| ANCHOR CAPITAL ADVISORS LLC | 1,512,931 | $167,133,481 | 4.67% |
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| Blueprint Investment Partners LLC | 131,317 | $14,506,654 | 4.66% |
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| Values First Advisors, Inc. | 60,855 | $6,722,659 | 4.34% |
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| Americana Partners, LLC | 354,635 | $40,117,513 | 4.33% |
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| Concord Wealth Partners | 181,081 | $20,004,068 | 4.25% |
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| SVB WEALTH LLC | 1,683,188 | $185,941,732 | 4.08% |
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| ALTERNA WEALTH MANAGEMENT, INC | 28,748 | $3,175,792 | 4.06% |
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| Strategic Point Investment Advisors, LLC | 170,079 | $18,788,579 | 4.01% |
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| Onyx Bridge Wealth Group LLC | 153,693 | $16,978,486 | 3.97% |
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| Delta Investment Management, LLC | 129,553 | $14,311,771 | 3.97% |
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| Astor Investment Management LLC | 94,552 | $10,445,159 | 3.93% |
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| New Capital Management LP | 102,261 | $11,296,773 | 3.92% |
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| Spartan Planning & Wealth Management | 29,131 | $3,218,102 | 3.77% |
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| ATTICUS WEALTH MANAGEMENT, LLC | 88,545 | $9,781,615 | 3.75% |
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| Heritage Wealth Partners, LLC | 15,576 | $1,720,681 | 3.67% |
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| Virtue Capital Management, LLC | 192,784 | $21,212,006 | 3.61% |
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| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 2,432,477 | $266,382,998 | 3.59% |
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| Birchcreek Wealth Management, LLC | 47,889 | $5,290,329 | 3.59% |
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| Fund Evaluation Group, LLC | 364,594 | $40,278 | 3.58% |
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| Lee Financial Co | 170,694 | $18,856,567 | 3.51% |
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