| BlackRock, Inc. | 1,259,331 | 12.8% | +125,889 |
| Focus Partners Wealth | 826,504 | 8.4% | −789,040 |
| JPMORGAN CHASE & CO | 759,516 | 7.7% | — |
| Portland Global Advisors LLC | 408,574 | 4.2% | +18,295 |
| LPL Financial LLC | 398,254 | 4.1% | −29,747 |
| Prosperity Planning, Inc. | — | — | — |
| FARMERS & MERCHANTS INVESTMENTS INC | 330,244 | 3.4% | +9,640 |
| OneDigital Investment Advisors LLC | 274,797 | 2.8% | +23,315 |
| Northland Capital Management LLC | 247,196 | 2.5% | +9,554 |
| DEUTSCHE BANK AG\ | 240,209 | 2.4% | +32,781 |
| McGuire Investment Group, LLC | 197,745 | 2.0% | +26,774 |
| MORGAN STANLEY | 192,095 | 2.0% | +21,923 |
| Sanctuary Advisors, LLC | 164,016 | 1.7% | +29,501 |
| Beverly Hills Private Wealth, LLC | 154,381 | 1.6% | +15,292 |
| Financial Engines Advisors L.L.C. | 145,175 | 1.5% | +5,613 |