| OXFORD FINANCIAL GROUP, LTD. LLC | 3,860,173 | $192.5m | 9.8% |
| WELLS FARGO & COMPANY/MN | 1,176,625 | $58.7m | 0.0% |
| LPL Financial LLC | 1,091,671 | $54.5m | 0.0% |
| ROYAL BANK OF CANADA | 916,922 | $45.7m | 0.0% |
| Rockefeller Capital Management L.P. | 503,418 | $25.1m | 0.0% |
| One Charles Private Wealth Services, LLC | 484,447 | $24.2m | 5.6% |
| UBS Group AG | 460,192 | $23.0m | 0.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | 319,322 | $15.9m | 0.0% |
| FIRST FOUNDATION ADVISORS | 318,044 | $15.9m | 0.6% |
| ENVESTNET ASSET MANAGEMENT INC | 311,549 | $15.5m | 0.0% |
| CAPTRUST FINANCIAL ADVISORS | 301,382 | $15.0m | 0.0% |
| Janney Montgomery Scott LLC | 299,067 | $14.9m | 0.0% |
| Hilltop National Bank | 280,389 | $14.0m | 3.0% |
| MAI Capital Management | 271,806 | $13.6m | 0.1% |
| RAYMOND JAMES FINANCIAL INC | 264,151 | $13.2m | 0.0% |
| Coastal Bridge Advisors, LLC | 260,680 | $13.0m | 0.8% |
| Aptus Capital Advisors, LLC | 253,900 | $12.7m | 0.1% |
| Private Advisor Group, LLC | 229,553 | $11.5m | 0.1% |
| DIVERSIFIED MANAGEMENT INC | 224,829 | $11.2m | 2.4% |
| Focus Partners Wealth | 211,977 | $10.6m | 0.0% |
| Longview Financial Advisors, Inc. | 187,257 | $9.3m | 5.5% |
| Independent Family Office, LLC | 158,665 | $7.9m | 3.2% |
| Kestra Investment Management, LLC | 155,518 | $7.8m | 0.2% |
| NCM Capital Management, LLC | 153,838 | $7.7m | 2.4% |
| PECAUT & CO. | 152,906 | $7.6m | 2.3% |