| BANK OF AMERICA CORP /DE/ | $193.0M | 0.01% |
| PNC FINANCIAL SERVICES GROUP, INC. | $140.7M | 0.08% |
| MORGAN STANLEY | $132.0M | 0.01% |
| ROYAL BANK OF CANADA | $90.9M | 0.02% |
| SPINNAKER TRUST | $75.6M | 4.19% |
| IMA Advisory Services, Inc. | $69.0M | 6.74% |
| AMERIPRISE FINANCIAL INC | $64.5M | 0.01% |
| BlackRock, Inc. | $64.4M | 0.00% |
| Acorns Advisers, LLC | $59.6M | 0.44% |
| MISSION WEALTH MANAGEMENT, LP | $54.5M | 1.12% |
| MERCER GLOBAL ADVISORS INC /ADV | $52.5M | 0.08% |
| WELLS FARGO & COMPANY/MN | $51.8M | 0.01% |
| JPMORGAN CHASE & CO | $50.7M | 0.00% |
| M&T Bank Corp | $50.3M | 0.17% |
| UBS Group AG | $46.3M | 0.01% |
| LPL Financial LLC | $40.6M | 0.01% |
| Shira Ridge Wealth Management | $38.4M | 15.21% |
| Betterment LLC | $37.0M | 0.07% |
| ENVESTNET ASSET MANAGEMENT INC | $32.2M | 0.01% |
| RAYMOND JAMES FINANCIAL INC | $26.2M | 0.01% |
| Baird Financial Group, Inc. | $24.4M | 0.04% |
| Mariner, LLC | $24.3M | 0.03% |
| HM PAYSON & CO | $21.8M | 0.31% |
| TRUIST FINANCIAL CORP | $17.2M | 0.02% |
| Stewardship Advisors, LLC | $15.6M | 3.58% |
| Farrow Financial, Inc. | $12.9M | 7.32% |
| Cetera Investment Advisers | $12.8M | 0.01% |
| World Investment Advisors | $12.5M | 0.20% |
| COMMONWEALTH EQUITY SERVICES, LLC | $12.3M | 0.02% |
| Quent Capital, LLC | $12.1M | 0.86% |
| HighTower Advisors, LLC | $11.4M | 0.01% |
| US BANCORP \DE\ | $10.9M | 0.01% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $10.2M | 0.02% |
| Charter Oak Capital Management, LLC | $10.1M | 0.78% |
| Creative Planning | $9.9M | 0.01% |
| Fund Evaluation Group, LLC | $9.2M | 0.28% |
| eCIO, Inc. | $8.7M | 3.83% |
| NORTHERN TRUST CORP | $8.4M | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $8.3M | 0.01% |
| REGIONS FINANCIAL CORP | $7.6M | 0.05% |
| BANK OF MONTREAL /CAN/ | $7.2M | 0.00% |
| KEYBANK NATIONAL ASSOCIATION/OH | $7.1M | 0.03% |
| Accredited Investors Inc. | $7.0M | 0.38% |
| Advisory Services Network, LLC | $6.7M | 0.09% |
| Corundum Group, Inc. | $6.6M | 2.21% |
| Janney Montgomery Scott LLC | $6.4M | 0.02% |
| OSAIC HOLDINGS, INC. | $6.1M | 0.01% |
| Cambridge Investment Research Advisors, Inc. | $6.1M | 0.02% |
| Destination Wealth Management | $5.9M | 0.15% |
| CAPTRUST FINANCIAL ADVISORS | $5.9M | 0.01% |
| Glenview Trust Co | $5.6M | 0.09% |
| ASPIRIANT, LLC | $5.5M | 0.16% |
| Bear Mountain Capital, Inc. | $5.5M | 1.66% |
| HILLTOP WEALTH ADVISORS, LLC | $5.5M | 3.30% |
| D.A. DAVIDSON & CO. | $5.3M | 0.03% |
| Rockefeller Capital Management L.P. | $5.2M | 0.01% |
| Roof Eidam Maycock Peralta, LLC | $5.0M | 1.16% |
| JONES FINANCIAL COMPANIES LLLP | $4.9M | 0.00% |
| Brookstone Capital Management | $4.8M | 0.06% |
| MML INVESTORS SERVICES, LLC | $4.8M | 0.01% |
| Cerity Partners LLC | $4.6M | 0.01% |
| Olde Wealth Management, LLC | $4.6M | 1.45% |
| Garde Capital, Inc. | $4.6M | 0.27% |
| MGO ONE SEVEN LLC | $4.5M | 0.09% |
| BigSur Wealth Management LLC | $4.2M | 1.19% |
| Pathstone Holdings, LLC | $4.2M | 0.02% |
| TOMPKINS FINANCIAL CORP | $4.2M | 0.33% |
| Beacon Pointe Advisors, LLC | $4.0M | 0.02% |
| STIFEL FINANCIAL CORP | $3.9M | 0.00% |
| Modern Wealth Management, LLC | $3.9M | 0.07% |
| Laird Norton Wetherby Trust Company, LLC | $3.9M | 0.08% |
| GRIMES & Co WEALTH MANAGEMENT, LLC | $3.9M | 0.11% |
| Pure Financial Advisors, LLC | $3.7M | 0.05% |
| Robertson Stephens Wealth Management, LLC | $3.7M | 0.10% |
| Kestra Advisory Services, LLC | $3.6M | 0.01% |
| NorthRock Partners, LLC | $3.6M | 0.06% |
