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SCORE CUSIP NAME -----------------GROUP 1 0.64 46432F842 ISHARES TR CORE MSCI EAFE 0.56 464287226 ISHARES TR CORE US AGGBD ET (CIK-1100663) 0.55 464287655 ISHARES TR RUSSELL 2000 ETF (CIK-1100663) 0.52 46432F834 ISHARES TR CORE MSCI TOTAL (CIK-1100663) 0.52 464287176 ISHARES TR TIPS BD ETF (CIK-1100663) 0.50 464288414 ISHARES TR NATIONAL MUN ETF 0.50 922020805 VANGUARD MALVERN FDS STRM INFPROIDX (CIK-836906) 0.50 46429B747 ISHARES TR 0-5 YR TIPS ETF 0.49 46429B697 ISHARES TR MSCI USA MIN VOL -----------------GROUP 2 0.63 464287507 ISHARES TR CORE S&P MCP ETF 0.61 46434G103 ISHARES INC CORE MSCI EMKT (CIK-1100663) 0.61 464287804 ISHARES TR CORE S&P SCP ETF (CIK-1100663) 0.54 464287234 ISHARES TR MSCI EMG MKT ETF - iShares, Inc. (CIK-930667) 0.54 464287465 ISHARES TR MSCI EAFE ETF (CIK-1100663) 0.53 922908744 VANGUARD INDEX FDS VALUE ETF 0.50 921937827 VANGUARD BD INDEX FDS SHORT TRM BOND 0.47 464288273 ISHARES TR EAFE SML CP ETF (CIK-1100663) -----------------GROUP 3 0.55 46090E103 INVESCO QQQ TR UNIT SER 1 -----------------GROUP 4 0.54 46137V357 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 0.51 81369Y209 SELECT SECTOR SPDR TR SBI HEALTHCARE 0.50 81369Y803 SELECT SECTOR SPDR TR TECHNOLOGY 0.49 81369Y506 SELECT SECTOR SPDR TR ENERGY (CIK-1064641) -----------------GROUP 5 0.54 464287598 ISHARES TR RUS 1000 VAL ETF (CIK-1100663) 0.52 922042858 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 0.49 921943858 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 0.47 46641Q837 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC -----------------GROUP 6 0.53 464287499 ISHARES TR RUS MID CAP ETF (CIK-1100663) 0.50 464287309 ISHARES TR S&P 500 GRWT ETF 0.50 464287408 ISHARES TR S&P 500 VAL ETF 0.50 464287614 ISHARES TR RUS 1000 GRW ETF (CIK-1100663) -----------------GROUP 7 0.53 46435G425 ISHARES TR ESG AWR MSCI USA (CIK-1100663) 0.52 464288877 ISHARES TR EAFE VALUE ETF (CIK-1100663) 0.51 46641Q332 J P MORGAN EXCHANGE-TRADED F EQUITY PREMIUM 0.50 46435U218 ISHARES TR ESG MSCI LEADR 0.48 464287150 ISHARES TR CORE S&P TTL STK (CIK-1100663) 0.48 46432F339 ISHARES TR MSCI USA QLT FCT (CIK-1100663) 0.47 464288885 ISHARES TR EAFE GRWTH ETF (CIK-1100663) -----------------GROUP 8 0.53 78462F103 SPDR S&P 500 ETF TR TR UNIT -----------------GROUP 9 0.52 922908629 VANGUARD INDEX FDS MID CAP ETF 0.51 922908751 VANGUARD INDEX FDS SMALL CP ETF 0.49 464288521 ISHARES TR CRE U S REIT ETF (CIK-1100663) 0.48 921908844 VANGUARD SPECIALIZED FUNDS DIV APP ETF 0.47 922908553 VANGUARD INDEX FDS REAL ESTATE ETF -----------------GROUP 10 0.51 922908363 VANGUARD INDEX FDS S&P 500 ETF SHS -----------------GROUP 11 0.49 464287440 ISHARES TR BARCLAYS 7 10 YR (CIK-1100663) 0.48 92206C409 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 0.48 464288646 ISHARES TR ISHS 1-5YR INVS (CIK-1100663) 0.48 464287457 ISHARES TR 1 3 YR TREAS BD (CIK-1100663) 0.47 464288679 ISHARES TR SHORT TREAS BD (CIK-1100663) -----------------GROUP 12 0.48 037833100 APPLE INC COM (AAPL, CIK-320193)
