464287507  ISHARES TR CORE S&P MCP ETF
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SCORE CUSIP NAME -----------------GROUP 1 0.75 464287804 ISHARES TR CORE S&P SCP ETF (CIK-1100663) 0.62 46434G103 ISHARES INC CORE MSCI EMKT (CIK-1100663) 0.58 464288273 ISHARES TR EAFE SML CP ETF (CIK-1100663) 0.58 464287465 ISHARES TR MSCI EAFE ETF (CIK-1100663) 0.58 922908744 VANGUARD INDEX FDS VALUE ETF 0.54 922908736 VANGUARD INDEX FDS GROWTH ETF 0.52 464287234 ISHARES TR MSCI EMG MKT ETF - iShares, Inc. (CIK-930667) 0.52 464287663 ISHARES TR CORE S&P US VLU 0.52 464288885 ISHARES TR EAFE GRWTH ETF (CIK-1100663) -----------------GROUP 2 0.63 464287200 ISHARES TR CORE S&P500 ETF (CIK-1100663) -----------------GROUP 3 0.61 46432F842 ISHARES TR CORE MSCI EAFE 0.59 464288414 ISHARES TR NATIONAL MUN ETF 0.59 922907746 VANGUARD MUN BD FDS TAX EXEMPT BD 0.57 464287226 ISHARES TR CORE US AGGBD ET (CIK-1100663) 0.57 464287176 ISHARES TR TIPS BD ETF (CIK-1100663) 0.56 464288646 ISHARES TR ISHS 1-5YR INVS (CIK-1100663) 0.54 46432F834 ISHARES TR CORE MSCI TOTAL (CIK-1100663) 0.53 464287622 ISHARES TR RUS 1000 ETF (CIK-1100663) 0.52 464287689 ISHARES TR RUSSELL 3000 ETF 0.52 46429B697 ISHARES TR MSCI USA MIN VOL 0.52 78464A409 SPDR SER TR PRTFLO S&P500 GW 0.52 464287739 ISHARES TR U.S. REAL ES ETF (CIK-1100663) -----------------GROUP 4 0.60 922908629 VANGUARD INDEX FDS MID CAP ETF 0.60 922908553 VANGUARD INDEX FDS REAL ESTATE ETF 0.58 922908751 VANGUARD INDEX FDS SMALL CP ETF 0.56 921937835 VANGUARD BD INDEX FDS TOTAL BND MRKT 0.55 921908844 VANGUARD SPECIALIZED FUNDS DIV APP ETF -----------------GROUP 5 0.59 922042858 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 0.58 921943858 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 0.57 46641Q837 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC -----------------GROUP 6 0.59 464287655 ISHARES TR RUSSELL 2000 ETF (CIK-1100663) 0.58 78467Y107 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 0.52 78467X109 SPDR DOW JONES INDL AVERAGE UT SER 1 -----------------GROUP 7 0.57 464287309 ISHARES TR S&P 500 GRWT ETF 0.55 464287499 ISHARES TR RUS MID CAP ETF (CIK-1100663) 0.54 464287408 ISHARES TR S&P 500 VAL ETF 0.54 464287614 ISHARES TR RUS 1000 GRW ETF (CIK-1100663) 0.51 464287879 ISHARES TR SP SMCP600VL ETF -----------------GROUP 8 0.55 46432F859 ISHARES TR CORE 1 5 YR USD 0.54 921937827 VANGUARD BD INDEX FDS SHORT TRM BOND 0.53 46429B747 ISHARES TR 0-5 YR TIPS ETF 0.53 92206C409 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 0.53 922020805 VANGUARD MALVERN FDS STRM INFPROIDX (CIK-836906) 0.52 92203J407 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 0.52 46429B655 ISHARES TR FLTG RATE NT ETF -----------------GROUP 9 0.54 922908363 VANGUARD INDEX FDS S&P 500 ETF SHS -----------------GROUP 10 0.54 46434V621 ISHARES TR CORE DIV GRWTH (CIK-1100663) 0.54 464287150 ISHARES TR CORE S&P TTL STK (CIK-1100663) 0.52 46432F339 ISHARES TR MSCI USA QLT FCT (CIK-1100663) -----------------GROUP 11 0.54 46090E103 INVESCO QQQ TR UNIT SER 1
