| Highland Private Wealth Management | 1,197,977 | $19.5M | 3.21% | – | – |
| Massmutual Trust Co FSB | 1,163,624 | $18.9M | 0.89% | – | – |
| Gamble Jones Investment Counsel | 1,146,610 | $18.6M | 1.25% | – | – |
| Chatham Capital Group, Inc. | 1,128,370 | $18.3M | 3.84% | – | – |
| Nottingham Advisors, Inc. | 1,113,546 | $18.2M | 2.05% | – | – |
| Narwhal Capital Management | 1,110,068 | $18.1M | 2.45% | – | – |
| M&T Bank Corp | 1,090,365 | $17.7M | 0.08% | – | – |
| Confluence Investment Management LLC | 1,083,087 | $17.6M | 0.25% | – | – |
| Goldstein Munger & Associates | 1,078,892 | $17.5M | 4.90% | – | – |
| Sowa Financial Group, Inc. | 1,068,506 | $17.4M | 12.24% | – | – |
| Equitable Holdings, Inc. | 1,056,407 | $17.2M | 0.36% | – | – |
| First American Trust, FSB | 1,024,821 | $16.7M | 2.63% | – | – |
| Capital Bank & Trust Co | 984,500 | $16.0M | 0.19% | – | – |
| Coastal Bridge Advisors, LLC | 984,326 | $16.0M | 2.93% | – | – |
| Factory Mutual Insurance Co | 970,000 | $15.8M | 0.20% | – | – |
| AllGen Financial Advisors, Inc. | 942,193 | $15.3M | 12.52% | – | – |
| Biltmore Family Office, LLC | 917,863 | $14.9M | 4.65% | – | – |
| Creative Planning | 911,669 | $14.8M | 0.03% | – | – |
| Goldman Sachs Group Inc | 902,167 | $14.7M | 0.00% | – | – |
| BFSG, LLC | 897,811 | $14.6M | 2.37% | – | – |
| MACRO Consulting Group | 888,004 | $14.4M | 7.81% | – | – |
| Prudential Financial Inc | 884,093 | $14.4M | 0.02% | – | – |
| GenWealth Group, Inc. | 879,201 | $14.3M | 4.54% | – | – |
| Lowe Wealth Advisors, LLC | 871,395 | $14.2M | 7.13% | – | – |
| Rockefeller Capital Management L.P. | 827,427 | $13.5M | 0.09% | – | – |
| Captrust Financial Advisors | 819,458 | $13.3M | 0.14% | – | – |
| Twin Focus Capital Partners, LLC | 815,113 | $13.3M | 3.79% | – | – |
| Kiwi Wealth Investments Limited Partnership | 796,773 | $13.0M | 0.75% | – | – |
| 3EDGE Asset Management, LP | 796,442 | $12.9M | 1.09% | – | – |
| Bokf, NA | 787,577 | $12.8M | 0.23% | – | – |
| American Investment Services, Inc. | 780,048 | $12.7M | 3.43% | – | – |
| Voya Financial Advisors, Inc. | 788,807 | $12.6M | 0.50% | – | – |
| Sage Rhino Capital LLC | 776,921 | $12.6M | 4.15% | – | – |
| Blair William & Co | 767,297 | $12.5M | 0.05% | – | – |
| American Research & Management Co. | 765,339 | $12.4M | 3.00% | – | – |
| Wealthcare Advisory Partners LLC | 764,786 | $12.4M | 0.90% | – | – |
| Kestra Advisory Services, LLC | 760,097 | $12.4M | 0.16% | – | – |
| Beacon Pointe Advisors, LLC | 753,132 | $12.2M | 0.75% | – | – |
| Timber Creek Capital Management LLC | 751,165 | $12.2M | 4.70% | – | – |
| Independent Family Office, LLC | 744,179 | $12.1M | 4.75% | – | – |
| KB Financial Partners, LLC | 734,655 | $11.9M | 5.08% | – | – |
| Kingfisher Capital LLC | 727,982 | $11.8M | 3.31% | – | – |
| Sepio Capital, LP | 726,914 | $11.8M | 1.11% | – | – |
| TRUE Private Wealth Advisors | 719,496 | $11.7M | 1.89% | – | – |
| Fiduciary Trust Co | 718,837 | $11.7M | 0.24% | – | – |
| Kelly Financial Services LLC | 700,958 | $11.4M | 7.08% | – | – |
| Oppenheimer Asset Management Inc. | 687,260 | $11.2M | 0.17% | – | – |
| Simmons Bank | 665,414 | $10.8M | 0.82% | – | – |
| AE Wealth Management LLC | 661,775 | $10.8M | 0.11% | – | – |
| JNBA Financial Advisors | 639,614 | $10.4M | 1.51% | – | – |
| Brinker Capital Investments, LLC | 633,002 | $10.3M | 0.15% | – | – |
