Current >= 1PCT 13F investors (PCT = percent of total AUM):
PCT CIK NAME
22.75% 1701714 McIlrath & Eck, LLC
22.55% 1898838 Schaeffer Financial LLC
20.42% 1762997 Total Wealth Planning, LLC
20.41% 1845867 BCK Partners, Inc.
19.97% 1144492 Meiji Yasuda Life Insurance Co
17.00% 1581298 Carlson Capital Management
16.00% 1733472 Quaker Wealth Management, LLC
15.63% 1800158 Sunburst Financial Group, LLC
15.63% 1633674 AllSquare Wealth Management LLC
13.45% 1862176 Cornerstone Wealth Advisors, Inc.
12.77% 1025421 MEMBERS CAPITAL ADVISORS INC
12.25% 1759236 Black Diamond Financial, LLC
11.93% 1601742 Private Ocean, LLC
11.91% 1704107 BlueSky Wealth Advisors, LLC
11.20% 1894921 Whelan Financial
11.13% 1339908 FIRST NATIONAL BANK & TRUST CO OF NEWTOWN
10.97% 1903273 ShankerValleau Wealth Advisors, Inc.
10.87% 1360710 Hirtle Callaghan & Co LLC
10.86% 1382303 Goodman Financial Corp
10.72% 1804717 Adaptive Financial Consulting, LLC
10.39% 1774727 Liquid Strategies, LLC
10.35% 1769089 Archetype Wealth Partners
10.12% 1908885 Starfox Financial Services, LLC
9.88% 1831683 KLK CAPITAL MANAGEMENT LLC
9.61% 1125727 FIRST INTERSTATE BANK
9.52% 1908732 Magnolia Wealth Management, LLC
9.48% 1432539 Strategic Financial Services, Inc,
9.21% 7773 ASSET PLANNING CORPORATION
8.76% 1834985 TruWealth Advisors, LLC
8.39% 1803089 American Family Insurance Mutual Holding Co
8.35% 1541211 Hilton Capital Management, LLC
8.22% 1798756 Beaumont Asset Management, L.L.C.
8.09% 1635342 ETF Portfolio Partners, Inc.
8.04% 1730456 CAPITAL WEALTH MANAGEMENT, LLC
8.03% 898419 PRUDENTIAL PLC
7.60% 1627003 Insight Wealth Partners, LLC
7.52% 1907820 AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP
7.42% 1631738 Bray Capital Advisors
7.34% 1510434 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
7.34% 1830942 Cordant, Inc.
7.25% 1895252 Helen Stephens Group, LLC
7.23% 1845980 KEYSTONE WEALTH PARTNERS
6.91% 1727342 Hudson Capital Management LLC
6.86% 1911316 Forbes Financial Planning, Inc.
6.82% 1761742 Baldrige Asset Management LLC
6.81% 1600085 American Money Management, LLC
6.79% 1840341 Birchcreek Wealth Management, LLC
6.78% 1415996 IndexIQ Advisors LLC
6.72% 1471265 Northwest Bancshares, Inc.
6.55% 1862965 Applied Capital LLC
6.44% 1608057 Curbstone Financial Management Corp
6.43% 1720292 Compass Advisory Group LLC
6.39% 1722641 Valeo Financial Advisors, LLC
6.34% 1726673 PrairieView Partners, LLC
6.19% 1588871 Oakworth Capital, Inc.
6.17% 1911938 Capasso Planning Partners LLC
6.02% 1821984 Rockbridge Investment Management, LCC
6.02% 1453526 Private Harbour Investment Management & Counsel, LLC
5.89% 1632078 Spectrum Asset Management, Inc. (NB/CA)
5.88% 1080173 VAN STRUM & TOWNE INC.
5.85% 1511550 Asset Management Group, Inc.
5.82% 1803087 Essex Private Wealth Management, LLC
5.82% 1426940 Horizon Investment Services, LLC
5.79% 1694287 Asset Planning Services, Ltd.
5.79% 1803054 NWK Group, Inc.
5.76% 1705716 Conservest Capital Advisors, Inc.
5.76% 1674581 Cable Hill Partners, LLC
5.67% 1784277 Matrix Trust Co
5.66% 1699622 ACCESS FINANCIAL SERVICES, INC.
