| VANGUARD ADVISERS INC | $4.2億 | 1.63% |
| Wealthfront Advisers LLC | $2.0億 | 0.44% |
| MORGAN STANLEY | $1.9億 | 0.01% |
| Creative Planning | $1.6億 | 0.11% |
| VISA FOUNDATION | $1.3億 | 100.00% |
| Leo Wealth, LLC | $7775.0万 | 5.65% |
| RAYMOND JAMES FINANCIAL INC | $7461.2万 | 0.02% |
| Verde Capital Management | $6816.4万 | 14.58% |
| Betterment LLC | $6792.9万 | 0.13% |
| BANK OF AMERICA CORP /DE/ | $6486.6万 | 0.00% |
| Stanich Group LLC | $5923.6万 | 45.15% |
| IMPACTfolio, LLC | $5610.5万 | 23.84% |
| ROYAL BANK OF CANADA | $5156.0万 | 0.01% |
| Apella Capital, LLC | $5155.7万 | 0.77% |
| Baird Financial Group, Inc. | $4813.2万 | 0.08% |
| SCS Capital Management LLC | $4384.5万 | 0.46% |
| Crewe Advisors LLC | $4093.1万 | 3.49% |
| Facet Wealth, Inc. | $4034.5万 | 0.70% |
| Platt Investment Counsel, LLC | $3898.2万 | 30.01% |
| Sellwood Investment Partners LLC | $3765.7万 | 14.84% |
| MATHER GROUP, LLC. | $3260.3万 | 0.33% |
| IMA Advisory Services, Inc. | $3064.4万 | 2.99% |
| LPL Financial LLC | $2924.8万 | 0.01% |
| JONES FINANCIAL COMPANIES LLLP | $2895.7万 | 0.01% |
| UBS Group AG | $2886.4万 | 0.00% |
| AMERIPRISE FINANCIAL INC | $2863.5万 | 0.01% |
| GOLDMAN SACHS GROUP INC | $2769.2万 | 0.00% |
| FRANKLIN RESOURCES INC | $2730.1万 | 0.01% |
| ENVESTNET ASSET MANAGEMENT INC | $2703.2万 | 0.01% |
| Garde Capital, Inc. | $2669.2万 | 1.60% |
| Hanson & Doremus Investment Management | $2558.1万 | 2.94% |
| Cerity Partners LLC | $2549.7万 | 0.04% |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | $2388.3万 | 0.38% |
| Cedar Wealth Management, LLC | $2270.9万 | 6.61% |
| BANK OF MONTREAL /CAN/ | $2135.3万 | 0.01% |
| Angeles Investment Advisors, LLC | $2095.4万 | 1.41% |
| Olde Wealth Management, LLC | $2079.8万 | 6.58% |
| Gemmer Asset Management LLC | $2061.6万 | 1.63% |
| Mariner, LLC | $2002.0万 | 0.02% |
| Mill Creek Capital Advisors, LLC | $1946.2万 | 0.40% |
| HUB Investment Partners, LLC | $1920.8万 | 0.46% |
| Financial Connections Group, Inc. | $1870.2万 | 6.50% |
| RWA WEALTH PARTNERS, LLC | $1840.1万 | 0.20% |
| HighTower Advisors, LLC | $1834.6万 | 0.02% |
| REGATTA CAPITAL GROUP, LLC | $1800.8万 | 2.73% |
| LifeGuide Financial Advisors, LLC | $1747.5万 | 5.59% |
| COMMONWEALTH EQUITY SERVICES, LLC | $1721.5万 | 0.02% |
| Human Investing LLC | $1700.6万 | 2.48% |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | $1662.7万 | 10.80% |
| Orgel Wealth Management, LLC | $1550.8万 | 0.33% |
| Focus Partners Wealth | $1538.6万 | 0.02% |
| Caprock Group, LLC | $1525.7万 | 0.37% |
| Diversified Portfolios, Inc. | $1465.3万 | 1.20% |
| Harpswell Capital Advisors, LLC | $1443.2万 | 10.75% |
| Beacon Pointe Advisors, LLC | $1384.4万 | 0.07% |
| Composition Wealth, LLC | $1356.1万 | 0.19% |
| Cambridge Investment Research Advisors, Inc. | $1283.8万 | 0.03% |
| One Day In July LLC | $1254.6万 | 1.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1197.9万 | 0.01% |
| Farrell Financial LLC | $1108.4万 | 6.62% |
| Cresset Asset Management, LLC | $1043.6万 | 0.05% |
| Prime Buchholz LLC | $1040.5万 | 5.44% |
| Sanchez Levi Garrett | $1020.8万 | 6.40% |
| AMG National Trust Bank | $979.7万 | 0.21% |
| CIBC Bancorp USA Inc. | $967.4万 | 0.01% |
| BLAIR WILLIAM & CO/IL | $933.2万 | 0.03% |
| Pathstone Holdings, LLC | $911.9万 | 0.04% |
| Boston Standard Wealth Management, LLC | $896.4万 | 1.47% |
| MERCER GLOBAL ADVISORS INC /ADV | $884.1万 | 0.01% |
| TWIN FOCUS CAPITAL PARTNERS, LLC | $865.5万 | 0.99% |
| WELLS FARGO & COMPANY/MN | $837.3万 | 0.00% |
| ST GERMAIN D J CO INC | $799.9万 | 0.32% |
| Relyea Zuckerberg Hanson LLC | $776.3万 | 0.78% |
| New Covenant Trust Company, N.A. | $769.8万 | 6.87% |
| EVOKE WEALTH, LLC | $748.9万 | 0.13% |
