| Cresset Asset Management, LLC | 1,563,262 | $85.1m | 0.3% |
| Torren Management, LLC | 1,240,351 | $67.5m | 34.3% |
| Fortitude Family Office, LLC | 710,489 | $38.7m | 7.5% |
| MAI Capital Management | 624,484 | $34.0m | 0.1% |
| Global Strategic Investment Solutions, LLC | 500,857 | $27.3m | 2.4% |
| SHEETS SMITH WEALTH MANAGEMENT | 484,908 | $26.4m | 2.6% |
| Tarbox Family Office, Inc. | 395,590 | $21.5m | 3.1% |
| Relyea Zuckerberg Hanson LLC | 371,216 | $20.2m | 1.7% |
| Sanctuary Advisors, LLC | 282,376 | $15.4m | 0.1% |
| SJS Investment Consulting Inc. | 205,237 | $11.2m | 1.2% |
| Bridgewater Advisors Inc. | 192,733 | $10.5m | 0.6% |
| Mason Investment Advisory Services, Inc. | 192,119 | $10.5m | 0.4% |
| ANDERSON HOAGLAND & CO | 162,708 | $8.9m | 0.7% |
| Ridgeline Wealth, LLC | 128,110 | $7.0m | 4.1% |
| Tortoise Investment Management, LLC | 123,076 | $6.7m | 0.5% |
| HighTower Advisors, LLC | 118,996 | $6.5m | 0.0% |
| RVW Wealth, LLC | 111,410 | $6.1m | 0.4% |
| IEQ CAPITAL, LLC | 111,192 | $6.1m | 0.0% |
| Foster Group, Inc. | 100,870 | $5.5m | 0.1% |
| BCR Wealth Strategies, LLC | 26,974 | $1.5m | 0.4% |
| CITADEL ADVISORS LLC | 13,395 | $729,284 | 0.0% |
| Plancorp, LLC | 8,943 | $483,459 | 0.0% |
| GOLDMAN SACHS GROUP INC | 5,932 | $322,965 | 0.0% |
| Orion Capital Management LLC | 35 | $1,906 | 0.0% |
| WELLS FARGO & COMPANY/MN | 21 | $1,143 | 0.0% |