Current >= 1PCT 13G/D investors (PCT = percent of company):
PCT CIK DATE TYPE NAME 10.10% 1364742 2021-12-31 13G BlackRock Inc.
Current >= 1PCT 13F investors (PCT = percent of total AUM):
PCT CIK NAME 100.00% 1054522 CenturyLink Investment Management Co 88.19% 1846368 Simplify Asset Management Inc. 80.74% 1884252 Qalhat Capital Ltd 67.89% 1861158 Ashford Advisors, LLC 67.72% 1807288 SATOVSKY ASSET MANAGEMENT LLC 66.63% 1844891 Bank of Finland 62.83% 1276520 GENWORTH FINANCIAL INC 62.07% 937760 SUMITOMO LIFE INSURANCE CO 59.56% 1455290 Shelter Ins Retirement Plan 57.93% 1536549 MKD WEALTH COACHES, LLC 56.63% 1353651 Leith Wheeler Investment Counsel Ltd. 54.68% 1678378 Mass General Brigham, Inc 53.68% 1600403 CKW FINANCIAL GROUP 52.70% 1908386 Leverty Financial Group, LLC 50.99% 1845620 CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC 47.21% 1356249 Fund Evaluation Group, LLC 46.31% 1671623 Horan Securities, Inc. 45.40% 1740642 Grant Street Asset Management, Inc. 42.44% 1729242 Conrad N. Hilton Foundation 41.28% 1803253 Soundwatch Capital LLC 40.09% 1731497 Ellenbecker Investment Group 38.40% 1873372 Crestmont Private Wealth LLC 38.23% 1665446 HOME FEDERAL BANK OF TENNESSEE 37.81% 1591122 Heritage Wealth Advisors 37.43% 1859474 Benedetti & Gucer, Inc. 37.19% 1730787 Divergent Planning, LLC 36.56% 1873989 BG Investment Services, Inc. 35.08% 1802874 University of Massachusetts Foundation, Inc. 34.08% 1904423 Custos Family Office, LLC 33.71% 1540867 New England Professional Planning Group Inc. 33.61% 1103139 ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 33.58% 1770532 Core Wealth Advisors, Inc. 32.81% 1731275 Divergent Wealth Advisors 32.61% 1616628 Wilshire Advisors LLC 32.29% 1254890 TAIYO LIFE INSURANCE CO 32.26% 1827844 TFC Financial Management 32.03% 1512538 New Vernon Capital Holdings II LLC 31.69% 1802451 HighMark Wealth Management LLC 31.60% 1535859 Rezny Wealth Management, Inc. 31.49% 712011 PLANNING ALTERNATIVES LTD /ADV 31.19% 1616454 NextCapital Advisers, Inc. 30.62% 1700481 WSFS CAPITAL MANAGEMENT, LLC 30.42% 846633 STRATEGIC INVESTMENT MANAGEMENT, LLC 30.14% 1801184 Single Point Partners, LLC 30.12% 1719203 ASPIREON WEALTH ADVISORS 29.90% 1599603 Tarbox Family Office, Inc. 29.88% 1557689 HRS Investment Holdings, LLC 29.67% 1365555 Amtrust Financial Services, Inc. 29.47% 1622431 McNamara Financial Services, Inc. 29.00% 1843536 Fort Henry Capital, LLC 28.83% 1845643 FOCUS Wealth Advisors, LLC 28.82% 920655 VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 28.71% 1885902 Union Investments & Development Ltd. 28.45% 1803005 Wealth Advisors of Iowa, LLC 27.81% 1765054 TimeScale Financial, Inc. 27.32% 1087912 VANTAGEPOINT INVESTMENT ADVISERS LLC 27.14% 1632118 BONTEMPO OHLY CAPITAL MGMT LLC 27.07% 1767080 Abundance Wealth Counselors 26.97% 1906527 BRIGGS ADVISORY GROUP, INC. 26.94% 1478775 Stillwater Investment Management, LLC 26.79% 1522877 AIA Group Ltd 26.63% 1313871 First National Bank of Hutchinson 26.63% 1399794 Choate Investment Advisors 26.61% 1627417 Verger Capital Management LLC 26.55% 1729094 