5.65% 1894206 FIDELIS iM, LLC
5.63% 1860719 RIDGECREST WEALTH PARTNERS, LLC
5.61% 1574010 Lowe Wealth Advisors, LLC
5.50% 1567634 Buckingham Capital Management, Inc.
5.42% 1764694 BRANDYWINE OAK PRIVATE WEALTH LLC
5.37% 1842667 MMA ASSET MANAGEMENT LLC
5.35% 1123812 PROFFITT & GOODSON INC
5.23% 1843684 West Financial Advisors, LLC
5.21% 1843110 Annapolis Financial Services, LLC
5.19% 1859677 Alaethes Wealth LLC
5.15% 1710537 EverSource Wealth Advisors, LLC
5.13% 1677560 Members Trust Co
5.02% 1910482 REDMONT WEALTH ADVISORS LLC
5.00% 1091961 GOULD ASSET MANAGEMENT LLC /CA/
4.98% 1744318 MinichMacGregor Wealth Management, LLC
4.95% 1909307 Investments & Financial Planning, LLC
4.94% 1696615 Kohmann Bosshard Financial Services, LLC
4.88% 1912128 McDonough Capital Management, Inc
4.84% 1713735 Providence First Trust Co
4.74% 811360 Capital Investment Services of America, Inc.
4.73% 1535859 Rezny Wealth Management, Inc.
4.70% 1387458 LaFleur & Godfrey LLC
4.70% 1846758 Orion Capital Management LLC
4.60% 1737112 Lutz Financial Services LLC
4.57% 1799957 PFG Private Wealth Management, LLC
4.53% 821103 PLANNING DIRECTIONS INC
4.53% 1905367 Orcam Financial Group
4.52% 1767940 Wolff Financial Management LLC
4.50% 1844893 Grand Central Investment Group
4.49% 1548880 OIKOS HOLDINGS LLC
4.49% 1727593 White Lighthouse Investment Management Inc.
4.39% 1803236 Resonant Capital Advisors, LLC
4.24% 1469751 RiverFront Investment Group, LLC
4.23% 1705594 Lake Hills Wealth Management, LLC
4.20% 1122241 AMI INVESTMENT MANAGEMENT INC
4.16% 1762068 MBM Wealth Consultants, LLC
4.12% 1384943 Bath Savings Trust Co
4.09% 1772954 Ameraudi Asset Management, Inc.
4.09% 1640335 Pointe Capital Management LLC
4.02% 1910078 SILVERHAWK ASSET MANAGEMENT, LLC
4.02% 1871734 Level Financial Advisors, Inc.
4.00% 1372130 HEADINVEST, LLC
3.97% 1674020 HORIZON FINANCIAL SERVICES, LLC
3.96% 1546283 Glovista Investments LLC
3.91% 1748726 Watchman Group, Inc.
3.85% 1640420 US FINANCIAL ADVISORS, LLC
3.84% 1729093 Stordahl Capital Management, Inc.
3.83% 1013272 NORWOOD FINANCIAL CORP
3.69% 1767898 American Financial Advisors, LLC
3.68% 1667140 WESCAP Management Group, Inc.
3.67% 829407 MONTAG A & ASSOCIATES INC
3.64% 1812492 Disciplined Investments, LLC
3.61% 1759803 Graves-Light Private Wealth Management, Inc.
3.57% 1660694 GSB Wealth Management, LLC
3.47% 1911616 Financial Futures Ltd Liability Co.
3.46% 1904425 Cassady Schiller Wealth Management, LLC
3.41% 1713458 BDO Wealth Advisors, LLC
3.40% 1857581 Granby Capital Management, LLC
3.39% 1705929 QUATTRO FINANCIAL ADVISORS LLC
3.38% 1108969 CHATHAM CAPITAL GROUP, INC.
3.35% 1885319 Roberts Wealth Advisors, LLC
3.33% 1427202 Busey Wealth Management
3.31% 717538 ARROW FINANCIAL CORP
3.25% 1841496 Marshall Financial Group LLC
3.25% 1817714 TrueWealth Advisors, LLC
3.24% 1803291 Asio Capital, LLC
3.20% 1773830 Patriot Investment Management Inc.
