| BANK OF AMERICA CORP /DE/ | $2.6B | 0.19% |
| MORGAN STANLEY | $1.9B | 0.11% |
| NORTHERN TRUST CORP | $1.3B | 0.17% |
| ENVESTNET ASSET MANAGEMENT INC | $812.2M | 0.22% |
| Sanders Capital, LLC | $749.5M | 0.89% |
| WELLS FARGO & COMPANY/MN | $714.0M | 0.13% |
| UBS Group AG | $627.9M | 0.09% |
| PNC FINANCIAL SERVICES GROUP, INC. | $619.3M | 0.36% |
| Forvis Mazars Wealth Advisors, LLC | $567.2M | 10.77% |
| RAYMOND JAMES FINANCIAL INC | $492.8M | 0.15% |
| Diversified Trust Co | $415.7M | 7.71% |
| CBIZ Investment Advisory Services, LLC | $401.9M | 14.69% |
| CIBC Asset Management Inc | $364.8M | 0.89% |
| Kestra Investment Management, LLC | $363.2M | 6.26% |
| Cresset Asset Management, LLC | $344.8M | 1.49% |
| BLAIR WILLIAM & CO/IL | $313.1M | 0.90% |
| Janney Montgomery Scott LLC | $301.8M | 0.75% |
| Baird Financial Group, Inc. | $286.1M | 0.45% |
| WestEnd Advisors, LLC | $285.1M | 6.88% |
| LPL Financial LLC | $279.4M | 0.07% |
| HighTower Advisors, LLC | $274.3M | 0.29% |
| Cerity Partners LLC | $269.2M | 0.38% |
| STIFEL FINANCIAL CORP | $267.7M | 0.25% |
| VANGUARD ADVISERS INC | $263.8M | 1.03% |
| Summit Financial, LLC | $259.3M | 3.30% |
| JONES FINANCIAL COMPANIES LLLP | $253.1M | 0.12% |
| LINCOLN NATIONAL CORP | $249.0M | 7.21% |
| Euclidean Capital LLC | $243.6M | 62.09% |
| Choate Investment Advisors | $233.2M | 4.56% |
| GOLDMAN SACHS GROUP INC | $226.5M | 0.03% |
| BROWN ADVISORY INC | $215.5M | 0.35% |
| JOHNSON INVESTMENT COUNSEL INC | $209.6M | 1.69% |
| ROYAL BANK OF CANADA | $171.2M | 0.03% |
| VICTORY CAPITAL MANAGEMENT INC | $169.7M | 0.11% |
| HOWLAND CAPITAL MANAGEMENT LLC | $161.4M | 6.38% |
| Rockefeller Capital Management L.P. | $160.1M | 0.28% |
| CAPTRUST FINANCIAL ADVISORS | $160.1M | 0.28% |
| TRUIST FINANCIAL CORP | $155.2M | 0.21% |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | $138.3M | 7.31% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $131.1M | 0.11% |
| COMMONWEALTH EQUITY SERVICES, LLC | $121.6M | 0.17% |
| Strid Group, LLC | $114.6M | 14.20% |
| Laird Norton Wetherby Trust Company, LLC | $112.1M | 2.45% |
| US BANCORP \DE\ | $110.5M | 0.13% |
| Creative Planning | $110.5M | 0.07% |
| Corient Private Wealth LLC | $110.0M | 0.16% |
| Voya Financial Advisors, Inc. | $107.9M | 10.76% |
| JPMORGAN CHASE & CO | $105.6M | 0.01% |
| Harding Loevner LP | $105.1M | 1.08% |
| OSAIC HOLDINGS, INC. | $98.0M | 0.14% |
| Cetera Investment Advisers | $95.8M | 0.10% |
| Wealthspire Advisors, LLC | $95.2M | 0.75% |
| MEANS INVESTMENT CO., INC. | $95.0M | 8.27% |
| Glassman Wealth Services | $86.8M | 11.80% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $84.1M | 0.05% |
| J.Safra Asset Management Corp | $81.7M | 4.40% |
| AMERIPRISE FINANCIAL INC | $80.4M | 0.02% |
| PINNACLE ASSOCIATES LTD | $79.4M | 1.02% |
| HB Wealth Management, LLC | $76.8M | 0.50% |
| M Holdings Securities, Inc. | $74.3M | 5.03% |
| Karpus Management, Inc. | $73.4M | 2.29% |
| WEALTHCARE CAPITAL MANAGEMENT LLC | $71.3M | 7.13% |
| CWM, LLC | $70.4M | 0.19% |
| Cardinal Point Capital Management ULC | $68.0M | 4.17% |
| NewSquare Capital LLC | $66.6M | 5.77% |
| Wharton Business Group, LLC | $66.2M | 2.50% |
| Waverly Advisors, LLC | $65.8M | 0.49% |
| Basecamp Wealth Advisors LLC | $63.9M | 13.22% |
| Nicholas Hoffman & Company, LLC. | $61.8M | 1.43% |
| Flower City Capital | $61.5M | 30.83% |
| MML INVESTORS SERVICES, LLC | $60.2M | 0.17% |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | $59.5M | 3.80% |
| Compton Wealth Advisory Group, LLC | $56.7M | 12.64% |
| Madison Asset Management, LLC | $55.4M | 0.69% |
| MONETA GROUP INVESTMENT ADVISORS LLC | $55.2M | 0.42% |