Gryphon Financial Partners LLC 25.99% 1775850 MBE Wealth Management, LLC 25.96% 1764059 ELEMENT POINTE ADVISORS, LLC 25.16% 1633046 Maven Securities LTD 25.15% 1901929 Trevian Wealth Management LLC 25.14% 1563634 Pachira Investments Inc. 25.07% 1593038 Coyle Financial Counsel LLC 25.03% 1895678 GoalFusion Wealth Management, LLC 25.01% 1667553 Rain Capital Management, LLC 25.00% 1842433 Karn, Couzens & Associates, Inc. 24.95% 1810720 Charter Oak Capital Management, LLC 24.75% 1726609 AAF Wealth Management, LLC 24.65% 1800556 KFA Private Wealth Group, LLC 24.27% 1021249 UNITED SERVICES AUTOMOBILE ASSOCIATION 24.09% 1053292 DROMS STRAUSS ADVISORS INC /MO/ /ADV 23.93% 1573263 Wiser Wealth Management, Inc 23.81% 1730386 RETIREMENT INCOME SOLUTIONS, INC 23.80% 1477024 Johnson Financial Group, Inc. 23.75% 1269978 ALESCO ADVISORS LLC 23.63% 1716399 CAHABA WEALTH MANAGEMENT, INC. 23.51% 1644329 Wela Strategies, Inc. 23.36% 1588873 Municipal Employees' Retirement System of Michigan 23.36% 1656666 Brightworth 23.14% 1727336 First Command Advisory Services, Inc. 22.97% 1738720 Avondale Wealth Management 22.85% 1802224 JSF Financial, LLC 22.80% 712537 FIRST COMMONWEALTH FINANCIAL CORP /PA/ 22.77% 764106 FIRST HAWAIIAN BANK 22.41% 1820680 BLUESTEM FINANCIAL ADVISORS, LLC 22.18% 1706013 Ally Invest Advisors Inc. 22.15% 1801989 Cardinal Strategic Wealth Guidance 22.12% 1844428 RITTER DANIHER FINANCIAL ADVISORY, LLC 22.10% 1845838 COREPATH WEALTH PARTNERS LLC 22.08% 1179791 CIM INVESTMENT MANAGEMENT INC 21.99% 1019531 SWARTHMORE GROUP INC 21.85% 1760472 PRW Wealth Management LLC 21.69% 1811568 Investment Management Corp of Ontario 21.61% 1908165 Sovereign Investment Advisors, LLC 21.36% 1840888 Roth Financial Partners LLC 21.28% 1023279 BESSEMER SECURITIES LLC 21.23% 1798756 Beaumont Asset Management, L.L.C. 21.12% 9015 BARINGS LLC 20.93% 1698220 Heritage Way Advisors, LLC 20.65% 1675762 Gilbert & Cook, Inc. 20.61% 1714450 RPTC Inc. 20.57% 1613331 Fragasso Group Inc. 20.47% 1840775 4J Wealth Management LLC 20.38% 1085163 SIGMA INVESTMENT COUNSELORS INC 20.35% 1765617 IFS Advisors, LLC 19.85% 1619779 RiverGlades Family Offices LLC 19.79% 1664324 Mandatum Life Insurance Co Ltd 19.30% 1692820 Ironwood Wealth Management, LLC. 18.99% 1842116 B, B, H, & B INC. 18.97% 1598561 JJJ Advisors Inc. 18.70% 1911766 Vantage Financial Partners, LLC 18.38% 1512601 BSW Wealth Partners 18.33% 1662449 Klingman & Associates, LLC 18.09% 1840268 Hoese & Co LLP 17.72% 1511915 Meristem Family Wealth, LLC 17.59% 1727993 Eldridge Investment Advisors, Inc. 17.48% 1665018 Chandler Asset Management, Inc. 17.39% 1909316 JOURNEY STRATEGIC WEALTH LLC 17.24% 1141802 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 17.22% 1819695 ONE Advisory Partners, LLC 17.17% 1911470 ETF Store, Inc. 17.09% 1705594 Lake Hills Wealth Management, LLC 16.88% 1542927 National Mutual Insurance Federation of Agricultural Cooperatives 16.62% 1551867 Litman Gregory Wealth Management LLC 16.62% 1650654 Pegasus Partners Ltd. 16.48% 1632972 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 