Current >= 1PCT 13G/D investors (PCT = percent of company):
NONE
Current >= 1PCT 13F investors (PCT = percent of total AUM):
PCT CIK NAME 43.44% 1581793 Hefren-Tillotson, Inc. 27.70% 1802872 HBC Financial Services, PLLC 26.39% 1731447 Leonard Rickey Investment Advisors P.L.L.C. 18.86% 1574408 LVZ, Inc. 18.67% 1840486 Harbor Group, Inc. 18.49% 1540867 New England Professional Planning Group Inc. 17.49% 1294571 Millburn Ridgefield Corp 16.96% 1909307 Investments & Financial Planning, LLC 16.08% 1910641 Bryant Woods Investment Advisors, LLC 16.07% 1569292 Lenox Wealth Advisors, LLC 15.87% 1766067 TRUEFG, LLC 15.39% 1859195 Platt Investment Counsel, LLC 14.81% 764611 ARKANSAS FINANCIAL GROUP, INC. 13.02% 1483232 TIEDEMANN ADVISORS, LLC 12.86% 1387723 BANK OF STOCKTON 12.69% 1549275 Catalyst Capital Advisors LLC 12.53% 1911766 Vantage Financial Partners, LLC 12.43% 1391166 Lee Financial Co 12.42% 1665018 Chandler Asset Management, Inc. 12.37% 1907541 Claremont Financial Group, Inc. 11.41% 936938 CAPE ANN SAVINGS BANK 11.39% 1723681 Affiance Financial, LLC 11.14% 1706013 Ally Invest Advisors Inc. 11.03% 1426771 Alaska Permanent Capital Management 11.01% 1599623 Shoker Investment Counsel, Inc. 10.60% 1488921 Legacy Wealth Management, Inc 10.58% 1748766 Brand Asset Management Group, Inc. 10.49% 1730386 RETIREMENT INCOME SOLUTIONS, INC 10.46% 1802107 Altus Wealth Management, LLC 10.18% 1599603 Tarbox Family Office, Inc. 10.09% 1731601 APCM Wealth Management for Individuals 9.93% 1801184 Single Point Partners, LLC 9.88% 1091923 PENINSULA ASSET MANAGEMENT INC 9.86% 1802891 Verde Capital Management 9.78% 1767080 Abundance Wealth Counselors 9.64% 712011 PLANNING ALTERNATIVES LTD /ADV 9.53% 1726609 AAF Wealth Management, LLC 9.40% 1635523 CLEAR INVESTMENT RESEARCH, LLC 9.21% 1269978 ALESCO ADVISORS LLC 9.17% 1903786 Highview Capital Management LLC/DE/ 9.16% 1767056 Fairhaven Wealth Management, LLC 9.15% 1738720 Avondale Wealth Management 9.11% 1629649 NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 8.87% 1313871 First National Bank of Hutchinson 8.83% 1844227 Orin Green Financial, LLC 8.80% 1844716 DHJJ Financial Advisors, Ltd. 8.77% 1803848 RMR Wealth Builders 8.76% 1791555 Hubbell Strickland Wealth Management, LLC 8.69% 1908859 RESOLUTE FINANCIAL, LLC 8.65% 1785545 ESL Trust Services, LLC 8.65% 1907212 PACK Private Wealth, LLC 8.60% 1563634 Pachira Investments Inc. 8.60% 1764144 MIRSKY FINANCIAL MANAGEMENT CORP. 8.52% 1802530 Soltis Investment Advisors LLC 8.45% 1716399 CAHABA WEALTH MANAGEMENT, INC. 8.37% 1729854 MainStreet Investment Advisors LLC 8.34% 1890183 Holland Advisory Services, Inc. 8.27% 1770532 Core Wealth Advisors, Inc. 8.15% 1644329 Wela Strategies, Inc. 8.07% 107136 WILEY BROS.