| Baker Avenue Asset Management, LP | $7.8M | 0.18% |
| Goldstone Financial Group, LLC | $7.8M | 0.85% |
| VestGen Advisors, LLC | $7.7M | 0.20% |
| ASL Financial, LLC | $7.7M | 6.12% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | $7.7M | 1.35% |
| Agate Pass Investment Management, LLC | $7.6M | 2.99% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | $7.6M | 0.49% |
| BARRETT & COMPANY, INC. | $7.6M | 2.62% |
| ADVOCATE GROUP LLC | $7.6M | 1.19% |
| Focus Partners Advisor Solutions, LLC | $7.6M | 0.08% |
| Fee-Only Financial Planning, L.C. | $7.5M | 4.54% |
| CHILTON INVESTMENT CO INC. | $7.5M | 0.18% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | $7.5M | 0.54% |
| Hughes Financial Services, LLC | $7.4M | 1.14% |
| Trust Point Inc. | $7.4M | 0.64% |
| QRG CAPITAL MANAGEMENT, INC. | $7.4M | 0.08% |
| Archvest Wealth Advisors, Inc. | $7.4M | 4.74% |
| Avidian Wealth Enterprises, LLC | $7.3M | 0.23% |
| Junk Investment Group, LLC | $7.3M | 3.83% |
| Freestone Capital Holdings, LLC | $7.3M | 0.22% |
| AlTi Global, Inc. | $7.2M | 0.16% |
| TOWER BRIDGE ADVISORS | $7.2M | 0.69% |
| Altura Wealth Advisors Inc. | $7.1M | 3.09% |
| Breakwater Investment Management | $7.1M | 2.63% |
| Industrial Alliance Investment Management Inc. | $7.1M | 4.23% |
| SIMON QUICK ADVISORS, LLC | $7.0M | 0.32% |
| MorganRosel Wealth Management, LLC | $7.0M | 2.77% |
| Modern Wealth Management, LLC | $7.0M | 0.12% |
| FRANKLIN RESOURCES INC | $6.9M | 0.00% |
| IFP Advisors, Inc | $6.9M | 0.14% |
| NORTH STAR ASSET MANAGEMENT INC | $6.9M | 0.30% |
| GreatBanc Trust CO | $6.9M | 4.80% |
| Virtue Capital Management, LLC | $6.8M | 1.03% |
| Platt Investment Counsel, LLC | $6.8M | 5.24% |
| TD Waterhouse Canada Inc. | $6.8M | 0.02% |
| NWAM LLC | $6.8M | 0.39% |
| CacheTech Inc. | $6.7M | 1.30% |
| BURLING WEALTH PARTNERS, LLC | $6.7M | 1.08% |
| Wealthspire Retirement, LLC | $6.6M | 0.40% |
| Indie Asset Partners, LLC | $6.6M | 7.52% |
| Sightline Wealth Advisors, LLC | $6.6M | 2.79% |
| CITIGROUP INC | $6.6M | 0.00% |
| Integrated Advisors Network LLC | $6.5M | 0.34% |
| Tennessee Valley Asset Management Partners | $6.5M | 0.86% |
| Apollon Wealth Management, LLC | $6.4M | 0.10% |
| Adams Wealth Management | $6.4M | 1.40% |
| Arkadios Wealth Advisors | $6.3M | 0.10% |
| MeadowBrook Investment Advisors LLC | $6.3M | 5.58% |
| HUNTINGTON NATIONAL BANK | $6.2M | 0.03% |
| Beaumont Asset Management, L.L.C. | $6.2M | 2.81% |
| BBR PARTNERS, LLC | $6.2M | 0.34% |
| IMA Advisory Services, Inc. | $6.1M | 0.59% |
| HSBC HOLDINGS PLC | $6.0M | 0.00% |
| PEAPACK GLADSTONE FINANCIAL CORP | $5.8M | 0.07% |
| OLD MISSION CAPITAL LLC | $5.8M | 0.09% |
| Compass Ion Advisors, LLC | $5.8M | 0.55% |
| Watershed Asset Management, L.L.C. | $5.7M | 5.89% |
| Black Diamond Financial, LLC | $5.7M | 0.62% |
| Concurrent Investment Advisors, LLC | $5.7M | 0.06% |
| Turtle Creek Wealth Advisors, LLC | $5.7M | 0.43% |
| Facet Wealth, Inc. | $5.7M | 0.10% |
| Wilson & Boucher Capital Management, LLC | $5.6M | 3.74% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $5.6M | 0.00% |
| CGN Advisors LLC | $5.6M | 0.44% |
| Strategic Wealth Investment Group, LLC | $5.6M | 0.71% |
| Private Advisor Group, LLC | $5.6M | 0.03% |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | $5.5M | 1.83% |
| Gladwyn Financial Advisors, Inc. | $5.5M | 3.82% |
| 3Chopt Investment Partners, LLC | $5.4M | 1.23% |
| PW Nova Financial Services LLC | $5.4M | 1.35% |
| Valley Financial Group, Inc. | $5.4M | 2.89% |
| McKinley Carter Wealth Services, Inc. | $5.3M | 0.31% |
| Valpey Financial Services, LLC | $5.3M | 3.46% |
