| Kathmere Capital Management, LLC | 621,818 | $25.1m | 1.3% |
| Resonant Capital Advisors, LLC | 297,925 | $12.0m | 0.6% |
| Rothschild Wealth LLC | 249,173 | $10.1m | 0.8% |
| Rockefeller Capital Management L.P. | 211,923 | $8.6m | 0.0% |
| Indivisible Partners | 201,233 | $8.1m | 0.5% |
| Aspect Partners, LLC | 189,539 | $7.6m | 2.9% |
| Berkeley, Inc | 142,797 | $5.8m | 1.8% |
| Madison Asset Management, LLC | 64,391 | $2.6m | 0.0% |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 32,778 | $1.3m | 0.6% |
| Tidal Investments LLC | 28,306 | $1.1m | 0.0% |
| LPL Financial LLC | 17,885 | $721,844 | 0.0% |
| National Philanthropic Trust | 17,000 | $686,120 | 0.0% |
| Crumly & Associates Inc. | 14,429 | $582,354 | 0.1% |
| Legacy Wealth Managment, LLC/ID | 11,943 | $482,019 | 0.2% |
| Focus Partners Wealth | 11,826 | $477,302 | 0.0% |
| Global View Capital Management LLC | 10,879 | $439,076 | 0.1% |
| Accurate Wealth Management, LLC | 9,920 | $406,918 | 0.0% |
| WealthCare Investment Partners, LLC | 5,890 | $237,725 | 0.1% |
| Abacus Planning Group, Inc. | 5,504 | $222,141 | 0.0% |
| Nuveen, LLC | 5,241 | $211,527 | 0.0% |
| US BANCORP \DE\ | 1,358 | $54,809 | 0.0% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1,031 | $41,611 | 0.0% |
| Orion Capital Management LLC | 628 | $25,346 | 0.0% |
| Essential Partners LLC | 359 | $14,489 | 0.0% |
| HARBOUR INVESTMENTS, INC. | 308 | $12,431 | 0.0% |