3.18% 1855571 High Pines Wealth Management, LLC
3.13% 1476804 Roundview Capital LLC
3.07% 1774343 Financial Strategies Group, Inc.
3.07% 1536557 Crabel Capital Management, LLC
3.03% 1509873 Sterling Investment Management, Inc.
3.02% 1812103 Rosenberg Matthew Hamilton
2.98% 1080818 ENTRUST GLOBAL PARTNERS L L C
2.95% 1082491 CONDOR CAPITAL MANAGEMENT
2.90% 861176 TRUSTMARK NATIONAL BANK TRUST DEPARTMENT
2.88% 1543100 Windsor Capital Management, LLC
2.87% 1659851 Cliffwater LLC
2.86% 1912314 Rainsberger Wealth Advisors, Inc.
2.85% 1802132 Aurora Private Wealth, Inc.
2.84% 1599511 Tortoise Investment Management, LLC
2.83% 1697110 GenTrust, LLC
2.82% 1504665 DFPG INVESTMENTS, LLC
2.79% 1128213 PETTYJOHN, WOOD & WHITE, INC
2.79% 108634 WULFF, HANSEN & CO.
2.78% 1788241 Benchmark Wealth Management, LLC
2.78% 1697360 Perennial Advisors, LLC
2.78% 1880087 Topel & Distasi Wealth Management, LLC
2.74% 1734460 Stokes Capital Advisors, LLC
2.72% 1740140 VISTA INVESTMENT MANAGEMENT
2.72% 1542611 Executive Wealth Management, LLC
2.68% 1737871 LFA - Lugano Financial Advisors SA
2.66% 1056516 Palouse Capital Management, Inc.
2.66% 1580830 Alpha Cubed Investments, LLC
2.64% 1667102 Taylor, Cottrill, Erickson & Associates, Inc.
2.62% 1790837 Bull Street Advisors, LLC
2.62% 1841433 Financial Planning & Information Services, Inc.
2.61% 1630798 Industrial Alliance Investment Management Inc.
2.60% 1576762 Advisory Alpha, LLC
2.57% 1157436 SHEETS SMITH WEALTH MANAGEMENT
2.56% 1746438 Vishria Bird Financial Group, LLC
2.54% 1910462 Drystone LLC
2.53% 1599584 Brookstone Capital Management
2.52% 1755785 Canton Hathaway, LLC
2.51% 1054677 ALBION FINANCIAL GROUP /UT
2.49% 1901929 Trevian Wealth Management LLC
2.48% 1727917 Gradient Capital Advisors, LLC
2.47% 1009003 EXCALIBUR MANAGEMENT CORP
2.47% 1585550 Parkside Advisors LLC
2.46% 1844709 San Luis Wealth Advisors LLC
2.45% 1769897 GREAT VALLEY ADVISOR GROUP, INC.
2.41% 1913243 Simplicity Wealth,LLC
2.40% 73956 FIFTH THIRD SECURITIES, INC.
2.40% 1317346 OTA Financial Group L.P.
2.39% 1698219 Doyle Wealth Management
2.34% 853758 MERCER GLOBAL ADVISORS INC /ADV
2.33% 1539947 Family Management Corp
2.32% 1673385 Morningstar Investment Management LLC
2.31% 1903786 Highview Capital Management LLC/DE/
2.30% 1906683 MAS Advisors LLC
2.30% 1591379 BEACON FINANCIAL GROUP
2.30% 1698146 LeJeune Puetz Investment Counsel LLC
2.30% 1599620 Blue Edge Capital, LLC
2.30% 1904828 FOREFRONT WEALTH MANAGEMENT INC.
2.24% 1542164 Efficient Advisors, LLC
2.20% 1513865 Autus Asset Management, LLC
2.20% 1900409 Agate Pass Investment Management, LLC
2.20% 1818535 Carl P. Sherr & Co., LLC
2.16% 1913221 COMPASS FINANCIAL ADVISORS LLC
2.11% 1535172 Berkshire Money Management, Inc.
