| AIA Group Ltd | $498.7M | 7.25% |
| Allworth Financial LP | $299.4M | 1.21% |
| BROWN BROTHERS HARRIMAN & CO | $292.7M | 1.57% |
| Merit Financial Group, LLC | $288.6M | 2.14% |
| HB Wealth Management, LLC | $213.6M | 1.38% |
| Legacy Advisors, LLC | $127.9M | 15.08% |
| LAZARD ASSET MANAGEMENT LLC | $94.0M | 0.15% |
| Focus Partners Wealth | $79.5M | 0.09% |
| Crestwood Advisors Group, LLC | $64.0M | 1.08% |
| Perigon Wealth Management, LLC | $62.9M | 1.14% |
| Alvarez & Marsal Private Wealth Partners, LLC | $62.5M | 8.78% |
| FFT WEALTH MANAGEMENT LLC | $59.3M | 10.73% |
| Atria Investments, Inc | $52.4M | 0.59% |
| Trustees of Dartmouth College | $39.7M | 15.76% |
| Modern Wealth Management, LLC | $38.1M | 0.65% |
| Prodigy Asset Management LLC | $34.8M | 11.61% |
| Auxano Advisors, LLC | $34.5M | 6.88% |
| RAYMOND JAMES FINANCIAL INC | $33.7M | 0.01% |
| Annex Advisory Services, LLC | $32.4M | 0.61% |
| CENTRAL TRUST Co | $29.7M | 0.58% |
| Tanglewood Wealth Management, Inc. | $29.5M | 2.44% |
| PINNACLE ASSOCIATES LTD | $29.3M | 0.38% |
| MML INVESTORS SERVICES, LLC | $27.0M | 0.07% |
| LPL Financial LLC | $24.0M | 0.01% |
| New Republic Capital, LLC | $18.3M | 6.17% |
| Colony Family Offices, LLC | $17.7M | 4.35% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $17.0M | 0.03% |
| Verum Partners LLC | $16.5M | 3.13% |
| Stonehearth Capital Management, LLC | $16.0M | 6.32% |
| MONETA GROUP INVESTMENT ADVISORS LLC | $15.2M | 0.11% |
| Allegheny Financial Group | $14.5M | 1.95% |
| Paragon Capital Management Ltd | $14.2M | 2.99% |
| Crusonia Wealth Advisors LLC | $14.2M | 2.92% |
| Kelman-Lazarov, Inc. | $13.8M | 1.97% |
| FIRST MANHATTAN CO. LLC. | $11.8M | 0.03% |
| ENVESTNET ASSET MANAGEMENT INC | $11.7M | 0.00% |
| Alpha Advisors, LLC/VA | $11.4M | 9.03% |
| J. Mark Nickell & Co. | $10.2M | 9.24% |
| OSAIC HOLDINGS, INC. | $9.8M | 0.01% |
| &PARTNERS | $9.8M | 0.05% |
| Leisure Capital Management | $9.0M | 3.15% |
| New England Private Wealth Advisors LLC | $7.7M | 0.89% |
| Corient Private Wealth LLC | $7.4M | 0.01% |
| ArchPoint Investors | $7.4M | 1.76% |
| LGL PARTNERS, LLC | $7.3M | 3.01% |
| JPMORGAN CHASE & CO | $7.2M | 0.00% |
| Diversified Trust Co | $7.0M | 0.13% |
| Apella Capital, LLC | $6.8M | 0.10% |
| Heritage Trust Co | $6.8M | 0.68% |
| Madison Asset Management, LLC | $6.7M | 0.08% |
| HighTower Advisors, LLC | $6.7M | 0.01% |
| Financial Connections Group, Inc. | $6.4M | 2.24% |
| COMMONWEALTH EQUITY SERVICES, LLC | $5.2M | 0.01% |
| VICUS CAPITAL | $5.0M | 0.37% |
| Argent Trust Co | $5.0M | 0.17% |
| Hartford Financial Management Inc. | $5.0M | 1.27% |
| Tempus Wealth Planning, LLC | $4.8M | 1.10% |
| Stonehage Fleming Financial Services Holdings Ltd | $4.6M | 0.17% |
| Triangle Securities Wealth Management | $4.4M | 1.00% |
| Indivisible Partners | $4.1M | 0.36% |
| SouthState Bank Corp | $3.6M | 0.17% |
| Grantham, Mayo, Van Otterloo & Co. LLC | $3.4M | 0.01% |
| EXCHANGE TRADED CONCEPTS, LLC | $3.3M | 0.02% |
| Mutual Advisors, LLC | $3.3M | 0.07% |
| Sprinkle Financial Consultants LLC | $3.2M | 1.46% |
| Princeton Global Asset Management LLC | $3.1M | 0.51% |
| JONES FINANCIAL COMPANIES LLLP | $2.9M | 0.00% |
| Commerce Advisors, LLC | $2.9M | 2.41% |
| MCF Advisors LLC | $2.9M | 0.13% |
| Wingate Wealth Advisors, Inc. | $2.7M | 1.43% |
| Hollow Brook Wealth Management LLC | $2.5M | 0.63% |
| Bank of New York Mellon Corp | $2.5M | 0.00% |
| EQ LLC | $2.4M | 0.68% |
| Fort Point Capital Partners LLC | $2.3M | 0.28% |
| Farther Finance Advisors, LLC | $2.2M | 0.02% |