-AINTREE CAPITAL, LLC 8.00% 1765054 TimeScale Financial, Inc. 7.96% 1584086 Horan Capital Advisors, LLC. 7.93% 1907820 AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 7.87% 1737112 Lutz Financial Services LLC 7.72% 1318601 Acropolis Investment Management, LLC 7.57% 1478179 Daniels&Tansey,LLP 7.55% 1662212 Grove Bank & Trust 7.47% 1846114 Boyd Wealth Management, LLC 7.39% 1844428 RITTER DANIHER FINANCIAL ADVISORY, LLC 7.27% 1619779 RiverGlades Family Offices LLC 7.27% 1553540 Smith Anglin Financial, LLC 7.20% 1651960 Arcus Capital Partners, LLC 7.19% 1085163 SIGMA INVESTMENT COUNSELORS INC 7.15% 1873372 Crestmont Private Wealth LLC 6.98% 1350660 PHILLIPS FINANCIAL MANAGEMENT, LLC 6.92% 1625246 Summit Financial Strategies, Inc. 6.89% 1424367 Voya Financial Advisors, Inc. 6.87% 920655 VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 6.86% 1066816 EVERMAY WEALTH MANAGEMENT LLC 6.82% 1701879 Acorns Advisers, LLC 6.78% 1845915 Pine Ridge Advisers LLC 6.77% 1317348 BOK Financial Private Wealth, Inc. 6.73% 1821455 MTC Wealth Management LLC 6.68% 1600403 CKW FINANCIAL GROUP 6.67% 1544806 VICUS CAPITAL 6.58% 1804116 Kerntke Otto McGlone Wealth Management Group 6.49% 1911900 Richwood Investment Advisors, LLC 6.44% 1167711 MASON STREET ADVISORS, LLC 6.44% 1911470 ETF Store, Inc. 6.40% 1566801 Aft, Forsyth & Sober, LLC 6.34% 1903858 Harrison & Co Wealth Management, LLC 6.31% 1569118 JNBA Financial Advisors 6.22% 1054646 CAPE COD FIVE CENTS SAVINGS BANK 6.05% 1862067 Fortress Wealth Group, LLC 6.03% 1677560 Members Trust Co 6.02% 1802361 MAGNOLIA CAPITAL MANAGEMENT LTD 6.01% 1632968 Wealthquest Corp 5.96% 1021249 UNITED SERVICES AUTOMOBILE ASSOCIATION 5.95% 1765216 Magnus Financial Group LLC 5.94% 1457833 Sandy Spring Bank 5.84% 1909316 JOURNEY STRATEGIC WEALTH LLC 5.77% 1650654 Pegasus Partners Ltd. 5.74% 1770710 Enterprise Bank & Trust Co 5.71% 1730033 Crewe Advisors LLC 5.69% 1759578 Crumly & Associates Inc. 5.56% 1844831 FINANCIAL MANAGEMENT NETWORK INC 5.56% 934866 PEOPLES BANK /OH 5.55% 1767513 Human Investing LLC 5.53% 1692820 Ironwood Wealth Management, LLC. 5.51% 1739594 Altium Wealth Management LLC 5.43% 1843684 West Financial Advisors, LLC 5.42% 1009198 STERLING INVESTMENT ADVISORS LLC /ADV 5.35% 1883629 Financial Council Asset Management Inc 5.33% 1653199 FFT WEALTH MANAGEMENT LLC 5.29% 1813577 Whitcomb & Hess, Inc. 5.26% 1911040 First Farmers & Merchants Bank / Trust 5.25% 1653202 LGL PARTNERS, LLC 5.25% 1009209 Sand Hill Global Advisors, LLC 5.25% 1426851 Argent Advisors, Inc. 5.21% 1313294 Linscomb & Williams, Inc. 5.19% 1689829 Connecticut Wealth Management, LLC 5.15% 1125727 FIRST INTERSTATE BANK 5.12% 1844424 Madison Wealth Partners, Inc 5.11% 1539338 Financial Advisory Group 