| 1 | Betterment LLC | 1,345,583 | $64.5M | 0.12% | Share |
| 2 | Empower Advisory Group, LLC | 1,270,352 | $60.0M | 0.16% | Share |
| 3 | MERCER GLOBAL ADVISORS INC /ADV | 1,008,312 | $48.0M | 0.07% | Share |
| 4 | Francis Financial, Inc. | 254,269 | $12.2M | 2.38% | Share |
| 5 | ROYAL BANK OF CANADA | 238,706 | $11.0M | 0.00% | Share |
| 6 | BANK OF AMERICA CORP /DE/ | 239,847 | $11.0M | 0.00% | Share |
| 7 | Creative Planning | 177,978 | $8.0M | 0.01% | Share |
| 8 | LPL Financial LLC | 168,609 | $8.0M | 0.00% | Share |
| 9 | Impact Investors, Inc | 152,772 | $7.3M | 5.08% | Share |
| 10 | SEEDS INVESTOR LLC | 129,219 | $6.2M | 1.19% | Share |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 113,413 | $5.0M | 0.00% | Share |
| 12 | Sierra Capital LLC | 615,570 | $4.4M | 0.46% | Share |
| 13 | Bank of New York Mellon Corp | 94,601 | $4.0M | 0.00% | Share |
| 14 | Sierra Capital LLC | 548,485 | $3.9M | 0.41% | Share |
| 15 | ASSETMARK, INC | 74,988 | $3.6M | 0.01% | Share |
| 16 | UBS Group AG | 74,186 | $3.6M | 0.00% | Share |
| 17 | Laurel Wealth Planning LLC | 69,660 | $3.3M | 1.85% | Share |
| 18 | Cetera Investment Advisers | 62,806 | $3.0M | 0.00% | Share |
| 19 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 46,695 | $2.2M | 0.03% | Share |
| 20 | Plum Street Advisors, LLC | 46,696 | $2.2M | 0.80% | Share |
| 21 | Bank Julius Baer & Co. Ltd, Zurich | 45,000 | $2.0M | 0.01% | Share |
| 22 | BANK OF AMERICA CORP /DE/ | 57,523 | $2.0M | 0.00% | Share |
| 23 | BANK OF AMERICA CORP /DE/ | 47,630 | $2.0M | 0.00% | Share |
| 24 | ZEVIN ASSET MANAGEMENT LLC | 37,144 | $1.8M | 0.24% | Share |
| 25 | Wealthfront Advisers LLC | 30,518 | $1.5M | 0.00% | Share |
| 26 | Modern Wealth Management, LLC | 30,468 | $1.5M | 0.03% | Share |
| 27 | Private Wealth Management Group, LLC | 26,648 | $1.3M | 0.34% | Share |
| 28 | Equita Financial Network, Inc. | 23,812 | $1.1M | 0.34% | Share |
| 29 | Invera Wealth Advisors, LLC | 23,812 | $1.1M | 0.72% | Share |
| 30 | Brio Consultants, LLC | 21,550 | $1.0M | 0.13% | Share |
| 31 | Falcon Wealth Planning | 21,218 | $1.0M | 0.09% | Share |
| 32 | NewEdge Advisors, LLC | 21,333 | $1.0M | 0.00% | Share |
| 33 | RAYMOND JAMES FINANCIAL INC | 35,250 | $1.0M | 0.00% | Share |
| 34 | RAYMOND JAMES FINANCIAL INC | 22,898 | $1.0M | 0.00% | Share |
| 35 | COMMONWEALTH EQUITY SERVICES, LLC | 37,388 | $1.0M | 0.00% | Share |
| 36 | Northwest & Ethical Investments L.P. | 21,656 | $1.0M | 0.02% | Share |
| 37 | CITADEL ADVISORS LLC | 23,625 | $1.0M | 0.00% | Share |
| 38 | Pathstone Holdings, LLC | 36,187 | $1.0M | 0.00% | Share |
| 39 | Envestnet Portfolio Solutions, Inc. | 21,792 | $1.0M | 0.00% | Share |
| 40 | Sierra Capital LLC | 126,508 | $903K | 0.10% | Share |
| 41 | Omega Financial Group, LLC | 18,506 | $887K | 0.29% | Share |
| 42 | Midwest Financial Partners Investments, Inc. | 17,632 | $845K | 0.47% | Share |
| 43 | Compound Planning, Inc. | 17,561 | $841K | 0.02% | Share |
| 44 | Walkner Condon Financial Advisors LLC | 17,096 | $819K | 0.11% | Share |
| 45 | Livet Wealth, LLC | 16,834 | $806K | 0.50% | Share |
| 46 | Shotwell Rutter Baer Inc | 16,615 | $796K | 0.48% | Share |
| 47 | Johnson Financial Group, LLC | 16,340 | $783K | 0.05% | Share |
| 48 | Dynamic Advisor Solutions LLC | 15,933 | $763K | 0.02% | Share |
| 49 | Tanager Wealth Management LLP | 14,853 | $711K | 0.07% | Share |
| 50 | Cardinal Point Capital Management ULC | 13,436 | $644K | 0.04% | Share |