASSET MANAGEMENT INC | $13.0M | 0.00% |
| FIRST FOUNDATION ADVISORS | $12.8M | 0.52% |
| DIVERSIFIED MANAGEMENT INC | $12.0M | 2.05% |
| Aptus Capital Advisors, LLC | $11.6M | 0.09% |
| Coastal Bridge Advisors, LLC | $10.0M | 0.71% |
| Longview Financial Advisors, Inc. | $9.2M | 5.64% |
| Focus Partners Wealth | $9.0M | 0.01% |
| COOPER INVESTORS PTY LTD | $9.0M | 3.67% |
| Independent Family Office, LLC | $7.8M | 3.21% |
| PECAUT & CO. | $7.8M | 2.53% |
| HighTower Advisors, LLC | $7.7M | 0.01% |
| Kestra Investment Management, LLC | $7.6M | 0.13% |
| Atlas Wealth Partners, LLC | $7.0M | 7.22% |
| NCM Capital Management, LLC | $7.0M | 2.49% |
| Moors & Cabot, Inc. | $6.3M | 0.27% |
| Cullen/Frost Bankers, Inc. | $6.1M | 0.07% |
| GUARDIAN WEALTH ADVISORS, LLC / NC | $6.1M | 0.38% |
| IFP Advisors, Inc | $5.7M | 0.12% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $5.6M | 0.00% |
| Philip James Wealth Mangement, LLC | $5.3M | 0.61% |
| STIFEL FINANCIAL CORP | $5.2M | 0.00% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | $5.2M | 0.06% |
| SCS Capital Management LLC | $5.2M | 0.05% |
| Waterloo Capital, L.P. | $5.1M | 0.36% |
| Essex Financial Services, Inc. | $4.8M | 0.27% |
| EagleClaw Capital Managment, LLC | $4.6M | 0.64% |
| NewEdge Wealth, LLC | $4.6M | 0.05% |
| INTREPID FAMILY OFFICE LLC | $4.4M | 3.58% |
| Pillsbury Lake Capital LLC | $4.3M | 1.94% |
| OneDigital Investment Advisors LLC | $4.1M | 0.04% |
| Baird Financial Group, Inc. | $3.9M | 0.01% |
| Sanctuary Advisors, LLC | $3.8M | 0.02% |
| OSAIC HOLDINGS, INC. | $3.2M | 0.00% |
| DAVENPORT & Co LLC | $3.1M | 0.02% |
| Abacus Planning Group, Inc. | $3.1M | 0.41% |
| Steward Partners Investment Advisory, LLC | $2.8M | 0.01% |
| INDEPENDENT FINANCIAL GROUP, LLC | $2.8M | 0.06% |
| Advisory Services Network, LLC | $2.8M | 0.04% |
| Clarity Asset Management, Inc. | $2.6M | 1.33% |
| Pekin Hardy Strauss, Inc. | $2.5M | 0.26% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $2.3M | 0.03% |
| Ausdal Financial Partners, Inc. | $2.3M | 0.10% |
| Spire Wealth Management | $2.3M | 0.08% |
| Lionsbridge Wealth Management LLC | $2.2M | 2.24% |
| Stratos Wealth Partners, LTD. | $2.1M | 0.02% |
| Cerity Partners LLC | $2.1M | 0.00% |
| JPMORGAN CHASE & CO | $1.9M | 0.00% |
| Private Advisor Group, LLC | $1.9M | 0.01% |
| Compass Ion Advisors, LLC | $1.8M | 0.17% |
| MORGAN STANLEY | $1.7M | 0.00% |
| Beacon Pointe Advisors, LLC | $1.6M | 0.01% |
| Atria Investments, Inc | $1.5M | 0.02% |
| Cresset Asset Management, LLC | $1.4M | 0.01% |
| Meridian Wealth Advisors, LLC | $1.3M | 0.18% |
| Cambridge Investment Research Advisors, Inc. | $1.3M | 0.00% |
| Kingsview Wealth Management, LLC | $1.2M | 0.02% |
| Trilogy Capital Inc. | $1.2M | 0.05% |
| Waverly Advisors, LLC | $1.2M | 0.01% |
| Wealthspire Advisors, LLC | $1.2M | 0.01% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | $1.1M | 0.08% |
| Triad Investment Management | $1.0M | 1.23% |
| LAFFER TENGLER INVESTMENTS, INC. | $1.0M | 0.15% |
| Bright Futures Wealth Management, LLC. | $1.0M | 0.70% |
| Baker Ellis Asset Management LLC | $1.0M | 0.12% |
| Straight Path Wealth Management | $984.2K | 0.26% |
| Mezzasalma Advisors, LLC | $946.6K | 0.24% |
| OPPENHEIMER & CO INC | $917.2K | 0.01% |
| KING LUTHER CAPITAL MANAGEMENT CORP | $859.0K | 0.00% |
| BANK OF AMERICA CORP /DE/ | $806.9K | 0.00% |