5.11% 1179791 CIM INVESTMENT MANAGEMENT INC 5.05% 838618 PDS Planning, Inc 5.03% 1631930 Neumann Capital Management, LLC 5.01% 1733788 Centerpoint Advisors, LLC 4.95% 1846150 SAX WEALTH ADVISORS, LLC 4.92% 1803236 Resonant Capital Advisors, LLC 4.91% 1851395 BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 4.87% 1300311 Veritable, L.P. 4.86% 1662449 Klingman & Associates, LLC 4.78% 1849724 Alliance Wealth Advisors, LLC 4.77% 1767384 Clarity Wealth Advisors, LLC 4.74% 49096 WINTRUST INVESTMENTS LLC 4.74% 1352675 Bangor Savings Bank 4.73% 1141802 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 4.70% 1604723 RKL Wealth Management LLC 4.68% 1803255 Petix & Botte Co 4.62% 1765617 IFS Advisors, LLC 4.61% 1521951 FIRST BUSINESS FINANCIAL SERVICES, INC. 4.55% 1858828 Guardian Wealth Advisors, LLC 4.54% 1543536 Hudock, Inc. 4.53% 1646247 Wealthspire Advisors, LLC 4.39% 882119 SAGE FINANCIAL GROUP INC 4.38% 759944 CITIZENS FINANCIAL GROUP INC/RI 4.35% 1504941 Portland Global Advisors LLC 4.32% 1698222 Pacific Center for Financial Services 4.27% 1634553 Domani Wealth, LLC 4.27% 1099762 MARINO, STRAM & ASSOCIATES LLC 4.26% 1593038 Coyle Financial Counsel LLC 4.24% 1909805 WEALTHSPAN PARTNERS, LLC 4.20% 1800687 Symphony Financial, Ltd. Co. 4.15% 1858428 Better Money Decisions, LLC 4.13% 1801373 LifeSteps Financial, Inc. 4.10% 1656537 Regal Wealth Group, Inc. 4.09% 1007295 BRIDGES INVESTMENT MANAGEMENT INC 4.07% 1800752 Camden Capital, LLC 4.07% 1352864 BKD Wealth Advisors, LLC 4.06% 810958 CITIZENS & NORTHERN CORP 4.06% 1588873 Municipal Employees' Retirement System of Michigan 4.03% 1906866 MATRIX PRIVATE CAPITAL GROUP LLC 4.02% 1568235 King Wealth 3.96% 1844278 Sterling Financial Planning, Inc. 3.96% 1766156 Salomon & Ludwin, LLC 3.96% 1767710 Guidance Point Advisors, LLC 3.91% 1713458 BDO Wealth Advisors, LLC 3.90% 1108965 LYNCH & ASSOCIATES/IN 3.87% 1809574 Trinity Financial Advisors LLC 3.86% 1912300 Vericrest Private Wealth 3.85% 1908386 Leverty Financial Group, LLC 3.84% 1836266 David J Yvars Group 3.83% 1841633 ForthRight Wealth Management, LLC 3.78% 1417889 Vision Capital Management, Inc. 3.76% 1767898 American Financial Advisors, LLC 3.75% 1633695 Cambridge Advisors Inc. 3.74% 1835669 Crew Capital Management, Ltd. 3.70% 1842560 Flagship Private Wealth, LLC 3.70% 1568068 JFS WEALTH ADVISORS, LLC 3.66% 1730456 CAPITAL WEALTH MANAGEMENT, LLC 3.64% 1650717 QUADRANT CAPITAL GROUP LLC 3.63% 1550057 Goelzer Investment Management, Inc. 3.60% 1771169 CCG WEALTH MANAGEMENT, LLC 3.55% 1793923 WASHBURN CAPITAL MANAGEMENT, INC. 3.54% 1665302 Cottage Street Advisors LLC 3.53% 944317 SMITH SHELLNUT WILSON LLC /ADV 3.52% 1512601 BSW Wealth Partners 3.48% 1512857 Brevan Howard Capital Management LP 3.47% 1630360 Ironwood Financial, llc 3.47% 1761013 Cresset Asset Management, LLC 3.44% 1802743 