| HARBOUR INVESTMENTS, INC. | $6.6M | 0.10% |
| Summit Financial, LLC | $6.6M | 0.08% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | $6.5M | 0.42% |
| Independent Family Office, LLC | $6.5M | 2.68% |
| Sterling Capital Management LLC | $6.4M | 0.12% |
| Venture Visionary Partners LLC | $6.2M | 0.21% |
| TD Waterhouse Canada Inc. | $6.1M | 0.02% |
| TD Asset Management Inc | $6.1M | 0.00% |
| XML Financial, LLC | $6.1M | 0.49% |
| TITLEIST ASSET MANAGEMENT, LLC | $6.1M | 0.46% |
| GLENMEDE TRUST CO NA | $5.9M | 0.03% |
| Brookstone Capital Management | $5.8M | 0.07% |
| Brooklyn FI, LLC | $5.8M | 1.23% |
| Avantax Planning Partners, Inc. | $5.8M | 0.16% |
| Facet Wealth, Inc. | $5.7M | 0.10% |
| RWA WEALTH PARTNERS, LLC | $5.7M | 0.06% |
| McLean Asset Management Corp | $5.6M | 0.99% |
| Mullaney, Keating & Wright, Inc. | $5.6M | 3.04% |
| INSTRUMENTAL WEALTH, LLC | $5.5M | 3.36% |
| MML INVESTORS SERVICES, LLC | $5.5M | 0.02% |
| Financial Synergies Wealth Advisors, Inc. | $5.4M | 0.52% |
| Hudson Bay Capital Management LP | $5.4M | 0.02% |
| STEVENS CAPITAL PARTNERS | $5.4M | 1.29% |
| MidFirst Bank | $5.4M | 0.44% |
| InvesTrust | $5.3M | 2.25% |
| WESBANCO BANK INC | $5.2M | 0.14% |
| Aristotle Capital Boston, LLC | $5.1M | 0.32% |
| OXFORD FINANCIAL GROUP, LTD. LLC | $5.1M | 0.27% |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | $5.0M | 0.07% |
| SENTINEL WEALTH MANAGEMENT, INC. | $5.0M | 3.97% |
| FELL CAPITAL MANAGEMENT /ADV | $4.9M | 4.66% |
| Noble Family Wealth, LLC | $4.9M | 1.01% |
| Lido Advisors, LLC | $4.8M | 0.01% |
| Cambridge Investment Research Advisors, Inc. | $4.7M | 0.01% |
| Whitegate Investment Counselors, Inc. | $4.7M | 1.48% |
| BOKF, NA | $4.4M | 0.07% |
| Arkadios Wealth Advisors | $4.4M | 0.07% |
| RPg Family Wealth Advisory, LLC | $4.3M | 0.91% |
| Risk Paradigm Group, LLC | $4.3M | 3.70% |
| Parkside Financial Bank & Trust | $4.3M | 0.33% |
| BLUELINE ADVISORS LLC | $4.3M | 3.35% |
| CITY HOLDING CO | $4.2M | 0.53% |
| Private Advisor Group, LLC | $4.1M | 0.02% |
| Bare Financial Services, Inc | $4.0M | 1.07% |
| NORTHWEST WEALTH MANAGEMENT, LLC | $3.9M | 0.59% |
| BRIDGES INVESTMENT MANAGEMENT INC | $3.9M | 0.05% |
| Wealthfront Advisers LLC | $3.9M | 0.01% |
| Farther Finance Advisors, LLC | $3.9M | 0.04% |
| Geneos Wealth Management Inc. | $3.9M | 0.09% |
| Atlas Brown,Inc. | $3.8M | 1.15% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $3.8M | 0.05% |
| SUMMIT WEALTH GROUP LLC / CO | $3.8M | 0.40% |
| Texas Yale Capital Corp. | $3.8M | 0.11% |
| Merit Financial Group, LLC | $3.6M | 0.03% |
| Midwest Professional Planners, LTD. | $3.6M | 0.84% |
| Integrated Wealth Concepts LLC | $3.5M | 0.03% |
| BBR PARTNERS, LLC | $3.5M | 0.20% |
| Prosperity Planning, Inc. | $3.5M | 0.88% |
| Foundation Wealth Management, LLC\PA | $3.5M | 1.23% |
| CreativeOne Wealth, LLC | $3.4M | 0.08% |
| TOBIAS FINANCIAL ADVISORS, INC. | $3.4M | 0.47% |
| OneDigital Investment Advisors LLC | $3.4M | 0.03% |
| Sierra Capital LLC | $3.4M | 0.37% |
| NEUBERGER BERMAN GROUP LLC | $3.4M | 0.00% |
| BARCLAYS PLC | $3.3M | 0.00% |
| INVESTMENT PARTNERS, LTD. | $3.3M | 1.16% |
| ASSETMARK, INC | $3.2M | 0.01% |
| GHP Investment Advisors, Inc. | $3.2M | 0.13% |
| Visionary Wealth Advisors | $3.1M | 0.14% |
| Midwest Trust Co | $3.1M | 0.04% |
| Mill Creek Capital Advisors, LLC | $3.1M | 0.06% |
| TICINO WEALTH | $3.0M | 1.06% |
| HUNTINGTON NATIONAL BANK | $3.0M | 0.02% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $3.0M | 0.05% |
| FIRST FOUNDATION ADVISORS | $3.0M | 0.12% |
| STOCK YARDS BANK & TRUST CO | $3.0M | 0.09% |
