| Resonant Capital Advisors, LLC | 948,893 | $22.8m | 1.1% |
| Betterment LLC | 795,489 | $19.2m | 0.0% |
| Beacon Harbor Wealth Advisors, Inc. | 582,845 | $15.1m | 2.9% |
| ROYAL BANK OF CANADA | 352,744 | $8.5m | 0.0% |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | 219,667 | $5.3m | 2.4% |
| One Degree Advisors Inc | 209,681 | $5.0m | 1.1% |
| APPLETON PARTNERS INC/MA | 175,603 | $4.2m | 0.3% |
| Inscription Capital, LLC | 81,711 | $2.0m | 0.2% |
| Prospect Financial Group LLC | 74,015 | $1.8m | 1.4% |
| Evolution Wealth Advisors, LLC | 56,255 | $1.4m | 0.2% |
| Vise Technologies, Inc. | 42,753 | $1.0m | 0.0% |
| STIFEL FINANCIAL CORP | 41,800 | $1.0m | 0.0% |
| Cresset Asset Management, LLC | 40,268 | $969,653 | 0.0% |
| Nuveen, LLC | 39,536 | $952,027 | 0.0% |
| Comprehensive Money Management Services LLC | 30,788 | $741,375 | 0.5% |
| Sanctuary Advisors, LLC | 27,779 | $668,918 | 0.0% |
| LPL Financial LLC | 21,157 | $509,448 | 0.0% |
| WCG Wealth Advisors LLC | 18,211 | $438,521 | 0.0% |
| IFP Advisors, Inc | 17,935 | $431,875 | 0.0% |
| Financial Enhancement Group LLC | 14,752 | $355,228 | 0.0% |
| Focus Partners Wealth | 13,494 | $324,952 | 0.0% |
| Arete Wealth Advisors, LLC | 12,404 | $298,688 | 0.0% |
| Janney Montgomery Scott LLC | 9,761 | $235,000 | 0.0% |
| Braun-Bostich & Associates Inc. | 8,865 | $213,469 | 0.1% |
| US BANCORP \DE\ | 4,734 | $113,995 | 0.0% |