2.09% 819864 CREATIVE FINANCIAL DESIGNS INC /ADV
2.06% 1632553 Eukles Asset Management
2.05% 1730383 Chesapeake Wealth Management
2.05% 1544806 VICUS CAPITAL
2.01% 1722084 Shilanski & Associates, Inc.
2.00% 1581793 Hefren-Tillotson, Inc.
1.99% 1507971 Wall Street Access Asset Management, LLC
1.98% 1278793 WEIK CAPITAL MANAGEMENT
1.97% 1768302 ERn Financial, LLC
1.96% 1900099 Washington Trust Advisors, Inc.
1.94% 1416692 Financial Architects, Inc
1.94% 1304229 SeaBridge Investment Advisors LLC
1.93% 1002672 Bell Bank
1.92% 1780507 WT Wealth Management
1.91% 1747749 Hurlow Wealth Management Group, Inc.
1.88% 1633024 KWMG, LLC
1.88% 1910398 Prosperity Consulting Group, LLC
1.87% 1019754 Smithfield Trust Co
1.87% 1803848 RMR Wealth Builders
1.85% 1911322 Byrne Asset Management LLC
1.85% 1874081 SWM Advisors
1.84% 1906003 Anson Capital, Inc.
1.84% 1846991 Round Rock Advisors, LLC
1.80% 1387399 West Oak Capital, LLC
1.80% 1085163 SIGMA INVESTMENT COUNSELORS INC
1.80% 1631864 Pinnacle Wealth Management Advisory Group, LLC
1.80% 1862864 Eagle Bay Advisors LLC
1.79% 1411268 Twele Capital Management, Inc.
1.79% 1005607 OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
1.77% 1841769 Legal Advantage Investments, Inc.
1.76% 1735201 Leeward Financial Partners, LLC
1.75% 1843745 Addison Advisors LLC
1.73% 1731061 Larson Financial Group LLC
1.72% 1797135 ARBOR TRUST WEALTH ADVISORS, LLC
1.71% 1454759 APPLETON GROUP, LLC
1.69% 1259671 WBH ADVISORY INC
1.68% 1706836 BFSG, LLC
1.67% 1905875 Conrad Siegel Investment Advisors, Inc.
1.67% 1798172 BCS Wealth Management
1.66% 1799964 Firestone Capital Management
1.65% 911274 BEESE FULMER INVESTMENT MANAGEMENT, INC.
1.65% 1559832 Estate Counselors, LLC
1.63% 1667163 Cribstone Capital Management, LLC
1.62% 1706915 AUA CAPITAL MANAGEMENT, LLC
1.62% 1908169 Darrow Company, Inc.
1.61% 1904126 Martin Capital Advisors, LLP
1.61% 1767343 DAGCO, INC.
1.61% 1527641 MATHER GROUP, LLC.
1.60% 1664656 Curtis Advisory Group, LLC
1.60% 1598304 GM Advisory Group, Inc.
1.59% 1350660 PHILLIPS FINANCIAL MANAGEMENT, LLC
1.58% 1715862 Cordatus Wealth Management LLC
1.58% 1846150 SAX WEALTH ADVISORS, LLC
1.58% 883790 BTR CAPITAL MANAGEMENT INC
1.57% 1911342 Intergy Private Wealth, LLC
1.57% 1766286 HOWARD WEALTH MANAGEMENT, LLC
1.55% 1831984 Berkshire Bank
1.52% 1886707 ARS Wealth Advisors Group, LLC
1.51% 1140468 CYPRESS CAPITAL MANAGEMENT LLC
1.50% 1555486 Baltimore-Washington Financial Advisors, Inc.
1.49% 1269978 ALESCO ADVISORS LLC
1.48% 1909805 WEALTHSPAN PARTNERS, LLC
1.45% 1597843 PEDDOCK CAPITAL ADVISORS, LLC
1.44% 1597089 Loudon Investment Management, LLC
1.44% 1695818 Unison Advisors LLC
1.42% 1835866 Windward Private Wealth Management Inc.
1.41% 1697646 Abbrea Capital, LLC
1.40% 1704300 Founders Capital Management
1.39% 1541399 Ramsay, Stattman, Vela & Price, Inc.
