| 1 | Annex Advisory Services, LLC | 2,917,083 | $88.2M | 1.69% | Share |
| 2 | Diversified Enterprises, LLC | 2,653,732 | $80.3M | 4.77% | Share |
| 3 | Arlington Financial Advisors, LLC | 1,614,578 | $48.8M | 7.00% | Share |
| 4 | Venturi Wealth Management, LLC | 774,054 | $23.4M | 1.04% | Share |
| 5 | PNC FINANCIAL SERVICES GROUP, INC. | 775,184 | $23.0M | 0.01% | Share |
| 6 | PACES FERRY WEALTH ADVISORS, LLC | 543,808 | $16.4M | 6.68% | Share |
| 7 | AMI INVESTMENT MANAGEMENT INC | 428,101 | $12.9M | 2.91% | Share |
| 8 | Grey Ledge Advisors, LLC | 417,554 | $12.6M | 2.86% | Share |
| 9 | Nordwand Advisors, LLC | 318,209 | $9.6M | 1.68% | Share |
| 10 | BANK OF AMERICA CORP /DE/ | 329,109 | $9.0M | 0.00% | Share |
| 11 | RAYMOND JAMES FINANCIAL INC | 312,139 | $9.0M | 0.00% | Share |
| 12 | Archford Capital Strategies, LLC | 243,109 | $7.4M | 0.86% | Share |
| 13 | LPL Financial LLC | 250,249 | $7.0M | 0.00% | Share |
| 14 | Corient Private Wealth LLC | 179,042 | $5.4M | 0.01% | Share |
| 15 | FMA Wealth Management, LLC | 172,326 | $5.2M | 3.38% | Share |
| 16 | Sunrise Financial Services, LLC | 168,552 | $5.1M | 3.84% | Share |
| 17 | JPMORGAN CHASE & CO | 192,951 | $5.0M | 0.00% | Share |
| 18 | Focus Partners Wealth | 175,498 | $5.0M | 0.01% | Share |
| 19 | Fiduciary Group, LLC | 143,640 | $4.3M | 0.36% | Share |
| 20 | KWB Wealth | 102,800 | $3.1M | 0.29% | Share |
| 21 | RAYMOND JAMES FINANCIAL INC | 104,383 | $3.0M | 0.00% | Share |
| 22 | CPC Advisors, LLC | 97,606 | $3.0M | 0.30% | Share |
| 23 | Proactive Wealth Strategies LLC | 96,792 | $2.9M | 1.16% | Share |
| 24 | Embree Financial Group | 82,464 | $2.5M | 0.31% | Share |
| 25 | WINCAP FINANCIAL LLC | 67,928 | $2.1M | 1.41% | Share |
| 26 | CAPTRUST FINANCIAL ADVISORS | 97,241 | $2.0M | 0.00% | Share |
| 27 | Rockefeller Capital Management L.P. | 92,667 | $2.0M | 0.00% | Share |
| 28 | TRUIST FINANCIAL CORP | 58,651 | $1.8M | 0.00% | Share |
| 29 | Summit Asset Management, LLC | 56,397 | $1.7M | 0.24% | Share |
| 30 | Ascension Capital Advisors, Inc. | 50,002 | $1.5M | 0.52% | Share |
| 31 | MOODY NATIONAL BANK TRUST DIVISION | 40,396 | $1.2M | 0.12% | Share |
| 32 | WELLS FARGO & COMPANY/MN | 52,944 | $1.0M | 0.00% | Share |
| 33 | ENVESTNET ASSET MANAGEMENT INC | 59,756 | $1.0M | 0.00% | Share |
| 34 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 36,560 | $1.0M | 0.00% | Share |
| 35 | Accurate Wealth Management, LLC | 20,395 | $629K | 0.08% | Share |
| 36 | Strategic Blueprint, LLC | 16,280 | $492K | 0.03% | Share |
| 37 | SFG Wealth Management, LLC. | 16,150 | $488K | 0.19% | Share |
| 38 | CRA Financial Services, LLC | 15,797 | $477K | 0.06% | Share |
| 39 | STUDIO INVESTMENT MANAGEMENT LLC | 14,543 | $439K | 0.08% | Share |
| 40 | Sanctuary Advisors, LLC | 13,499 | $408K | 0.00% | Share |
| 41 | Eldridge Investment Advisors, Inc. | 12,710 | $384K | 0.08% | Share |
| 42 | FINANCIAL MANAGEMENT NETWORK INC | 12,666 | $384K | 0.06% | Share |
| 43 | SHEPHERD KAPLAN KROCHUK, LLC | 11,778 | $356K | 0.29% | Share |
| 44 | one8zero8, LLC | 11,500 | $347K | 0.08% | Share |
| 45 | World Investment Advisors | 10,321 | $312K | 0.01% | Share |
| 46 | MOODY NATIONAL BANK TRUST DIVISION | 9,545 | $288K | 0.03% | Share |
| 47 | Worth Financial Advisory Group, LLC | 8,273 | $250K | 0.12% | Share |
| 48 | Venturi Wealth Management, LLC | 3,525 | $106K | 0.00% | Share |
| 49 | SITTNER & NELSON, LLC | 3,162 | $96K | 0.03% | Share |
| 50 | McIlrath & Eck, LLC | 2,870 | $86K | 0.01% | Share |