| Osborne Partners Capital Management, LLC | 622,227 | $10.1M | 0.92% | – | – |
| American Portfolios Advisors | 615,590 | $10.0M | 0.44% | – | – |
| Wellspring Financial Advisors, LLC | 661,198 | $9.96M | 4.81% | – | – |
| D.A. Davidson & Co. | 610,399 | $9.93M | 0.13% | – | – |
| Integrated Investment Consultants, LLC | 609,940 | $9.92M | 3.42% | – | – |
| Ambassador Advisors, LLC | 605,251 | $9.84M | 2.20% | – | – |
| Shepherd Financial Partners LLC | 595,686 | $9.69M | 2.14% | – | – |
| Financial Partners Capital Management LLC | 592,563 | $9.64M | 1.95% | – | – |
| CIBC Private Wealth Group, LLC | 592,285 | $9.63M | 0.02% | – | – |
| Cardinal Point Wealth Management LLC | 589,623 | $9.59M | 4.83% | – | – |
| TMD Wealth Management, LLC | 579,750 | $9.43M | 4.48% | – | – |
| LVM Capital Management Ltd | 579,168 | $9.42M | 1.53% | – | – |
| Vision Capital Management, Inc. | 574,518 | $9.34M | 1.66% | – | – |
| Leuthold Group, LLC | 573,442 | $9.32M | 1.18% | – | – |
| Advisory Services Network, LLC | 565,385 | $9.19M | 0.34% | – | – |
| Norris Financial Group, LLC | 562,381 | $9.14M | 6.71% | – | – |
| Bingham Osborn & Scarborough LLC | 561,156 | $9.12M | 0.69% | – | – |
| Quest Investment Management LLC | 559,160 | $9.09M | 0.83% | – | – |
| Aft, Forsyth & Sober, LLC | 551,500 | $8.97M | 3.70% | – | – |
| W.G. Shaheen & Associates DBA Whitney & Co | 548,771 | $8.92M | 1.57% | – | – |
| Resonant Capital Advisors, LLC | 544,738 | $8.86M | 1.82% | – | – |
| Valmark Advisers, Inc. | 541,753 | $8.81M | 0.17% | – | – |
| United Services Automobile Association | 536,400 | $8.72M | 0.16% | – | – |
| New Potomac Partners, LLC | 534,700 | $8.69M | 6.39% | – | – |
| Boyer & Corporon Wealth Management, LLC | 524,839 | $8.53M | 2.52% | – | – |
| Private Advisor Group, LLC | 521,752 | $8.48M | 0.08% | – | – |
| Nkcfo LLC | 515,500 | $8.38M | 3.17% | – | – |
| Mirae Asset Global Investments Co., Ltd. | 510,854 | $8.31M | 0.03% | – | – |
| Private Harbour Investment Management & Counsel, LLC | 509,322 | $8.28M | 7.51% | – | – |
| Howland Capital Management LLC | 508,496 | $8.27M | 0.46% | – | – |
| First Horizon Corp | 505,590 | $8.22M | 0.78% | – | – |
| Modus Advisors, LLC | 503,353 | $8.19M | 3.79% | – | – |
| Stratos Wealth Partners, LTD. | 496,760 | $8.08M | 0.22% | – | – |
| Janney Montgomery Scott LLC | 496,640 | $8.07M | 0.04% | – | – |
| Meridian Wealth Advisors, LLC | 490,224 | $7.97M | 2.65% | – | – |
| Glovista Investments LLC | 494,349 | $7.96M | 2.43% | – | – |
| Gerber Kawasaki Wealth & Investment Management | 486,473 | $7.91M | 0.95% | – | – |
| Dynamic Advisor Solutions LLC | 473,630 | $7.70M | 0.72% | – | – |
| Regent Peak Wealth Advisors LLC | 461,804 | $7.51M | 2.47% | – | – |
| Banco Bilbao Vizcaya Argentaria, S.A. | 458,095 | $7.40M | 0.15% | – | – |
| Parametric Portfolio Associates LLC | 450,308 | $7.32M | 0.00% | – | – |
| Signet Investment Advisory Group, Inc. | 447,894 | $7.28M | 5.64% | – | – |
| Steward Partners Investment Advisory, LLC | 444,544 | $7.23M | 0.13% | – | – |
| Sigma Investment Counselors Inc | 444,507 | $7.23M | 0.59% | – | – |
| Alexandria Capital, LLC | 442,434 | $7.19M | 0.73% | – | – |
| Leavell Investment Management, Inc. | 435,485 | $7.08M | 0.58% | – | – |
| National Asset Management, Inc. | 399,124 | $6.52M | 0.23% | – | – |
| Insight Wealth Partners, LLC | 398,912 | $6.49M | 4.58% | – | – |
| Roundview Capital LLC | 397,127 | $6.46M | 0.81% | – | – |
