| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $1.3M | 0.01% |
| HCR Wealth Advisors | $1.3M | 0.13% |
| Allworth Financial LP | $1.2M | 0.00% |
| HSBC HOLDINGS PLC | $1.2M | 0.00% |
| APS Management Group, Inc. | $1.2M | 1.03% |
| Johnson Bixby & Associates, LLC | $1.2M | 0.15% |
| Impact Investors, Inc | $1.1M | 0.79% |
| Kestra Advisory Services, LLC | $1.1M | 0.00% |
| Wealthcare Advisory Partners LLC | $1.1M | 0.02% |
| Tillman Hartley LLC | $1.1M | 0.27% |
| RENAISSANCE TECHNOLOGIES LLC | $1.1M | 0.00% |
| Vilga Financial Planning LLC | $1.1M | 0.95% |
| IFC Advisors LLC | $1.0M | 0.15% |
| Roof Eidam Maycock Peralta, LLC | $1.0M | 0.23% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.0M | 0.00% |
| Spinnaker Investment Group, LLC | $975.3K | 0.20% |
| Cresset Asset Management, LLC | $968.2K | 0.00% |
| Laird Norton Wetherby Trust Company, LLC | $953.3K | 0.02% |
| NWF Advisory Services Inc. | $907.5K | 0.10% |
| Argyle Capital Partners, LLC | $903.4K | 0.65% |
| LifeWealth Investments, LLC | $898.7K | 0.27% |
| Greykasell Wealth Strategies, Inc. | $866.1K | 0.35% |
| FRANKLIN RESOURCES INC | $851.8K | 0.00% |
| Williams & Novak, LLC | $842.7K | 0.63% |
| Values Added Financial LLC | $840.8K | 0.35% |
| SAGESPRING WEALTH PARTNERS, LLC | $835.8K | 0.02% |
| Shira Ridge Wealth Management | $821.5K | 0.33% |
| Two West Capital Advisors LLC | $814.1K | 0.43% |
| Diversified Portfolios, Inc. | $804.0K | 0.07% |
| Portfolio Design Labs, LLC | $794.6K | 0.14% |
| GOLDMAN SACHS GROUP INC | $783.4K | 0.00% |
| ATLAS CAPITAL ADVISORS INC. | $778.3K | 0.09% |
| INSTRUMENTAL WEALTH, LLC | $774.1K | 0.48% |
| Climber Capital SA | $718.4K | 0.47% |
| Aspen Investment Management Inc | $706.0K | 0.22% |
| Boltwood Capital Management | $705.9K | 0.18% |
| Integrity Investment Advisors, LLC | $697.3K | 0.38% |
| Lido Advisors, LLC | $695.1K | 0.00% |
| NATIXIS ADVISORS, LLC | $690.0K | 0.00% |
| GC Wealth Management RIA, LLC | $686.8K | 0.03% |
| BROWN ADVISORY INC | $686.7K | 0.00% |
| BRASADA CAPITAL MANAGEMENT, LP | $686.1K | 0.13% |
| MATTERN CAPITAL MANAGEMENT, LLC | $685.3K | 0.08% |
| Modern Wealth Management, LLC | $680.7K | 0.01% |
| RVW Wealth, LLC | $676.5K | 0.05% |
| OPPENHEIMER & CO INC | $673.8K | 0.01% |
| Cambridge Investment Research Advisors, Inc. | $673.0K | 0.00% |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | $671.3K | 0.41% |
| True Link Financial Advisors, LLC | $660.1K | 0.04% |
| HUB Investment Partners, LLC | $654.7K | 0.02% |
| Investment Advisory Group, LLC | $648.2K | 0.16% |
| INDEPENDENT FINANCIAL GROUP, LLC | $642.3K | 0.01% |
| CV Advisors LLC | $640.9K | 0.17% |
| Dynamic Advisor Solutions LLC | $640.0K | 0.02% |
| GAMMA Investing LLC | $631.5K | 0.03% |
| SmartHarvest Portfolios, LLC | $618.0K | 0.26% |
| Trace Wealth Advisors, LLC | $594.3K | 0.45% |
| FLC Capital Advisors | $585.9K | 0.10% |
| Avantax Planning Partners, Inc. | $582.5K | 0.02% |
| Crestwood Advisors Group, LLC | $573.3K | 0.01% |
| January Capital Advisors LLC | $571.3K | 0.77% |
| My Portfolio Guide, LLC | $563.9K | 0.31% |
| Neumann Capital Management, LLC | $562.9K | 0.17% |
| Pacific Capital Wealth Advisors, Inc. | $558.8K | 0.09% |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | $549.6K | 0.13% |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | $526.5K | 0.02% |
| Savant Capital, LLC | $507.8K | 0.00% |
| Composition Wealth, LLC | $504.3K | 0.01% |
| TWIN PEAKS WEALTH ADVISORS, LLC | $476.5K | 0.12% |
| Life Planning Partners, Inc | $474.0K | 0.36% |
| TME FINANCIAL, INC. | $472.3K | 0.33% |
| Stordahl Capital Management, Inc. | $466.7K | 0.10% |
| M. Kulyk & Associates, LLC | $450.6K | 0.08% |
| Invera Wealth Advisors, LLC | $449.4K | 0.29% |
