| Cache Advisors, LLC | 1,872,926 | $106.6m | 9.0% |
| BLB&B Advisors, LLC | 857,606 | $48.8m | 1.8% |
| Relyea Zuckerberg Hanson LLC | 339,700 | $19.3m | 1.6% |
| Kathmere Capital Management, LLC | 221,231 | $12.6m | 0.7% |
| Quantinno Capital Management LP | 173,666 | $9.9m | 0.0% |
| Everest Private Wealth | 111,578 | $6.4m | 2.4% |
| Ledyard National Bank | 91,951 | $5.2m | 0.4% |
| HighTower Advisors, LLC | 83,800 | $4.8m | 0.0% |
| Family CFO Inc | 63,129 | $3.6m | 1.4% |
| Lansing Street Advisors | 60,080 | $3.4m | 0.7% |
| Revolve Wealth Partners, LLC | 44,451 | $2.5m | 0.3% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 40,458 | $2.3m | 0.5% |
| VOISARD ASSET MANAGEMENT GROUP, INC. | 38,601 | $2.2m | 0.4% |
| JPL Wealth Management, LLC | 36,070 | $2.1m | 0.4% |
| Creative Planning | 35,500 | $2.0m | 0.0% |
| Downshift Financial, LLC | 35,307 | $2.0m | 0.9% |
| Meridian Wealth Management, LLC | 34,568 | $2.0m | 0.1% |
| Foundry Financial LLC | 29,860 | $1.7m | 0.6% |
| One Degree Advisors Inc | 29,094 | $1.7m | 0.4% |
| ROYAL BANK OF CANADA | 28,201 | $1.6m | 0.0% |
| Farther Finance Advisors, LLC | 28,150 | $1.6m | 0.0% |
| Beacon Pointe Advisors, LLC | 25,840 | $1.5m | 0.0% |
| Almanack Investment Partners, LLC. | 25,485 | $1.5m | 0.2% |
| NewEdge Advisors, LLC | 23,467 | $1.3m | 0.0% |
| Meredith Wealth Planning | 19,556 | $1.1m | 0.3% |