| Finley Financial, LLC | $2.9M | 1.38% |
| Asset Management Group, Inc. | $2.9M | 0.47% |
| Advisory Services Network, LLC | $2.9M | 0.04% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | $2.9M | 0.04% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $2.9M | 0.01% |
| NEW SOUTH CAPITAL MANAGEMENT INC | $2.9M | 0.14% |
| AE Wealth Management LLC | $2.9M | 0.02% |
| Wealth Architects, LLC | $2.8M | 0.25% |
| Clearstead Advisors, LLC | $2.8M | 0.03% |
| Kelsey Financial, LLC | $2.8M | 2.44% |
| Meramec Financial Planners, LLC | $2.7M | 1.09% |
| Sequoia Financial Advisors, LLC | $2.7M | 0.02% |
| Klingman & Associates, LLC | $2.7M | 0.13% |
| SANDERS MORRIS HARRIS LLC | $2.7M | 0.43% |
| Janney Montgomery Scott LLC | $2.7M | 0.01% |
| Alamar Capital Management, LLC | $2.6M | 1.61% |
| Roundview Capital LLC | $2.6M | 0.16% |
| SVB WEALTH LLC | $2.6M | 0.17% |
| Brady Martz Wealth Solutions, LLC | $2.6M | 0.44% |
| Hardy Reed LLC | $2.5M | 0.18% |
| Dorsey & Whitney Trust CO LLC | $2.5M | 0.14% |
| Checchi Capital Advisers, LLC | $2.5M | 0.13% |
| GRIMES & Co WEALTH MANAGEMENT, LLC | $2.5M | 0.07% |
| LMG Wealth Partners, LLC | $2.5M | 0.45% |
| &PARTNERS | $2.5M | 0.01% |
| BHK Investment Advisors, LLC | $2.5M | 0.82% |
| WealthPlan Investment Management, LLC | $2.4M | 0.14% |
| VANCE WEALTH, LLC | $2.4M | 0.70% |
| Washington Trust Bank | $2.4M | 0.18% |
| Allegheny Financial Group | $2.4M | 0.32% |
| FIRST NATIONAL BANK OF OMAHA | $2.4M | 0.07% |
| Tradition Wealth Management, LLC | $2.4M | 0.17% |
| Penobscot Investment Management Company, Inc. | $2.4M | 0.18% |
| FIFTH THIRD SECURITIES, INC. | $2.3M | 0.15% |
| ATLAS CAPITAL ADVISORS INC. | $2.3M | 0.27% |
| Towerpoint Wealth, LLC | $2.3M | 0.93% |
| Parallel Advisors, LLC | $2.3M | 0.04% |
| SkyOak Wealth, LLC | $2.3M | 0.42% |
| Performa Ltd (US), LLC | $2.3M | 0.51% |
| REGIONS FINANCIAL CORP | $2.3M | 0.01% |
| FARMERS & MERCHANTS INVESTMENTS INC | $2.2M | 0.06% |
| MB, LEVIS & ASSOCIATES, LLC | $2.2M | 0.94% |
| Snowden Capital Advisors LLC | $2.2M | 0.06% |
| McAdam, LLC | $2.1M | 0.10% |
| Pointe Capital Management LLC | $2.1M | 1.05% |
| Quantinno Capital Management LP | $2.1M | 0.00% |
| Blue Trust, Inc. | $2.0M | 0.02% |
| HBK Sorce Advisory LLC | $2.0M | 0.04% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | $2.0M | 1.33% |
| Horizon Investments, LLC | $2.0M | 0.02% |
| Falcon Wealth Planning | $2.0M | 0.14% |
| Wilmington Savings Fund Society, FSB | $2.0M | 0.05% |
| JMG Financial Group, Ltd. | $2.0M | 0.06% |
| Murphy, Middleton, Hinkle & Parker, Inc. | $2.0M | 0.93% |
| Steward Partners Investment Advisory, LLC | $2.0M | 0.01% |
| CITIGROUP INC | $2.0M | 0.00% |
| FIRST CITIZENS BANK & TRUST CO | $2.0M | 0.04% |
| Wealth Advisory Solutions, LLC | $2.0M | 0.44% |
| Villanova Investment Management Co LLC | $2.0M | 2.01% |
| Addison Capital Co | $2.0M | 0.35% |
| Independent Advisor Alliance | $1.9M | 0.02% |
| Squire Investment Management Company, LLC | $1.9M | 0.53% |
| TORONTO DOMINION BANK | $1.9M | 0.00% |
| QUADRANT CAPITAL GROUP LLC | $1.9M | 0.06% |
| NWAM LLC | $1.9M | 0.11% |
| Atlantic Union Bankshares Corp | $1.9M | 0.04% |
| Vawter Financial, Ltd. | $1.9M | 0.80% |
| Weinberger Asset Management, Inc | $1.9M | 0.71% |
| Shakespeare Wealth Management, LLC | $1.9M | 0.44% |
| Legacy Edge Advisors, LLC | $1.9M | 0.20% |
| Vanguard National Trust Co | $1.8M | 0.12% |
| Envestnet Portfolio Solutions, Inc. | $1.8M | 0.01% |
| PARK AVENUE SECURITIES LLC | $1.8M | 0.01% |
| Stratos Wealth Partners, LTD. | $1.8M | 0.02% |