| WIT, LLC | 5,483,220 | $415.0m | 6.6% |
| Elm Partners Management LLC | 3,821,836 | $289.2m | 10.4% |
| Oxbow Advisors, LLC | 2,473,459 | $187.2m | 15.2% |
| MORGAN STANLEY | 2,295,655 | $173.7m | 0.0% |
| BANK OF AMERICA CORP /DE/ | 2,038,414 | $154.3m | 0.0% |
| Evanson Financial, LLC | 2,015,129 | $152.5m | 7.5% |
| Nicholas Hoffman & Company, LLC. | 1,417,380 | $107.3m | 2.3% |
| SCS Capital Management LLC | 1,375,765 | $104.1m | 1.0% |
| Randolph Co Inc | 995,026 | $75.3m | 6.3% |
| ARMSTRONG ADVISORY GROUP, INC | 967,024 | $73.2m | 4.5% |
| FSA Investment Group, LLC | 888,079 | $67.2m | 21.8% |
| UBS Group AG | 830,196 | $62.8m | 0.0% |
| ROYAL BANK OF CANADA | 791,710 | $59.9m | 0.0% |
| AWM CAPITAL, LLC | 698,414 | $52.9m | 4.2% |
| Bridgewealth Advisory Group, LLC | 686,345 | $51.9m | 9.8% |
| BetterWealth, LLC | 682,813 | $51.7m | 9.1% |
| GREENHAVEN ASSOCIATES INC | 662,000 | $50.1m | 0.6% |
| Family Manage LLC | 639,028 | $48.4m | 5.0% |
| PNC Financial Services Group, Inc. | 629,035 | $47.6m | 0.0% |
| Bragg Financial Advisors, Inc | 606,182 | $45.9m | 1.2% |
| BANK OF MONTREAL /CAN/ | 600,000 | $45.4m | 0.0% |
| LPL Financial LLC | 570,543 | $43.2m | 0.0% |
| Altiora Financial Group, LLC | 477,767 | $36.2m | 5.7% |
| Mirae Asset Global Investments Co., Ltd. | 477,000 | $36.1m | 0.1% |
| Cypress Capital, LLC | 454,572 | $34.4m | 9.3% |