| VANGUARD GROUP INC | 3,606,850 | $436,285 |
| MORGAN STANLEY | 1,680,712 | $203,299 |
| Wealthfront Advisers LLC | 1,575,578 | $190,582 |
| Creative Planning | 1,344,445 | $162,624 |
| VISA FOUNDATION | 1,172,735 | $141,854 |
| Leo Wealth, LLC | 694,165 | $84,002 |
| RAYMOND JAMES FINANCIAL INC | 661,586 | $80,025 |
| Verde Capital Management | 608,409 | $73,593 |
| BANK OF AMERICA CORP /DE/ | 565,397 | $68,390 |
| Betterment LLC | 533,681 | $65 |
| IMPACTfolio, LLC | 510,685 | $61,772 |
| Stanich Group LLC | 508,123 | $61,464 |
| ROYAL BANK OF CANADA | 456,056 | $55,164 |
| Baird Financial Group, Inc. | 413,780 | $50,051 |
| Platt Investment Counsel, LLC | 401,994 | $48,625 |
| SCS Capital Management LLC | 392,849 | $47,519 |
| Facet Wealth, Inc. | 373,168 | $45,799 |
| Sellwood Investment Partners LLC | 324,119 | $39,205 |
| Crewe Advisors LLC | 322,408 | $38,999 |
| GOLDMAN SACHS GROUP INC | 303,999 | $36,772 |
| MATHER GROUP, LLC. | 284,556 | $34,420 |
| IMA Wealth, Inc. | 272,981 | $33,020 |
| UBS Group AG | 265,511 | $32,116 |
| AMERIPRISE FINANCIAL INC | 259,467 | $31,385 |
| LPL Financial LLC | 257,916 | $31,197 |
| FRANKLIN RESOURCES INC | 244,778 | $29,608 |
| Apella Capital, LLC | 244,585 | $29,585 |
| Garde Capital, Inc. | 231,708 | $28,027 |
| JONES FINANCIAL COMPANIES LLLP | 229,043 | $27,705 |
| Cerity Partners LLC | 227,682 | $27,540 |
| Hanson & Doremus Investment Management | 216,416 | $26 |
| Cedar Wealth Management, LLC | 202,365 | $24,478 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 200,115 | $24,206 |
| BANK OF MONTREAL /CAN/ | 189,501 | $22,922 |
| Financial Network Wealth Management LLC | 185,828 | $22 |
| Clarity Asset Management, Inc. | 185,143 | $22,395 |
| ENVESTNET ASSET MANAGEMENT INC | 183,356 | $22,179 |
| Gemmer Asset Management LLC | 177,806 | $21,507 |
| Financial Connections Group, Inc. | 174,698 | $21 |
| HighTower Advisors, LLC | 173,859 | $21,030 |
| Prime Buchholz LLC | 173,448 | $20,980 |
| Angeles Investment Advisors, LLC | 172,875 | $20,911 |
| HUB Investment Partners, LLC | 170,810 | $20,661 |
| Ashford Advisors, LLC | 170,243 | $20,593 |
| Mill Creek Capital Advisors, LLC | 163,116 | $19,731 |
| COMMONWEALTH EQUITY SERVICES, LLC | 158,634 | $19,188 |
| Adviser Investments LLC | 156,505 | $18,931 |
| Caprock Group, LLC | 152,565 | $18,454 |
| REGATTA CAPITAL GROUP, LLC | 152,065 | $18,394 |
| Mariner, LLC | 149,338 | $18,064 |
| LifeGuide Financial Advisors, LLC | 147,811 | $17,891 |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | 147,614 | $17,855 |
| Human Investing LLC | 145,903 | $17,648 |
| Focus Partners Wealth | 131,769 | $15,939 |
| Orgel Wealth Management, LLC | 127,889 | $15,469 |
| Diversified Portfolios, Inc. | 125,605 | $15,193 |
| Harpswell Capital Advisors, LLC | 125,550 | $15,187 |
| Miracle Mile Advisors, LLC | 122,917 | $14,868 |
| Cambridge Investment Research Advisors, Inc. | 111,768 | $14 |
| One Day In July LLC | 105,527 | $12,765 |
| CARY STREET PARTNERS FINANCIAL LLC | 103,431 | $103 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 103,303 | $12,495 |
| Farrell Financial LLC | 99,921 | $12,086 |
| SageView Advisory Group, LLC | 98,416 | $11,904 |
| Cresset Asset Management, LLC | 92,219 | $11,155 |
| Beacon Pointe Advisors, LLC | 91,143 | $11,025 |
| AMG National Trust Bank | 82,086 | $9,929 |
| WELLS FARGO & COMPANY/MN | 82,068 | $9,927 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 81,388 | $9,845 |
| Pathstone Holdings, LLC | 81,227 | $9,825 |
| BLAIR WILLIAM & CO/IL | 80,158 | $9,696 |
| Boston Standard Wealth Management, LLC | 79,125 | $9,571 |
| MERCER GLOBAL ADVISORS INC /ADV | 76,863 | $9,298 |
| JPMORGAN CHASE & CO | 73,732 | $8,919 |
| OSAIC HOLDINGS, INC. | 71,554 | $8,657 |
| ST GERMAIN D J CO INC | 69,497 | $8,406 |
| Relyea Zuckerberg Hanson LLC | 69,459 | $8,402 |
| EVOKE WEALTH, LLC | 66,654 | $8,062 |
| New Covenant Trust Company, N.A. | 66,228 | $8,016 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 63,449 | $7,675 |
| BSW Wealth Partners | 60,102 | $7,270 |
| Cetera Investment Advisers | 59,994 | $7,257 |
| Pearl Planning LLC | 56,960 | $6,890 |
| Financial Engines Advisors L.L.C. | 56,039 | $6,778 |
| NEUBERGER BERMAN GROUP LLC | 55,927 | $6,765 |
| EQ LLC | 54,078 | $6,541 |
| LIBRA WEALTH LLC | 53,132 | $6,427 |
| Charter Oak Capital Management, LLC | 52,977 | $6,408 |
| D.A. DAVIDSON & CO. | 48,186 | $5,829 |
| Westfuller Advisors, LLC | 48,023 | $5,809 |
| Bank of New York Mellon Corp | 47,462 | $5,741 |
| Atlas Legacy Advisors, LLC | 47,207 | $5,709 |
| US BANCORP \DE\ | 46,998 | $5,685 |
| PENNINGTON PARTNERS & CO., LLC | 45,676 | $5,525 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 45,308 | $5,480 |
| White Lighthouse Investment Management Inc. | 45,293 | $5,479 |
| Paragon Capital Management Ltd | 44,739 | $5,412 |
| AXXCESS WEALTH MANAGEMENT, LLC | 43,413 | $5,251 |
| Atlantic Private Wealth, LLC | 42,427 | $5,132 |
| Palisades Hudson Asset Management, L.P. | 41,139 | $5 |
| 584 other institutions | 4,242,097 | $503,127 |