1.38% 1016683 CABOT WEALTH MANAGEMENT INC
1.36% 1001011 CLARK FINANCIAL SERVICES GROUP INC /BD
1.35% 1784093 Beacon Harbor Wealth Advisors, Inc.
1.34% 1688184 MFA WEALTH ADVISORS, LLC
1.34% 1615135 Ironsides Asset Advisors, LLC
1.33% 1393389 Manchester Capital Management LLC
1.33% 1731717 D.B. Root & Company, LLC
1.32% 1545812 CORDA Investment Management, LLC.
1.32% 1802080 TOBIAS FINANCIAL ADVISORS, INC.
1.30% 1861558 Gitterman Wealth Management, LLC
1.30% 1498383 Asset Allocation & Management Company, LLC
1.30% 1502149 Transamerica Financial Advisors, Inc.
1.30% 1731123 Biltmore Family Office, LLC
1.29% 1422508 Montecito Bank & Trust
1.29% 878057 NEW ENGLAND GUILD WEALTH ADVISORS, INC.
1.28% 1549275 Catalyst Capital Advisors LLC
1.28% 1910475 Axiom Advisory, LLC
1.27% 1080107 D.A. DAVIDSON & CO.
1.27% 1632866 JUNCTURE WEALTH STRATEGIES, LLC
1.27% 757657 STEPHENS INC /AR/
1.25% 1642058 Financial Insights, Inc.
1.23% 1597691 Paradigm Financial Advisors, LLC
1.23% 1550075 Bartlett & Co. LLC
1.23% 1599892 B. Riley Wealth Management, Inc.
1.21% 1664385 CAPITAL INSIGHT PARTNERS, LLC
1.20% 1902826 INTEGRAL INVESTMENT ADVISORS, INC.
1.20% 1461539 TD AMERITRADE INVESTMENT MANAGEMENT, LLC
1.19% 1552999 HT Partners LLC
1.18% 1663897 FORT PITT CAPITAL GROUP, LLC
1.18% 1801507 Apella Capital, LLC
1.18% 1662212 Grove Bank & Trust
1.18% 1569655 Winfield Associates, Inc.
1.18% 1388409 NOVARE CAPITAL MANAGEMENT LLC
1.17% 1016972 ARCADIA INVESTMENT MANAGEMENT CORP/MI
1.16% 1802984 Visionary Wealth Advisors
1.16% 1748269 Sunesis Advisors, LLC
1.16% 1802225 Copperleaf Capital, LLC
1.15% 1908192 Stone Point Wealth LLC
1.15% 1633389 Koshinski Asset Management, Inc.
1.15% 1593038 Coyle Financial Counsel LLC
1.15% 1569102 A. D. Beadell Investment Counsel, Inc.
1.14% 1911040 First Farmers & Merchants Bank / Trust
1.12% 1840945 Galvin, Gaustad & Stein, LLC
1.12% 922127 MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC
1.10% 764038 SouthState Corp
1.09% 1114039 BAR HARBOR TRUST SERVICES
1.08% 1727573 McCollum Christoferson Group LLC
1.08% 1736260 Cornell Pochily Investment Advisors, Inc.
1.08% 1802167 Fortis Capital Management LLC
1.08% 1821407 WFA of San Diego, LLC
1.07% 933482 DUBUQUE BANK & TRUST CO
1.06% 1891795 Bromfield Sneider Wealth Advisors
1.05% 1763138 VERITY Wealth Advisors
1.04% 1451623 BENJAMIN EDWARDS INC
1.04% 1330325 Opus Capital Group, LLC
1.04% 842180 BANCO BILBAO VIZCAYA ARGENTARIA, S.A.
1.04% 1734398 RED CEDAR INVESTMENT MANAGEMENT, LLC
1.03% 1585859 Miracle Mile Advisors, LLC
1.02% 1561790 Thomasville National Bank
1.01% 1115055 PINNACLE FINANCIAL PARTNERS INC
1.01% 1729515 Aries Wealth Management
1.01% 1349654 OBERMEYER WOOD INVESTMENT COUNSEL, LLLP
1.01% 1802084 CVA Family Office, LLC
1.00% 1831431 SOUNDMARK WEALTH MANAGEMENT, LLC
1.00% 1823172 One Day In July LLC