| Betterment LLC | 1,345,583 | $65 |
| Empower Advisory Group, LLC | 1,270,352 | $60,895 |
| MERCER GLOBAL ADVISORS INC /ADV | 1,008,312 | $48,334 |
| BANK OF AMERICA CORP /DE/ | 345,000 | $16,538 |
| Francis Financial, Inc. | 254,269 | $12,189 |
| ROYAL BANK OF CANADA | 250,493 | $12,008 |
| Creative Planning | 177,978 | $8,531 |
| LPL Financial LLC | 168,609 | $8,082 |
| Impact Investors, Inc | 152,779 | $7,324 |
| SEEDS INVESTOR LLC | 129,219 | $6,194 |
| ENVESTNET ASSET MANAGEMENT INC | 113,413 | $5,437 |
| Bank of New York Mellon Corp | 97,756 | $4,686 |
| ASSETMARK, INC | 74,988 | $3,595 |
| UBS Group AG | 74,209 | $3,557 |
| Laurel Wealth Planning LLC | 69,660 | $3,339 |
| Cetera Investment Advisers | 62,806 | $3,011 |
| RAYMOND JAMES FINANCIAL INC | 59,971 | $2,875 |
| Plum Street Advisors, LLC | 46,696 | $2,238 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 46,695 | $2,238 |
| Bank Julius Baer & Co. Ltd, Zurich | 45,000 | $2,157 |
| COMMONWEALTH EQUITY SERVICES, LLC | 37,388 | $1,792 |
| ZEVIN ASSET MANAGEMENT LLC | 37,144 | $1,781 |
| Pathstone Holdings, LLC | 36,187 | $1,735 |
| Wealthfront Advisers LLC | 30,518 | $1,463 |
| Modern Wealth Management, LLC | 30,468 | $1,460 |
| Private Wealth Management Group, LLC | 26,648 | $1,277 |
| Invera Wealth Advisors, LLC | 23,812 | $1,141 |
| Equita Financial Network, Inc. | 23,812 | $1,141 |
| CITADEL ADVISORS LLC | 23,625 | $1,132 |
| Envestnet Portfolio Solutions, Inc. | 21,792 | $1,045 |
| Northwest & Ethical Investments L.P. | 21,656 | $1,038 |
| Brio Consultants, LLC | 21,550 | $1,033 |
| NewEdge Advisors, LLC | 21,333 | $1,023 |
| Falcon Wealth Planning | 21,218 | $1,017 |
| FRANKLIN RESOURCES INC | 18,811 | $902 |
| Omega Financial Group, LLC | 18,506 | $887 |
| Midwest Financial Partners Investments, Inc. | 17,632 | $845 |
| Compound Planning, Inc. | 17,561 | $842 |
| HighTower Advisors, LLC | 17,556 | $842 |
| Walkner Condon Financial Advisors LLC | 17,096 | $820 |
| Livet Wealth, LLC | 16,834 | $807 |
| Shotwell Rutter Baer Inc | 16,615 | $796 |
| Johnson Financial Group, LLC | 16,340 | $783 |
| Dynamic Advisor Solutions LLC | 15,933 | $764 |
| Tanager Wealth Management LLP | 14,853 | $712 |
| Savant Capital, LLC | 14,648 | $702 |
| OSAIC HOLDINGS, INC. | 14,129 | $677 |
| PRINCIPAL SECURITIES, INC. | 13,684 | $656 |
| Cardinal Point Capital Management, ULC | 13,436 | $644 |
| Values Added Financial LLC | 13,366 | $641 |
| XY Planning Network, Inc. | 12,873 | $617 |
| Sound View Wealth Advisors Group, LLC | 12,766 | $612 |
| Aprio Wealth Management, LLC | 12,251 | $587 |
| Vontobel Holding Ltd. | 11,786 | $565 |
| Archer Investment Management, LLC | 11,382 | $546 |
| AMERIPRISE FINANCIAL INC | 10,522 | $504 |
| Ameritas Investment Partners, Inc. | 10,122 | $485 |
| CITIGROUP INC | 9,615 | $461 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 9,402 | $451 |
| MML INVESTORS SERVICES, LLC | 8,161 | $391 |
| Westfuller Advisors, LLC | 8,137 | $390 |
| EP Wealth Advisors, LLC | 7,232 | $347 |
| Lido Advisors, LLC | 7,064 | $340 |
| MAI Capital Management | 6,933 | $332 |
| JONES FINANCIAL COMPANIES LLLP | 6,698 | $321 |
| AQR CAPITAL MANAGEMENT LLC | 6,641 | $318 |
| Kestra Advisory Services, LLC | 6,559 | $314 |
| Torren Management, LLC | 6,479 | $311 |
| STIFEL FINANCIAL CORP | 6,441 | $309 |
| Thrivent Financial for Lutherans | 6,337 | $0 |
| CIBC Private Wealth Group, LLC | 6,152 | $295 |
| LRI Investments, LLC | 6,076 | $291 |
| DORVAL Corp | 5,738 | $275 |
| KilterHowling LLC | 5,672 | $272 |
| Sanctuary Advisors, LLC | 4,847 | $232 |
| GWN SECURITIES INC. | 4,830 | $232 |
| Pinnacle Financial Partners, Inc. | 4,697 | $225 |
| Rockefeller Capital Management L.P. | 4,251 | $204 |
| Perigon Wealth Management, LLC | 4,221 | $202 |
| Morton Brown Family Wealth, LLC | 3,705 | $178 |
| BANK OF MONTREAL /CAN/ | 3,332 | $160 |
| Sachetta, LLC | 2,604 | $125 |
| WealthShield Partners, LLC | 2,248 | $108 |
| Rossby Financial, LCC | 2,074 | $99 |
| WELLS FARGO & COMPANY/MN | 1,807 | $87 |
| Trust Co | 1,608 | $77 |
| Clarity Asset Management, Inc. | 1,526 | $73 |
| Federation des caisses Desjardins du Quebec | 1,505 | $72 |
| Steward Partners Investment Advisory, LLC | 1,484 | $71 |
| WFA of San Diego, LLC | 1,341 | $64 |
| CWM, LLC | 1,288 | $0 |
| CBIZ Investment Advisory Services, LLC | 1,095 | $52 |
| Signature Resources Capital Management, LLC | 1,066 | $51 |
| RICHARDSON FINANCIAL SERVICES INC. | 941 | $13 |
| Smithfield Trust Co | 920 | $0 |
| Lodestone Wealth Management LLC | 640 | $31 |
| NATIONAL BANK OF CANADA /FI/ | 638 | $31 |
| Allworth Financial LP | 630 | $30 |
| BIRCHBROOK, INC. | 466 | $22 |
| Archer Investment Corp | 463 | $22 |
| 19 other institutions | 3,496 | $166 |