| VANGUARD ADVISERS INC | US$4.2億 | 1.63% |
| Wealthfront Advisers LLC | US$2.0億 | 0.44% |
| MORGAN STANLEY | US$1.9億 | 0.01% |
| Creative Planning | US$1.6億 | 0.11% |
| VISA FOUNDATION | US$1.3億 | 100.00% |
| Leo Wealth, LLC | US$7775.0萬 | 5.65% |
| RAYMOND JAMES FINANCIAL INC | US$7461.2萬 | 0.02% |
| Verde Capital Management | US$6816.4萬 | 14.58% |
| Betterment LLC | US$6792.9萬 | 0.13% |
| BANK OF AMERICA CORP /DE/ | US$6486.6萬 | 0.00% |
| Stanich Group LLC | US$5923.6萬 | 45.15% |
| IMPACTfolio, LLC | US$5610.5萬 | 23.84% |
| ROYAL BANK OF CANADA | US$5156.0萬 | 0.01% |
| Apella Capital, LLC | US$5155.7萬 | 0.77% |
| Baird Financial Group, Inc. | US$4813.2萬 | 0.08% |
| SCS Capital Management LLC | US$4384.5萬 | 0.46% |
| Crewe Advisors LLC | US$4093.1萬 | 3.49% |
| Facet Wealth, Inc. | US$4034.5萬 | 0.70% |
| Platt Investment Counsel, LLC | US$3898.2萬 | 30.01% |
| Sellwood Investment Partners LLC | US$3765.7萬 | 14.84% |
| MATHER GROUP, LLC. | US$3260.3萬 | 0.33% |
| IMA Advisory Services, Inc. | US$3064.4萬 | 2.99% |
| LPL Financial LLC | US$2924.8萬 | 0.01% |
| JONES FINANCIAL COMPANIES LLLP | US$2895.7萬 | 0.01% |
| UBS Group AG | US$2886.4萬 | 0.00% |
| AMERIPRISE FINANCIAL INC | US$2863.5萬 | 0.01% |
| GOLDMAN SACHS GROUP INC | US$2769.2萬 | 0.00% |
| FRANKLIN RESOURCES INC | US$2730.1萬 | 0.01% |
| ENVESTNET ASSET MANAGEMENT INC | US$2703.2萬 | 0.01% |
| Garde Capital, Inc. | US$2669.2萬 | 1.60% |
| Hanson & Doremus Investment Management | US$2558.1萬 | 2.94% |
| Cerity Partners LLC | US$2549.7萬 | 0.04% |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | US$2388.3萬 | 0.38% |
| Cedar Wealth Management, LLC | US$2270.9萬 | 6.61% |
| BANK OF MONTREAL /CAN/ | US$2135.3萬 | 0.01% |
| Angeles Investment Advisors, LLC | US$2095.4萬 | 1.41% |
| Olde Wealth Management, LLC | US$2079.8萬 | 6.58% |
| Gemmer Asset Management LLC | US$2061.6萬 | 1.63% |
| Mariner, LLC | US$2002.0萬 | 0.02% |
| Mill Creek Capital Advisors, LLC | US$1946.2萬 | 0.40% |
| HUB Investment Partners, LLC | US$1920.8萬 | 0.46% |
| Financial Connections Group, Inc. | US$1870.2萬 | 6.50% |
| RWA WEALTH PARTNERS, LLC | US$1840.1萬 | 0.20% |
| HighTower Advisors, LLC | US$1834.6萬 | 0.02% |
| REGATTA CAPITAL GROUP, LLC | US$1800.8萬 | 2.73% |
| LifeGuide Financial Advisors, LLC | US$1747.5萬 | 5.59% |
| COMMONWEALTH EQUITY SERVICES, LLC | US$1721.5萬 | 0.02% |
| Human Investing LLC | US$1700.6萬 | 2.48% |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | US$1662.7萬 | 10.80% |
| Orgel Wealth Management, LLC | US$1550.8萬 | 0.33% |
| Focus Partners Wealth | US$1538.6萬 | 0.02% |