16.47% 1795173 UMA Financial Services, Inc. 16.38% 1009198 STERLING INVESTMENT ADVISORS LLC /ADV 16.18% 1409728 Mercer Investments LLC 16.16% 1861798 MONUMENTAL FINANCIAL GROUP INC. 16.15% 1694287 Asset Planning Services, Ltd. 16.15% 1730573 Requisite Capital Management, LLC 16.05% 1693789 First Command Financial Services, Inc. 16.03% 1496637 Norinchukin Bank, The 16.02% 1693750 First Command Bank 15.98% 1865158 Keystone Financial Services 15.96% 1907212 PACK Private Wealth, LLC 15.65% 820434 PVG ASSET MANAGEMENT CORP 15.54% 1785545 ESL Trust Services, LLC 15.53% 1816000 Northstar Advisory Group, LLC 15.52% 1910398 Prosperity Consulting Group, LLC 15.37% 1729866 FIDUCIENT ADVISORS LLC 15.30% 1389426 Rafferty Asset Management, LLC 15.27% 1767863 BT Wealth Management LLC 15.20% 1763138 VERITY Wealth Advisors 15.19% 1049662 GRIES FINANCIAL LLC 15.18% 1484205 HALBERT HARGROVE GLOBAL ADVISORS, LLC 15.15% 1608179 Syntal Capital Partners, LLC 15.14% 1830467 BCGM Wealth Management, LLC 15.11% 1729096 Ballew Advisors, Inc 15.10% 1910078 SILVERHAWK ASSET MANAGEMENT, LLC 14.90% 1599390 HWG Holdings LP 14.82% 1733219 Stewardship Advisors, LLC 14.80% 1862427 Fi3 FINANCIAL ADVISORS, LLC 14.80% 1665605 3EDGE Asset Management, LP 14.31% 1544806 VICUS CAPITAL 14.28% 1599511 Tortoise Investment Management, LLC 14.26% 1844227 Orin Green Financial, LLC 14.12% 1625246 Summit Financial Strategies, Inc. 13.96% 1507971 Wall Street Access Asset Management, LLC 13.90% 1733788 Centerpoint Advisors, LLC 13.86% 1569139 High Falls Advisors, Inc 13.80% 1911900 Richwood Investment Advisors, LLC 13.56% 1511137 PATHSTONE FAMILY OFFICE, LLC 13.52% 1910641 Bryant Woods Investment Advisors, LLC 13.48% 1387386 MORRIS FINANCIAL CONCEPTS, INC. 13.30% 1736079 WALLER FINANCIAL PLANNING GROUP, INC 13.22% 1904388 Wick Capital Partners, LLC 13.21% 1845980 KEYSTONE WEALTH PARTNERS 13.20% 1821289 Tri-Star Advisors Inc. 13.14% 1767056 Fairhaven Wealth Management, LLC 12.94% 1839255 SWMG, LLC 12.89% 1646247 Wealthspire Advisors, LLC 12.88% 1797873 Lineweaver Wealth Advisors, LLC 12.84% 1767601 MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 12.83% 1879371 JB Capital LLC 12.82% 1117233 SIGNATURE SECURITIES GROUP CORPORATION 12.78% 1910146 Frontier Asset Management, LLC 12.74% 1471474 Avidian Wealth Solutions, LLC 12.72% 1903044 TAGStone Capital, Inc. 12.65% 1890183 Holland Advisory Services, Inc. 12.59% 1904431 AVAII WEALTH MANAGEMENT, LLC 12.58% 1819815 Bellwether Advisors, LLC 12.57% 1536006 Progeny 3, Inc. 12.52% 1375664 Round Table Services, LLC 12.48% 1540235 Creative Planning 12.41% 1844821 IRONWOOD WEALTH MANAGEMENT, INC. 12.39% 1862864 Eagle Bay Advisors LLC 12.35% 1649147 Harfst & Associates, Inc. 12.27% 1767710 Guidance Point Advisors, LLC 12.10% 1453381 Jasper Ridge Partners, L.P. 12.04% 1535677 Day & Ennis, LLC 11.91% 1757605 EQ LLC 11.84% 1666910 Compass Financial Group, Inc. 11.78% 1053013 AMARILLO NATIONAL BANK 11.64% 1836266 David J Yvars Group 11.64% 1696497 Stone House Investment Management, LLC 11.62% 35442 FIDUCIARY TRUST