| BANK OF AMERICA CORP /DE/ | $900.9M | 0.07% |
| JPMORGAN CHASE & CO | $721.0M | 0.05% |
| Empower Advisory Group, LLC | $523.4M | 1.36% |
| NORTHERN TRUST CORP | $450.5M | 0.06% |
| MORGAN STANLEY | $414.1M | 0.02% |
| FMR LLC | $379.9M | 0.02% |
| Betterment LLC | $374.7M | 0.71% |
| TIAA Wealth Investment Management LLC | $266.1M | 2.03% |
| GOLDMAN SACHS GROUP INC | $173.5M | 0.02% |
| Acorns Advisers, LLC | $150.9M | 1.12% |
| UBS Group AG | $147.9M | 0.02% |
| WELLS FARGO & COMPANY/MN | $145.5M | 0.03% |
| ENVESTNET ASSET MANAGEMENT INC | $141.8M | 0.04% |
| MERCER GLOBAL ADVISORS INC /ADV | $137.0M | 0.20% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $118.1M | 0.07% |
| Wealthfront Advisers LLC | $115.6M | 0.25% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | $106.2M | 1.58% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $101.3M | 0.39% |
| SPINNAKER TRUST | $100.2M | 5.55% |
| AMERIPRISE FINANCIAL INC | $95.9M | 0.02% |
| PNC FINANCIAL SERVICES GROUP, INC. | $90.6M | 0.05% |
| LPL Financial LLC | $86.8M | 0.02% |
| BlackRock, Inc. | $81.6M | 0.00% |
| US BANCORP \DE\ | $79.5M | 0.10% |
| COMMONWEALTH EQUITY SERVICES, LLC | $78.4M | 0.11% |
| Fiduciary Trust Co | $61.6M | 0.73% |
| FIFTH THIRD BANCORP | $59.7M | 0.11% |
| EP Wealth Advisors, LLC | $59.2M | 0.29% |
| Creative Planning | $57.0M | 0.04% |
| HighTower Advisors, LLC | $49.9M | 0.05% |
| ROYAL BANK OF CANADA | $46.7M | 0.01% |
| M&T Bank Corp | $43.0M | 0.15% |
| MISSION WEALTH MANAGEMENT, LP | $42.0M | 0.86% |
| Olde Wealth Management, LLC | $40.5M | 12.81% |
| IMPACTfolio, LLC | $40.2M | 17.07% |
| JANE STREET GROUP, LLC | $36.5M | 0.00% |
| SEI INVESTMENTS CO | $35.3M | 0.03% |
| Beacon Pointe Advisors, LLC | $35.3M | 0.19% |
| D.A. DAVIDSON & CO. | $33.8M | 0.20% |
| Bond & Devick Financial Network, Inc. | $32.1M | 8.96% |
| Corient Private Wealth LLC | $30.5M | 0.04% |
| Mariner, LLC | $30.5M | 0.04% |
| High Note Wealth, LLC | $30.1M | 5.91% |
| Composition Wealth, LLC | $29.0M | 0.40% |
| EASTERN BANK | $28.6M | 0.49% |
| Ally Invest Advisors Inc. | $27.7M | 1.87% |
| AlTi Global, Inc. | $27.3M | 0.59% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $26.9M | 0.47% |
| Clearstead Advisors, LLC | $25.1M | 0.23% |
| RAYMOND JAMES FINANCIAL INC | $24.8M | 0.01% |
| MML INVESTORS SERVICES, LLC | $24.4M | 0.07% |
| Forefront Analytics, LLC | $24.3M | 22.13% |
| Bank of New York Mellon Corp | $23.9M | 0.00% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $23.4M | 0.05% |
| KEYBANK NATIONAL ASSOCIATION/OH | $23.3M | 0.08% |
| BLAIR WILLIAM & CO/IL | $22.1M | 0.06% |
| JONES FINANCIAL COMPANIES LLLP | $22.0M | 0.01% |
| LFA - Lugano Financial Advisors SA | $21.9M | 11.16% |
| Cambridge Investment Research Advisors, Inc. | $21.0M | 0.05% |
| Stanich Group LLC | $20.9M | 15.96% |
| MATHER GROUP, LLC. | $20.7M | 0.21% |
| Ellevest, Inc. | $20.6M | 2.87% |
| Thrivent Financial for Lutherans | $20.4M | 0.04% |
| Steward Partners Investment Advisory, LLC | $19.5M | 0.10% |
| HOWLAND CAPITAL MANAGEMENT LLC | $19.5M | 0.77% |
| FinArc Investments, Inc. | $18.0M | 17.35% |
| Baird Financial Group, Inc. | $17.7M | 0.03% |
| Private Advisor Group, LLC | $17.4M | 0.08% |
| ALLIANCEBERNSTEIN L.P. | $16.9M | 0.01% |
| Windsor Capital Management, LLC | $16.8M | 4.74% |
| Financial Engines Advisors L.L.C. | $15.7M | 0.03% |
| Modera Wealth Management, LLC | $14.2M | 0.17% |
| STIFEL FINANCIAL CORP | $13.1M | 0.01% |
| Shira Ridge Wealth Management | $13.0M | 5.16% |
| Sand Hill Global Advisors, LLC | $12.6M | 0.42% |
