| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | $6.4M | 0.35% |
| Horizons Wealth Management | $6.3M | 4.11% |
| CONNABLE OFFICE INC | $6.2M | 0.61% |
| OneDigital Investment Advisors LLC | $6.1M | 0.06% |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | $6.1M | 0.60% |
| SSA SWISS ADVISORS AG | $6.1M | 2.83% |
| Perissos Private Wealth Management, LLC | $6.1M | 5.27% |
| Rather & Kittrell, Inc. | $6.0M | 0.93% |
| Estate Counselors, LLC | $6.0M | 0.54% |
| CITIGROUP INC | $6.0M | 0.00% |
| Envestnet Portfolio Solutions, Inc. | $5.9M | 0.03% |
| RFG Advisory, LLC | $5.9M | 0.11% |
| Migdal Insurance & Financial Holdings Ltd. | $5.9M | 0.05% |
| Curbstone Financial Management Corp | $5.9M | 1.13% |
| Axos Invest Inc. | $5.9M | 4.42% |
| Callan Family Office, LLC | $5.7M | 0.13% |
| Brightwater Advisory LLC | $5.7M | 3.76% |
| CoreCap Advisors, LLC | $5.7M | 0.19% |
| Parallel Advisors, LLC | $5.6M | 0.10% |
| INDEPENDENT FINANCIAL GROUP, LLC | $5.5M | 0.12% |
| TWO SIGMA SECURITIES, LLC | $5.5M | 0.64% |
| FIFTH THIRD BANCORP | $5.4M | 0.01% |
| Welch & Forbes LLC | $5.4M | 0.07% |
| Cranbrook Wealth Management, LLC | $5.3M | 1.07% |
| COMMERCE BANK | $5.2M | 0.03% |
| Rathbones Group PLC | $5.2M | 0.02% |
| Fermata Advisors, LLC | $5.1M | 1.16% |
| BLAIR WILLIAM & CO/IL | $5.1M | 0.01% |
| Sage Capital Advisors,llc | $5.1M | 1.19% |
| Vertex Investment Solutions Co., Ltd. | $5.1M | 5.90% |
| Chicago Partners Investment Group LLC | $5.1M | 0.11% |
| Slocum, Gordon & Co LLP | $4.8M | 3.27% |
| Summit Financial, LLC | $4.8M | 0.06% |
| Tidal Investments LLC | $4.7M | 0.01% |
| CAPTRUST FINANCIAL ADVISORS | $4.7M | 0.01% |
| D.A. DAVIDSON & CO. | $4.6M | 0.03% |
| MassMutual Private Wealth & Trust, FSB | $4.5M | 0.12% |
| MRWM Advisors, LLC | $4.5M | 2.41% |
| EVERGREEN CAPITAL MANAGEMENT LLC | $4.4M | 0.10% |
| M&T Bank Corp | $4.4M | 0.02% |
| Stephenson & Company, Inc. | $4.4M | 2.40% |
| Corient Private Wealth LLC | $4.4M | 0.01% |
| MAI Capital Management | $4.4M | 0.02% |
| Minot DeBlois Advisors LLC | $4.3M | 3.93% |
| US BANCORP \DE\ | $4.3M | 0.01% |
| Madson Wealth Advisors Inc | $4.3M | 3.54% |
| Financial & Tax Architects, LLC | $4.2M | 0.94% |
| Addison Capital Co | $4.1M | 0.74% |
| Rothschild Wealth LLC | $4.1M | 0.37% |
| Steward Partners Investment Advisory, LLC | $4.1M | 0.02% |
| Garner Asset Management Corp | $4.1M | 1.60% |
| FIRST TRUST ADVISORS LP | $4.0M | 0.00% |
| Cornerstone Financial Group, LLC /NE/ | $4.0M | 2.56% |
| FRANKLIN RESOURCES INC | $4.0M | 0.00% |
| WEALTH ALLIANCE, LLC | $3.9M | 0.39% |
| CHESAPEAKE CAPITAL CORP /IL/ | $3.9M | 2.82% |
| IFP Advisors, Inc | $3.8M | 0.08% |
| Sequent Planning LLC | $3.8M | 0.91% |
| MGO ONE SEVEN LLC | $3.7M | 0.07% |
| Advisory Services Network, LLC | $3.7M | 0.05% |
| UNITED SERVICES AUTOMOBILE ASSOCIATION | $3.7M | 0.43% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $3.7M | 0.01% |
| Modera Wealth Management, LLC | $3.7M | 0.04% |
| FOSTER & MOTLEY INC | $3.6M | 0.19% |
| Sigma Planning Corp | $3.6M | 0.10% |
| KPP Advisory Services LLC | $3.6M | 0.52% |
| FIRST HORIZON CORP | $3.6M | 0.15% |
| Greenspring Advisors, LLC | $3.6M | 0.22% |
| Bragg Financial Advisors, Inc | $3.5M | 0.11% |
| BARCLAYS PLC | $3.5M | 0.00% |
| Transamerica Financial Advisors, LLC | $3.5M | 0.30% |
| Orion Porfolio Solutions, LLC | $3.5M | 0.03% |
| EXENCIAL WEALTH ADVISORS, LLC | $3.4M | 0.11% |
| CALTON & ASSOCIATES, INC. | $3.4M | 0.49% |
| SigFig Wealth Management, LLC | $3.4M | 0.10% |
| NWAM LLC | $3.3M | 0.19% |
