| 1 | Weil Company, Inc. | 200,322 | $5.8M | 1.33% | Share |
| 2 | Brookwood Investment Group LLC | 176,896 | $5.1M | 0.61% | Share |
| 3 | HighTower Advisors, LLC | 198,059 | $5.0M | 0.01% | Share |
| 4 | CLG LLC | 119,913 | $3.5M | 0.86% | Share |
| 5 | Corient Private Wealth LLC | 118,316 | $3.4M | 0.00% | Share |
| 6 | INVENIO WEALTH PARTNERS LLC | 99,051 | $2.9M | 1.06% | Share |
| 7 | GenTrust, LLC | 48,890 | $1.4M | 0.06% | Share |
| 8 | Oregon Pacific Wealth Management, LLC | 43,084 | $1.2M | 1.28% | Share |
| 9 | Insight Wealth Strategies, LLC | 36,961 | $1.1M | 0.12% | Share |
| 10 | Tactive Advisors, LLC | 32,658 | $941K | 0.28% | Share |
| 11 | Brady Martz Wealth Solutions, LLC | 30,349 | $875K | 0.15% | Share |
| 12 | Wealthcare Advisory Partners LLC | 23,836 | $687K | 0.01% | Share |
| 13 | TRUIST FINANCIAL CORP | 23,685 | $683K | 0.00% | Share |
| 14 | SMART Wealth LLC | 23,310 | $672K | 0.20% | Share |
| 15 | Encompass More Asset Management | 17,898 | $516K | 0.10% | Share |
| 16 | Magnolia Private Wealth, LLC | 15,158 | $437K | 0.31% | Share |
| 17 | Arete Wealth Advisors, LLC | 9,284 | $268K | 0.02% | Share |
| 18 | Accurate Wealth Management, LLC | 7,202 | $223K | 0.03% | Share |
| 19 | Arrowroot Family Office, LLC | 7,602 | $219K | 0.08% | Share |
| 20 | Creative Capital Management Investments LLC | 418 | $12K | 0.00% | Share |
| 21 | Farther Finance Advisors, LLC | 200 | $5K | 0.00% | Share |
| 22 | Global Wealth Strategies & Associates | 76 | $2K | 0.00% | Share |
| 23 | ENVESTNET ASSET MANAGEMENT INC | 23,685 | $0 | 0.00% | Share |
| 24 | GTS SECURITIES LLC | 10,937 | $0 | 0.00% | Share |
| 25 | BANK OF AMERICA CORP /DE/ | 2,409 | $0 | 0.00% | Share |
| 26 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 19,306 | $0 | 0.00% | Share |
| 27 | Focus Partners Advisor Solutions, LLC | 30,349 | $0 | 0.00% | Share |