| Acorns Advisers, LLC | 12,768,271 | $616.1m | 4.0% |
| BlackRock, Inc. | 7,755,189 | $374.2m | 0.0% |
| STATE OF WISCONSIN INVESTMENT BOARD | 5,549,725 | $267.8m | 0.5% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2,625,257 | $126.7m | 0.0% |
| Triad Wealth Partners, LLC | 2,603,382 | $124.7m | 7.4% |
| RAYMOND JAMES FINANCIAL INC | 2,421,615 | $116.8m | 0.0% |
| JONES FINANCIAL COMPANIES LLLP | 2,057,377 | $99.4m | 0.0% |
| Mariner, LLC | 1,409,398 | $68.0m | 0.1% |
| SPINNAKER TRUST | 1,370,384 | $66.1m | 3.2% |
| Townsend & Associates, Inc | 1,240,631 | $59.6m | 5.1% |
| CAHABA WEALTH MANAGEMENT, INC. | 1,213,739 | $58.6m | 3.5% |
| LJI Wealth Management, LLC | 1,198,694 | $57.8m | 8.1% |
| Seven Springs Wealth Group, LLC | 1,144,207 | $55.2m | 12.1% |
| Financial Solutions Advisory Group, Inc. | 1,124,285 | $54.0m | 6.8% |
| MORGAN STANLEY | 1,119,504 | $54.0m | 0.0% |
| Prosperity Planning, Inc. | 1,098,252 | $53.0m | 12.1% |
| TRUST POINT INC. | 1,096,210 | $52.9m | 4.5% |
| Apella Capital, LLC | 1,085,686 | $52.2m | 0.7% |
| UBS Group AG | 983,998 | $47.5m | 0.0% |
| JPMORGAN CHASE & CO | 967,738 | $46.7m | 0.0% |
| BANK OF AMERICA CORP /DE/ | 941,481 | $45.4m | 0.0% |
| MBL Wealth, LLC | 874,816 | $42.2m | 2.9% |
| LPL Financial LLC | 852,550 | $41.1m | 0.0% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 852,449 | $41.1m | 0.5% |
| WELLS FARGO & COMPANY/MN | 711,800 | $34.3m | 0.0% |