| Private Advisory Group LLC | $3.3M | 0.22% |
| Evelyn Partners Investment Management (Europe) Ltd | $3.3M | 1.13% |
| LEVEL FOUR ADVISORY SERVICES, LLC | $3.3M | 0.11% |
| AMG National Trust Bank | $3.3M | 0.07% |
| Dorsey Wright & Associates | $3.1M | 0.39% |
| SAGE FINANCIAL GROUP INC | $3.1M | 0.20% |
| ADIRONDACK TRUST CO | $3.0M | 1.02% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | $3.0M | 0.22% |
| Cordant, Inc. | $3.0M | 1.22% |
| Samalin Investment Counsel, LLC | $3.0M | 1.06% |
| CITADEL ADVISORS LLC | $3.0M | 0.00% |
| SIGMA INVESTMENT COUNSELORS INC | $3.0M | 0.16% |
| BANK OF MONTREAL /CAN/ | $2.9M | 0.00% |
| Coastal Bridge Advisors, LLC | $2.9M | 0.21% |
| CIBC WORLD MARKET INC. | $2.9M | 0.00% |
| BENJAMIN EDWARDS INC | $2.9M | 0.03% |
| ELEVATION POINT WEALTH PARTNERS, LLC | $2.9M | 0.07% |
| INSIGNEO ADVISORY SERVICES, LLC | $2.8M | 0.20% |
| Texas Bank & Trust Co | $2.8M | 1.05% |
| Lifetime Wealth Management P.C. | $2.8M | 1.58% |
| BTG Pactual Asset Management US LLC | $2.8M | 0.24% |
| TANDEMGROWTH FINANCIAL ADVISORS LLC | $2.8M | 2.60% |
| Fortitude Family Office, LLC | $2.7M | 0.59% |
| ALLSTREET CAPITAL ADVISORS LLC | $2.6M | 1.94% |
| PKS Advisory Services, LLC | $2.6M | 0.67% |
| JAMES INVESTMENT RESEARCH, INC. | $2.6M | 0.29% |
| Composition Wealth, LLC | $2.6M | 0.04% |
| Hughes Financial Services, LLC | $2.6M | 0.39% |
| TI-TRUST, INC | $2.6M | 1.52% |
| Valpey Financial Services, LLC | $2.5M | 1.61% |
| Vestmark Advisory Solutions, Inc. | $2.5M | 0.03% |
| CFS Investment Advisory Services, LLC | $2.4M | 0.17% |
| Arkadios Wealth Advisors | $2.4M | 0.04% |
| Heritage Trust Co | $2.4M | 0.24% |
| SCRATCH CAPITAL LLC | $2.4M | 1.37% |
| LYELL WEALTH MANAGEMENT, LP | $2.4M | 0.17% |
| Betterment LLC | $2.3M | 0.00% |
| Golden Bell Financial Planning LLC | $2.3M | 1.87% |
| Gibraltar Capital Management, Inc. | $2.3M | 0.40% |
| Peak Financial Management, Inc. | $2.3M | 0.59% |
| Kovack Advisors, Inc. | $2.3M | 0.12% |
| PROTECTIVE LIFE CORP | $2.2M | 7.43% |
| WESPAC Advisors SoCal, LLC | $2.2M | 0.47% |
| Rubicon Advisors, GP | $2.2M | 1.92% |
| Ausdal Financial Partners, Inc. | $2.2M | 0.10% |
| Indivisible Partners | $2.2M | 0.19% |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | $2.2M | 0.80% |
| FORTERIS WEALTH MANAGEMENT INC. | $2.2M | 2.08% |
| Townsend Financial Planning, LLC | $2.1M | 2.06% |
| RCW Management, LLC | $2.1M | 2.17% |
| MONEY CONCEPTS CAPITAL CORP | $2.1M | 0.12% |
| Financial Engines Advisors L.L.C. | $2.1M | 0.00% |
| WealthCollab, LLC | $2.1M | 0.86% |
| Bull Street Advisors, LLC | $2.1M | 1.02% |
| INVICTUS PRIVATE WEALTH, LLC | $2.1M | 0.13% |
| Belpointe Asset Management LLC | $2.0M | 0.07% |
| Riggs Asset Managment Co. Inc. | $2.0M | 0.42% |
| Arax Advisory Partners | $2.0M | 0.06% |
| Ascent Wealth Partners, LLC | $2.0M | 0.24% |
| Fortune Financial Advisors, LLC | $2.0M | 1.02% |
| Geneos Wealth Management Inc. | $2.0M | 0.05% |
| Mutual Advisors, LLC | $2.0M | 0.04% |
| SIMON QUICK ADVISORS, LLC | $2.0M | 0.09% |
| Perigon Wealth Management, LLC | $2.0M | 0.04% |
| Procyon Advisors, LLC | $1.9M | 0.10% |
| Archford Capital Strategies, LLC | $1.9M | 0.22% |
| Vontobel Holding Ltd. | $1.9M | 0.01% |
| Archvest Wealth Advisors, Inc. | $1.9M | 1.21% |
| Fortis Group Advisors, LLC | $1.9M | 0.31% |
| FIRST AMERICAN TRUST, FSB | $1.9M | 0.13% |
| DV Trading LLC | $1.8M | 0.04% |
| Fairway Wealth LLC | $1.8M | 0.48% |
| Independent Family Office, LLC | $1.8M | 0.75% |
| Whalen Wealth Management Inc. | $1.8M | 0.98% |