| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $483.1M | 0.07% |
| Wealthfront Advisers LLC | $352.5M | 0.77% |
| MORGAN STANLEY | $106.5M | 0.01% |
| BANK OF AMERICA CORP /DE/ | $104.4M | 0.01% |
| FMR LLC | $102.7M | 0.01% |
| Facet Wealth, Inc. | $89.9M | 1.56% |
| SYON CAPITAL LLC | $76.9M | 3.87% |
| BAILARD, INC. | $70.2M | 1.61% |
| EP Wealth Advisors, LLC | $67.1M | 0.33% |
| LPL Financial LLC | $65.3M | 0.02% |
| ENVESTNET ASSET MANAGEMENT INC | $58.1M | 0.02% |
| Mariner, LLC | $52.2M | 0.06% |
| BlackRock, Inc. | $50.2M | 0.00% |
| JPMORGAN CHASE & CO | $38.7M | 0.00% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $37.7M | 0.15% |
| WELLS FARGO & COMPANY/MN | $37.4M | 0.01% |
| MERCER GLOBAL ADVISORS INC /ADV | $37.4M | 0.06% |
| UBS Group AG | $30.2M | 0.00% |
| ROYAL BANK OF CANADA | $26.8M | 0.00% |
| Opes Wealth Management LLC | $26.6M | 4.37% |
| Beacon Pointe Advisors, LLC | $23.4M | 0.12% |
| Focus Partners Wealth | $23.0M | 0.03% |
| Manhattan West Asset Management, LLC | $22.6M | 4.42% |
| GUGGENHEIM CAPITAL LLC | $22.5M | 0.17% |
| ASSETMARK, INC | $22.3M | 0.05% |
| ALLIANCEBERNSTEIN L.P. | $21.0M | 0.01% |
| Cetera Investment Advisers | $21.0M | 0.02% |
| Steward Partners Investment Advisory, LLC | $20.4M | 0.10% |
| FIRST FOUNDATION ADVISORS | $20.3M | 0.82% |
| CAPTRUST FINANCIAL ADVISORS | $20.3M | 0.04% |
| West Wealth Group, LLC | $18.9M | 3.73% |
| Cerity Partners LLC | $18.8M | 0.03% |
| RWA WEALTH PARTNERS, LLC | $17.8M | 0.19% |
| SEI INVESTMENTS CO | $17.6M | 0.02% |
| Affinity Capital Advisors, LLC | $16.7M | 2.34% |
| Orin Green Financial, LLC | $16.3M | 6.70% |
| Slow Capital, Inc. | $15.8M | 2.06% |
| Creative Planning | $15.8M | 0.01% |
| MYECFO, LLC | $14.9M | 6.25% |
| Rinkey Investments | $14.7M | 3.77% |
| RiverFront Investment Group, LLC | $13.9M | 0.22% |
| AMERIPRISE FINANCIAL INC | $13.8M | 0.00% |
| Betterment LLC | $13.8M | 0.03% |
| Apella Capital, LLC | $12.2M | 0.18% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $11.7M | 0.01% |
| Navalign, LLC | $11.4M | 2.88% |
| Atlas Legacy Advisors, LLC | $11.3M | 2.05% |
| Brio Consultants, LLC | $11.3M | 1.38% |
| Pure Financial Advisors, LLC | $11.1M | 0.16% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $10.9M | 0.16% |
| JANE STREET GROUP, LLC | $9.8M | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | $9.2M | 0.00% |
| Financial Connections Group, Inc. | $8.7M | 3.04% |
| BANK OF MONTREAL /CAN/ | $8.6M | 0.00% |
| RAYMOND JAMES FINANCIAL INC | $8.2M | 0.00% |
| Wedmont Private Capital | $8.1M | 0.26% |
| Sanctuary Advisors, LLC | $7.4M | 0.04% |
| Farther Finance Advisors, LLC | $7.3M | 0.07% |
| COMMONWEALTH EQUITY SERVICES, LLC | $7.2M | 0.01% |
| OneDigital Investment Advisors LLC | $7.1M | 0.07% |
| Garde Capital, Inc. | $6.7M | 0.40% |
| HighTower Advisors, LLC | $6.5M | 0.01% |
| CWM, LLC | $6.4M | 0.02% |
| FIRST AMERICAN TRUST, FSB | $6.3M | 0.42% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $5.9M | 0.02% |
| Stonehage Fleming Financial Services Holdings Ltd | $5.8M | 0.21% |
| Compound Planning, Inc. | $5.7M | 0.17% |
| THRYVE WEALTH MANAGEMENT LLC | $5.6M | 3.72% |
| DEUTSCHE BANK AG\ | $5.5M | 0.00% |
| Fullerton Advisors, LLC | $5.4M | 5.60% |
| Client First Capital LLC | $5.3M | 2.28% |
| NDWM LLC | $5.2M | 3.34% |
| MML INVESTORS SERVICES, LLC | $5.1M | 0.01% |
| Ducere Wealth Management LLC | $5.1M | 2.04% |
| Freestone Capital Holdings, LLC | $4.9M | 0.15% |
| Ballast Rock Private Wealth LLC | $4.8M | 2.66% |
| Gerber Kawasaki Wealth & Investment Management | $4.7M | 0.15% |
