| Betterment LLC | 1,984,457 | $100.1m | 0.2% |
| JPMORGAN CHASE & CO | 1,020,016 | $51.5m | 0.0% |
| EP Wealth Advisors, LLC | 448,963 | $22.6m | 0.1% |
| PNC Financial Services Group, Inc. | 222,569 | $11.2m | 0.0% |
| Integrated Wealth Concepts LLC | 208,955 | $10.5m | 0.1% |
| ENVESTNET ASSET MANAGEMENT INC | 184,958 | $9.3m | 0.0% |
| SEEDS INVESTOR LLC | 177,353 | $8.9m | 0.9% |
| Ellevest, Inc. | 168,729 | $8.5m | 0.9% |
| FMR LLC | 156,354 | $7.9m | 0.0% |
| RAYMOND JAMES FINANCIAL INC | 151,444 | $7.6m | 0.0% |
| MISSION WEALTH MANAGEMENT, LP | 109,115 | $5.5m | 0.1% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 94,481 | $4.8m | 0.0% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 75,010 | $3.8m | 0.0% |
| Modera Wealth Management, LLC | 61,882 | $3.1m | 0.0% |
| LPL Financial LLC | 50,080 | $2.5m | 0.0% |
| JONES FINANCIAL COMPANIES LLLP | 50,140 | $2.5m | 0.0% |
| Fiduciary Trust Co | 48,293 | $2.4m | 0.0% |
| 5T Wealth, LLC | 41,471 | $2.1m | 0.8% |
| GeoWealth Management, LLC | 39,875 | $2.0m | 0.1% |
| GOLDMAN SACHS GROUP INC | 37,662 | $1.9m | 0.0% |
| Focus Partners Wealth | 37,186 | $1.9m | 0.0% |
| Farther Finance Advisors, LLC | 30,494 | $1.5m | 0.0% |
| CPC Advisors, LLC | 29,973 | $1.5m | 0.2% |
| Elequin Capital, LP | 28,342 | $1.4m | 0.0% |
| Fairway Wealth LLC | 28,103 | $1.4m | 0.3% |