| 1 | TD Capital Management LLC | 44,312 | $2.2B | 0.20% | Share |
| 2 | JPMORGAN CHASE & CO | 24,931,451 | $1.2B | 0.08% | Share |
| 3 | Bramshill Investments, LLC | 3,159,970 | $157.5M | 8.90% | Share |
| 4 | BANK OF AMERICA CORP /DE/ | 2,503,555 | $124.0M | 0.01% | Share |
| 5 | Anchor Investment Management, LLC | 2,370 | $118.1M | 0.01% | Share |
| 6 | LPL Financial LLC | 2,011,548 | $100.0M | 0.03% | Share |
| 7 | Blue Trust, Inc. | 1,929,538 | $96.2M | 1.09% | Share |
| 8 | WELLS FARGO & COMPANY/MN | 1,841,601 | $91.0M | 0.02% | Share |
| 9 | HighTower Advisors, LLC | 1,618,722 | $80.0M | 0.09% | Share |
| 10 | Wharton Business Group, LLC | 1,418,534 | $70.7M | 2.69% | Share |
| 11 | Avion Wealth | 1,310,153 | $65.3M | 13.70% | Share |
| 12 | Kensington Asset Management, LLC | 1,105,568 | $55.1M | 2.85% | Share |
| 13 | WELLS FARGO & COMPANY/MN | 1,005,478 | $50.0M | 0.01% | Share |
| 14 | Pacific Center for Financial Services | 920,612 | $46.0M | 11.74% | Share |
| 15 | BANK OF AMERICA CORP /DE/ | 738,778 | $36.0M | 0.00% | Share |
| 16 | Red Wave Investments LLC | 653,738 | $32.6M | 9.69% | Share |
| 17 | Charter Oak Capital Management, LLC | 578,483 | $28.8M | 2.20% | Share |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | 527,334 | $26.0M | 0.03% | Share |
| 19 | 55 North Private Wealth, LLC | 516,915 | $25.8M | 6.79% | Share |
| 20 | Fortitude Advisory Group L.L.C. | 508,287 | $25.3M | 10.74% | Share |
| 21 | Fonville Wealth Management LLC | 482,882 | $24.1M | 4.92% | Share |
| 22 | Alpha Omega Wealth Management LLC | 480,524 | $23.9M | 3.97% | Share |
| 23 | MML INVESTORS SERVICES, LLC | 480,692 | $23.0M | 0.06% | Share |
| 24 | Spectrum Asset Management, Inc. (NB/CA) | 452,395 | $22.5M | 7.52% | Share |
| 25 | RAYMOND JAMES FINANCIAL INC | 426,567 | $21.0M | 0.01% | Share |
| 26 | Clarius Group, LLC | 413,417 | $20.6M | 1.18% | Share |
| 27 | Eagle Capital Management, LLC | 407,709 | $20.3M | 7.39% | Share |
| 28 | LOWE BROCKENBROUGH & CO INC | 408,718 | $20.0M | 0.98% | Share |
| 29 | Waverly Advisors, LLC | 409,130 | $20.0M | 0.16% | Share |
| 30 | David Kennon Inc | 392,286 | $19.6M | 6.95% | Share |
| 31 | Global Wealth Management, LLC | 379,070 | $18.9M | 10.17% | Share |
| 32 | NKCFO LLC | 369,250 | $18.4M | 5.32% | Share |
| 33 | Coyle Financial Counsel LLC | 361,964 | $18.0M | 3.86% | Share |
| 34 | TITLEIST ASSET MANAGEMENT, LLC | 357,023 | $17.8M | 1.43% | Share |
| 35 | Valtinson Bruner Financial Planning LLC | 344,647 | $17.2M | 4.94% | Share |
| 36 | Fortis Advisors, LLC | 342,921 | $17.1M | 9.27% | Share |
| 37 | HORIZON KINETICS ASSET MANAGEMENT LLC | 342,542 | $17.1M | 0.23% | Share |
| 38 | Calder Financial LLC | 330,867 | $16.5M | 16.19% | Share |
| 39 | STIFEL FINANCIAL CORP | 302,648 | $15.0M | 0.01% | Share |
| 40 | CFO4Life Group, LLC | 296,102 | $14.8M | 2.10% | Share |
| 41 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 285,481 | $14.2M | 0.02% | Share |
| 42 | TruWealth Advisors, LLC | 282,561 | $14.1M | 0.69% | Share |
| 43 | OneDigital Investment Advisors LLC | 283,610 | $14.0M | 0.14% | Share |
| 44 | McClarren Financial Advisors, Inc. | 79,809 | $13.7M | 8.20% | Share |
| 45 | Kestra Advisory Services, LLC | 262,391 | $13.0M | 0.05% | Share |
| 46 | CAPTRUST FINANCIAL ADVISORS | 278,733 | $13.0M | 0.02% | Share |
| 47 | RAYMOND JAMES FINANCIAL INC | 262,244 | $13.0M | 0.00% | Share |
| 48 | Focus Partners Wealth | 267,512 | $13.0M | 0.01% | Share |
| 49 | Colony Family Offices, LLC | 249,692 | $12.4M | 3.11% | Share |
| 50 | FOUNDERS GROVE WEALTH PARTNERS, LLC | 245,918 | $12.3M | 2.76% | Share |