| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 1,198,241 | $28,757,785 | 1.72% |
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| Upper Left Wealth Management, LLC | 45,274 | $1,086,576 | 0.98% |
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| AWM CAPITAL, LLC | 267,797 | $6,427,122 | 0.98% |
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| Idaho Trust Bank | 76,768 | $1,842,432 | 0.94% |
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| RPg Family Wealth Advisory, LLC | 83,429 | $2,002,296 | 0.66% |
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| Schoolcraft Capital LLC | 115,931 | $2,782,344 | 0.60% |
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| Aletheian Wealth Advisors LLC | 33,477 | $803,448 | 0.42% |
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| MARYLAND CAPITAL ADVISORS INC. | 28,333 | $679,992 | 0.37% |
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| Colorado Capital Management, Inc. | 21,903 | $526 | 0.29% |
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| Money Design Co.,Ltd. | 156,188 | $3,749 | 0.20% |
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| Investors Research Corp | 21,091 | $506,184 | 0.12% |
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| New England Private Wealth Advisors LLC | 23,738 | $569,710 | 0.10% |
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| Bear Mountain Capital, Inc. | 8,377 | $214,116 | 0.09% |
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| Baker Avenue Asset Management, LP | 95,580 | $2,293,920 | 0.08% |
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| RICHARDSON FINANCIAL SERVICES INC. | 4,001 | $96,024 | 0.07% |
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| Paladin Advisory Group, LLC | 3,322 | $79,329 | 0.06% |
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| FIDUCIENT ADVISORS LLC | 15,345 | $368,280 | 0.05% |
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| BBJS FINANCIAL ADVISORS, LLC | 5,629 | $135,088 | 0.05% |
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| Virtu Financial LLC | 29,329 | $704 | 0.05% |
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| Spire Wealth Management | 36,824 | $883,776 | 0.03% |
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