| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 5,356,465 | $316.3m | 13.7% |
| Wealthcare Advisory Partners LLC | 1,031,715 | $60.9m | 1.2% |
| RATIONAL ADVISORS, INC. | 735,041 | $43.4m | 4.0% |
| OneDigital Investment Advisors LLC | 611,866 | $36.1m | 0.3% |
| Cetera Investment Advisers | 554,125 | $32.7m | 0.0% |
| Professional Financial Advisors, LLC | 518,200 | $30.6m | 5.3% |
| 46 Peaks LLC | 386,537 | $22.8m | 14.4% |
| LPL Financial LLC | 380,758 | $22.5m | 0.0% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 327,755 | $19.4m | 0.0% |
| AQR CAPITAL MANAGEMENT LLC | 244,408 | $14.4m | 0.0% |
| WJ Interests, LLC | 192,789 | $11.4m | 4.4% |
| Perennial Investment Advisors, LLC | 161,472 | $9.5m | 0.6% |
| BNP PARIBAS FINANCIAL MARKETS | 152,814 | $9.0m | 0.0% |
| Kestra Advisory Services, LLC | 129,199 | $7.6m | 0.0% |
| Fermata Advisors, LLC | 117,673 | $6.9m | 1.4% |
| REGIONS FINANCIAL CORP | 96,117 | $5.7m | 0.0% |
| JPMORGAN CHASE & CO | 92,185 | $5.4m | 0.0% |
| Bravias Capital Group, LLC | 88,453 | $5.2m | 3.1% |
| OSAIC HOLDINGS, INC. | 83,404 | $4.9m | 0.0% |
| Private Advisor Group, LLC | 80,821 | $4.8m | 0.0% |
| MORGAN STANLEY | 70,390 | $4.2m | 0.0% |
| CIBC Bancorp USA Inc. | 64,423 | $3.8m | 0.0% |
| RHS Financial, LLC | 52,514 | $3.1m | 1.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | 49,934 | $2.9m | 0.0% |
| Leading Edge Financial Planning LLC | 43,755 | $2.6m | 0.5% |