| Brown Brothers Harriman & Co. | 5.62% | New | 15,725,379 | $1.0B |
| AlTi Global, Inc. | 8.29% | New | 5,904,874 | $386.8M |
| Financial Engines Advisors L.L.C. | 0.59% | New | 4,772,869 | $312.7M |
| Franklin Resources Inc. | 0.05% | New | 2,800,327 | $183.4M |
| LPL Financial LLC | 0.04% | New | 2,308,689 | $151.2M |
| Mesirow Financial Investment Management, Inc. | 2.71% | New | 2,012,662 | $131.8M |
| Brown Advisory Inc. | 0.15% | New | 1,643,003 | $107.6M |
| Osaic Holdings, Inc. | 0.12% | New | 1,245,046 | $81.6M |
| Bank of America Corp. | 0.01% | New | 1,163,454 | $76.2M |
| Raymond James Financial Inc. | 0.02% | New | 1,125,256 | $73.7M |
| Cambridge Investment Research Advisors, Inc. | 0.19% | New | 1,072,509 | $70.3M |
| Wells Fargo & Company | 0.01% | New | 869,756 | $57.0M |
| UBS Group AG | 0.01% | New | 813,200 | $53.3M |
| Montis Financial, LLC | 10.48% | New | 809,126 | $53.0M |
| HighTower Advisors, LLC | 0.06% | New | 800,193 | $52.4M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | New | 719,197 | $47.9M |
| Corient Private Wealth LP | 0.06% | New | 686,029 | $44.9M |
| Affiance Financial, LLC | 6.92% | New | 656,658 | $43.0M |
| Ascension Capital Advisors, Inc. | 13.74% | New | 611,494 | $40.1M |
| Composition Wealth, LLC | 0.55% | New | 582,036 | $38.1M |
| Assetmark, Inc. | 0.07% | New | 554,566 | $36.3M |
| Parisi Gray Wealth Management | 8.17% | New | 549,027 | $36.0M |
| Stratos Wealth Partners, LTD. | 0.38% | New | 514,305 | $33.7M |
| Aprio Wealth Management, LLC | 1.76% | New | 467,611 | $30.6M |
| Urban Financial Advisory Corp | 11.33% | New | 440,266 | $28.8M |
| Waverly Advisors, LLC | 0.23% | New | 431,441 | $28.3M |
| United Capital Financial Advisors, LLC | 0.15% | New | 383,323 | $25.1M |
| Royal Bank of Canada | 0.00% | New | 368,893 | $24.2M |
| Ironwood Investment Counsel, LLC | 3.15% | New | 344,154 | $22.5M |
| Commonwealth Equity Services, LLC | 0.03% | New | 317,992 | $20.8M |
| Mariner, LLC | 0.02% | New | 317,747 | $20.8M |
| Focus Partners Wealth | 0.02% | New | 312,668 | $20.5M |
| New England Private Wealth Advisors LLC | 2.55% | New | 312,610 | $20.5M |
| Cresset Asset Management, LLC | 0.09% | New | 310,160 | $20.3M |
| NBZ Investment Advisors LLC | 8.39% | New | 293,305 | $19.2M |
| Cross Staff Investments Inc | 10.45% | New | 289,630 | $19.0M |
| Lighthouse Wealth Management Inc. | 12.44% | New | 277,954 | $18.2M |
| Summit Trail Advisors, LLC | 0.31% | New | 276,478 | $18.1M |
| Cetera Investment Advisers | 0.02% | New | 275,064 | $18.0M |
| Fiduciary Group, LLC | 1.33% | New | 242,380 | $15.9M |
| FMR LLC | 0.00% | New | 238,429 | $15.6M |
| Allworth Financial LP | 0.06% | New | 234,792 | $15.4M |
| Stifel Financial Corp. | 0.01% | New | 233,094 | $15.3M |
| Morgan Stanley | 0.00% | New | 222,409 | $14.6M |
| Private Advisor Group, LLC | 0.06% | New | 182,614 | $12.0M |
| Rockefeller Capital Management L.P. | 0.02% | New | 181,086 | $11.9M |
| Cary Street Partners Financial LLC | 0.29% | New | 177,754 | $11.6M |
| Canal Capital Management, LLC | 1.63% | New | 175,232 | $11.5M |
| Stratos Wealth Advisors, LLC | 0.55% | New | 172,258 | $11.3M |
| Montz Harcus Wealth Management LLC | 4.47% | New | 168,425 | $11.0M |