CO 11.56% 1673588 VCU Investment Management Co 11.54% 1640420 US FINANCIAL ADVISORS, LLC 11.53% 1642575 Squarepoint Ops LLC 11.53% 1387723 BANK OF STOCKTON 11.47% 1427748 Truepoint, Inc. 11.30% 1800692 Secure Asset Management, LLC 11.29% 1909904 GREENUP STREET WEALTH MANAGEMENT LLC 11.28% 1352675 Bangor Savings Bank 11.25% 1908859 RESOLUTE FINANCIAL, LLC 11.19% 1604723 RKL Wealth Management LLC 11.18% 1676613 Crescent Capital Consulting, LLC 11.12% 1497637 Accuvest Global Advisors 11.12% 852743 MUFG Bank, Ltd. 11.11% 1752762 Next Capital Management LLC 11.10% 1697024 SJA Financial Advisory, LLC 11.09% 1739043 Winthrop Advisory Group LLC 11.03% 1697303 Beirne Wealth Consulting Services, LLC 11.03% 1845950 ADE, LLC 10.99% 1082339 COLDSTREAM CAPITAL MANAGEMENT INC 10.92% 1388443 Palisades Hudson Asset Management, L.P. 10.87% 1698484 Varma Mutual Pension Insurance Co 10.84% 1303042 AVANTAX ADVISORY SERVICES, INC. 10.83% 1706511 Israel Discount Bank of New York 10.79% 1511985 West Coast Financial LLC 10.77% 1802743 Element Wealth, LLC 10.75% 1642246 Sharkey, Howes & Javer 10.67% 1611518 Wealth Architects, LLC 10.66% 1512026 SFMG, LLC 10.59% 1763404 Riverstone Advisors, LLC 10.55% 1730033 Crewe Advisors LLC 10.54% 1735734 Wealth Alliance Advisory Group, LLC 10.53% 1099762 MARINO, STRAM & ASSOCIATES LLC 10.48% 1679064 Pinnacle Family Advisors, LLC 10.41% 1411268 Twele Capital Management, Inc. 10.36% 1819476 Onyx Bridge Wealth Group LLC 10.34% 1391166 Lee Financial Co 10.31% 1727917 Gradient Capital Advisors, LLC 10.23% 1908944 CONSILIO WEALTH ADVISORS, LLC 10.21% 1695664 Mascoma Wealth Management LLC 10.21% 1898131 Wayfinding Financial, LLC 10.20% 1802474 Lloyd Advisory Services, LLC. 10.06% 1469751 RiverFront Investment Group, LLC 10.02% 1534378 Sage Advisory Services, Ltd.Co. 10.01% 1846923 Williams Financial, LLC 9.99% 1842560 Flagship Private Wealth, LLC 9.93% 1009952 HANCOCK WHITNEY INVESTMENT SERVICES INC. 9.89% 1803673 PAX Financial Group, LLC 9.82% 1866189 Keystone Wealth Services, LLC 9.76% 1808394 Flower City Capital 9.74% 1624758 Capital Analysts, LLC 9.69% 1698218 RITHOLTZ WEALTH MANAGEMENT 9.67% 1774087 McAlister, Sweet & Associates, Inc. 9.62% 1568235 King Wealth 9.60% 1350660 PHILLIPS FINANCIAL MANAGEMENT, LLC 9.59% 1784450 Marcum Wealth, LLC 9.57% 1801634 LWS Wealth Advisors, Inc. 9.55% 1801241 RE Dickinson Investment Advisors, LLC 9.52% 1599084 Cranbrook Wealth Management, LLC 9.50% 1630360 Ironwood Financial, llc 9.47% 1667132 Well Done, LLC 9.41% 1799957 PFG Private Wealth Management, LLC 9.29% 1911316 Forbes Financial Planning, Inc. 9.28% 1162170 GREENLEAF TRUST 9.28% 1801674 WJ Wealth Management, LLC 9.24% 1635523 CLEAR INVESTMENT RESEARCH, LLC 9.24% 1912300 Vericrest Private Wealth 9.23% 1844831 FINANCIAL MANAGEMENT NETWORK INC 9.22% 1295044 Strategic Point Investment Advisors, LLC 9.22% 1300311 Veritable, L.P. 9.21% 1563660 Desjardins Global Asset Management Inc. 9.18% 1851395 BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 9.10% 1791555 Hubbell Strickland Wealth Management, LLC 9.09% 1731169 