| Cache Advisors, LLC | 2,753,833 | $164.5m | 14.0% |
| Seed Wealth Management, Inc. | 682,464 | $40.8m | 25.8% |
| Relyea Zuckerberg Hanson LLC | 446,173 | $26.7m | 2.2% |
| Plancorp, LLC | 198,547 | $11.9m | 0.3% |
| Sageworth Trust Co | 177,900 | $10.6m | 0.4% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 172,768 | $10.4m | 0.0% |
| AQR CAPITAL MANAGEMENT LLC | 172,768 | $10.3m | 0.0% |
| One Degree Advisors Inc | 137,571 | $8.2m | 1.8% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 106,762 | $6.4m | 0.0% |
| Soundwatch Capital LLC | 95,682 | $5.7m | 0.6% |
| QUARRY HILL ADVISORS, LLC | 38,450 | $2.3m | 0.9% |
| JPL Wealth Management, LLC | 35,428 | $2.1m | 0.4% |
| Creative Planning | 31,588 | $1.9m | 0.0% |
| Frankly Finances, LLC | 31,331 | $1.9m | 1.5% |
| Flatrock Wealth Partners LLC | 31,250 | $1.9m | 0.7% |
| ROYAL BANK OF CANADA | 28,196 | $1.7m | 0.0% |
| Almanack Investment Partners, LLC. | 24,443 | $1.5m | 0.2% |
| L.K. Benson & Company, P.C. | 23,439 | $1.4m | 0.4% |
| Revolve Wealth Partners, LLC | 23,350 | $1.4m | 0.1% |
| Schiavi & Co LLC | 19,362 | $1.2m | 0.3% |
| Ledyard National Bank | 19,277 | $1.2m | 0.1% |
| Sherman Wealth Management LLC | 17,545 | $1.0m | 0.8% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 15,504 | $926,290 | 0.2% |
| Savvy Advisors, Inc. | 14,426 | $861,885 | 0.0% |
| Cambria Investment Management, L.P. | 8,654 | $517,023 | 0.0% |