| Tanager Wealth Management LLP | 4,499,641 | $104.2m | 9.1% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1,247,916 | $66.4m | 0.1% |
| Dunhill Financial, LLC | 2,221,653 | $51.4m | 10.5% |
| Checchi Capital Advisers, LLC | 834,395 | $19.3m | 0.9% |
| WELLS FARGO & COMPANY/MN | 487,269 | $11.3m | 0.0% |
| LPL Financial LLC | 460,908 | $10.7m | 0.0% |
| Urban Financial Advisory Corp | 375,756 | $8.7m | 2.4% |
| MORGAN STANLEY | 316,541 | $7.3m | 0.0% |
| Walkner Condon Financial Advisors LLC | 294,945 | $6.8m | 0.8% |
| 1 NORTH WEALTH SERVICES LLC | 156,512 | $3.6m | 1.2% |
| STIFEL FINANCIAL CORP | 132,380 | $3.1m | 0.0% |
| NOMURA ASSET MANAGEMENT CO LTD | 120,100 | $2.8m | 0.0% |
| Rathbones Group PLC | 114,025 | $2.6m | 0.0% |
| Bristlecone Value Partners, LLC | 100,865 | $2.3m | 1.9% |
| Private Advisor Group, LLC | 75,800 | $1.8m | 0.0% |
| GUGGENHEIM CAPITAL LLC | 69,729 | $1.6m | 0.0% |
| JOHNSON INVESTMENT COUNSEL INC | 65,819 | $1.5m | 0.0% |
| JONES FINANCIAL COMPANIES LLLP | 61,039 | $1.4m | 0.0% |
| Climber Capital SA | 60,195 | $1.4m | 0.9% |
| Cerity Partners LLC | 43,847 | $1.0m | 0.0% |
| Fortis Group Advisors, LLC | 40,907 | $947,401 | 0.2% |
| ENVESTNET ASSET MANAGEMENT INC | 40,009 | $926,600 | 0.0% |
| Grey Fox Wealth Advisors, LLC | 35,847 | $830,207 | 0.1% |
| VERITY Wealth Advisors | 35,790 | $828,896 | 0.5% |
| Millington Financial Advisors, LLC | 33,186 | $766,586 | 0.3% |