Element Wealth, LLC 3.42% 1843991 DB Wealth Management Group, LLC 3.38% 1843492 Campion Asset Management 3.38% 1757617 Full Sail Capital, LLC 3.36% 1103653 MASSMUTUAL TRUST CO FSB/ADV 3.36% 1358828 Financial Sense Advisors, Inc. 3.33% 1801634 LWS Wealth Advisors, Inc. 3.32% 1800556 KFA Private Wealth Group, LLC 3.31% 1908167 UNIONVIEW, LLC 3.30% 1279926 PACIFIC FINANCIAL GROUP INC 3.28% 1697725 Ullmann Wealth Partners Group, LLC 3.27% 1767982 Omega Financial Group, LLC 3.26% 1682733 Riverpoint Wealth Management Holdings, LLC 3.26% 1281761 REGIONS FINANCIAL CORP 3.14% 1739878 First National Bank of South Miami 3.13% 1811308 Wellspring Financial Advisors, LLC 3.12% 1800234 ATTICUS WEALTH MANAGEMENT, LLC 3.12% 1840085 Journey Advisory Group, LLC 3.07% 1624758 Capital Analysts, LLC 3.04% 1703080 MONEYWISE, INC. 3.03% 1109767 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 3.03% 1666757 Zions Bancorporation, N.A. 3.01% 1543100 Windsor Capital Management, LLC 3.01% 1716659 Parisi Gray Wealth Management 3.01% 1411268 Twele Capital Management, Inc. 3.00% 1546967 Iowa State Bank 2.90% 1009952 HANCOCK WHITNEY INVESTMENT SERVICES INC. 2.89% 1846758 Orion Capital Management LLC 2.87% 1844480 COWA, LLC 2.85% 1667074 TRUE Private Wealth Advisors 2.85% 1731275 Divergent Wealth Advisors 2.84% 1849614 ENCOMPASS WEALTH ADVISORS, LLC 2.77% 1140334 FLPUTNAM INVESTMENT MANAGEMENT CO 2.76% 1810676 HYA Advisors, Inc 2.75% 1698220 Heritage Way Advisors, LLC 2.74% 1511550 Asset Management Group, Inc. 2.71% 1683059 Wealthcare Advisory Partners LLC 2.70% 1821271 Bordeaux Wealth Advisors LLC 2.70% 1852930 Mayflower Financial Advisors, LLC 2.68% 1794198 Graypoint LLC 2.67% 1842787 Newton One Investments LLC 2.67% 1800745 R. W. Roge & Company, Inc. 2.67% 1537621 DT Investment Partners, LLC 2.63% 1633869 First Personal Financial Services 2.62% 1844892 Sandbox Financial Partners, LLC 2.62% 1599390 HWG Holdings LP 2.59% 1799957 PFG Private Wealth Management, LLC 2.59% 1803229 Capital Advisory Group Advisory Services, LLC 2.52% 1895362 Badgley Phelps Wealth Managers, LLC 2.52% 1563525 Chicago Partners Investment Group LLC 2.51% 1671716 Bristlecone Advisors, LLC 2.51% 1005817 TOMPKINS FINANCIAL CORP 2.49% 1748930 TAP Consulting, LLC 2.49% 1694287 Asset Planning Services, Ltd. 2.46% 1827845 MY Wealth Management Inc. 2.45% 1759803 Graves-Light Private Wealth Management, Inc. 2.44% 1880087 Topel & Distasi Wealth Management, LLC 2.43% 1802451 HighMark Wealth Management LLC 2.42% 1352764 Beaumont Financial Partners, LLC 2.41% 1731713 Windsor Group LTD 2.39% 1626116 BOSTON PRIVATE WEALTH LLC 2.36% 1819815 Bellwether Advisors, LLC 2.34% 1728778 Landmark Wealth Management, LLC 2.34% 1551727 MACROVIEW INVESTMENT MANAGEMENT LLC 2.29% 1703383 Pinnacle Bancorp, Inc. 2.28% 1103245 SMITHBRIDGE ASSET MANAGEMENT INC/DE 2.23% 1912040 