| Composition Wealth, LLC | 2,676,208 | $127.2m | 1.5% |
| State of New Jersey Common Pension Fund D | 1,750,000 | $83.2m | 0.3% |
| MAI Capital Management | 1,258,329 | $59.8m | 0.2% |
| GOLDMAN SACHS GROUP INC | 1,032,285 | $49.1m | 0.0% |
| Betterment LLC | 780,865 | $37.1m | 0.1% |
| LPL Financial LLC | 646,806 | $30.7m | 0.0% |
| Compass Wealth Management, LLC/GA | 618,752 | $29.4m | 11.7% |
| UBS Group AG | 535,554 | $25.4m | 0.0% |
| BANK OF AMERICA CORP /DE/ | 523,448 | $24.9m | 0.0% |
| OneDigital Investment Advisors LLC | 513,062 | $24.4m | 0.2% |
| RAYMOND JAMES FINANCIAL INC | 488,447 | $23.2m | 0.0% |
| AMERIPRISE FINANCIAL INC | 485,986 | $23.1m | 0.0% |
| MORGAN STANLEY | 484,966 | $23.0m | 0.0% |
| MML INVESTORS SERVICES, LLC | 444,521 | $21.1m | 0.0% |
| Parcion Private Wealth LLC | 425,835 | $20.2m | 0.8% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 390,564 | $18.7m | 0.0% |
| WELLS FARGO & COMPANY/MN | 328,051 | $15.6m | 0.0% |
| Migdal Insurance & Financial Holdings Ltd. | 283,943 | $13.5m | 0.1% |
| JPMORGAN CHASE & CO | 276,488 | $13.2m | 0.0% |
| Madison Asset Management, LLC | 226,700 | $10.8m | 0.1% |
| Fonville Wealth Management LLC | 222,960 | $10.6m | 1.7% |
| CITADEL ADVISORS LLC | 216,791 | $10.3m | 0.0% |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 213,160 | $10.1m | 3.6% |
| STERLING INVESTMENT ADVISORS LLC /ADV | 180,540 | $8.6m | 3.9% |
| ROYAL BANK OF CANADA | 176,786 | $8.4m | 0.0% |