| OSAIC HOLDINGS, INC. | $731.8万 | 0.01% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $713.8万 | 0.04% |
| JPMORGAN CHASE & CO | $693.5万 | 0.00% |
| Bank of New York Mellon Corp | $690.4万 | 0.00% |
| Cetera Investment Advisers | $680.7万 | 0.01% |
| BSW Wealth Partners | $669.1万 | 0.82% |
| Financial Engines Advisors L.L.C. | $664.3万 | 0.01% |
| Pearl Planning LLC | $658.2万 | 3.52% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | $643.6万 | 0.08% |
| LIBRA WEALTH LLC | $600.9万 | 1.69% |
| Paragon Capital Management Ltd | $590.6万 | 1.24% |
| Charter Oak Capital Management, LLC | $590.3万 | 0.46% |
| EQ LLC | $565.0万 | 1.59% |
| Atlas Legacy Advisors, LLC | $534.3万 | 0.97% |
| D.A. DAVIDSON & CO. | $530.0万 | 0.03% |
| US BANCORP \DE\ | $524.3万 | 0.01% |
| Palisades Hudson Asset Management, L.P. | $523.8万 | 2.04% |
| White Lighthouse Investment Management Inc. | $523.5万 | 0.73% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | $521.9万 | 0.44% |
| Banco Santander, S.A. | $488.4万 | 0.04% |
| Atlantic Private Wealth, LLC | $483.8万 | 3.16% |
| Soundwatch Capital LLC | $439.0万 | 0.55% |
| Corient Private Wealth LLC | $437.4万 | 0.01% |
| GOULD ASSET MANAGEMENT LLC /CA/ | $436.9万 | 0.76% |
| Freestone Capital Holdings, LLC | $431.7万 | 0.13% |
| Sageworth Trust Co | $422.3万 | 0.18% |
| PFG Investments, LLC | $415.2万 | 0.19% |
| HARBOUR INVESTMENTS, INC. | $413.0万 | 0.06% |
| New England Private Wealth Advisors LLC | $409.8万 | 0.47% |
| Farther Finance Advisors, LLC | $405.9万 | 0.04% |
| Ashford Advisors, LLC | $403.0万 | 0.94% |
| Stonehearth Capital Management, LLC | $400.0万 | 1.58% |
| Brooklyn FI, LLC | $396.3万 | 0.83% |
| McClarren Financial Advisors, Inc. | $385.7万 | 2.28% |
| FIRST HORIZON CORP | $381.0万 | 0.16% |
| Private Advisor Group, LLC | $378.3万 | 0.02% |
| MML INVESTORS SERVICES, LLC | $371.9万 | 0.01% |
| CHOREO, LLC | $368.7万 | 0.05% |
| Lido Advisors, LLC | $368.1万 | 0.01% |
| RETIREMENT CAPITAL STRATEGIES | $362.6万 | 1.37% |
| Well Done, LLC | $362.1万 | 0.53% |
| Koshinski Asset Management, Inc. | $355.2万 | 0.22% |
| Ballentine Partners, LLC | $340.3万 | 0.05% |
| Trademark Financial Management, LLC | $338.3万 | 1.66% |
| Valmark Advisers, Inc. | $336.6万 | 0.04% |
| Vanguard National Trust Co | $336.1万 | 0.21% |
| Mallini Complete Financial Planning LLC | $329.8万 | 2.61% |
| Haverford Trust Co | $329.0万 | 0.03% |
| WHITTIER TRUST CO | $325.8万 | 0.04% |
| Modera Wealth Management, LLC | $315.6万 | 0.04% |
| Hamrick Investment Counsel, llc | $314.8万 | 1.74% |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | $303.6万 | 0.19% |
| Affinity Capital Advisors, LLC | $301.8万 | 0.42% |
| PENNINGTON PARTNERS & CO., LLC | $292.7万 | 1.00% |
| Westfuller Advisors, LLC | $290.3万 | 1.25% |
| FMR LLC | $285.0万 | 0.00% |
| STIFEL FINANCIAL CORP | $282.9万 | 0.00% |
| Topel & Distasi Wealth Management, LLC | $282.9万 | 1.46% |
| CGN Advisors LLC | $282.4万 | 0.22% |
| Wealth Group Ltd | $282.0万 | 0.64% |
| Fiduciary Trust Co | $279.4万 | 0.03% |
| MISSION WEALTH MANAGEMENT, LP | $278.7万 | 0.06% |
| Sequoia Financial Advisors, LLC | $276.9万 | 0.02% |
| DAVIS R M INC | $271.4万 | 0.05% |
| Strategic Point Investment Advisors, LLC | $266.2万 | 0.39% |
| Fingerlakes Wealth Management, Inc. | $254.4万 | 1.69% |
| Armbruster Capital Management, Inc. | $252.5万 | 0.41% |
| ATMOS ADVISORY, LLC | $251.6万 | 1.43% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $250.1万 | 0.01% |
| EP Wealth Advisors, LLC | $249.1万 | 0.01% |
| PROFFITT & GOODSON INC | $245.5万 | 0.38% |
| Davis Wealth Advisors, LLC | $242.0万 | 2.01% |
| Perigon Wealth Management, LLC | $233.8万 | 0.04% |
| Clarity Asset Management, Inc. | $230.5万 | 1.17% |
| MAYPORT, LLC | $228.2万 | 0.42% |