| BlueStem Wealth Partners, LLC | 239,481 | $10.9m | 1.1% |
| Pictet North America Advisors SA | 232,594 | $10.6m | 0.9% |
| LPL Financial LLC | 177,010 | $8.1m | 0.0% |
| WT Wealth Management | 142,830 | $6.5m | 1.8% |
| Jefferies Financial Group Inc. | 125,500 | $5.7m | 0.0% |
| ROYAL BANK OF CANADA | 98,489 | $4.5m | 0.0% |
| FLAGSHIP HARBOR ADVISORS, LLC | 70,703 | $3.2m | 0.1% |
| OSAIC HOLDINGS, INC. | 64,773 | $3.0m | 0.0% |
| Integrated Wealth Concepts LLC | 57,885 | $2.6m | 0.0% |
| JPMORGAN CHASE & CO | 55,951 | $2.6m | 0.0% |
| Colonial River Investments, LLC | 49,802 | $2.3m | 0.6% |
| ENVESTNET ASSET MANAGEMENT INC | 41,822 | $1.9m | 0.0% |
| Beta Wealth Group, Inc. | 41,495 | $1.9m | 0.7% |
| IFP Advisors, Inc | 35,990 | $1.6m | 0.0% |
| Private Advisor Group, LLC | 33,364 | $1.5m | 0.0% |
| TRUIST FINANCIAL CORP | 32,789 | $1.5m | 0.0% |
| BANQUE PICTET & CIE SA | 31,600 | $1.4m | 0.0% |
| MML INVESTORS SERVICES, LLC | 28,927 | $1.3m | 0.0% |
| Equitable Holdings, Inc. | 20,220 | $921,226 | 0.0% |
| GREENWOOD CAPITAL ASSOCIATES LLC | 18,616 | $848,145 | 0.1% |
| Cambridge Investment Research Advisors, Inc. | 11,122 | $506,000 | 0.0% |
| Rockefeller Capital Management L.P. | 10,590 | $482,480 | 0.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | 9,862 | $449,301 | 0.0% |
| SK Wealth Management, LLC | 9,275 | $420,279 | 0.1% |
| Ameritas Advisory Services, LLC | 8,979 | $409,079 | 0.0% |