| Archer Investment Management, LLC | $2.2M | 0.93% |
| Clarendon Private LLC | $2.2M | 1.67% |
| Janney Montgomery Scott LLC | $2.1M | 0.01% |
| BANK OF AMERICA CORP /DE/ | $1.9M | 0.00% |
| Peak Asset Management, LLC | $1.8M | 0.32% |
| Ironsides Asset Advisors, LLC | $1.8M | 0.45% |
| MAI Capital Management | $1.7M | 0.01% |
| CERTIOR FINANCIAL GROUP, LLC | $1.6M | 1.04% |
| StoneX Group Inc. | $1.6M | 0.08% |
| Berkeley, Inc | $1.5M | 0.51% |
| Arete Wealth Advisors, LLC | $1.5M | 0.11% |
| Cambridge Investment Research Advisors, Inc. | $1.4M | 0.00% |
| Prospera Financial Services Inc | $1.3M | 0.02% |
| CIBC WORLD MARKET INC. | $1.3M | 0.00% |
| Nicholas Hoffman & Company, LLC. | $1.2M | 0.03% |
| STUDIO INVESTMENT MANAGEMENT LLC | $1.1M | 0.19% |
| Pathway Financial Advisors LLC | $1.1M | 0.13% |
| Parallel Advisors, LLC | $1.0M | 0.02% |
| Aspen Investment Management Inc | $1.0M | 0.31% |
| Breakwater Capital Group | $884.6K | 0.12% |
| LAM GROUP, INC. | $775.7K | 0.43% |
| Bluesphere Advisors LLC | $716.3K | 0.25% |
| HighPoint Advisor Group LLC | $667.3K | 0.03% |
| QUANTIFY CHAOS ADVISORS, LLC | $614.7K | 1.92% |
| Quantinno Capital Management LP | $583.0K | 0.00% |
| Global Endowment Management, LP | $579.0K | 0.06% |
| Gryphon Financial Partners LLC | $578.9K | 0.06% |
| Northside Capital Management, LLC | $567.3K | 0.05% |
| Kestra Advisory Services, LLC | $539.4K | 0.00% |
| Wealth Enhancement Trust Services, Inc. | $523.6K | 0.06% |
| GLENMEDE TRUST CO NA | $484.8K | 0.00% |
| WIN ADVISORS, INC | $453.4K | 0.21% |
| AQR CAPITAL MANAGEMENT LLC | $448.7K | 0.00% |
| Procyon Advisors, LLC | $440.2K | 0.02% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $420.6K | 0.00% |
| MORGAN STANLEY | $401.1K | 0.00% |
| KFG WEALTH MANAGEMENT, LLC | $371.4K | 0.05% |
| Harel Insurance Investments & Financial Services Ltd. | $362.0K | 0.00% |
| Private Advisor Group, LLC | $354.3K | 0.00% |
| Chemistry Wealth Management LLC | $353.8K | 0.06% |
| WELLS FARGO & COMPANY/MN | $346.9K | 0.00% |
| Essex Financial Services, Inc. | $321.2K | 0.02% |
| BENEDICT FINANCIAL ADVISORS INC | $298.5K | 0.06% |
| Dorsey & Whitney Trust CO LLC | $293.1K | 0.02% |
| Cerity Partners LLC | $291.4K | 0.00% |
| Innova Wealth Partners | $291.2K | 0.14% |
| Broyhill Asset Management, LLC | $285.8K | 0.26% |
| Joel Isaacson & Co., LLC | $281.5K | 0.01% |
| Owl Creek Wealth Partners LLC | $276.2K | 0.10% |
| UBS Group AG | $275.4K | 0.00% |
| TRUIST FINANCIAL CORP | $249.9K | 0.00% |
| Sunbelt Securities, Inc. | $244.8K | 0.02% |
| Pathstone Holdings, LLC | $217.1K | 0.00% |
| Acumen Wealth Advisors, LLC | $79.1K | 0.02% |
| PRIVATE TRUST CO NA | $72.4K | 0.01% |
| TFC Financial Management, Inc. | $66.9K | 0.01% |
| EverSource Wealth Advisors, LLC | $62.6K | 0.00% |
| ROYAL BANK OF CANADA | $45.0K | 0.00% |
| Clarity Asset Management, Inc. | $34.2K | 0.02% |
| Advisory Services Network, LLC | $30.8K | 0.00% |
| Geneos Wealth Management Inc. | $26.9K | 0.00% |
| Sankala Group LLC | $26.8K | 0.02% |
| HARBOUR INVESTMENTS, INC. | $24.1K | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | $20.5K | 0.00% |
| 1620 INVESTMENT ADVISORS, INC. | $16.3K | 0.01% |
| HAZLETT, BURT & WATSON, INC. | $10.0K | 0.00% |
| ASSETMARK, INC | $8.6K | 0.00% |
| CWM, LLC | $8.0K | 0.00% |
| NewEdge Advisors, LLC | $6.3K | 0.00% |
| IFP Advisors, Inc | $5.1K | 0.00% |
| TD Capital Management LLC | $4.4K | 0.00% |
| GAMMA Investing LLC | $1.3K | 0.00% |
| Coston, McIsaac & Partners | $0.0 | 0.00% |