| Betterment LLC | 1,303,736 | $301 |
| MORGAN STANLEY | 208,394 | $48,041 |
| ASPIRIANT, LLC | 116,572 | $26,873 |
| Allianz SE | 109,015 | $25,131 |
| BANK OF AMERICA CORP /DE/ | 105,790 | $24,388 |
| Investure, LLC | 104,151 | $24,010 |
| JPMORGAN CHASE & CO | 62,162 | $14,330 |
| WELLS FARGO & COMPANY/MN | 48,123 | $11,094 |
| BSW Wealth Partners | 39,542 | $9,116 |
| UBS Group AG | 37,280 | $8,594 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 26,983 | $6,220 |
| AMERIPRISE FINANCIAL INC | 24,716 | $5,707 |
| AlTi Global, Inc. | 23,200 | $5,348 |
| ROYAL BANK OF CANADA | 21,070 | $4,857 |
| BlackRock, Inc. | 20,973 | $4,835 |
| COLDSTREAM CAPITAL MANAGEMENT INC | 18,105 | $4,174 |
| LPL Financial LLC | 15,699 | $3,619 |
| Stonehearth Capital Management, LLC | 15,041 | $3,467 |
| Wealthfront Advisers LLC | 14,112 | $3,253 |
| Van Hulzen Asset Management, LLC | 11,757 | $2,710 |
| OSAIC HOLDINGS, INC. | 11,103 | $2,560 |
| Midwest Financial Partners Investments, Inc. | 10,989 | $2,533 |
| University of Maryland Foundation, Inc. | 10,000 | $2 |
| GOULD ASSET MANAGEMENT LLC /CA/ | 9,410 | $2,169 |
| ENVESTNET ASSET MANAGEMENT INC | 9,306 | $2,145 |
| Creative Planning | 8,743 | $2,015 |
| MERCER GLOBAL ADVISORS INC /ADV | 8,695 | $2,004 |
| RAYMOND JAMES FINANCIAL INC | 8,599 | $1,982 |
| Gradient Investments LLC | 7,942 | $1,831 |
| AQR CAPITAL MANAGEMENT LLC | 7,344 | $1,693 |
| ALBION FINANCIAL GROUP /UT | 7,283 | $1,679 |
| Cardinal Point Capital Management, ULC | 6,998 | $1,613 |
| JONES FINANCIAL COMPANIES LLLP | 6,918 | $1,595 |
| Cambridge Investment Research Advisors, Inc. | 6,023 | $1 |
| Steward Partners Investment Advisory, LLC | 5,163 | $1,190 |
| Bond & Devick Financial Network, Inc. | 5,137 | $1,184 |
| NORTHERN TRUST CORP | 4,995 | $1,151 |
| HighTower Advisors, LLC | 4,970 | $1,146 |
| Plum Street Advisors, LLC | 4,724 | $1,089 |
| Rockefeller Capital Management L.P. | 4,689 | $1,081 |
| Long Run Wealth Advisors, LLC | 4,553 | $1,050 |
| Cetera Investment Advisers | 4,328 | $998 |
| Westmount Partners, LLC | 4,208 | $970 |
| FMR LLC | 3,979 | $917 |
| Ally Invest Advisors Inc. | 3,716 | $857 |
| EVERGREEN CAPITAL MANAGEMENT LLC | 3,566 | $822 |
| COMMONWEALTH EQUITY SERVICES, LLC | 3,460 | $798 |
| Miracle Mile Advisors, LLC | 3,386 | $781 |
| North Berkeley Wealth Management, LLC | 3,382 | $780 |
| RITHOLTZ WEALTH MANAGEMENT | 3,299 | $761 |
| Focus Partners Wealth | 3,047 | $702 |
| Ackerman Capital Advisors, LLC | 2,849 | $657 |
| Baird Financial Group, Inc. | 2,643 | $609 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2,285 | $527 |
| TD PRIVATE CLIENT WEALTH LLC | 2,217 | $511 |
| MML INVESTORS SERVICES, LLC | 2,200 | $507 |
| Smartleaf Asset Management LLC | 2,181 | $506 |
| Geneos Wealth Management Inc. | 2,128 | $490 |
| Laird Norton Wetherby Trust Company, LLC | 2,008 | $463 |
| Farther Finance Advisors, LLC | 1,998 | $461 |
| Clearstead Advisors, LLC | 1,971 | $454 |
| Relyea Zuckerberg Hanson LLC | 1,961 | $452 |
| Patten Group, Inc. | 1,897 | $437 |
| Golden State Wealth Management, LLC | 1,892 | $436 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1,875 | $432 |
| Belpointe Asset Management LLC | 1,833 | $423 |
| CERTUITY, LLC | 1,743 | $402 |
| PRUDENTIAL PLC | 1,700 | $392 |
| CARY STREET PARTNERS FINANCIAL LLC | 1,617 | $373 |
| Cerity Partners LLC | 1,529 | $352 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 1,438 | $331 |
| GLENMEDE TRUST CO NA | 1,417 | $327 |
| One Capital Management, LLC | 1,374 | $317 |
| Financial Futures Ltd Liability Co. | 1,313 | $303 |
| Merit Financial Group, LLC | 1,303 | $300 |
| UBS ASSET MANAGEMENT AMERICAS INC | 1,300 | $300 |
| TruNorth Capital Management, LLC | 1,300 | $300 |
| KilterHowling LLC | 1,258 | $290 |
| EP Wealth Advisors, LLC | 1,194 | $275 |
| Widmann Financial Services, Inc. | 1,145 | $264 |
| Kestra Advisory Services, LLC | 1,073 | $247 |
| COMERICA BANK | 974 | $225 |
| GOLDMAN SACHS GROUP INC | 971 | $224 |
| US BANCORP \DE\ | 960 | $221 |
| Kraft, Davis & Associates, LLC | 931 | $219 |
| Mandatum Life Insurance Co Ltd | 925 | $213 |
| Creekside Partners | 915 | $211 |
| HOWARD FINANCIAL SERVICES, LTD. | 907 | $209 |
| Ameritas Advisory Services, LLC | 878 | $202 |
| Parkside Financial Bank & Trust | 760 | $175 |
| AdvisorNet Financial, Inc | 727 | $168 |
| Dougherty Wealth Advisers LLC | 682 | $157 |
| BANK OF MONTREAL /CAN/ | 617 | $142 |
| HARBOUR INVESTMENTS, INC. | 542 | $125 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 523 | $121 |
| Meramec Financial Planners, LLC | 441 | $105 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 440 | $101 |
| PROFFITT & GOODSON INC | 391 | $90 |
| WHITTIER TRUST CO OF NEVADA INC | 391 | $92 |
| Investors Research Corp | 362 | $83 |
| 28 other institutions | 2,720 | $440 |