| CPC Advisors, LLC | $3.2M | 0.52% |
| OneDigital Investment Advisors LLC | $3.2M | 0.03% |
| BAILARD, INC. | $3.2M | 0.07% |
| Relyea Zuckerberg Hanson LLC | $3.2M | 0.32% |
| Ledyard National Bank | $3.1M | 0.27% |
| VERITY Wealth Advisors | $3.1M | 2.08% |
| Financially in Tune, LLC | $3.1M | 2.63% |
| Simmons Bank | $2.9M | 0.20% |
| Steward Partners Investment Advisory, LLC | $2.9M | 0.02% |
| &PARTNERS | $2.8M | 0.01% |
| SAX WEALTH ADVISORS, LLC | $2.8M | 0.14% |
| Focus Partners Wealth | $2.8M | 0.00% |
| CGN Advisors LLC | $2.8M | 0.22% |
| Shepherd Financial Partners LLC | $2.7M | 0.25% |
| Composition Wealth, LLC | $2.7M | 0.04% |
| HB Wealth Management, LLC | $2.7M | 0.02% |
| Crestwood Advisors Group, LLC | $2.6M | 0.04% |
| WHITTIER TRUST CO OF NEVADA INC | $2.6M | 0.05% |
| Cresset Asset Management, LLC | $2.6M | 0.01% |
| Allworth Financial LP | $2.6M | 0.01% |
| Private Advisor Group, LLC | $2.5M | 0.01% |
| Fingerlakes Wealth Management, Inc. | $2.5M | 1.65% |
| Asset Dedication, LLC | $2.4M | 0.17% |
| COMMERCE BANK | $2.4M | 0.01% |
| Aprio Wealth Management, LLC | $2.4M | 0.13% |
| BLAIR WILLIAM & CO/IL | $2.3M | 0.01% |
| Chicago Partners Investment Group LLC | $2.2M | 0.05% |
| One Wealth Advisors, LLC | $2.2M | 0.27% |
| FMR LLC | $2.1M | 0.00% |
| GoalVest Advisory LLC | $2.1M | 0.42% |
| Wescott Financial Advisory Group, LLC | $2.1M | 0.18% |
| Cornerstone Wealth Management, LLC | $2.0M | 0.10% |
| CWM, LLC | $1.9M | 0.01% |
| Integrated Wealth Concepts LLC | $1.9M | 0.02% |
| Vanguard Personalized Indexing Management, LLC | $1.9M | 0.02% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $1.9M | 0.01% |
| EVERGREEN CAPITAL MANAGEMENT LLC | $1.8M | 0.04% |
| 3EDGE Asset Management, LP | $1.8M | 0.09% |
| M Holdings Securities, Inc. | $1.8M | 0.12% |
| Trust Co | $1.8M | 0.17% |
| GOULD ASSET MANAGEMENT LLC /CA/ | $1.8M | 0.31% |
| Evercore Wealth Management, LLC | $1.8M | 0.03% |
| Colorado Capital Management, Inc. | $1.7M | 0.65% |
| Milestone Investment Advisors LLC | $1.7M | 0.42% |
| New Covenant Trust Company, N.A. | $1.7M | 1.54% |
| Ellevest, Inc. | $1.7M | 0.24% |
| Corient Private Wealth LLC | $1.7M | 0.00% |
| Sequoia Financial Advisors, LLC | $1.7M | 0.01% |
| First Pacific Financial | $1.6M | 0.21% |
| Clearstead Advisors, LLC | $1.6M | 0.02% |
| Baker Avenue Asset Management, LP | $1.6M | 0.04% |
| Resonant Capital Advisors, LLC | $1.6M | 0.08% |
| Aptus Capital Advisors, LLC | $1.6M | 0.01% |
| Avantax Planning Partners, Inc. | $1.5M | 0.04% |
| Winthrop Advisory Group LLC | $1.5M | 0.13% |
| BLUESTEM FINANCIAL ADVISORS, LLC | $1.4M | 0.55% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $1.4M | 0.01% |
| Addison Advisors LLC | $1.4M | 0.32% |
| Bond & Devick Financial Network, Inc. | $1.4M | 0.39% |
| Bigelow Investment Advisors, LLC | $1.4M | 0.54% |
| Gerber Kawasaki Wealth & Investment Management | $1.3M | 0.04% |
| WHI TRUST Co LLC | $1.3M | 1.00% |
| CHOREO, LLC | $1.3M | 0.02% |
| SOA Wealth Advisors, LLC. | $1.3M | 0.25% |
| EVOLVE PRIVATE WEALTH, LLC | $1.3M | 0.07% |
| NEPC LLC | $1.3M | 0.03% |
| Members Trust Co | $1.3M | 0.04% |
| Pilgrim Partners Asia Pte Ltd | $1.3M | 0.52% |
| Portland Global Advisors LLC | $1.3M | 0.13% |
| MARINO, STRAM & ASSOCIATES LLC | $1.3M | 0.22% |
| Federation des caisses Desjardins du Quebec | $1.2M | 0.00% |
| Berman McAleer LLC | $1.2M | 0.17% |
| FIFTH THIRD BANCORP | $1.2M | 0.00% |
| SK Wealth Management, LLC | $1.2M | 0.32% |