| Columbia Bank | $4.6M | 1.32% |
| Valmark Advisers, Inc. | $4.6M | 0.05% |
| Elmwood Wealth Management, Inc. | $4.4M | 1.23% |
| Prime Capital Investment Advisors, LLC | $4.3M | 0.05% |
| Integrated Advisors Network LLC | $4.2M | 0.22% |
| CHOREO, LLC | $4.2M | 0.05% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $4.0M | 0.02% |
| FIFTH THIRD BANCORP | $4.0M | 0.01% |
| Sand Hill Global Advisors, LLC | $4.0M | 0.13% |
| MISSION WEALTH MANAGEMENT, LP | $4.0M | 0.08% |
| Westfuller Advisors, LLC | $3.9M | 1.69% |
| EHRLICH FINANCIAL GROUP | $3.9M | 2.24% |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | $3.8M | 2.46% |
| Summit Trail Advisors, LLC | $3.7M | 0.05% |
| One Capital Management, LLC | $3.6M | 0.10% |
| Omega Financial Group, LLC | $3.5M | 1.15% |
| STIFEL FINANCIAL CORP | $3.5M | 0.00% |
| Quantinno Capital Management LP | $3.1M | 0.01% |
| Warren Street Wealth Advisors, LLC | $3.1M | 0.79% |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | $3.1M | 0.31% |
| WHITTIER TRUST CO | $3.1M | 0.03% |
| OSAIC HOLDINGS, INC. | $3.1M | 0.00% |
| Heritage Wealth Management, Inc. /CA/ | $3.0M | 1.67% |
| MAI Capital Management | $3.0M | 0.02% |
| 21 West Wealth Management LLC | $2.8M | 2.64% |
| Traveka Wealth, LLC | $2.8M | 1.08% |
| DeDora Capital, Inc. | $2.8M | 0.68% |
| McIlrath & Eck, LLC | $2.8M | 0.20% |
| Ashton Thomas Private Wealth, LLC | $2.7M | 0.06% |
| WealthCollab, LLC | $2.6M | 1.09% |
| Destination Wealth Management | $2.6M | 0.07% |
| SteelPeak Wealth, LLC | $2.6M | 0.08% |
| JOURNEY STRATEGIC WEALTH LLC | $2.5M | 0.06% |
| Westside Investment Management, Inc. | $2.4M | 0.37% |
| GOULD ASSET MANAGEMENT LLC /CA/ | $2.4M | 0.42% |
| Merit Financial Group, LLC | $2.4M | 0.02% |
| CITADEL ADVISORS LLC | $2.3M | 0.00% |
| Integrated Wealth Concepts LLC | $2.3M | 0.02% |
| BANK OF STOCKTON | $2.2M | 0.70% |
| EVOLVE PRIVATE WEALTH, LLC | $2.2M | 0.12% |
| Savvy Advisors, Inc. | $2.2M | 0.06% |
| Empower Advisory Group, LLC | $2.2M | 0.01% |
| Allspring Global Investments Holdings, LLC | $2.1M | 0.00% |
| CONQUIS FINANCIAL LLC | $2.1M | 1.73% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $2.0M | 0.03% |
| Vise Technologies, Inc. | $2.0M | 0.04% |
| EVERGREEN CAPITAL MANAGEMENT LLC | $1.9M | 0.04% |
| Bell Investment Advisors, Inc | $1.9M | 0.30% |
| IEQ CAPITAL, LLC | $1.9M | 0.01% |
| WEDBUSH SECURITIES INC | $1.9M | 0.06% |
| Rockefeller Capital Management L.P. | $1.9M | 0.00% |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | $1.9M | 0.10% |
| SimpliFi, Inc. | $1.9M | 0.78% |
| PRICE T ROWE ASSOCIATES INC /MD/ | $1.7M | 0.00% |
| Perennial Investment Advisors, LLC | $1.7M | 0.13% |
| WESPAC Advisors SoCal, LLC | $1.6M | 0.35% |
| FORONJY FINANCIAL LLC | $1.6M | 0.67% |
| Clark Asset Management, LLC | $1.6M | 0.15% |
| Corient Private Wealth LLC | $1.6M | 0.00% |
| TIAA TRUST, NATIONAL ASSOCIATION | $1.6M | 0.10% |
| Curtis Advisory Group, LLC | $1.6M | 0.34% |
| Towerpoint Wealth, LLC | $1.5M | 0.62% |
| Hennion & Walsh Asset Management, Inc. | $1.5M | 0.05% |
| FIDUCIARY FINANCIAL GROUP, LLC | $1.5M | 0.19% |
| Parallel Advisors, LLC | $1.5M | 0.03% |
| Creative Capital Management Investments LLC | $1.5M | 0.42% |
| Focus Partners Advisor Solutions, LLC | $1.4M | 0.01% |
| Smartleaf Asset Management LLC | $1.3M | 0.05% |
| McNaughton Wealth Management, LLC | $1.3M | 0.55% |
| Wealthspire Advisors, LLC | $1.3M | 0.01% |
| DAVIDSON INVESTMENT ADVISORS | $1.3M | 0.06% |
| Keystone Global Partners, LLC | $1.3M | 0.58% |
| WealthPlan Investment Management, LLC | $1.3M | 0.07% |