| NISA INVESTMENT ADVISORS, LLC | $54.7M | 0.20% |
| SAGE FINANCIAL GROUP INC | $54.4M | 3.54% |
| St. Louis Trust Co | $54.4M | 6.35% |
| Efficient Advisors, LLC | $54.3M | 3.86% |
| MATHER GROUP, LLC. | $54.3M | 0.54% |
| Cullen/Frost Bankers, Inc. | $54.2M | 0.62% |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $54.2M | 0.30% |
| F/m Investments LLC | $54.2M | 3.59% |
| Dunhill Financial, LLC | $54.1M | 12.76% |
| ASSETMARK, INC | $52.1M | 0.11% |
| Verus Financial Partners, Inc. | $51.8M | 4.65% |
| Blankinship & Foster, LLC | $50.0M | 11.05% |
| BRIDGES INVESTMENT MANAGEMENT INC | $49.7M | 0.67% |
| Topsail Wealth Management, LLC | $48.4M | 7.14% |
| Valmark Advisers, Inc. | $48.1M | 0.57% |
| Pasadena Private Wealth, LLC | $48.0M | 6.64% |
| Focus Partners Wealth | $47.4M | 0.05% |
| FIFTH THIRD BANCORP | $46.8M | 0.09% |
| Federation des caisses Desjardins du Quebec | $45.8M | 0.16% |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | $45.3M | 6.99% |
| Evercore Wealth Management, LLC | $45.1M | 0.71% |
| Henshaw Capital LLC | $44.8M | 1.66% |
| BIP Wealth, LLC | $44.8M | 1.82% |
| Wrenne Financial Planning LLC | $42.5M | 16.66% |
| MilWealth Group LLC | $41.8M | 9.95% |
| Vanguard National Trust Co | $41.3M | 2.60% |
| BANK OF MONTREAL /CAN/ | $41.0M | 0.02% |
| Caprock Group, LLC | $40.9M | 0.99% |
| Cambridge Investment Research Advisors, Inc. | $40.7M | 0.11% |
| BAILARD, INC. | $40.6M | 0.93% |
| DAVIS R M INC | $39.9M | 0.71% |
| 5th Street Advisors, LLC | $39.7M | 17.09% |
| Pinnacle Wealth Management Advisory Group, LLC | $39.5M | 2.70% |
| Performa Ltd (US), LLC | $38.9M | 8.80% |
| Kestra Advisory Services, LLC | $38.8M | 0.15% |
| LRI Investments, LLC | $38.7M | 3.43% |
| MERCER GLOBAL ADVISORS INC /ADV | $38.6M | 0.06% |
| AllGen Financial Advisors, Inc. | $37.9M | 9.00% |
| THREADGILL FINANCIAL, LLC | $37.9M | 11.01% |
| Mariner, LLC | $37.2M | 0.04% |
| Standpoint Asset Management, LLC | $37.0M | 8.97% |
| SENTINEL TRUST CO LBA | $36.7M | 3.64% |
| AQR CAPITAL MANAGEMENT LLC | $36.0M | 0.02% |
| Luminvest Wealth Management LLC | $35.9M | 9.40% |
| Charter Oak Capital Management, LLC | $35.7M | 2.77% |
| Stonebridge Capital Advisors LLC | $35.7M | 2.50% |
| Leonard Rickey Investment Advisors P.L.L.C. | $34.6M | 5.99% |
| ALLIANCEBERNSTEIN L.P. | $34.4M | 0.01% |
| ALBION FINANCIAL GROUP /UT | $33.2M | 2.14% |
| Sage Financial Management Group, Inc. | $33.1M | 10.18% |
| BLUESTEM FINANCIAL ADVISORS, LLC | $32.7M | 12.65% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $32.7M | 0.20% |
| Mullooly Asset Management, Inc. | $32.3M | 11.94% |
| Bank of New York Mellon Corp | $32.1M | 0.01% |
| Roble, Belko & Company, Inc | $31.0M | 3.94% |
| Avion Wealth | $31.0M | 6.41% |
| Savant Capital, LLC | $30.2M | 0.15% |
| FC Advisory LLC | $29.8M | 8.69% |
| Somnio Financial Group, LLC | $29.7M | 19.51% |
| Avior Wealth Management, LLC | $29.5M | 0.84% |
| Destination Wealth Management | $29.4M | 0.76% |
| Wealthcare Advisory Partners LLC | $29.4M | 0.57% |
| Granby Capital Management, LLC | $29.3M | 16.79% |
| Associated Banc-Corp | $28.9M | 0.77% |
| FMR LLC | $28.6M | 0.00% |
| AGF MANAGEMENT LTD | $28.4M | 0.13% |
| CAMBIENT FAMILY OFFICE, LLC | $28.0M | 3.91% |
| FIRST HORIZON CORP | $28.0M | 1.17% |
| Pathstone Holdings, LLC | $27.9M | 0.11% |
| Stratos Investment Management, LLC | $27.8M | 1.11% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $27.6M | 0.06% |
| Van Cleef Asset Management,Inc | $27.3M | 2.94% |
| Telos Capital Management, Inc. | $26.7M | 2.56% |
| Thrivent Financial for Lutherans | $26.6M | 0.05% |
| CITIZENS FINANCIAL GROUP INC/RI | $26.4M | 0.37% |