| MORGAN STANLEY | 593,265 | $35.2m | 0.0% |
| Aprio Wealth Management, LLC | 372,604 | $22.1m | 1.1% |
| Gradient Investments LLC | 355,830 | $21.1m | 0.3% |
| Aaron Wealth Advisors LLC | 213,382 | $12.6m | 0.6% |
| MERCER GLOBAL ADVISORS INC /ADV | 98,724 | $5.9m | 0.0% |
| ALLIANCEBERNSTEIN L.P. | 62,843 | $3.8m | 0.0% |
| WELLS FARGO & COMPANY/MN | 60,035 | $3.6m | 0.0% |
| Wealth Architects, LLC | 56,282 | $3.3m | 0.3% |
| Fortis Advisors, LLC | 52,827 | $3.1m | 1.5% |
| LPL Financial LLC | 48,322 | $2.9m | 0.0% |
| Envestnet Portfolio Solutions, Inc. | 37,513 | $2.2m | 0.0% |
| Allodium Investment Consultants, LLC | 34,347 | $2.0m | 0.9% |
| FIRST CITIZENS BANK & TRUST CO | 33,428 | $2.0m | 0.0% |
| Pitcairn Wealth Advisors LLC | 28,682 | $1.7m | 0.2% |
| Cambridge Investment Research Advisors, Inc. | 27,030 | $1.6m | 0.0% |
| BANK OF AMERICA CORP /DE/ | 26,688 | $1.6m | 0.0% |
| J.W. COLE ADVISORS, INC. | 21,854 | $1.3m | 0.0% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 21,610 | $1.3m | 0.0% |
| Brown Financial Advisors | 18,977 | $1.1m | 0.4% |
| Vestcor Inc | 17,921 | $1.1m | 0.0% |
| Paladin Wealth, LLC | 16,464 | $975,821 | 0.6% |
| PRINCIPAL FINANCIAL GROUP INC | 16,055 | $951,580 | 0.0% |
| RAYMOND JAMES FINANCIAL INC | 13,501 | $800,183 | 0.0% |
| JOHNSON INVESTMENT COUNSEL INC | 12,711 | $753,369 | 0.0% |
| Mariner, LLC | 12,035 | $713,314 | 0.0% |