| FIDUCIARY FINANCIAL GROUP, LLC | $5.2M | 0.69% |
| PARSONS CAPITAL MANAGEMENT INC/RI | $5.2M | 0.24% |
| HUB Investment Partners, LLC | $5.1M | 0.12% |
| Disciplined Investors, L.L.C. | $5.1M | 3.06% |
| Kingsview Wealth Management, LLC | $5.1M | 0.07% |
| Addis & Hill, Inc | $5.1M | 3.10% |
| Graves Light Lenhart Wealth, Inc. | $5.1M | 0.53% |
| Asset Allocation & Management Company, LLC | $5.1M | 1.88% |
| RWA WEALTH PARTNERS, LLC | $5.0M | 0.06% |
| Next Level Wealth Planning, LLC | $5.0M | 2.59% |
| Portland Global Advisors LLC | $5.0M | 0.53% |
| Trilogy Capital Inc. | $5.0M | 0.22% |
| Simplicity Wealth,LLC | $5.0M | 0.28% |
| Cadence Wealth Management LLC | $5.0M | 2.07% |
| SAWGRASS ASSET MANAGEMENT LLC | $5.0M | 0.75% |
| Creekside Partners | $4.9M | 2.04% |
| RITHOLTZ WEALTH MANAGEMENT | $4.9M | 0.09% |
| FIDUCIENT ADVISORS LLC | $4.9M | 0.64% |
| NBC SECURITIES, INC. | $4.9M | 0.37% |
| Advisor OS, LLC | $4.8M | 0.35% |
| Ramiah Investment Group | $4.8M | 4.82% |
| Allegiance Financial Group Advisory Services LLC | $4.8M | 0.95% |
| GFS Advisors, LLC | $4.8M | 0.61% |
| Fiduciary Trust Co | $4.7M | 0.06% |
| Alta Advisers Ltd | $4.7M | 1.71% |
| Kelsey Financial, LLC | $4.7M | 4.08% |
| Mosaic Advisors LLC | $4.6M | 6.94% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $4.6M | 0.02% |
| Coastline Trust Co | $4.6M | 0.46% |
| Squarepoint Ops LLC | $4.6M | 0.01% |
| Vise Technologies, Inc. | $4.5M | 0.09% |
| Prospera Financial Services Inc | $4.5M | 0.07% |
| SNS Financial Group, LLC | $4.5M | 0.39% |
| Roundview Capital LLC | $4.5M | 0.28% |
| Dorsey & Whitney Trust CO LLC | $4.4M | 0.24% |
| Prospera Capital Management, LLC | $4.4M | 2.19% |
| Foundation Wealth Management, LLC\PA | $4.4M | 1.53% |
| NATIONAL BANK OF CANADA /FI/ | $4.3M | 0.00% |
| M3 Wealth Management, LLC | $4.3M | 3.32% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $4.3M | 0.02% |
| Stratos Wealth Partners, LTD. | $4.3M | 0.05% |
| Northstar Group, Inc. | $4.3M | 0.61% |
| DF DENT & CO INC | $4.3M | 0.08% |
| GREENLEAF TRUST | $4.2M | 0.04% |
| Professional Financial Advisors, LLC | $4.2M | 0.85% |
| Alpine Bank Wealth Management | $4.2M | 0.61% |
| CIBC WORLD MARKET INC. | $4.1M | 0.01% |
| Algorithmic Investment Models, LLC | $4.1M | 5.09% |
| JNBA Financial Advisors | $4.1M | 0.34% |
| HRT FINANCIAL LP | $4.1M | 0.01% |
| Allen Investment Management, LLC | $4.1M | 0.05% |
| KINGSWOOD WEALTH ADVISORS, LLC | $4.1M | 0.19% |
| Summit Trail Advisors, LLC | $4.1M | 0.06% |
| FIDUCIARY ADVISORS, INC. | $4.1M | 3.05% |
| INSIGNEO ADVISORY SERVICES, LLC | $4.0M | 0.29% |
| TrueWealth Financial Partners | $4.0M | 1.60% |
| Newman Dignan & Sheerar, Inc. | $4.0M | 0.84% |
| Values Added Financial LLC | $4.0M | 1.66% |
| HOWE & RUSLING INC | $3.9M | 0.26% |
| Clark Asset Management, LLC | $3.9M | 0.37% |
| Aufman Associates Inc | $3.9M | 1.93% |
| Merit Financial Group, LLC | $3.9M | 0.03% |
| Sage Mountain Advisors LLC | $3.9M | 0.27% |
| CARRET ASSET MANAGEMENT, LLC | $3.9M | 0.38% |
| KEYBANK NATIONAL ASSOCIATION/OH | $3.9M | 0.01% |
| WEBSTER BANK, N. A. | $3.8M | 0.36% |
| Parallel Advisors, LLC | $3.8M | 0.07% |
| TD PRIVATE CLIENT WEALTH LLC | $3.8M | 0.08% |
| DAYMARK WEALTH PARTNERS, LLC | $3.8M | 0.12% |
| HOWARD WEALTH MANAGEMENT, LLC | $3.8M | 1.61% |
| London & Capital Asset Management Ltd | $3.8M | 0.04% |
| Fermata Advisors, LLC | $3.8M | 0.86% |
| Evanson Asset Management, LLC | $3.8M | 0.20% |
| WASHINGTON GROWTH STRATEGIES LLC | $3.8M | 2.47% |
| INTREPID FAMILY OFFICE LLC | $3.8M | 3.04% |
| Integrated Wealth Concepts LLC | $3.8M | 0.03% |
| Wealthcare Capital Partners, LLC | $3.7M | 1.75% |