| Wealth Architects, LLC | 644,516 | $44,968 |
| LPL Financial LLC | 514,604 | $35,904 |
| Hills Bank & Trust Co | 373,381 | $26,051 |
| Mariner, LLC | 323,286 | $22,556 |
| Wharton Business Group, LLC | 252,290 | $17,602 |
| TOWER TRUST & INVESTMENT Co | 189,670 | $13,233 |
| Warren Street Wealth Advisors, LLC | 163,337 | $11,396 |
| Baker Avenue Asset Management, LP | 148,508 | $10,361 |
| Kovitz Investment Group Partners, LLC | 114,951 | $8,020 |
| Clark Capital Management Group, Inc. | 86,460 | $6,032 |
| MORGAN STANLEY | 83,907 | $5,854 |
| Ironsides Asset Advisors, LLC | 82,867 | $5,782 |
| CX Institutional | 68,358 | $5 |
| ENVESTNET ASSET MANAGEMENT INC | 63,215 | $4,410 |
| CITIZENS FINANCIAL GROUP INC/RI | 62,063 | $4,330 |
| SCOTIA CAPITAL INC. | 59,925 | $4,181 |
| OXFORD FINANCIAL GROUP LTD | 55,893 | $3,900 |
| Beacon Pointe Advisors, LLC | 54,653 | $3,813 |
| WELLS FARGO & COMPANY/MN | 54,526 | $3,804 |
| STATE STREET CORP | 51,700 | $3,607 |
| HighTower Advisors, LLC | 46,840 | $3,268 |
| MAI Capital Management | 46,168 | $3,221 |
| Sequoia Financial Advisors, LLC | 45,006 | $3,140 |
| NAPLES GLOBAL ADVISORS, LLC | 43,640 | $3,045 |
| FMR LLC | 42,874 | $2,991 |
| D.A. DAVIDSON & CO. | 42,429 | $2,960 |
| Rathbones Group PLC | 41,333 | $2,884 |
| UBS Group AG | 41,189 | $2,874 |
| Global Retirement Partners, LLC | 40,148 | $2,801 |
| Visionary Wealth Advisors | 38,098 | $2,658 |
| RAYMOND JAMES FINANCIAL INC | 35,292 | $2,462 |
| Newport Capital Group, LLC | 33,548 | $2,340 |
| Cetera Investment Advisers | 31,362 | $2,188 |
| Hedeker Wealth, LLC | 31,279 | $2,182 |
| Breakwater Investment Management | 30,715 | $2,143 |
| Prime Buchholz LLC | 30,546 | $2,131 |
| COMMONWEALTH EQUITY SERVICES, LLC | 29,248 | $2,041 |
| Pathstone Holdings, LLC | 27,807 | $1,940 |
| CIBC WORLD MARKET INC. | 27,467 | $1,916 |
| BANK OF AMERICA CORP /DE/ | 25,577 | $1,785 |
| Brinker Capital Investments, LLC | 24,599 | $1,716 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 21,284 | $1,485 |
| Quantum Portfolio Management LLC | 18,507 | $1,291 |
| MML INVESTORS SERVICES, LLC | 16,477 | $1,150 |
| Provenance Wealth Advisors, LLC | 16,032 | $1,119 |
| Comprehensive Money Management Services LLC | 15,844 | $1,105 |
| Waldron Private Wealth LLC | 15,770 | $1,100 |
| KEYBANK NATIONAL ASSOCIATION/OH | 13,099 | $914 |
| Ameritas Advisory Services, LLC | 12,605 | $879 |
| EFG International AG | 11,757 | $820 |
| JPMORGAN CHASE & CO | 11,446 | $799 |
| Farther Finance Advisors, LLC | 11,230 | $784 |
| BANK OF MONTREAL /CAN/ | 9,955 | $695 |
| Stratos Wealth Partners, LTD. | 8,943 | $624 |
| Sincerus Advisory, LLC | 7,537 | $526 |
| Index Technologies Group LLC | 7,502 | $523 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 7,142 | $498 |
| ROYAL BANK OF CANADA | 7,090 | $495 |
| Wescott Financial Advisory Group, LLC | 6,687 | $467 |
| OSAIC HOLDINGS, INC. | 6,544 | $457 |
| PARK AVENUE SECURITIES LLC | 6,419 | $0 |
| PRINCIPAL SECURITIES, INC. | 6,216 | $434 |
| WealthPoint Financial, LLC | 6,063 | $423 |
| Austin Private Wealth, LLC | 5,597 | $391 |
| SAGE FINANCIAL GROUP INC | 5,458 | $381 |
| Steward Partners Investment Advisory, LLC | 5,445 | $380 |
| Hilltop Holdings Inc. | 5,293 | $369 |
| Paragon Capital Management Ltd | 4,869 | $340 |
| D. E. Shaw & Co., Inc. | 4,363 | $304 |
| Focus Partners Wealth | 4,335 | $302 |
| Nikulski Financial, Inc. | 4,244 | $296 |
| JONES FINANCIAL COMPANIES LLLP | 4,104 | $286 |
| Castle Rock Wealth Management, LLC | 3,860 | $283 |
| Ashton Thomas Private Wealth, LLC | 3,623 | $253 |
| Boltwood Capital Management | 3,520 | $246 |
| Cambridge Investment Research Advisors, Inc. | 3,424 | $0 |
| LIBERTY WEALTH MANAGEMENT LLC | 3,281 | $229 |
| Betterment LLC | 3,103 | $0 |
| Worth Financial Advisory Group, LLC | 2,957 | $206 |
| CWM, LLC | 2,878 | $0 |
| Godfrey Financial Associates, Inc. | 1,227 | $86 |
| NATIONAL BANK OF CANADA /FI/ | 1,125 | $78 |
| Copia Wealth Management | 1,012 | $71 |
| BlackRock, Inc. | 850 | $59 |
| Parallel Advisors, LLC | 806 | $56 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | 790 | $55 |
| COMERICA BANK | 719 | $50 |
| Federation des caisses Desjardins du Quebec | 657 | $46 |
| TD Waterhouse Canada Inc. | 592 | $41 |
| PNC Financial Services Group, Inc. | 585 | $41 |
| AE Wealth Management LLC | 562 | $39 |
| Eagle Bay Advisors LLC | 440 | $31 |
| Capital Analysts, LLC | 350 | $0 |
| N.E.W. Advisory Services LLC | 319 | $22 |
| Collier Financial | 300 | $21 |
| WHITTIER TRUST CO | 278 | $20 |
| AlphaCore Capital LLC | 256 | $18 |
| Signature Resources Capital Management, LLC | 212 | $15 |
| ASSETMARK, INC | 189 | $13 |
| PRIVATE TRUST CO NA | 162 | $11 |
| 16 other institutions | 797 | $51 |