| NEPC LLC | 4,943,439 | $379.7m | 7.1% |
| Wedmont Private Capital | 1,469,754 | $111.6m | 3.1% |
| Pathstone Holdings, LLC | 979,361 | $75.2m | 0.2% |
| Capital Asset Advisory Services LLC | 735,952 | $56.5m | 2.0% |
| AXXCESS WEALTH MANAGEMENT, LLC | 732,637 | $56.3m | 0.9% |
| BANK OF AMERICA CORP /DE/ | 565,786 | $43.5m | 0.0% |
| Warwick Investment Management, Inc. | 517,656 | $39.8m | 4.5% |
| CITADEL ADVISORS LLC | 416,368 | $32.0m | 0.0% |
| MML INVESTORS SERVICES, LLC | 336,814 | $25.9m | 0.1% |
| UBS Group AG | 194,820 | $15.0m | 0.0% |
| LPL Financial LLC | 189,689 | $14.6m | 0.0% |
| CoreCap Advisors, LLC | 172,305 | $13.2m | 0.4% |
| Beacon Pointe Advisors, LLC | 163,219 | $12.5m | 0.1% |
| SAX WEALTH ADVISORS, LLC | 140,829 | $10.8m | 0.4% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 139,635 | $10.7m | 0.0% |
| Concurrent Investment Advisors, LLC | 136,096 | $10.5m | 0.1% |
| SUCCESSION FINANCIAL, INC. | 135,694 | $10.4m | 9.9% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 117,355 | $9.0m | 0.0% |
| North Dakota State Investment Board | 98,039 | $7.5m | 0.3% |
| ROYAL BANK OF CANADA | 93,243 | $7.2m | 0.0% |
| JANE STREET GROUP, LLC | 83,219 | $6.4m | 0.0% |
| Drucker Wealth 3.0, LLC | 77,049 | $5.9m | 0.9% |
| TITLEIST ASSET MANAGEMENT, LLC | 72,409 | $5.6m | 0.4% |
| ENVESTNET ASSET MANAGEMENT INC | 70,908 | $5.4m | 0.0% |
| Smartleaf Asset Management LLC | 57,056 | $4.4m | 0.1% |