| HighTower Advisors, LLC | 503,184 | $55.0m | 0.1% |
| STIFEL FINANCIAL CORP | 478,573 | $52.3m | 0.0% |
| Bank of New York Mellon Corp | 344,348 | $37.6m | 0.0% |
| RAYMOND JAMES FINANCIAL INC | 328,763 | $35.9m | 0.0% |
| TRB Wealth Management, LLC | 138,548 | $15.1m | 2.0% |
| Pathstone Holdings, LLC | 132,626 | $14.5m | 0.0% |
| Asset Management One Co., Ltd. | 128,946 | $14.1m | 0.0% |
| BAILARD, INC. | 125,583 | $13.7m | 0.3% |
| UBS Group AG | 104,837 | $11.5m | 0.0% |
| KEYBANK NATIONAL ASSOCIATION/OH | 99,598 | $10.9m | 0.0% |
| ARVEST INVESTMENTS, INC. | 83,419 | $9.1m | 1.1% |
| Great Diamond Partners, LLC | 74,286 | $8.1m | 1.4% |
| RKL Wealth Management LLC | 74,091 | $8.1m | 0.6% |
| MORGAN STANLEY | 69,654 | $7.6m | 0.0% |
| EP Wealth Advisors, LLC | 69,239 | $7.6m | 0.0% |
| AMERIPRISE FINANCIAL INC | 67,367 | $7.4m | 0.0% |
| BANK OF AMERICA CORP /DE/ | 66,716 | $7.3m | 0.0% |
| OSAIC HOLDINGS, INC. | 63,120 | $6.9m | 0.0% |
| WELLS FARGO & COMPANY/MN | 53,257 | $5.8m | 0.0% |
| Summit Financial, LLC | 51,679 | $5.6m | 0.1% |
| LPL Financial LLC | 50,780 | $5.5m | 0.0% |
| PNC Financial Services Group, Inc. | 46,486 | $5.1m | 0.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 41,173 | $4.5m | 0.0% |
| Fluent Financial, LLC | 38,521 | $4.2m | 1.5% |
| US BANCORP \DE\ | 36,977 | $4.0m | 0.0% |