| 1 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | 3,119,691 | $137.5M | 6.53% | Share |
| 2 | SYM FINANCIAL Corp | 2,436,094 | $107.0M | 11.00% | Share |
| 3 | CWM, LLC | 890,387 | $39.3M | 0.11% | Share |
| 4 | WJ Interests, LLC | 662,297 | $29.2M | 12.56% | Share |
| 5 | OneDigital Investment Advisors LLC | 486,433 | $21.0M | 0.21% | Share |
| 6 | Wealthcare Advisory Partners LLC | 296,301 | $13.1M | 0.26% | Share |
| 7 | Professional Financial Advisors, LLC | 271,558 | $12.0M | 2.45% | Share |
| 8 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 46,473 | $8.1M | 0.01% | Share |
| 9 | LPL Financial LLC | 121,055 | $5.0M | 0.00% | Share |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 103,317 | $4.0M | 0.00% | Share |
| 11 | Fermata Advisors, LLC | 55,063 | $2.4M | 0.58% | Share |
| 12 | JPMORGAN CHASE & CO | 49,818 | $2.0M | 0.00% | Share |
| 13 | AQR CAPITAL MANAGEMENT LLC | 49,684 | $2.0M | 0.00% | Share |
| 14 | Leading Edge Financial Planning LLC | 23,251 | $1.0M | 0.23% | Share |
| 15 | Kestra Advisory Services, LLC | 25,861 | $1.0M | 0.00% | Share |
| 16 | WealthPlan Investment Management, LLC | 19,019 | $838K | 0.05% | Share |
| 17 | Avion Wealth | 8,437 | $371K | 0.08% | Share |
| 18 | Accurate Wealth Management, LLC | 5,523 | $249K | 0.03% | Share |
| 19 | CARDIFF PARK ADVISORS, LLC | 2,860 | $126K | 0.01% | Share |
| 20 | Farther Finance Advisors, LLC | 210 | $9K | 0.00% | Share |
| 21 | NewEdge Advisors, LLC | 4,984 | $0 | 0.00% | Share |
| 22 | IHT Wealth Management, LLC | 14,259 | $0 | 0.00% | Share |
| 23 | ROYAL BANK OF CANADA | 1,037 | $0 | 0.00% | Share |
| 24 | Mariner, LLC | 7,907 | $0 | 0.00% | Share |
| 25 | CIBC Private Wealth Group LLC | 495 | $0 | 0.00% | Share |
| 26 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 316 | $0 | 0.00% | Share |
| 27 | MORGAN STANLEY | 1,144 | $0 | 0.00% | Share |
| 28 | MORGAN STANLEY | 1 | $0 | 0.00% | Share |
| 29 | OSAIC HOLDINGS, INC. | 19,571 | $0 | 0.00% | Share |
| 30 | HANTZ FINANCIAL SERVICES, INC. | 160 | $0 | 0.00% | Share |
| 31 | AQR CAPITAL MANAGEMENT LLC | 14,845 | $0 | 0.00% | Share |
| 32 | COMMONWEALTH EQUITY SERVICES, LLC | 19,309 | $0 | 0.00% | Share |