| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 1,095,918 | $59.1m | 0.2% |
| High Probability Advisors, LLC | 956,143 | $51.5m | 5.5% |
| MORGAN STANLEY | 927,127 | $50.0m | 0.0% |
| BANK OF AMERICA CORP /DE/ | 839,727 | $45.3m | 0.0% |
| HighTower Advisors, LLC | 617,225 | $33.3m | 0.0% |
| Facet Wealth, Inc. | 571,010 | $30.8m | 0.4% |
| Alesco Advisors, LLC, An ESL Co | 495,210 | $26.7m | 0.6% |
| FMR LLC | 486,133 | $26.2m | 0.0% |
| Legacy Edge Advisors, LLC | 366,334 | $19.7m | 1.8% |
| HSBC HOLDINGS PLC | 327,700 | $17.7m | 0.0% |
| ENVESTNET ASSET MANAGEMENT INC | 306,420 | $16.5m | 0.0% |
| SATOVSKY ASSET MANAGEMENT LLC | 305,418 | $16.5m | 2.6% |
| JPMORGAN CHASE & CO | 252,292 | $13.6m | 0.0% |
| LPL Financial LLC | 236,481 | $12.7m | 0.0% |
| Klingman & Associates, LLC | 236,010 | $12.7m | 0.5% |
| Composition Wealth, LLC | 233,913 | $12.6m | 0.1% |
| Mariner, LLC | 227,931 | $12.3m | 0.0% |
| Cetera Investment Advisers | 208,830 | $11.3m | 0.0% |
| RWA WEALTH PARTNERS, LLC | 174,500 | $9.4m | 0.1% |
| Betterment LLC | 167,573 | $9.0m | 0.0% |
| GUGGENHEIM CAPITAL LLC | 167,032 | $9.0m | 0.1% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 157,869 | $8.5m | 0.0% |
| Creative Planning | 144,788 | $7.8m | 0.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | 126,216 | $6.8m | 0.0% |
| MYECFO, LLC | 112,730 | $6.1m | 2.3% |