| Caprock Group, LLC | US$1525.7萬 | 0.37% |
| Diversified Portfolios, Inc. | US$1465.3萬 | 1.20% |
| Harpswell Capital Advisors, LLC | US$1443.2萬 | 10.75% |
| Beacon Pointe Advisors, LLC | US$1384.4萬 | 0.07% |
| Composition Wealth, LLC | US$1356.1萬 | 0.19% |
| Cambridge Investment Research Advisors, Inc. | US$1283.8萬 | 0.03% |
| One Day In July LLC | US$1254.6萬 | 1.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | US$1197.9萬 | 0.01% |
| Farrell Financial LLC | US$1108.4萬 | 6.62% |
| Cresset Asset Management, LLC | US$1043.6萬 | 0.05% |
| Prime Buchholz LLC | US$1040.5萬 | 5.44% |
| Sanchez Levi Garrett | US$1020.8萬 | 6.40% |
| AMG National Trust Bank | US$979.7萬 | 0.21% |
| CIBC Bancorp USA Inc. | US$967.4萬 | 0.01% |
| BLAIR WILLIAM & CO/IL | US$933.2萬 | 0.03% |
| Pathstone Holdings, LLC | US$911.9萬 | 0.04% |
| Boston Standard Wealth Management, LLC | US$896.4萬 | 1.47% |
| MERCER GLOBAL ADVISORS INC /ADV | US$884.1萬 | 0.01% |
| TWIN FOCUS CAPITAL PARTNERS, LLC | US$865.5萬 | 0.99% |
| WELLS FARGO & COMPANY/MN | US$837.3萬 | 0.00% |
| ST GERMAIN D J CO INC | US$799.9萬 | 0.32% |
| Relyea Zuckerberg Hanson LLC | US$776.3萬 | 0.78% |
| New Covenant Trust Company, N.A. | US$769.8萬 | 6.87% |
| EVOKE WEALTH, LLC | US$748.9萬 | 0.13% |
| OSAIC HOLDINGS, INC. | US$731.8萬 | 0.01% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | US$713.8萬 | 0.04% |
| JPMORGAN CHASE & CO | US$693.5萬 | 0.00% |
| Bank of New York Mellon Corp | US$690.4萬 | 0.00% |
| Cetera Investment Advisers | US$680.7萬 | 0.01% |
| BSW Wealth Partners | US$669.1萬 | 0.82% |
| Financial Engines Advisors L.L.C. | US$664.3萬 | 0.01% |
| Pearl Planning LLC | US$658.2萬 | 3.52% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | US$643.6萬 | 0.08% |
| LIBRA WEALTH LLC | US$600.9萬 | 1.69% |
| Paragon Capital Management Ltd | US$590.6萬 | 1.24% |
| Charter Oak Capital Management, LLC | US$590.3萬 | 0.46% |
| EQ LLC | US$565.0萬 | 1.59% |
| Atlas Legacy Advisors, LLC | US$534.3萬 | 0.97% |
| D.A. DAVIDSON & CO. | US$530.0萬 | 0.03% |
| US BANCORP \DE\ | US$524.3萬 | 0.01% |
| Palisades Hudson Asset Management, L.P. | US$523.8萬 | 2.04% |
| White Lighthouse Investment Management Inc. | US$523.5萬 | 0.73% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | US$521.9萬 | 0.44% |
| Banco Santander, S.A. | US$488.4萬 | 0.04% |
| Atlantic Private Wealth, LLC | US$483.8萬 | 3.16% |
| Soundwatch Capital LLC | US$439.0萬 | 0.55% |
| Corient Private Wealth LLC | US$437.4萬 | 0.01% |
| GOULD ASSET MANAGEMENT LLC /CA/ | US$436.9萬 | 0.76% |
| Freestone Capital Holdings, LLC | US$431.7萬 | 0.13% |