| Perigon Wealth Management, LLC | 0.19% | New | 158,885 | $10.4M |
| Ausdal Financial Partners, Inc. | 0.48% | New | 157,084 | $10.3M |
| Equitable Trust Co. | 0.46% | New | 156,363 | $10.2M |
| Steward Partners Investment Advisory, LLC | 0.06% | New | 155,851 | $10.2M |
| Compton Wealth Advisory Group, LLC | 2.20% | New | 153,472 | $10.1M |
| Arete Wealth Advisors, LLC | 0.69% | New | 152,801 | $10.0M |
| Envestnet Asset Management Inc. | 0.00% | New | 150,552 | $9.9M |
| Capital Advisors, Ltd. LLC | 1.10% | New | 149,532 | $9.8M |
| Prospera Financial Services Inc | 0.16% | New | 149,508 | $9.8M |
| Janney Montgomery Scott LLC | 0.02% | New | 146,936 | $9.6M |
| FFT Wealth Management LLC | 1.82% | New | 145,579 | $9.5M |
| Cerity Partners LLC | 0.01% | New | 135,420 | $8.9M |
| Citadel Advisors | 0.01% | New | 134,368 | $8.8M |
| Beacon Financial Planning, Inc. | 4.24% | New | 134,268 | $8.8M |
| NewEdge Advisors, LLC | 0.03% | New | 132,615 | $8.7M |
| Kestra Advisory Services, LLC | 0.03% | New | 128,015 | $8.4M |
| Prime Capital Investment Advisors, LLC | 0.10% | New | 127,172 | $8.3M |
| Aspire Capital Advisors LLC | 1.95% | New | 126,717 | $8.3M |
| Moneta Group Investment Advisors LLC | 0.06% | New | 125,806 | $8.2M |
| Truist Financial Corp. | 0.01% | New | 118,193 | $7.7M |
| Capital Planning LLC | 2.09% | New | 114,952 | $7.5M |
| Orion Porfolio Solutions, LLC | 0.05% | New | 110,866 | $7.3M |
| JBR Co Financial Management Inc | 2.98% | New | 108,793 | $7.1M |
| Simon Quick Advisors, LLC | 0.31% | New | 106,997 | $7.0M |
| KilterHowling LLC | 3.49% | New | 105,087 | $6.9M |
| Annandale Capital, LLC | 1.05% | New | 98,506 | $6.5M |
| Baker Tilly Wealth Management, LLC | 1.57% | New | 97,070 | $6.4M |
| Creative Planning | 0.00% | New | 96,506 | $6.3M |
| Ehrenkranz Partners L.P. | 6.97% | New | 93,942 | $6.2M |
| Rollins Financial Advisors, LLC | 0.90% | New | 93,874 | $6.1M |
| Sargent Investment Group, LLC | 0.76% | New | 92,801 | $6.1M |
| SOL Capital Management CO | 0.54% | New | 91,754 | $6.0M |
| Modera Wealth Management, LLC | 0.07% | New | 91,122 | $6.0M |
| Tanglewood Wealth Management, Inc. | 0.54% | New | 90,612 | $5.9M |
| Ieq Capital, LLC | 0.02% | New | 90,281 | $5.9M |
| Lynx Investment Advisory | 3.13% | New | 87,467 | $5.7M |
| Quantinno Capital Management LP | 0.01% | New | 85,995 | $5.6M |
| Karras Company, Inc. | 5.15% | — | 80,578 | $5.3M |
| CIBC Private Wealth Group LLC | 0.01% | New | 79,164 | $5.2M |
| MML Investors Services, LLC | 0.01% | New | 78,632 | $5.2M |
| DAVENPORT & Co LLC | 0.03% | New | 78,205 | $5.1M |
| Circle Wealth Management, LLC | 0.07% | New | 73,452 | $4.8M |
| Voisard Asset Management Group, Inc. | 0.99% | New | 69,723 | $4.6M |
| Allen Investment Management, LLC | 0.05% | New | 68,101 | $4.5M |
| Vertex Planning Partners, LLC | 0.97% | New | 63,996 | $4.2M |
| Berger Financial Group, Inc | 0.24% | New | 63,639 | $4.2M |
| IHT Wealth Management, LLC | 0.10% | New | 63,261 | $4.1M |
| Rockbridge Investment Management, LCC | 0.38% | New | 62,370 | $4.1M |
| Mercer Global Advisors Inc. | 0.01% | New | 61,742 | $4.0M |
| BNB Wealth Management, LLC | 2.59% | — | 61,482 | $4.0M |