| American Portfolios Advisors | 615,590 | $10.0M | 0.44% | – | – |
| Osborne Partners Capital Management, LLC | 622,227 | $10.1M | 0.92% | – | – |
| Brinker Capital Investments, LLC | 633,002 | $10.3M | 0.15% | – | – |
| JNBA Financial Advisors | 639,614 | $10.4M | 1.51% | – | – |
| AE Wealth Management LLC | 661,775 | $10.8M | 0.11% | – | – |
| Simmons Bank | 665,414 | $10.8M | 0.82% | – | – |
| Oppenheimer Asset Management Inc. | 687,260 | $11.2M | 0.17% | – | – |
| Kelly Financial Services LLC | 700,958 | $11.4M | 7.08% | – | – |
| Fiduciary Trust Co | 718,837 | $11.7M | 0.24% | – | – |
| TRUE Private Wealth Advisors | 719,496 | $11.7M | 1.89% | – | – |
| Sepio Capital, LP | 726,914 | $11.8M | 1.11% | – | – |
| Kingfisher Capital LLC | 727,982 | $11.8M | 3.31% | – | – |
| KB Financial Partners, LLC | 734,655 | $11.9M | 5.08% | – | – |
| Independent Family Office, LLC | 744,179 | $12.1M | 4.75% | – | – |
| Timber Creek Capital Management LLC | 751,165 | $12.2M | 4.70% | – | – |
| Beacon Pointe Advisors, LLC | 753,132 | $12.2M | 0.75% | – | – |
| Kestra Advisory Services, LLC | 760,097 | $12.4M | 0.16% | – | – |
| Wealthcare Advisory Partners LLC | 764,786 | $12.4M | 0.90% | – | – |
| American Research & Management Co. | 765,339 | $12.4M | 3.00% | – | – |
| Blair William & Co | 767,297 | $12.5M | 0.05% | – | – |
| Sage Rhino Capital LLC | 776,921 | $12.6M | 4.15% | – | – |
| Voya Financial Advisors, Inc. | 788,807 | $12.6M | 0.50% | – | – |
| American Investment Services, Inc. | 780,048 | $12.7M | 3.43% | – | – |
| Bokf, NA | 787,577 | $12.8M | 0.23% | – | – |
| 3EDGE Asset Management, LP | 796,442 | $12.9M | 1.09% | – | – |
| Kiwi Wealth Investments Limited Partnership | 796,773 | $13.0M | 0.75% | – | – |
| Twin Focus Capital Partners, LLC | 815,113 | $13.3M | 3.79% | – | – |
| Captrust Financial Advisors | 819,458 | $13.3M | 0.14% | – | – |
| Rockefeller Capital Management L.P. | 827,427 | $13.5M | 0.09% | – | – |
| Lowe Wealth Advisors, LLC | 871,395 | $14.2M | 7.13% | – | – |
| GenWealth Group, Inc. | 879,201 | $14.3M | 4.54% | – | – |
| Prudential Financial Inc | 884,093 | $14.4M | 0.02% | – | – |
| MACRO Consulting Group | 888,004 | $14.4M | 7.81% | – | – |
| BFSG, LLC | 897,811 | $14.6M | 2.37% | – | – |
| Goldman Sachs Group Inc | 902,167 | $14.7M | 0.00% | – | – |
| Creative Planning | 911,669 | $14.8M | 0.03% | – | – |
| Biltmore Family Office, LLC | 917,863 | $14.9M | 4.65% | – | – |
| AllGen Financial Advisors, Inc. | 942,193 | $15.3M | 12.52% | – | – |
| Factory Mutual Insurance Co | 970,000 | $15.8M | 0.20% | – | – |
| Coastal Bridge Advisors, LLC | 984,326 | $16.0M | 2.93% | – | – |
| Capital Bank & Trust Co | 984,500 | $16.0M | 0.19% | – | – |
| First American Trust, FSB | 1,024,821 | $16.7M | 2.63% | – | – |
| Equitable Holdings, Inc. | 1,056,407 | $17.2M | 0.36% | – | – |
| Sowa Financial Group, Inc. | 1,068,506 | $17.4M | 12.24% | – | – |
| Goldstein Munger & Associates | 1,078,892 | $17.5M | 4.90% | – | – |
| Confluence Investment Management LLC | 1,083,087 | $17.6M | 0.25% | – | – |
| M&T Bank Corp | 1,090,365 | $17.7M | 0.08% | – | – |
| Narwhal Capital Management | 1,110,068 | $18.1M | 2.45% | – | – |
| Nottingham Advisors, Inc. | 1,113,546 | $18.2M | 2.05% | – | – |
| Chatham Capital Group, Inc. | 1,128,370 | $18.3M | 3.84% | – | – |
| Gamble Jones Investment Counsel | 1,146,610 | $18.6M | 1.25% | – | – |
