| LPL Financial LLC | 1,110,966 | $101.4m | 0.0% |
| Betterment LLC | 774,716 | $70.7m | 0.1% |
| BANK OF AMERICA CORP /DE/ | 565,875 | $51.6m | 0.0% |
| AMERICAN NATIONAL BANK & TRUST | 548,883 | $50.1m | 4.3% |
| FIRST FOUNDATION ADVISORS | 512,488 | $46.8m | 1.7% |
| ENVESTNET ASSET MANAGEMENT INC | 375,842 | $34.3m | 0.0% |
| FIRST AMERICAN TRUST, FSB | 355,873 | $32.5m | 2.0% |
| MORGAN STANLEY | 244,937 | $22.4m | 0.0% |
| Richard P Slaughter Associates Inc | 242,768 | $22.2m | 4.3% |
| Paul R. Ried Financial Group, LLC | 191,659 | $17.5m | 7.6% |
| VERUS CAPITAL PARTNERS, LLC | 181,978 | $16.6m | 0.9% |
| Financial Architects, LLC | 177,580 | $16.2m | 7.8% |
| IFP Advisors, Inc | 174,206 | $15.9m | 0.3% |
| High Probability Advisors, LLC | 169,229 | $15.4m | 1.7% |
| Duncan Williams Asset Management, LLC | 157,612 | $14.4m | 3.2% |
| Heck Capital Advisors, LLC | 153,051 | $14.0m | 0.8% |
| KINTRA WEALTH, LLC | 148,300 | $13.7m | 0.7% |
| Orion Porfolio Solutions, LLC | 130,953 | $12.0m | 0.1% |
| 1900 WEALTH MANAGEMENT LLC | 129,983 | $11.9m | 0.7% |
| Cetera Investment Advisers | 125,967 | $11.5m | 0.0% |
| Great Lakes Retirement, Inc. | 119,712 | $10.9m | 1.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | 118,791 | $10.8m | 0.0% |
| PRINCIPAL SECURITIES, INC. | 112,724 | $10.3m | 0.1% |
| OSAIC HOLDINGS, INC. | 111,599 | $10.2m | 0.0% |
| Strategic Financial Services, Inc. | 95,271 | $8.7m | 0.4% |