| Bridgewater Advisors Inc. | 287,315 | $29.2m | 1.6% |
| Francis Financial, Inc. | 170,398 | $17.7m | 2.9% |
| WNY Asset Management, LLC | 81,565 | $8.5m | 0.8% |
| IEQ CAPITAL, LLC | 77,012 | $8.0m | 0.0% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 57,890 | $6.0m | 1.5% |
| Rialto Wealth Management, LLC | 42,042 | $4.4m | 0.9% |
| GUGGENHEIM CAPITAL LLC | 40,706 | $4.2m | 0.0% |
| Savvy Advisors, Inc. | 32,273 | $3.4m | 0.1% |
| HighTower Advisors, LLC | 28,642 | $3.0m | 0.0% |
| Tortoise Investment Management, LLC | 25,410 | $2.6m | 0.2% |
| Rise Advisors, LLC | 22,643 | $2.4m | 0.7% |
| BANK OF AMERICA CORP /DE/ | 21,115 | $2.2m | 0.0% |
| SATOVSKY ASSET MANAGEMENT LLC | 20,615 | $2.1m | 0.3% |
| Arax Advisory Partners | 19,456 | $2.0m | 0.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | 16,875 | $1.8m | 0.0% |
| LPL Financial LLC | 16,252 | $1.7m | 0.0% |
| Hennion & Walsh Asset Management, Inc. | 13,842 | $1.4m | 0.0% |
| Family Manage LLC | 9,610 | $999,440 | 0.1% |
| Prospect Financial Services LLC | 9,234 | $960,374 | 0.5% |
| LifeGoal Investments, LLC | 8,536 | $887,784 | 0.4% |
| Creative Planning | 8,170 | $849,680 | 0.0% |
| Richard C. Young & CO., LTD. | 6,758 | $702,809 | 0.1% |
| Joel Isaacson & Co., LLC | 5,941 | $617,818 | 0.0% |
| CHATHAM CAPITAL GROUP, INC. | 5,900 | $613,600 | 0.1% |
| Crestwood Advisors Group, LLC | 5,895 | $613,080 | 0.0% |