OAK HARBOR WEALTH PARTNERS, LLC 2.21% 200724 SMITH, MOORE & CO. 2.19% 1909904 GREENUP STREET WEALTH MANAGEMENT LLC 2.17% 1563690 Boltwood Capital Management 2.17% 1471474 Avidian Wealth Solutions, LLC 2.17% 764106 FIRST HAWAIIAN BANK 2.17% 811808 SUMMIT FINANCIAL GROUP, INC. 2.17% 1035463 CHARTER TRUST CO 2.16% 1851184 Curi Wealth Management, LLC 2.13% 1089877 KEYBANK NATIONAL ASSOCIATION/OH 2.13% 1049662 GRIES FINANCIAL LLC 2.12% 1633288 Towercrest Capital Management 2.12% 1665199 StrategIQ Financial Group, LLC 2.12% 1697847 Marietta Wealth Management, LLC 2.11% 1279342 PERRITT CAPITAL MANAGEMENT INC 2.11% 1223025 TITLEIST ASSET MANAGEMENT, LTD. 2.10% 1422508 Montecito Bank & Trust 2.10% 1816000 Northstar Advisory Group, LLC 2.10% 933429 UMB BANK N A/MO 2.09% 1842116 B, B, H, & B INC. 2.08% 1911342 Intergy Private Wealth, LLC 2.02% 1706915 AUA CAPITAL MANAGEMENT, LLC 2.01% 944361 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 2.01% 1278573 Destination Wealth Management 2.00% 1541399 Ramsay, Stattman, Vela & Price, Inc. 2.00% 1766435 Personal Wealth Partners 1.97% 717538 ARROW FINANCIAL CORP 1.97% 1909664 Pitti Group Wealth Management, LLC 1.96% 1729672 Global Trust Asset Management, LLC 1.95% 1164478 KANAWHA CAPITAL MANAGEMENT LLC 1.95% 1542143 Modera Wealth Management, LLC 1.94% 1284208 NTV ASSET MANAGEMENT LLC 1.94% 1710477 CANTOR FITZGERALD INVESTMENT ADVISOR L.P 1.93% 1004140 PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 1.93% 1100710 HARBOR ADVISORY CORP /MA/ 1.93% 1697791 United Bank 1.93% 1697024 SJA Financial Advisory, LLC 1.92% 1568132 Financial Management Professionals, Inc. 1.92% 1387386 MORRIS FINANCIAL CONCEPTS, INC. 1.91% 1765590 Ellis Investment Partners, LLC 1.91% 1420473 Financial Engines Advisors L.L.C. 1.91% 1661144 St. Louis Trust Co 1.90% 1730813 FINANCIAL LIFE ADVISORS 1.89% 1166402 FCA CORP /TX 1.89% 1725297 One Wealth Advisors, LLC 1.89% 1722512 Trilogy Capital Inc. 1.88% 1172036 SONATA CAPITAL GROUP INC 1.88% 1259969 FARMERS & MERCHANTS INVESTMENTS INC 1.88% 1117233 SIGNATURE SECURITIES GROUP CORPORATION 1.88% 1093276 NOTTINGHAM ADVISORS, INC. 1.87% 1119254 FULTON BREAKEFIELD BROENNIMAN LLC 1.85% 1707206 Fundamentun, LLC 1.85% 1800533 Lionsbridge Wealth Management LLC 1.85% 1666024 Capital Asset Advisory Services LLC 1.85% 1511137 PATHSTONE FAMILY OFFICE, LLC 1.83% 1803058 EPG Wealth Management LLC 1.81% 1731732 Certified Advisory Corp 1.81% 1840945 Galvin, Gaustad & Stein, LLC 1.81% 1797135 ARBOR TRUST WEALTH ADVISORS, LLC 1.79% 1588539 First Horizon Advisors, Inc. 1.78% 913760 StoneX Group Inc. 1.77% 1757706 Benchmark Financial Wealth Advisors, LLC 1.75% 842775 Clearstead Advisors, LLC 1.73% 1767715 GYL FINANCIAL SYNERGIES, LLC 1.73% 1799581 CORBETT ROAD CAPITAL MANAGEMENT, LLC 1.72% 1761871 Hardy Reed LLC 1.71% 1541897 Kistler-Tiffany