| Nautilus Advisors LLC | $446.4K | 0.31% |
| Meridian Wealth Management, LLC | $444.6K | 0.02% |
| Baird Financial Group, Inc. | $443.1K | 0.00% |
| ECLECTIC ASSOCIATES INC /ADV | $441.1K | 0.06% |
| Arax Advisory Partners | $441.1K | 0.01% |
| Sowell Financial Services LLC | $431.4K | 0.02% |
| GoalFusion Wealth Management, LLC | $426.5K | 0.19% |
| ASL Financial, LLC | $420.8K | 0.34% |
| Chesley Taft & Associates LLC | $419.3K | 0.02% |
| ALTFEST L J & CO INC | $419.3K | 0.04% |
| Stratos Investment Management, LLC | $417.6K | 0.02% |
| Carnegie Investment Counsel | $404.3K | 0.01% |
| Ascentis Independent Advisors | $403.7K | 0.03% |
| Quadrant Private Wealth Management, LLC | $399.5K | 0.06% |
| North Berkeley Wealth Management, LLC | $396.3K | 0.21% |
| RHS Financial, LLC | $391.4K | 0.19% |
| Summit Wealth Group, LLC | $389.4K | 0.09% |
| HILL ISLAND FINANCIAL LLC | $384.4K | 0.09% |
| Zhang Financial LLC | $374.1K | 0.01% |
| VERUS WEALTH MANAGEMENT, LLC | $372.4K | 0.35% |
| Itau Unibanco Holding S.A. | $370.2K | 0.01% |
| Emergent Wealth Advisors, LLC | $369.5K | 0.22% |
| DeLarme Wealth Management, Inc. | $368.2K | 0.24% |
| PRIVATE TRUST CO NA | $366.8K | 0.03% |
| Montecito Bank & Trust | $366.7K | 0.06% |
| SONATA CAPITAL GROUP INC | $365.9K | 0.13% |
| Equitable Holdings, Inc. | $361.7K | 0.00% |
| Whitegate Investment Counselors, Inc. | $361.1K | 0.11% |
| Peak Retirement Planning, Inc. | $360.6K | 0.07% |
| HIGHLINE WEALTH PARTNERS LLC | $360.3K | 0.09% |
| Trilogy Capital Inc. | $359.1K | 0.02% |
| Kera Capital Partners, Inc. | $352.7K | 0.04% |
| Robertson Stephens Wealth Management, LLC | $349.9K | 0.01% |
| Falcon Wealth Planning | $347.2K | 0.02% |
| Fisher Asset Management, LLC | $344.9K | 0.00% |
| Ledyard National Bank | $341.2K | 0.03% |
| Wise Wealth Partners | $336.5K | 0.46% |
| Fortitude Financial, LLC | $335.3K | 0.18% |
| Fort Point Capital Partners LLC | $326.7K | 0.04% |
| IMPACTfolio, LLC | $322.1K | 0.14% |
| VestGen Advisors, LLC | $318.2K | 0.01% |
| Safeguard Investment Advisory Group, LLC | $305.0K | 0.08% |
| UNION SAVINGS BANK | $300.2K | 0.13% |
| MEMBERS WEALTH LLC | $297.8K | 0.18% |
| Apeiron RIA LLC | $296.8K | 0.07% |
| Brooklyn Investment Group | $287.8K | 0.01% |
| Van Hulzen Asset Management, LLC | $287.7K | 0.02% |
| Moss Adams Wealth Advisors LLC | $277.4K | 0.02% |
| EXENCIAL WEALTH ADVISORS, LLC | $274.8K | 0.01% |
| Wealthspire Retirement, LLC | $268.8K | 0.02% |
| a16z Perennial Management, L.P. | $267.8K | 0.02% |
| Cherry Tree Wealth Management, LLC | $264.9K | 0.06% |
| Abacus Wealth Partners, LLC | $255.9K | 0.02% |
| HB Wealth Management, LLC | $255.4K | 0.00% |
| Hamilton Wealth, LLC | $254.8K | 0.05% |
| TRUIST FINANCIAL CORP | $253.5K | 0.00% |
| VIRTUE ASSET MANAGEMENT LLC | $250.2K | 0.20% |
| CITIGROUP INC | $250.2K | 0.00% |
| Elyxium Wealth, LLC | $246.4K | 0.08% |
| Southland Equity Partners LLC | $245.5K | 0.05% |
| Weaver Consulting Group | $241.4K | 0.06% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | $238.4K | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $233.7K | 0.01% |
| Retirement Planning Group, LLC | $232.5K | 0.01% |
| Tidemark, LLC | $231.8K | 0.06% |
| ST GERMAIN D J CO INC | $229.6K | 0.01% |
| TLWM | $226.6K | 0.04% |
| ACTION POINT FINANCIAL PLANNING, LLC | $224.3K | 0.20% |
| Perigon Wealth Management, LLC | $221.3K | 0.00% |
| Three Bridge Wealth Advisors, LLC | $221.0K | 0.06% |
| NORTHERN TRUST CORP | $217.5K | 0.00% |
| Gerald Baker Financial Group LLC | $215.6K | 0.07% |
| Triumph Capital Management | $214.0K | 0.04% |
| Sherman Asset Management, Inc. | $212.9K | 0.20% |
| D.A. DAVIDSON & CO. | $212.7K | 0.00% |
| PFG Advisors | $211.1K | 0.01% |