| BANK OF AMERICA CORP /DE/ | 1,948,385 | $101.5m | 0.0% |
| MERCER GLOBAL ADVISORS INC /ADV | 1,809,595 | $94.3m | 0.1% |
| Abacus Wealth Partners, LLC | 1,546,982 | $80.6m | 8.5% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 1,191,187 | $62.1m | 0.2% |
| ROYAL BANK OF CANADA | 1,058,129 | $55.1m | 0.0% |
| UBS Group AG | 1,048,387 | $54.6m | 0.0% |
| MORGAN STANLEY | 1,037,858 | $54.1m | 0.0% |
| MISSION WEALTH MANAGEMENT, LP | 876,476 | $45.7m | 0.6% |
| LPL Financial LLC | 838,353 | $43.7m | 0.0% |
| Bank of New York Mellon Corp | 446,466 | $23.3m | 0.0% |
| Boston Common Asset Management, LLC | 419,630 | $21.9m | 1.3% |
| North Berkeley Wealth Management, LLC | 294,384 | $15.3m | 6.2% |
| First Pacific Financial | 260,637 | $13.6m | 1.6% |
| Creative Planning | 259,819 | $13.5m | 0.0% |
| ASSETMARK, INC | 257,008 | $13.4m | 0.0% |
| WCG Wealth Advisors LLC | 237,572 | $12.4m | 0.3% |
| FMR LLC | 217,124 | $11.3m | 0.0% |
| WELLS FARGO & COMPANY/MN | 216,566 | $11.3m | 0.0% |
| STIFEL FINANCIAL CORP | 169,185 | $8.8m | 0.0% |
| AMERIPRISE FINANCIAL INC | 150,593 | $7.9m | 0.0% |
| Cambridge Investment Research Advisors, Inc. | 148,172 | $7.7m | 0.0% |
| Allworth Financial LP | 138,301 | $7.2m | 0.0% |
| DeDora Capital, Inc. | 135,160 | $7.0m | 1.5% |
| Colorado Capital Management, Inc. | 133,688 | $7.0m | 2.4% |
| ENVESTNET ASSET MANAGEMENT INC | 133,454 | $7.0m | 0.0% |