| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 1,148,055 | $32,146 |
| MORGAN STANLEY | 827,651 | $23,174 |
| STATE STREET CORP | 774,013 | $21,672 |
| NORTHERN TRUST CORP | 653,699 | $18,304 |
| Baker Avenue Asset Management, LP | 379,759 | $10,633 |
| WELLS FARGO & COMPANY/MN | 281,584 | $7,884 |
| JANE STREET GROUP, LLC | 188,460 | $5,277 |
| AWM CAPITAL, LLC | 133,847 | $3,748 |
| Idaho Trust Bank | 106,954 | $2,995 |
| Risk Paradigm Group, LLC | 93,257 | $2,611 |
| Schoolcraft Capital LLC | 92,116 | $2,579 |
| ASSETMARK, INC | 90,366 | $2,530 |
| UBS Group AG | 90,011 | $2,520 |
| BANK OF AMERICA CORP /DE/ | 88,365 | $2,474 |
| RPg Family Wealth Advisory, LLC | 86,882 | $2,433 |
| Innova Wealth Partners | 84,778 | $2,374 |
| M&T Bank Corp | 70,990 | $1,988 |
| FLOW TRADERS U.S. LLC | 70,336 | $2 |
| Ballentine Partners, LLC | 60,710 | $1,700 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 60,143 | $1,684 |
| Kestra Advisory Services, LLC | 54,402 | $1,523 |
| Upper Left Wealth Management, LLC | 39,664 | $1,111 |
| Mutual Advisors, LLC | 32,900 | $921 |
| Rockefeller Capital Management L.P. | 28,232 | $790 |
| BANK OF MONTREAL /CAN/ | 28,223 | $790 |
| New England Private Wealth Advisors LLC | 24,219 | $678 |
| LPL Financial LLC | 23,676 | $663 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 23,497 | $664 |
| Savant Capital, LLC | 21,674 | $607 |
| ROYAL BANK OF CANADA | 19,341 | $542 |
| Investors Research Corp | 19,037 | $533 |
| Virtu Financial LLC | 17,347 | $0 |
| MISSION WEALTH MANAGEMENT, LP | 17,083 | $478 |
| MERCER GLOBAL ADVISORS INC /ADV | 16,116 | $451 |
| MARYLAND CAPITAL ADVISORS INC. | 14,837 | $415 |
| Focus Partners Wealth | 14,369 | $402 |
| COMERICA BANK | 12,436 | $348 |
| Lexington Hill Partners, LLC | 12,349 | $346 |
| Sanctuary Advisors, LLC | 11,912 | $334 |
| Parallel Advisors, LLC | 11,760 | $329 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 11,660 | $326 |
| ASPIRIANT, LLC | 11,657 | $326 |
| Valmark Advisers, Inc. | 11,631 | $326 |
| Private Advisor Group, LLC | 11,041 | $309 |
| Spire Wealth Management | 10,261 | $287 |
| AMERIPRISE FINANCIAL INC | 10,184 | $285 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,914 | $222 |
| D. E. Shaw & Co., Inc. | 7,893 | $221 |
| SBI Securities Co., Ltd. | 7,278 | $204 |
| BANK OF NOVA SCOTIA | 7,155 | $201 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 6,962 | $195 |
| US BANCORP \DE\ | 6,834 | $191 |
| EASTERN BANK | 5,000 | $140 |
| Bear Mountain Capital, Inc. | 4,833 | $139 |
| Strategic Wealth Advisors LLC | 3,324 | $0 |
| JPMORGAN CHASE & CO | 3,227 | $90 |
| OSAIC HOLDINGS, INC. | 3,173 | $89 |
| CITIGROUP INC | 2,391 | $67 |
| RICHARDSON FINANCIAL SERVICES INC. | 2,349 | $66 |
| FIFTH THIRD BANCORP | 2,119 | $59 |
| PNC Financial Services Group, Inc. | 1,990 | $56 |
| CIBC Private Wealth Group, LLC | 1,140 | $32 |
| Kohmann Bosshard Financial Services, LLC | 1,009 | $28 |
| Pinnacle Bancorp, Inc. | 1,000 | $28 |
| Geneos Wealth Management Inc. | 897 | $25 |
| CITY HOLDING CO | 725 | $20 |
| PRIVATE TRUST CO NA | 632 | $18 |
| CULLEN/FROST BANKERS, INC. | 617 | $17 |
| BARCLAYS PLC | 600 | $17 |
| Camelot Portfolios, LLC | 546 | $15 |
| FARMERS & MERCHANTS INVESTMENTS INC | 539 | $15 |
| Capital Investment Advisory Services, LLC | 528 | $15 |
| EverSource Wealth Advisors, LLC | 525 | $15 |
| Breakwater Investment Management | 477 | $13 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | 450 | $13 |
| BLAIR WILLIAM & CO/IL | 434 | $12 |
| Qube Research & Technologies Ltd | 427 | $12 |
| UMB Bank, n.a. | 424 | $12 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | 398 | $11 |
| JONES FINANCIAL COMPANIES LLLP | 396 | $11 |
| Beacon Capital Management, Inc. | 395 | $11 |
| EVOLUTION WEALTH MANAGEMENT INC. | 342 | $10 |
| Moisand Fitzgerald Tamayo, LLC | 309 | $9 |
| MOTCO | 242 | $7 |
| Private Wealth Asset Management, LLC | 219 | $6 |
| HORIZON BANCORP INC /IN/ | 208 | $0 |
| Jackson Hole Capital Partners, LLC | 200 | $6 |
| Cape Investment Advisory, Inc. | 198 | $6 |
| FRANKLIN RESOURCES INC | 184 | $5 |
| Quent Capital, LLC | 175 | $5 |
| Farther Finance Advisors, LLC | 157 | $4 |
| Front Row Advisors LLC | 142 | $4 |
| Smallwood Wealth Investment Management, LLC | 134 | $4 |
| Allworth Financial LP | 115 | $3 |
| Federation des caisses Desjardins du Quebec | 115 | $3 |
| Sunbelt Securities, Inc. | 115 | $3 |
| MAI Capital Management | 109 | $3 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 62 | $2 |
| Quest 10 Wealth Builders, Inc. | 60 | $2 |
| AE Wealth Management LLC | 53 | $1 |
| 16 other institutions | 336 | $8 |