Companies, LLC 1.71% 22657 LOWE BROCKENBROUGH & CO INC 1.69% 1373442 Mariner, LLC 1.68% 1904459 Stone Asset Management Inc. 1.67% 1774343 Financial Strategies Group, Inc. 1.67% 1666786 Traynor Capital Management, Inc. 1.66% 1777914 Astoria Strategic Wealth, Inc. 1.66% 1767045 Lindbrook Capital, LLC 1.66% 1739043 Winthrop Advisory Group LLC 1.64% 1374889 Ballentine Partners, LLC 1.63% 1546989 NewSquare Capital LLC 1.63% 1780330 COLTON GROOME FINANCIAL ADVISORS, LLC 1.63% 1317733 Exchange Capital Management, Inc. 1.62% 1694592 Pettinga Financial Advisors, LLC 1.59% 1802084 CVA Family Office, LLC 1.59% 1664847 Armbruster Capital Management, Inc. 1.59% 1767855 Global Wealth Management Investment Advisory, Inc. 1.58% 1040197 MAI Capital Management 1.57% 1729516 Bigelow Investment Advisors, LLC 1.57% 1869032 Newport Capital Group, LLC 1.57% 1695664 Mascoma Wealth Management LLC 1.57% 1844266 Taylor & Morgan Wealth Management, LLC 1.57% 1427263 GFS Advisors, LLC 1.56% 1812155 StrongBox Wealth, LLC 1.56% 1910174 Archvest Wealth Advisors, Inc. 1.56% 1015247 COURIER CAPITAL LLC 1.56% 1900990 Vahanian & Associates Financial Planning Inc. 1.55% 1519611 ARGI Investment Services, LLC 1.54% 1908612 Allie Family Office LLC 1.54% 1683754 FC Advisory LLC 1.54% 1806425 Citizens National Bank Trust Department 1.52% 1803426 BEAM WEALTH ADVISORS, INC. 1.52% 781875 COMERICA SECURITIES,INC. 1.51% 1730887 Ford Financial Group, LLC 1.51% 1795173 UMA Financial Services, Inc. 1.50% 1779040 PSI Advisors, LLC 1.50% 1908944 CONSILIO WEALTH ADVISORS, LLC 1.50% 1137881 WHITTIER TRUST CO 1.49% 35527 FIFTH THIRD BANCORP 1.48% 1713520 Crescent Grove Advisors, LLC 1.47% 1802324 360 Financial, Inc. 1.47% 1403438 LPL Financial LLC 1.46% 35442 FIDUCIARY TRUST CO 1.45% 1821407 WFA of San Diego, LLC 1.45% 1730945 Congress Park Capital LLC 1.45% 1164632 Chesley Taft & Associates LLC 1.44% 1697729 Summit X, LLC 1.42% 1672067 Kelman-Lazarov, Inc. 1.42% 1674486 Simmons Bank 1.42% 1128213 PETTYJOHN, WOOD & WHITE, INC 1.41% 1767902 Western Wealth Management, LLC 1.41% 750577 HANCOCK WHITNEY CORP 1.41% 709089 TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 1.41% 1162170 GREENLEAF TRUST 1.39% 1469219 YHB Investment Advisors, Inc. 1.39% 1047339 BURNS J W & CO INC/NY 1.36% 1831316 Rise Advisors, LLC 1.35% 1387761 TWIN FOCUS CAPITAL PARTNERS, LLC 1.35% 1849348 Ignite Planners, LLC 1.35% 1849444 SOA Wealth Advisors, LLC. 1.35% 1765594 CRA Financial Services, LLC 1.34% 1101250 BURKE & HERBERT BANK & TRUST CO 1.34% 1600327 CAHILL FINANCIAL ADVISORS INC 1.32% 1803005 Wealth Advisors of Iowa, LLC 1.32% 1132556 WADE G W & INC 1.31% 1775321 Bremer Bank National Association 1.31% 1741426 Quad-Cities Investment Group, LLC 1.31% 49205 HUNTINGTON NATIONAL BANK 1.29% 1808992 Revolve Wealth Partners, LLC 1.28% 1714346 Ferris Capital, LLC 1.28% 891287 