| Sageworth Trust Co | US$422.3萬 | 0.18% |
| PFG Investments, LLC | US$415.2萬 | 0.19% |
| HARBOUR INVESTMENTS, INC. | US$413.0萬 | 0.06% |
| New England Private Wealth Advisors LLC | US$409.8萬 | 0.47% |
| Farther Finance Advisors, LLC | US$405.9萬 | 0.04% |
| Ashford Advisors, LLC | US$403.0萬 | 0.94% |
| Stonehearth Capital Management, LLC | US$400.0萬 | 1.58% |
| Brooklyn FI, LLC | US$396.3萬 | 0.83% |
| McClarren Financial Advisors, Inc. | US$385.7萬 | 2.28% |
| FIRST HORIZON CORP | US$381.0萬 | 0.16% |
| Private Advisor Group, LLC | US$378.3萬 | 0.02% |
| MML INVESTORS SERVICES, LLC | US$371.9萬 | 0.01% |
| CHOREO, LLC | US$368.7萬 | 0.05% |
| Lido Advisors, LLC | US$368.1萬 | 0.01% |
| RETIREMENT CAPITAL STRATEGIES | US$362.6萬 | 1.37% |
| Well Done, LLC | US$362.1萬 | 0.53% |
| Koshinski Asset Management, Inc. | US$355.2萬 | 0.22% |
| Ballentine Partners, LLC | US$340.3萬 | 0.05% |
| Trademark Financial Management, LLC | US$338.3萬 | 1.66% |
| Valmark Advisers, Inc. | US$336.6萬 | 0.04% |
| Vanguard National Trust Co | US$336.1萬 | 0.21% |
| Mallini Complete Financial Planning LLC | US$329.8萬 | 2.61% |
| Haverford Trust Co | US$329.0萬 | 0.03% |
| WHITTIER TRUST CO | US$325.8萬 | 0.04% |
| Modera Wealth Management, LLC | US$315.6萬 | 0.04% |
| Hamrick Investment Counsel, llc | US$314.8萬 | 1.74% |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | US$303.6萬 | 0.19% |
| Affinity Capital Advisors, LLC | US$301.8萬 | 0.42% |
| PENNINGTON PARTNERS & CO., LLC | US$292.7萬 | 1.00% |
| Westfuller Advisors, LLC | US$290.3萬 | 1.25% |
| FMR LLC | US$285.0萬 | 0.00% |
| STIFEL FINANCIAL CORP | US$282.9萬 | 0.00% |
| Topel & Distasi Wealth Management, LLC | US$282.9萬 | 1.46% |
| CGN Advisors LLC | US$282.4萬 | 0.22% |
| Wealth Group Ltd | US$282.0萬 | 0.64% |
| Fiduciary Trust Co | US$279.4萬 | 0.03% |
| MISSION WEALTH MANAGEMENT, LP | US$278.7萬 | 0.06% |
| Sequoia Financial Advisors, LLC | US$276.9萬 | 0.02% |
| DAVIS R M INC | US$271.4萬 | 0.05% |
| Strategic Point Investment Advisors, LLC | US$266.2萬 | 0.39% |
| Fingerlakes Wealth Management, Inc. | US$254.4萬 | 1.69% |
| Armbruster Capital Management, Inc. | US$252.5萬 | 0.41% |
| ATMOS ADVISORY, LLC | US$251.6萬 | 1.43% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | US$250.1萬 | 0.01% |
| EP Wealth Advisors, LLC | US$249.1萬 | 0.01% |
| PROFFITT & GOODSON INC | US$245.5萬 | 0.38% |
| Davis Wealth Advisors, LLC | US$242.0萬 | 2.01% |
| Perigon Wealth Management, LLC | US$233.8萬 | 0.04% |
| Clarity Asset Management, Inc. | US$230.5萬 | 1.17% |
| MAYPORT, LLC | US$228.2萬 | 0.42% |