| 1 | Tanager Wealth Management LLP | 2,867,312 | $68.5M | 6.84% | Share |
| 2 | Urban Financial Advisory Corp | 908,572 | $21.7M | 8.52% | Share |
| 3 | Checchi Capital Advisers, LLC | 879,424 | $21.0M | 1.07% | Share |
| 4 | THRIVENT FINANCIAL FOR LUTHERANS | 467,328 | $11.0M | 0.02% | Share |
| 5 | WELLS FARGO & COMPANY/MN | 397,066 | $9.0M | 0.00% | Share |
| 6 | MORGAN STANLEY | 411,900 | $9.0M | 0.00% | Share |
| 7 | LPL Financial LLC | 341,055 | $8.0M | 0.00% | Share |
| 8 | 1 NORTH WEALTH SERVICES LLC | 130,790 | $3.1M | 1.10% | Share |
| 9 | Rathbones Group PLC | 110,508 | $2.6M | 0.01% | Share |
| 10 | Bristlecone Value Partners, LLC | 84,234 | $2.0M | 2.32% | Share |
| 11 | Dunhill Financial, LLC | 73,029 | $1.8M | 0.44% | Share |
| 12 | Climber Capital SA | 57,215 | $1.4M | 0.89% | Share |
| 13 | Walkner Condon Financial Advisors LLC | 51,891 | $1.2M | 0.17% | Share |
| 14 | STIFEL FINANCIAL CORP | 75,573 | $1.0M | 0.00% | Share |
| 15 | NOMURA ASSET MANAGEMENT CO LTD | 42,865 | $1.0M | 0.00% | Share |
| 16 | Private Advisor Group, LLC | 47,537 | $1.0M | 0.00% | Share |
| 17 | GUGGENHEIM CAPITAL LLC | 43,914 | $1.0M | 0.01% | Share |
| 18 | Fortis Group Advisors, LLC | 36,836 | $893K | 0.15% | Share |
| 19 | Millington Financial Advisors, LLC | 29,236 | $706K | 0.31% | Share |
| 20 | CLUNE & ASSOCIATES, LTD. | 24,889 | $594K | 0.13% | Share |
| 21 | Sequoia Financial Advisors, LLC | 19,747 | $471K | 0.00% | Share |
| 22 | UBS Group AG | 19,056 | $455K | 0.00% | Share |
| 23 | CHAPMAN FINANCIAL GROUP, LLC | 18,297 | $436K | 0.30% | Share |
| 24 | VERITY Wealth Advisors | 17,289 | $412K | 0.26% | Share |
| 25 | Pacifica Partners Inc. | 15,815 | $375K | 0.17% | Share |
| 26 | Insight Wealth Strategies, LLC | 15,249 | $364K | 0.04% | Share |
| 27 | Plan A Wealth LLC | 15,141 | $361K | 0.18% | Share |
| 28 | Freedom Investment Management, Inc. | 12,640 | $301K | 0.09% | Share |
| 29 | Ausdal Financial Partners, Inc. | 12,195 | $291K | 0.01% | Share |
| 30 | Grey Fox Wealth Advisors, LLC | 10,068 | $240K | 0.05% | Share |
| 31 | Addison Advisors LLC | 8,650 | $206K | 0.05% | Share |
| 32 | FIFTH THIRD SECURITIES, INC. | 8,407 | $200K | 0.01% | Share |
| 33 | FIRST UNITED BANK & TRUST | 4,537 | $108K | 0.03% | Share |
| 34 | Ausdal Financial Partners, Inc. | 1,551 | $37K | 0.00% | Share |
| 35 | Capital Investment Advisory Services, LLC | 1,433 | $34K | 0.00% | Share |
| 36 | US BANCORP \DE\ | 191 | $4K | 0.00% | Share |
| 37 | UBS Group AG | 48 | $1K | 0.00% | Share |
| 38 | Kestra Advisory Services, LLC | 1,808 | $0 | 0.00% | Share |
| 39 | BANK OF MONTREAL /CAN/ | 11,982 | $0 | 0.00% | Share |
| 40 | OSAIC HOLDINGS, INC. | 12,182 | $0 | 0.00% | Share |
| 41 | OSAIC HOLDINGS, INC. | 4,272 | $0 | 0.00% | Share |
| 42 | ENVESTNET ASSET MANAGEMENT INC | 25,007 | $0 | 0.00% | Share |
| 43 | Global Retirement Partners, LLC | 429 | $0 | 0.00% | Share |
| 44 | MML INVESTORS SERVICES, LLC | 12,115 | $0 | 0.00% | Share |
| 45 | Cetera Investment Advisers | 12,451 | $0 | 0.00% | Share |
| 46 | MORGAN STANLEY | 1 | $0 | 0.00% | Share |
| 47 | WELLS FARGO & COMPANY/MN | 19,851 | $0 | 0.00% | Share |
| 48 | JPMORGAN CHASE & CO | 1,007 | $0 | 0.00% | Share |
| 49 | FLOW TRADERS U.S. LLC | 10,000 | $0 | 0.00% | Share |
| 50 | DHJJ Financial Advisors, Ltd. | 5 | $0 | 0.00% | Share |