| Cresset Asset Management, LLC | 945,545 | 21.6% | −220,106 |
| AMERICAN CENTURY COMPANIES INC | 910,888 | 20.8% | +9,717 |
| B&D White Capital Company, LLC | 322,988 | 7.4% | — |
| Bridgewater Advisors Inc. | 286,749 | 6.6% | — |
| Strategic Blueprint, LLC | 273,432 | 6.3% | +7,258 |
| Kooman & Associates | 231,427 | 5.3% | — |
| Torren Management, LLC | 195,207 | 4.5% | +1,124 |
| NewEdge Advisors, LLC | 164,235 | 3.8% | — |
| TrustWell Financial Advisors, LLC | 144,823 | 3.3% | −12,047 |
| EnRich Financial Partners LLC | 103,685 | 2.4% | +61,104 |
| Three Arch Wealth Management LLC | 57,916 | 1.3% | −83 |
| True Wealth Design, LLC | 26,921 | 0.6% | −920 |
| Tortoise Investment Management, LLC | 18,500 | 0.4% | +0 |
| LEGACY FINANCIAL GROUP, INC. | 13,899 | 0.3% | +189 |
| Herold Advisors, Inc. | 13,526 | 0.3% | +2,887 |