Financial Partners Group, Inc 9.08% 1455258 Calamos Wealth Management LLC 9.04% 1352547 Legacy Private Trust Co. 8.97% 1766883 Lantz Financial LLC 8.96% 1849683 TNF LLC 8.95% 1773205 KMG FIDUCIARY PARTNERS, LLC 8.95% 1656537 Regal Wealth Group, Inc. 8.88% 1419099 Interactive Financial Advisors 8.82% 1054646 CAPE COD FIVE CENTS SAVINGS BANK 8.73% 1852930 Mayflower Financial Advisors, LLC 8.64% 1827261 IAG Wealth Partners, LLC 8.54% 1767313 WealthBridge Capital Management, LLC 8.53% 1543536 Hudock, Inc. 8.51% 1765595 Bernardo Wealth Planning LLC 8.51% 1844266 Taylor & Morgan Wealth Management, LLC 8.50% 1864910 KB FINANCIAL PARTNERS, LLC 8.48% 1911328 Roger Wittlin Investment Advisory, LLC 8.43% 1790688 Capital Planning LLC 8.34% 806097 MERIDIAN MANAGEMENT CO 8.32% 1313294 Linscomb & Williams, Inc. 8.32% 1672070 Parker Investment Management, LLC 8.31% 1697740 Sanchez Wealth Management Group 8.19% 1787125 TBH Global Asset Management, LLC 8.18% 1911342 Intergy Private Wealth, LLC 8.14% 1849518 DEFINED WEALTH MANAGEMENT, LLC 8.14% 1672512 Matson Money. Inc. 8.09% 1279926 PACIFIC FINANCIAL GROUP INC 8.08% 1140334 FLPUTNAM INVESTMENT MANAGEMENT CO 8.08% 1167711 MASON STREET ADVISORS, LLC 8.03% 1793432 EVOKE WEALTH, LLC 7.99% 1843566 Greenhouse Wealth Management, LLC 7.94% 1654033 COOPER/HAIMS ADVISORS, LLC 7.86% 934866 PEOPLES BANK /OH 7.81% 1767989 Bay Harbor Wealth Management, LLC 7.71% 1729457 Nova R Wealth, Inc. 7.71% 1877093 MOTIVE WEALTH ADVISORS 7.68% 1417889 Vision Capital Management, Inc. 7.66% 1846114 Boyd Wealth Management, LLC 7.65% 1768095 Meridian Wealth Advisors, LLC 7.63% 1544576 Adviser Investments LLC 7.62% 1803236 Resonant Capital Advisors, LLC 7.62% 1867587 Invst, LLC 7.59% 1903786 Highview Capital Management LLC/DE/ 7.59% 1424367 Voya Financial Advisors, Inc. 7.57% 841802 FURE FINANCIAL CORP 7.53% 1581793 Hefren-Tillotson, Inc. 7.50% 1512415 Windham Capital Management, LLC 7.47% 944317 SMITH SHELLNUT WILSON LLC /ADV 7.46% 1694592 Pettinga Financial Advisors, LLC 7.43% 1125727 FIRST INTERSTATE BANK 7.26% 1546408 Baystate Wealth Management LLC 7.22% 1843715 Latitude Advisors, LLC 7.21% 1040197 MAI Capital Management 7.18% 1173460 DAIDO LIFE INSURANCE CO 7.17% 1774879 Cornerstone Wealth Group, LLC 7.13% 1894484 REUTER JAMES WEALTH MANAGEMENT, LLC 7.09% 1861558 Gitterman Wealth Management, LLC 7.08% 315080 BANK OF HAWAII 7.08% 1789219 Charles Schwab Trust Co 7.05% 1626116 BOSTON PRIVATE WEALTH LLC 7.04% 1876811 Heritage Investment Group, Inc. 6.87% 1721527 Cypress Wealth Services, LLC 6.84% 1075444 Advanced Asset Management Advisors Inc 6.83% 1839421 Centennial Wealth Advisory LLC 6.70% 1846236 True Link Financial Advisors, LLC 6.69% 1890698 MARIPAU WEALTH MANAGEMENT LLC 6.68% 1682733 Riverpoint Wealth Management Holdings, LLC 6.67% 1495703 Emery Howard Portfolio Management, Inc. 6.66% 1857581 Granby Capital Management, LLC 6.65% 1706248 Parkside Investments, LLC 6.65% 1905663 CAPITAL PERFORMANCE ADVISORS LLP 6.64% 821197 JOHNSON INVESTMENT COUNSEL INC 6.64% 1911013 Trail Ridge Investment Advisors, LLC 