| 1 | BANK OF AMERICA CORP /DE/ | 4,138,479 | $184.0M | 0.01% | Share |
| 2 | MERCER GLOBAL ADVISORS INC /ADV | 1,479,568 | $66.0M | 0.10% | Share |
| 3 | Abacus Wealth Partners, LLC | 1,405,775 | $62.8M | 6.16% | Share |
| 4 | TIAA TRUST, NATIONAL ASSOCIATION | 1,382,602 | $61.0M | 0.15% | Share |
| 5 | BANK OF AMERICA CORP /DE/ | 1,291,013 | $57.0M | 0.00% | Share |
| 6 | MORGAN STANLEY | 1,068,889 | $47.0M | 0.00% | Share |
| 7 | ROYAL BANK OF CANADA | 1,028,109 | $45.0M | 0.01% | Share |
| 8 | MISSION WEALTH MANAGEMENT, LP | 818,426 | $36.0M | 0.72% | Share |
| 9 | BANK OF AMERICA CORP /DE/ | 712,346 | $31.0M | 0.00% | Share |
| 10 | LPL Financial LLC | 598,713 | $26.0M | 0.01% | Share |
| 11 | Boston Common Asset Management, LLC | 444,826 | $19.9M | 1.01% | Share |
| 12 | UBS Group AG | 337,441 | $15.1M | 0.00% | Share |
| 13 | North Berkeley Wealth Management, LLC | 285,704 | $12.8M | 7.52% | Share |
| 14 | First Pacific Financial | 265,387 | $11.8M | 1.55% | Share |
| 15 | ASSETMARK, INC | 259,489 | $11.6M | 0.02% | Share |
| 16 | Corient Private Wealth LLC | 249,646 | $11.1M | 0.01% | Share |
| 17 | Bank of New York Mellon Corp | 227,622 | $10.0M | 0.00% | Share |
| 18 | WCG Wealth Advisors LLC | 221,614 | $9.9M | 0.28% | Share |
| 19 | Creative Planning | 205,498 | $9.0M | 0.01% | Share |
| 20 | FMR LLC | 198,534 | $8.0M | 0.00% | Share |
| 21 | Allworth Financial LP | 136,567 | $6.1M | 0.02% | Share |
| 22 | Allodium Investment Consultants, LLC | 136,311 | $6.1M | 3.08% | Share |
| 23 | AMERIPRISE FINANCIAL INC | 152,356 | $6.0M | 0.00% | Share |
| 24 | STIFEL FINANCIAL CORP | 144,826 | $6.0M | 0.01% | Share |
| 25 | DeDora Capital, Inc. | 132,575 | $5.9M | 1.40% | Share |
| 26 | Colorado Capital Management, Inc. | 130,720 | $5.8M | 2.19% | Share |
| 27 | TrueWealth Financial Partners | 124,591 | $5.6M | 4.59% | Share |
| 28 | TRUE BLUE FINANCIAL, LLC | 124,566 | $5.6M | 4.59% | Share |
| 29 | WELLS FARGO & COMPANY/MN | 132,475 | $5.0M | 0.00% | Share |
| 30 | RAYMOND JAMES FINANCIAL INC | 124,398 | $5.0M | 0.00% | Share |
| 31 | COMMONWEALTH EQUITY SERVICES, LLC | 122,186 | $5.0M | 0.01% | Share |
| 32 | Palisades Hudson Asset Management, L.P. | 107,969 | $4.8M | 1.87% | Share |
| 33 | Anchor Investment Management, LLC | 101 | $4.5M | 0.00% | Share |
| 34 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 91,976 | $4.3M | 0.01% | Share |
| 35 | LongView Asset Management LLC | 91,374 | $4.1M | 2.84% | Share |
| 36 | COLDSTREAM CAPITAL MANAGEMENT INC | 96,039 | $4.0M | 0.05% | Share |
| 37 | COLDSTREAM CAPITAL MANAGEMENT INC | 96,662 | $4.0M | 0.05% | Share |
| 38 | Cetera Investment Advisers | 98,076 | $4.0M | 0.00% | Share |
| 39 | Beacon Pointe Advisors, LLC | 103,937 | $4.0M | 0.03% | Share |
| 40 | CAPTRUST FINANCIAL ADVISORS | 96,868 | $4.0M | 0.01% | Share |
| 41 | Ameritas Advisory Services, LLC | 84,831 | $3.8M | 0.14% | Share |
| 42 | BSW Wealth Partners | 82,832 | $3.7M | 0.44% | Share |
| 43 | Rossby Financial, LCC | 77,805 | $3.5M | 1.07% | Share |
| 44 | Clarity Wealth Development LLC | 70,724 | $3.2M | 2.67% | Share |
| 45 | Cambridge Investment Research Advisors, Inc. | 71,377 | $3.0M | 0.01% | Share |
| 46 | JONES FINANCIAL COMPANIES LLLP | 87,001 | $3.0M | 0.00% | Share |
| 47 | ENVESTNET ASSET MANAGEMENT INC | 87,435 | $3.0M | 0.00% | Share |
| 48 | ST GERMAIN D J CO INC | 63,471 | $2.8M | 0.11% | Share |
| 49 | SilverOak Wealth Management LLC | 60,854 | $2.7M | 0.43% | Share |
| 50 | SBE LLC DBA CEDAR COVE WEALTH PARTNERS | 57,527 | $2.6M | 1.34% | Share |