| 1 | Sierra Capital LLC | 4,299,939 | $27.2M | 2.87% | Share |
| 2 | Elmwood Wealth Management, Inc. | 164,258 | $8.3M | 2.62% | Share |
| 3 | LPL Financial LLC | 172,758 | $8.0M | 0.00% | Share |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 134,985 | $6.8M | 0.01% | Share |
| 5 | Sierra Capital LLC | 64,503 | $6.5M | 0.69% | Share |
| 6 | Ariadne Wealth Management, LP | 128,176 | $6.5M | 2.68% | Share |
| 7 | Sierra Capital LLC | 565,147 | $3.6M | 0.38% | Share |
| 8 | CITIZENS FINANCIAL GROUP INC/RI | 70,549 | $3.6M | 0.05% | Share |
| 9 | DeLarme Wealth Management, Inc. | 69,954 | $3.5M | 2.51% | Share |
| 10 | NDWM LLC | 65,051 | $3.3M | 2.17% | Share |
| 11 | SWEENEY & MICHEL, LLC | 54,521 | $2.8M | 0.81% | Share |
| 12 | Sierra Capital LLC | 421,425 | $2.7M | 0.28% | Share |
| 13 | FINANCIAL MANAGEMENT NETWORK INC | 48,085 | $2.4M | 0.38% | Share |
| 14 | AXXCESS WEALTH MANAGEMENT, LLC | 43,085 | $2.2M | 0.01% | Share |
| 15 | Global Retirement Partners, LLC | 50,089 | $2.0M | 0.04% | Share |
| 16 | Sierra Capital LLC | 290,592 | $1.8M | 0.19% | Share |
| 17 | Ballast Rock Private Wealth LLC | 34,595 | $1.7M | 1.09% | Share |
| 18 | Savvy Advisors, Inc. | 32,312 | $1.6M | 0.05% | Share |
| 19 | Sierra Capital LLC | 253,912 | $1.6M | 0.17% | Share |
| 20 | Elequin Capital, LP | 29,065 | $1.5M | 0.11% | Share |
| 21 | Composition Wealth, LLC | 27,090 | $1.4M | 0.02% | Share |
| 22 | Perigon Wealth Management, LLC | 24,300 | $1.2M | 0.02% | Share |
| 23 | WESPAC Advisors SoCal, LLC | 24,218 | $1.2M | 0.25% | Share |
| 24 | U S GLOBAL INVESTORS INC | 22,000 | $1.1M | 0.12% | Share |
| 25 | KWB Wealth | 21,339 | $1.1M | 0.10% | Share |
| 26 | Fort Point Capital Partners LLC | 20,881 | $1.1M | 0.12% | Share |
| 27 | FIRST AMERICAN TRUST, FSB | 37,209 | $1.0M | 0.07% | Share |
| 28 | Mariner, LLC | 24,144 | $1.0M | 0.00% | Share |
| 29 | HighTower Advisors, LLC | 32,234 | $1.0M | 0.00% | Share |
| 30 | KANAWHA CAPITAL MANAGEMENT LLC | 19,000 | $958K | 0.07% | Share |
| 31 | MEMBERS WEALTH LLC | 18,901 | $956K | 0.60% | Share |
| 32 | CARY STREET PARTNERS FINANCIAL LLC | 15,834 | $798K | 0.02% | Share |
| 33 | FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 15,600 | $787K | 0.04% | Share |
| 34 | SOL Capital Management CO | 15,250 | $770K | 0.07% | Share |
| 35 | TriaGen Wealth Management LLC | 15,166 | $765K | 0.20% | Share |
| 36 | Client First Capital LLC | 14,974 | $755K | 0.32% | Share |
| 37 | Valmark Advisers, Inc. | 14,872 | $750K | 0.01% | Share |
| 38 | Meridian Wealth Management, LLC | 14,000 | $706K | 0.02% | Share |
| 39 | Shared Vision Wealth Group LLC | 13,793 | $697K | 0.28% | Share |
| 40 | Richard P Slaughter Associates Inc | 13,139 | $662K | 0.14% | Share |
| 41 | Sound Portfolio Advisors, LLC | 12,625 | $637K | 0.54% | Share |
| 42 | Perennial Investment Advisors, LLC | 12,554 | $633K | 0.05% | Share |
| 43 | Diversified Portfolios, Inc. | 12,475 | $629K | 0.05% | Share |
| 44 | Atlas Private Wealth Advisors | 10,676 | $538K | 0.13% | Share |
| 45 | CARY STREET PARTNERS FINANCIAL LLC | 10,405 | $525K | 0.01% | Share |
| 46 | BAILARD, INC. | 9,775 | $493K | 0.01% | Share |
| 47 | FLC Capital Advisors | 9,368 | $472K | 0.09% | Share |
| 48 | Capital Advantage, Inc. | 9,313 | $469K | 0.06% | Share |
| 49 | Weaver Consulting Group | 8,500 | $428K | 0.10% | Share |
| 50 | Selby Wealth Management, LLC | 8,293 | $418K | 0.17% | Share |