| SURIENCE PRIVATE WEALTH LLC | 67,834 | $10,434,904 | 20.21% |
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| First Citizens Asset Management, Inc. | 257,913 | $39,674,765 | 16.86% |
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| FIRST CITIZENS BANK & TRUST CO | 4,460,656 | $686,182,712 | 13.36% |
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| SOA Wealth Advisors, LLC. | 310,727 | $47,799,157 | 11.88% |
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| Simplicity Wealth,LLC | 111,928 | $17,217,877 | 10.08% |
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| Kingdom Financial Group LLC. | 65,691 | $10,105,246 | 9.52% |
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| Baystate Wealth Management LLC | 680,054 | $104,612,708 | 8.62% |
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| Intelligence Driven Advisers, LLC | 310,732 | $48,101,365 | 8.54% |
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| Cosner Financial Group, LLC | 57,410 | $8,831,380 | 7.78% |
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| Aspire Capital Advisors LLC | 104,405 | $16,060,616 | 7.31% |
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| Compton Wealth Advisory Group, LLC | 135,178 | $20,794,492 | 7.14% |
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| Stonebridge Financial Planning Group, LLC | 70,108 | $10,784,736 | 6.92% |
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| Family Capital Management, Inc. | 62,914 | $9,677,996 | 6.39% |
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| Atlantic Union Bankshares Corp | 338,508 | $52,072,686 | 5.34% |
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| Aspire Wealth Management Corp | 42,526 | $6,541,775 | 4.97% |
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| BRYN MAWR TRUST Co | 576,306 | $88,653,105 | 3.90% |
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| Horst & Graben Wealth Management LLC | 101,260 | $15,576,791 | 3.83% |
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| EWG Elevate Inc. | 52,468 | $8,071,152 | 3.65% |
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| Envestnet Portfolio Solutions, Inc. | 4,671,536 | $718,622,406 | 3.40% |
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| TIAA TRUST, NATIONAL ASSOCIATION | 6,027,497 | $927,209,864 | 3.34% |
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