| 1 | SCHRODER INVESTMENT MANAGEMENT GROUP | 1,602,430 | $262.2M | 67.80% | 2025-09-30 |
| 2 | MetLife Investment Management, LLC | 332,103 | $55.6M | 14.05% | 2025-09-30 |
| 3 | Titan Wealth (CI) Ltd | 44,210 | $8.1M | 1.87% | 2025-12-31 |
| 4 | Riverview Capital Advisers, LLC | 69,471 | $6.8M | 2.93% | 2024-03-31 |
| 5 | CITIZENS FINANCIAL GROUP INC/RI | 35,518 | $5.9M | 1.50% | 2025-09-30 |
| 6 | Atlantic Union Bankshares Corp | 44,573 | $5.9M | 1.88% | 2025-03-31 |
| 7 | Compass Wealth Management LLC | 40,884 | $4.0M | 1.73% | 2024-03-31 |
| 8 | NICOLET ADVISORY SERVICES, LLC | 13,778 | $2.3M | 0.58% | 2025-09-30 |
| 9 | Foyston, Gordon, & Payne Inc | 14,869 | $2.2M | 0.62% | 2025-06-30 |
| 10 | FSM Wealth Advisors, LLC | 11,637 | $1.9M | 0.49% | 2025-09-30 |
| 11 | Pine Valley Investments Ltd Liability Co | 17,527 | $1.8M | 0.74% | 2024-06-30 |
| 12 | Texas Capital Bank Wealth Management Services Inc | 8,710 | $1.6M | 0.36% | 2025-12-31 |
| 13 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 12,951 | $1.6M | 0.54% | 2024-09-30 |
| 14 | Coastline Trust Co | 14,028 | $1.4M | 0.59% | 2024-06-30 |
| 15 | Coppell Advisory Solutions LLC | 10,457 | $1.2M | 0.44% | 2024-12-31 |
| 16 | MJP ASSOCIATES INC /ADV | 9,545 | $1.2M | 0.40% | 2024-09-30 |
| 17 | Cassaday & Co Wealth Management LLC | 10,134 | $1.0M | 0.42% | 2024-06-30 |
| 18 | Full Sail Capital, LLC | 6,579 | $960.7K | 0.27% | 2025-06-30 |
| 19 | SS&H Financial Advisors, Inc. | 5,184 | $757.0K | 0.21% | 2025-06-30 |
| 20 | CAPE COD FIVE CENTS SAVINGS BANK | 7,678 | $748.8K | 0.32% | 2024-06-30 |
| 21 | HHM Wealth Advisors, LLC | 3,966 | $663.6K | 0.16% | 2025-09-30 |
| 22 | Ethos Financial Group, LLC | 4,219 | $616.1K | 0.17% | 2025-06-30 |
| 23 | Holistic Financial Partners | 5,576 | $559.8K | 0.23% | 2024-06-30 |
| 24 | General Partner, Inc. | 5,390 | $525.7K | 0.22% | 2024-03-31 |
| 25 | Bank of Jackson Hole Trust | 3,705 | $492.7K | 0.15% | 2025-03-31 |
| 26 | J. W. Coons Advisors, LLC | 4,137 | $415.3K | 0.17% | 2024-06-30 |
| 27 | Lummis Asset Management, LP | 2,621 | $330.6K | 0.11% | 2025-03-31 |
| 28 | Hickory Point Bank & Trust | 2,522 | $291.8K | 0.10% | 2024-12-31 |
| 29 | S&T Bank/PA | 1,591 | $266.2K | 0.06% | 2025-09-30 |
| 30 | Broyhill Asset Management, LLC | 1,560 | $261.0K | 0.06% | 2025-09-30 |
| 31 | Verity Asset Management, Inc. | 2,293 | $230.2K | 0.09% | 2024-06-30 |
| 32 | Financial Gravity Asset Management, Inc. | 918 | $153.6K | 0.03% | 2025-09-30 |
| 33 | Kohmann Bosshard Financial Services, LLC | 1,313 | $151.9K | 0.05% | 2024-12-31 |
| 34 | BURKE & HERBERT BANK & TRUST CO | 1,442 | $144.8K | 0.06% | 2024-06-30 |
| 35 | Financial Gravity Companies, Inc. | 943 | $137.7K | 0.03% | 2025-06-30 |
| 36 | Hayek Kallen Investment Management | 4,909 | $650 | 0.20% | 2025-03-31 |
| 37 | West Oak Capital, LLC | 3,835 | $374 | 0.16% | 2024-03-31 |