| Cetera Investment Advisers | $798.7K | 0.00% |
| JNBA Financial Advisors | $789.5K | 0.07% |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | $782.5K | 0.12% |
| INGALLS & SNYDER LLC | $753.0K | 0.03% |
| Autumn Glory Partners, LLC | $709.2K | 0.26% |
| PARSONS CAPITAL MANAGEMENT INC/RI | $699.5K | 0.03% |
| Perigon Wealth Management, LLC | $624.7K | 0.01% |
| Realta Investment Advisors | $612.4K | 0.21% |
| Savvy Advisors, Inc. | $605.0K | 0.02% |
| Copia Wealth Management | $592.1K | 0.41% |
| SMITH, MOORE & CO. | $582.6K | 0.04% |
| Greenhaven Road Investment Management, L.P. | $528.8K | 0.36% |
| Evanson Asset Management, LLC | $499.1K | 0.03% |
| Sigma Planning Corp | $494.8K | 0.01% |
| GARRISON POINT ADVISORS, LLC | $492.4K | 0.22% |
| Proficio Capital Partners LLC | $456.6K | 0.02% |
| RITHOLTZ WEALTH MANAGEMENT | $431.9K | 0.01% |
| IHT Wealth Management, LLC | $421.4K | 0.01% |
| MACROVIEW INVESTMENT MANAGEMENT LLC | $410.4K | 0.28% |
| Auxano Advisors, LLC | $401.3K | 0.08% |
| PNC FINANCIAL SERVICES GROUP, INC. | $386.2K | 0.00% |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | $378.1K | 0.13% |
| Destination Wealth Management | $376.9K | 0.01% |
| U.S. Capital Wealth Advisors, LLC | $376.3K | 0.01% |
| Compound Planning, Inc. | $366.9K | 0.01% |
| Sonoma Allocations LLC | $353.5K | 0.12% |
| &PARTNERS | $344.3K | 0.00% |
| Creative Planning | $343.2K | 0.00% |
| Trademark Financial Management, LLC | $339.5K | 0.17% |
| GUIDANCE CAPITAL, INC | $334.5K | 0.08% |
| SCOTIA CAPITAL INC. | $318.6K | 0.00% |
| New England Private Wealth Advisors LLC | $311.2K | 0.04% |
| Aviance Capital Partners, LLC | $307.5K | 0.04% |
| CIBC WORLD MARKET INC. | $303.8K | 0.00% |
| Magnolia Private Wealth, LLC | $299.8K | 0.20% |
| SFI Advisors, LLC | $278.9K | 0.29% |
| Mariner, LLC | $274.6K | 0.00% |
| CITADEL ADVISORS LLC | $265.5K | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $264.1K | 0.02% |
| HUTCHINSON CAPITAL MANAGEMENT/CA | $260.3K | 0.05% |
| Focus Financial Network, Inc. | $258.3K | 0.01% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $249.9K | 0.01% |
| Key Client Fiduciary Advisors, LLC | $231.7K | 0.08% |
| Empowered Funds, LLC | $221.8K | 0.00% |
| MGO ONE SEVEN LLC | $214.0K | 0.00% |
| KFG WEALTH MANAGEMENT, LLC | $213.7K | 0.03% |
| Brookwood Investment Group LLC | $212.7K | 0.03% |
| CARY STREET PARTNERS FINANCIAL LLC | $208.9K | 0.01% |
| Second Line Capital, LLC | $200.2K | 0.04% |
| Farther Finance Advisors, LLC | $159.9K | 0.00% |
| Manchester Capital Management LLC | $152.6K | 0.02% |
| BANK OF MONTREAL /CAN/ | $140.6K | 0.00% |
| AMERIFLEX GROUP, INC. | $132.2K | 0.07% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $101.5K | 0.00% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $96.3K | 0.01% |
| Larson Financial Group LLC | $84.7K | 0.00% |
| Bank of Jackson Hole Trust | $74.6K | 0.04% |
| SALEM INVESTMENT COUNSELORS INC | $52.1K | 0.00% |
| FIFTH THIRD BANCORP | $44.0K | 0.00% |
| GAMMA Investing LLC | $43.7K | 0.00% |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | $39.5K | 0.02% |
| PRIVATE TRUST CO NA | $39.0K | 0.00% |
| Evelyn Partners Asset Management Ltd | $33.4K | 0.01% |
| Strategic Investment Solutions, Inc. /IL | $27.2K | 0.01% |
| Caldwell Trust Co | $26.1K | 0.00% |
| Qube Research & Technologies Ltd | $14.2K | 0.00% |