| Wealth Architects, LLC | $12.5M | 1.12% |
| Cetera Investment Advisers | $12.3M | 0.01% |
| Envestnet Portfolio Solutions, Inc. | $12.1M | 0.07% |
| Alesco Advisors, LLC, An ESL Co | $11.8M | 0.30% |
| FRANKLIN RESOURCES INC | $11.3M | 0.00% |
| Impact Investors, Inc | $11.3M | 7.84% |
| Mirae Asset Global Investments Co., Ltd. | $11.1M | 0.00% |
| Fund Evaluation Group, LLC | $10.8M | 0.33% |
| Roof Eidam Maycock Peralta, LLC | $10.8M | 2.49% |
| TRUIST FINANCIAL CORP | $10.7M | 0.01% |
| Rockefeller Capital Management L.P. | $9.9M | 0.02% |
| Wealthspire Advisors, LLC | $9.7M | 0.08% |
| Advisory Services Network, LLC | $9.4M | 0.13% |
| PARK AVENUE SECURITIES LLC | $9.4M | 0.07% |
| PRINCIPAL FINANCIAL GROUP INC | $9.1M | 0.00% |
| HB Wealth Management, LLC | $8.9M | 0.06% |
| Laurel Wealth Planning LLC | $8.9M | 4.67% |
| Orgel Wealth Management, LLC | $8.7M | 0.19% |
| Robertson Stephens Wealth Management, LLC | $8.6M | 0.24% |
| Cerity Partners LLC | $8.3M | 0.01% |
| Apella Capital, LLC | $8.0M | 0.12% |
| Facet Wealth, Inc. | $7.8M | 0.14% |
| One Capital Management, LLC | $7.4M | 0.20% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $7.2M | 0.00% |
| JNBA Financial Advisors | $7.1M | 0.59% |
| Mascoma Wealth Management LLC | $7.0M | 1.45% |
| MONETA GROUP INVESTMENT ADVISORS LLC | $6.8M | 0.05% |
| Relyea Zuckerberg Hanson LLC | $6.6M | 0.66% |
| Focus Partners Wealth | $6.5M | 0.01% |
| Ethic Inc. | $6.5M | 0.10% |
| Xena Financial Planning, LLC | $6.3M | 7.11% |
| Centennial Bank/AR/ | $6.2M | 2.22% |
| Quent Capital, LLC | $6.1M | 0.43% |
| Accredited Investors Inc. | $6.1M | 0.33% |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | $6.0M | 0.10% |
| NorthRock Partners, LLC | $6.0M | 0.10% |
| CITIZENS FINANCIAL GROUP INC/RI | $6.0M | 0.08% |
| Farther Finance Advisors, LLC | $5.8M | 0.05% |
| CENTRAL TRUST Co | $5.8M | 0.11% |
| WRAPMANAGER INC | $5.8M | 2.01% |
| OPPENHEIMER ASSET MANAGEMENT INC. | $5.7M | 0.07% |
| Kestra Advisory Services, LLC | $5.6M | 0.02% |
| Fisher Asset Management, LLC | $5.5M | 0.00% |
| BSW Wealth Partners | $5.3M | 0.65% |
| RVW Wealth, LLC | $5.3M | 0.41% |
| OSAIC HOLDINGS, INC. | $5.2M | 0.01% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $5.0M | 0.07% |
| Cresset Asset Management, LLC | $5.0M | 0.02% |
| Garde Capital, Inc. | $4.7M | 0.28% |
| Savant Capital, LLC | $4.7M | 0.02% |
| Modern Wealth Management, LLC | $4.5M | 0.08% |
| CITIGROUP INC | $4.5M | 0.00% |
| Pitcairn Wealth Advisors LLC | $4.3M | 0.40% |
| Balanced Rock Investment Advisors LLC | $4.3M | 3.02% |
| &PARTNERS | $4.3M | 0.02% |
| Blue Sky Capital Consultants Group, Inc. | $4.1M | 1.95% |
| NOTTINGHAM ADVISORS, INC. | $4.1M | 0.52% |
| Legacy Edge Advisors, LLC | $4.0M | 0.42% |
| Midwest Financial Partners Investments, Inc. | $4.0M | 2.14% |
| Veridan Wealth LLC | $4.0M | 1.47% |
| Brio Consultants, LLC | $3.9M | 0.48% |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | $3.9M | 2.06% |
| Integris Wealth Management, LLC | $3.9M | 0.89% |
| Heritage Wealth Advisors | $3.8M | 0.15% |
| GeoWealth Management, LLC | $3.8M | 0.14% |
| Decker Retirement Planning Inc. | $3.8M | 1.70% |
| AXXCESS WEALTH MANAGEMENT, LLC | $3.7M | 0.12% |
| eCIO, Inc. | $3.7M | 1.63% |
| CANANDAIGUA NATIONAL CORP | $3.7M | 0.33% |
| Pine Haven Investment Counsel, Inc | $3.7M | 2.69% |
| Hamrick Investment Counsel, llc | $3.6M | 2.00% |
| Affiance Financial, LLC | $3.6M | 0.58% |
| Dunhill Financial, LLC | $3.6M | 0.84% |
| Dorsey & Whitney Trust CO LLC | $3.5M | 0.19% |
| BAILARD, INC. | $3.5M | 0.08% |