| Massmutual Trust Co FSB | 1,163,624 | $18.9M | 0.89% | – | – |
| Highland Private Wealth Management | 1,197,977 | $19.5M | 3.21% | – | – |
| Brookstone Capital Management | 1,204,091 | $19.6M | 0.75% | – | – |
| Covington Capital Management | 1,225,955 | $19.9M | 0.86% | – | – |
| Bourgeon Capital Management LLC | 1,228,474 | $20.0M | 4.43% | – | – |
| FDx Advisors, Inc. | 1,253,969 | $20.4M | 0.77% | – | – |
| Geneos Wealth Management Inc. | 1,218,222 | $20.5M | 0.57% | – | – |
| Marks Group Wealth Management, Inc | 1,281,142 | $20.8M | 3.09% | – | – |
| EPIQ Capital Group, LLC | 1,286,770 | $20.9M | 2.34% | – | – |
| Spinnaker Trust | 1,297,290 | $21.1M | 1.58% | – | – |
| Evercore Wealth Management, LLC | 1,326,140 | $21.6M | 0.43% | – | – |
| First Command Bank | 1,333,245 | $21.7M | 4.68% | – | – |
| First Command Financial Services, Inc. | 1,333,245 | $21.7M | 4.68% | – | – |
| Parkside Investments, LLC | 1,334,125 | $21.7M | 4.51% | – | – |
| Mader & Shannon Wealth Management, Inc. | 1,346,594 | $21.9M | 12.81% | – | – |
| EFG Asset Management (Americas) Corp. | 1,357,808 | $22.4M | 4.57% | – | – |
| MML Investors Services, LLC | 1,383,477 | $22.5M | 0.22% | – | – |
| Vigilant Capital Management, LLC | 1,390,703 | $22.6M | 2.01% | – | – |
| WESCAP Management Group, Inc. | 1,399,978 | $22.8M | 6.29% | – | – |
| Cambridge Investment Research Advisors, Inc. | 1,427,375 | $23.2M | 0.13% | – | – |
| Mercer Global Advisors Inc | 1,460,817 | $23.8M | 0.22% | – | – |
| Richard Bernstein Advisors LLC | 1,486,937 | $24.2M | 0.55% | – | – |
| Systelligence, LLC | 1,510,474 | $24.6M | 6.85% | – | – |
| Kore Private Wealth LLC | 1,520,115 | $24.7M | 3.34% | – | – |
| Strategic Point Investment Advisors, LLC | 1,552,640 | $25.2M | 6.69% | – | – |
| MainStreet Investment Advisors LLC | 1,665,396 | $27.1M | 2.26% | – | – |
| Tiaa, FSB | 1,694,453 | $27.6M | 0.10% | – | – |
| Federation des caisses Desjardins du Quebec | 1,743,241 | $28.3M | 0.31% | – | – |
| Mariner, LLC | 1,762,667 | $28.7M | 0.20% | – | – |
| Tanglewood Wealth Management, Inc. | 1,771,416 | $28.8M | 5.73% | – | – |
| Cambridge Trust Co | – | $29.0M | 1.18% | – | – |
| Zhang Financial LLC | 1,829,662 | $29.9M | 8.01% | – | – |
| Mackay Shields LLC | 1,859,000 | $30.2M | 0.22% | – | – |
| Sullivan, Bruyette, Speros & Blaney, LLC | 1,879,906 | $30.6M | 1.35% | – | – |
| Summit Trail Advisors, LLC | 1,909,773 | $31.1M | 3.35% | – | – |
| Benjamin F. Edwards & Company, Inc. | 1,911,343 | $31.1M | 1.67% | – | – |
| Cresset Asset Management, LLC | 1,912,731 | $31.1M | 0.49% | – | – |
| VPR Management LLC | 1,912,950 | $31.1M | 6.15% | – | – |
| MUFG Americas Holdings Corp | 1,916,991 | $31.2M | 0.61% | – | – |
| Beacon Investment Advisory Services, Inc. | 1,954,977 | $31.8M | 1.39% | – | – |
| VCU Investment Management Co | 2,050,202 | $33.3M | 17.63% | – | – |
| Money Design Co.,Ltd. | 2,085,164 | $33.9M | 3.95% | – | – |
| Neuberger Berman Group LLC | 2,099,531 | $34.1M | 0.03% | – | – |
| Stephens Inc | 2,161,213 | $35.1M | 0.58% | – | – |
| Gladius Capital Management LP | 2,292,475 | $37.3M | 8.41% | – | – |
| Capital Asset Advisory Services LLC | 2,449,184 | $39.8M | 5.94% | – | – |
| Citadel Advisors LLC | 2,571,148 | $41.8M | 0.04% | – | – |
| Forbes J M & Co LLP | 2,587,515 | $42.1M | 5.86% | – | – |
| People's United Financial, Inc. | 2,713,723 | $44.1M | 1.05% | – | – |
