| Diversified Enterprises, LLC | 3,020,046 | $92.2m | 4.5% |
| Arlington Financial Advisors, LLC | 1,719,394 | $52.5m | 6.7% |
| PNC Financial Services Group, Inc. | 828,972 | $25.3m | 0.0% |
| Venturi Wealth Management, LLC | 771,715 | $23.6m | 0.9% |
| PACES FERRY WEALTH ADVISORS, LLC | 619,704 | $18.9m | 7.0% |
| Corient Private Wealth LP | 610,542 | $18.6m | 0.0% |
| RAYMOND JAMES FINANCIAL INC | 470,973 | $14.4m | 0.0% |
| BANK OF AMERICA CORP /DE/ | 387,556 | $11.8m | 0.0% |
| Grey Ledge Advisors, LLC | 327,158 | $10.0m | 2.0% |
| Nordwand Advisors, LLC | 314,868 | $9.6m | 1.5% |
| JPMORGAN CHASE & CO | 317,643 | $9.6m | 0.0% |
| AMI INVESTMENT MANAGEMENT INC | 297,671 | $9.1m | 1.9% |
| Archford Capital Strategies, LLC | 268,505 | $8.2m | 0.8% |
| Proactive Wealth Strategies LLC | 267,870 | $8.2m | 1.3% |
| Gladstone Institutional Advisory LLC | 261,255 | $8.0m | 0.3% |
| Fiduciary Group, LLC | 158,509 | $4.8m | 0.4% |
| FMA Wealth Management, LLC | 146,365 | $4.5m | 2.9% |
| KWB Wealth | 137,212 | $4.2m | 0.4% |
| CITADEL ADVISORS LLC | 136,715 | $4.2m | 0.0% |
| LPL Financial LLC | 108,276 | $3.3m | 0.0% |
| Rockefeller Capital Management L.P. | 96,548 | $2.9m | 0.0% |
| CPC Advisors, LLC | 91,616 | $2.8m | 0.4% |
| Focus Partners Wealth | 89,426 | $2.7m | 0.0% |
| CAPTRUST FINANCIAL ADVISORS | 78,840 | $2.4m | 0.0% |
| ENVESTNET ASSET MANAGEMENT INC | 60,442 | $1.8m | 0.0% |