| Dynasty Wealth Management, LLC | 1,545,194 | $139.8m | 1.0% |
| RiverFront Investment Group, LLC | 1,523,347 | $137.8m | 1.8% |
| GOLDMAN SACHS GROUP INC | 1,387,734 | $125.5m | 0.0% |
| JPMORGAN CHASE & CO | 1,224,738 | $110.9m | 0.0% |
| ENVESTNET ASSET MANAGEMENT INC | 1,222,231 | $110.6m | 0.0% |
| MORGAN STANLEY | 1,088,602 | $98.5m | 0.0% |
| SAGESPRING WEALTH PARTNERS, LLC | 739,777 | $66.9m | 1.0% |
| OpenArc Corporate Advisory, LLC | 487,555 | $44.1m | 0.5% |
| BANK OF AMERICA CORP /DE/ | 479,885 | $43.4m | 0.0% |
| RAYMOND JAMES FINANCIAL INC | 461,178 | $41.7m | 0.0% |
| LPL Financial LLC | 448,681 | $40.6m | 0.0% |
| ROYAL BANK OF CANADA | 436,095 | $39.5m | 0.0% |
| PGIM Custom Harvest LLC | 362,421 | $32.8m | 0.4% |
| WELLS FARGO & COMPANY/MN | 344,920 | $31.2m | 0.0% |
| Kozak & Associates, Inc. | 305,432 | $28.2m | 4.9% |
| Circle Wealth Management, LLC | 294,600 | $26.7m | 0.3% |
| Janney Montgomery Scott LLC | 196,911 | $17.8m | 0.0% |
| BANK OF MONTREAL /CAN/ | 193,645 | $17.5m | 0.0% |
| TWO SIGMA INVESTMENTS, LP | 155,400 | $14.1m | 0.0% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 153,440 | $13.9m | 1.6% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 148,491 | $13.4m | 0.2% |
| AMERIPRISE FINANCIAL INC | 145,844 | $13.3m | 0.0% |
| Private Advisor Group, LLC | 133,068 | $12.0m | 0.1% |
| ARKANSAS FINANCIAL GROUP, INC. | 130,414 | $11.8m | 1.5% |
| SAM Advisors, LLC | 119,266 | $10.8m | 2.9% |