6.60% 1535847 CWM, LLC 6.59% 1844108 Bluesphere Advisors, LLC 6.56% 1093276 NOTTINGHAM ADVISORS, INC. 6.51% 1803919 Wealth Enhancement & Preservation of GA, LLC 6.48% 1909249 SOUTHERN CAPITAL ADVISORS, LLC 6.46% 1826790 Tennessee Valley Asset Management Partners 6.45% 1710477 CANTOR FITZGERALD INVESTMENT ADVISOR L.P 6.43% 1757043 Delta Investment Management, LLC 6.42% 1633366 MV CAPITAL MANAGEMENT, INC. 6.41% 1728321 Kovack Advisors, Inc. 6.37% 1007399 WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 6.36% 1668189 Cornerstone Advisory, LLC 6.35% 1910488 Red Tortoise LLC 6.32% 1632187 Community Bank, N.A. 6.31% 1080818 ENTRUST GLOBAL PARTNERS L L C 6.28% 1765285 Apexium Financial, LP 6.27% 1543100 Windsor Capital Management, LLC 6.21% 1843294 Wealth Management Partners, LLC 6.21% 1633288 Towercrest Capital Management 6.19% 1851184 Curi Wealth Management, LLC 6.17% 759944 CITIZENS FINANCIAL GROUP INC/RI 6.11% 1362987 ELM ADVISORS, LLC 6.10% 1803058 EPG Wealth Management LLC 6.09% 1687832 Copperwynd Financial, LLC 6.09% 1776033 Golden State Wealth Management, LLC 6.09% 1800913 SPRENG CAPITAL MANAGEMENT, INC. 6.07% 1094749 CHURCHILL MANAGEMENT Corp 6.06% 1461287 Narwhal Capital Management 6.05% 1883629 Financial Council Asset Management Inc 6.00% 1426771 Alaska Permanent Capital Management 5.99% 1875995 BASSETT HARGROVE INVESTMENT COUNSEL, LLC 5.95% 1846175 Sovereign Financial Group, Inc. 5.90% 1089877 KEYBANK NATIONAL ASSOCIATION/OH 5.89% 1321993 GRIMES & COMPANY, INC. 5.89% 1810512 Truadvice, LLC 5.82% 1793904 Wealth Alliance 5.82% 1374889 Ballentine Partners, LLC 5.78% 1718732 Icon Wealth Partners, LLC 5.75% 1802955 Fusion Capital, LLC 5.74% 1802647 Orion Portfolio Solutions, LLC 5.71% 1475271 MOLLER FINANCIAL SERVICES 5.67% 1426851 Argent Advisors, Inc. 5.66% 938487 SSI INVESTMENT MANAGEMENT LLC 5.66% 869589 NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 5.65% 1373442 Mariner, LLC 5.63% 1407543 ENVESTNET ASSET MANAGEMENT INC 5.61% 838618 PDS Planning, Inc 5.60% 931588 PROVIDA PENSION FUND ADMINISTRATOR 5.57% 1846462 Wealth Dimensions Group, Ltd. 5.56% 1780330 COLTON GROOME FINANCIAL ADVISORS, LLC 5.53% 1665337 Integrated Investment Consultants, LLC 5.52% 1840760 Financial Network Wealth Management LLC 5.50% 1015247 COURIER CAPITAL LLC 5.46% 1650717 QUADRANT CAPITAL GROUP LLC 5.46% 1553540 Smith Anglin Financial, LLC 5.46% 1631773 Concorde Asset Management, LLC 5.45% 1518364 Accredited Investors Inc. 5.41% 1906793 Scissortail Wealth Management, LLC 5.41% 1761013 Cresset Asset Management, LLC 5.40% 1634208 Analyst IMS Investment Management Services Ltd. 5.36% 1716659 Parisi Gray Wealth Management 5.35% 1824700 Capital Advisors Wealth Management, LLC 5.35% 1767513 Human Investing LLC 5.33% 1068855 Asset Management One Co., Ltd. 5.28% 1048703 Karpus Management, Inc. 5.28% 35527 FIFTH THIRD BANCORP 5.25% 1802691 McNaughton Wealth Management, LLC 5.22% 1844424 Madison Wealth Partners, Inc 5.22% 1794198 Graypoint LLC 5.20% 1909759 Nauset Wealth Management. 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