| MERCER GLOBAL ADVISORS INC /ADV | 1,254,555 | $127.1m | 0.2% |
| Wescott Financial Advisory Group, LLC | 739,648 | $74.9m | 5.8% |
| BANK OF AMERICA CORP /DE/ | 409,264 | $41.5m | 0.0% |
| Gleason Group, Inc. | 312,892 | $31.7m | 2.8% |
| TIAA Wealth Investment Management LLC | 234,984 | $23.8m | 0.2% |
| SEEDS INVESTOR LLC | 198,242 | $20.1m | 2.1% |
| WELLS FARGO & COMPANY/MN | 189,383 | $19.2m | 0.0% |
| Savant Capital, LLC | 181,064 | $18.3m | 0.1% |
| RAYMOND JAMES FINANCIAL INC | 168,178 | $17.0m | 0.0% |
| GOLDMAN SACHS GROUP INC | 157,546 | $16.0m | 0.0% |
| Cetera Investment Advisers | 120,115 | $12.2m | 0.0% |
| MORGAN STANLEY | 101,975 | $10.3m | 0.0% |
| ENVESTNET ASSET MANAGEMENT INC | 100,525 | $10.2m | 0.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 99,216 | $10.1m | 0.0% |
| LPL Financial LLC | 97,134 | $9.8m | 0.0% |
| Beacon Bank & Trust | 96,154 | $9.7m | 1.9% |
| HALL CAPITAL MANAGEMENT CO INC | 95,531 | $9.7m | 3.0% |
| Beaird Harris Wealth Management, LLC | 94,970 | $9.6m | 0.6% |
| JONES FINANCIAL COMPANIES LLLP | 94,954 | $9.6m | 0.0% |
| Stonebridge Capital Advisors LLC | 94,224 | $9.5m | 0.6% |
| S.A. Mason LLC | 92,425 | $9.4m | 2.9% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 90,508 | $9.2m | 0.0% |
| Beacon Pointe Advisors, LLC | 88,991 | $9.0m | 0.0% |
| Altiora Financial Group, LLC | 87,674 | $8.9m | 1.4% |
| COMMONWEALTH EQUITY SERVICES, LLC | 83,629 | $8.5m | 0.0% |