| Abacus Wealth Partners, LLC | 1,086,988 | $47.3m | 5.0% |
| MORGAN STANLEY | 1,052,010 | $45.8m | 0.0% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 804,525 | $35.0m | 0.1% |
| Bank of New York Mellon Corp | 624,036 | $27.1m | 0.0% |
| ROYAL BANK OF CANADA | 563,771 | $24.5m | 0.0% |
| RAYMOND JAMES FINANCIAL INC | 388,216 | $16.9m | 0.0% |
| BANK OF AMERICA CORP /DE/ | 284,146 | $12.4m | 0.0% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 266,948 | $11.6m | 0.2% |
| UBS Group AG | 266,019 | $11.6m | 0.0% |
| WELLS FARGO & COMPANY/MN | 199,475 | $8.7m | 0.0% |
| JONES FINANCIAL COMPANIES LLLP | 188,209 | $8.2m | 0.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | 187,468 | $8.2m | 0.0% |
| ENVESTNET ASSET MANAGEMENT INC | 184,442 | $8.0m | 0.0% |
| Beacon Pointe Advisors, LLC | 164,656 | $7.2m | 0.0% |
| LPL Financial LLC | 151,988 | $6.6m | 0.0% |
| Rockefeller Capital Management L.P. | 108,835 | $4.7m | 0.0% |
| Creative Planning | 101,067 | $4.4m | 0.0% |
| &PARTNERS | 99,159 | $4.3m | 0.0% |
| Fiduciary Trust Co | 81,670 | $3.6m | 0.0% |
| WCG Wealth Advisors LLC | 63,618 | $2.8m | 0.1% |
| JPMORGAN CHASE & CO | 50,806 | $2.2m | 0.0% |
| Cetera Investment Advisers | 47,195 | $2.1m | 0.0% |
| PNC Financial Services Group, Inc. | 44,095 | $1.9m | 0.0% |
| CANANDAIGUA NATIONAL BANK & TRUST CO | 43,887 | $1.9m | 0.2% |
| EP Wealth Advisors, LLC | 42,020 | $1.8m | 0.0% |