DAVIS R M INC 1.27% 1475271 MOLLER FINANCIAL SERVICES 1.25% 1728449 Relaxing Retirement Coach 1.25% 1712671 Geneva Partners, LLC 1.25% 1660177 Integrated Advisors Network LLC 1.24% 860828 CAPITAL ADVISORS INC/OK 1.23% 1632187 Community Bank, N.A. 1.23% 1263548 WHITTIER TRUST CO OF NEVADA INC 1.22% 925953 INVESTMENT ADVISORY SERVICES INC /TX /ADV 1.22% 1783412 IFG Advisors, LLC 1.22% 1080818 ENTRUST GLOBAL PARTNERS L L C 1.22% 1349138 Parsec Financial Management, Inc. 1.22% 1697303 Beirne Wealth Consulting Services, LLC 1.21% 1074902 LCNB CORP 1.21% 1671623 Horan Securities, Inc. 1.21% 733986 CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 1.21% 1265131 Hilltop Holdings Inc. 1.21% 1704677 Clear Perspective Advisors, LLC 1.20% 1582732 Capital Investment Advisors, LLC 1.18% 842941 Haverford Trust Co 1.17% 1760444 Old North State Trust, LLC 1.17% 1666733 Canal Capital Management, LLC 1.17% 1848704 MBA Advisors LLC 1.17% 1893327 FRG Family Wealth Advisors LLC 1.16% 1740140 VISTA INVESTMENT MANAGEMENT 1.16% 1692038 SIMON QUICK ADVISORS, LLC 1.16% 1790295 DELTA FINANCIAL ADVISORS LLC 1.16% 1746810 All Season Financial Advisors, Inc. 1.15% 1766530 Gladstone Institutional Advisory LLC 1.15% 1833780 Wealthstream Advisors, Inc. 1.15% 900974 BRYN MAWR TRUST Co 1.15% 1843110 Annapolis Financial Services, LLC 1.14% 1911938 Capasso Planning Partners LLC 1.14% 1901275 Ameritas Advisory Services, LLC 1.13% 1566493 Newman Dignan & Sheerar, Inc. 1.13% 1541353 Triangle Securities Wealth Management 1.13% 1729096 Ballew Advisors, Inc 1.12% 1380443 Valmark Advisers, Inc. 1.12% 1908186 Missouri Trust & Investment Co 1.12% 1905962 Pinnacle Financial Group, LLC / IL 1.11% 1701132 Sterling Investment Advisors, Ltd. 1.11% 1664147 Colorado Capital Management, Inc. 1.10% 1339270 SOL Capital Management CO 1.10% 1612865 Stratos Wealth Partners, LTD. 1.09% 1812792 Intrua Financial, LLC 1.09% 1570296 Fernwood Investment Management, LLC 1.08% 59951 BANK OF THE WEST 1.08% 1751581 Cooper Financial Group 1.08% 1877093 MOTIVE WEALTH ADVISORS 1.08% 1858740 Spire Wealth Management 1.08% 1803087 Essex Private Wealth Management, LLC 1.07% 1598180 Waldron Private Wealth LLC 1.07% 1730521 Murphy, Middleton, Hinkle & Parker, Inc. 1.06% 1846175 Sovereign Financial Group, Inc. 1.06% 1713697 FLC Capital Advisors 1.05% 1008929 PRIO WEALTH LIMITED PARTNERSHIP 1.04% 1811827 ARQ WEALTH ADVISORS, LLC 1.04% 1656167 Renasant Bank 1.04% 1869923 Corsicana & Co. 1.03% 1775530 Oldfather Financial Services, LLC 1.03% 1905867 SAXON INTERESTS, INC. 1.02% 1786241 HILLTOP WEALTH ADVISORS, LLC 1.02% 1766918 Opes Wealth Management LLC 1.02% 1697110 GenTrust, LLC 1.02% 1906793 Scissortail Wealth Management, LLC 1.01% 1767297 VeraBank, N.A. 1.01% 1120927 MONETA GROUP INVESTMENT ADVISORS LLC

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