| Betterment LLC | 1,509,423 | $71.7m | 0.1% |
| MERCER GLOBAL ADVISORS INC /ADV | 1,287,316 | $61.1m | 0.1% |
| Empower Advisory Group, LLC | 1,158,380 | $55.0m | 0.1% |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 531,914 | $43.5m | 2.9% |
| BANK OF AMERICA CORP /DE/ | 476,001 | $22.6m | 0.0% |
| ROYAL BANK OF CANADA | 256,931 | $12.2m | 0.0% |
| Francis Financial, Inc. | 254,794 | $12.1m | 2.0% |
| LPL Financial LLC | 221,988 | $10.5m | 0.0% |
| Impact Investors, Inc | 201,844 | $9.6m | 7.0% |
| Creative Planning | 201,096 | $9.5m | 0.0% |
| SEEDS INVESTOR LLC | 140,678 | $6.7m | 0.7% |
| ENVESTNET ASSET MANAGEMENT INC | 119,432 | $5.7m | 0.0% |
| ASSETMARK, INC | 100,388 | $4.8m | 0.0% |
| Bank of New York Mellon Corp | 100,324 | $4.8m | 0.0% |
| RAYMOND JAMES FINANCIAL INC | 83,785 | $4.0m | 0.0% |
| Laurel Wealth Planning LLC | 72,378 | $3.4m | 1.5% |
| UBS Group AG | 71,769 | $3.4m | 0.0% |
| Cetera Investment Advisers | 64,685 | $3.1m | 0.0% |
| JANE STREET GROUP, LLC | 52,006 | $2.5m | 0.0% |
| Gateway Wealth Partners, LLC | 51,724 | $2.5m | 0.1% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 48,578 | $2.3m | 0.0% |
| Plum Street Advisors, LLC | 47,429 | $2.3m | 0.7% |
| COMMONWEALTH EQUITY SERVICES, LLC | 39,504 | $1.9m | 0.0% |
| Pathstone Holdings, LLC | 36,187 | $1.7m | 0.0% |
| Johnson Financial Group, LLC | 32,935 | $1.6m | 0.1% |