| AlTi Global, Inc. | 4,931,716 | $154.4m | 3.2% |
| Fiduciary Trust Co | 4,912,761 | $153.8m | 1.7% |
| Cerity Partners OCIO LLC | 2,333,859 | $73.0m | 3.7% |
| LPL Financial LLC | 317,542 | $9.9m | 0.0% |
| STIFEL FINANCIAL CORP | 247,310 | $7.7m | 0.0% |
| RAYMOND JAMES FINANCIAL INC | 185,481 | $5.8m | 0.0% |
| ELEVATION POINT WEALTH PARTNERS, LLC | 182,710 | $5.7m | 0.1% |
| Vestmark Advisory Solutions, Inc. | 182,005 | $5.7m | 0.1% |
| Rockefeller Capital Management L.P. | 114,087 | $3.6m | 0.0% |
| EASTERN BANK | 98,217 | $3.1m | 0.0% |
| Summit Trail Advisors, LLC | 91,619 | $2.9m | 0.0% |
| SCS Capital Management LLC | 83,600 | $2.6m | 0.0% |
| Cambridge Investment Research Advisors, Inc. | 78,954 | $2.5m | 0.0% |
| Arax Advisory Partners | 71,332 | $2.2m | 0.0% |
| MARSHALL INVESTMENT MANAGEMENT, LLC | 65,788 | $2.1m | 0.9% |
| TOUNJIAN ADVISORY PARTNERS, LLC | 64,012 | $2.0m | 0.9% |
| Cetera Investment Advisers | 61,452 | $1.9m | 0.0% |
| Integrated Wealth Concepts LLC | 56,722 | $1.8m | 0.0% |
| HBW ADVISORY SERVICES LLC | 52,063 | $1.6m | 0.1% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 49,236 | $1.5m | 0.0% |
| UBS Group AG | 41,692 | $1.3m | 0.0% |
| Modern Wealth Management, LLC | 34,023 | $1.1m | 0.0% |
| Signal Advisors Wealth, LLC | 32,040 | $1.0m | 0.1% |
| Legacy Wealth Managment, LLC/ID | 30,782 | $963,481 | 0.4% |
| StoneX Group Inc. | 29,306 | $917,309 | 0.0% |