921943858  VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF
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SCORE CUSIP NAME -----------------GROUP 1 0.76 922042858 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 0.62 922042742 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 0.55 922908611 VANGUARD INDEX FDS SM CP VAL ETF 0.55 922907746 VANGUARD MUN BD FDS TAX EXEMPT BD 0.54 921909768 VANGUARD STAR FDS VG TL INTL STK F 0.53 922042718 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 0.53 464288273 ISHARES TR EAFE SML CP ETF (CIK-1100663) 0.51 46434V647 ISHARES TR GLOBAL REIT ETF -----------------GROUP 2 0.64 922908751 VANGUARD INDEX FDS SMALL CP ETF 0.64 922908629 VANGUARD INDEX FDS MID CAP ETF 0.62 922908553 VANGUARD INDEX FDS REAL ESTATE ETF 0.56 922042775 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 0.56 922908637 VANGUARD INDEX FDS LARGE CAP ETF 0.55 921908844 VANGUARD SPECIALIZED FUNDS DIV APP ETF -----------------GROUP 3 0.61 921937835 VANGUARD BD INDEX FDS TOTAL BND MRKT 0.56 92206C870 VANGUARD SCOTTSDALE FDS INT-TERM CORP 0.56 92206C409 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 0.55 72201R833 PIMCO ETF TR ENHAN SHRT MA AC (CIK-1450011) 0.54 92206C102 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 0.51 464287226 ISHARES TR CORE US AGGBD ET (CIK-1100663) 0.51 464287176 ISHARES TR TIPS BD ETF (CIK-1100663) -----------------GROUP 4 0.60 922908769 VANGUARD INDEX FDS TOTAL STK MKT -----------------GROUP 5 0.59 92203J407 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 0.59 922908652 VANGUARD INDEX FDS EXTEND MKT ETF 0.55 921937827 VANGUARD BD INDEX FDS SHORT TRM BOND 0.54 46432F834 ISHARES TR CORE MSCI TOTAL (CIK-1100663) 0.53 46429B747 ISHARES TR 0-5 YR TIPS ETF 0.53 921937819 VANGUARD BD INDEX FDS INTERMED TERM 0.52 922908538 VANGUARD INDEX FDS MCAP GR IDXVIP 0.50 92206C771 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF -----------------GROUP 6 0.58 464287507 ISHARES TR CORE S&P MCP ETF 0.58 464287804 ISHARES TR CORE S&P SCP ETF (CIK-1100663) -----------------GROUP 7 0.58 922908363 VANGUARD INDEX FDS S&P 500 ETF SHS -----------------GROUP 8 0.57 922908744 VANGUARD INDEX FDS VALUE ETF 0.56 922908736 VANGUARD INDEX FDS GROWTH ETF 0.54 921946406 VANGUARD WHITEHALL FDS HIGH DIV YLD -----------------GROUP 9 0.56 464288414 ISHARES TR NATIONAL MUN ETF 0.54 46434G103 ISHARES INC CORE MSCI EMKT (CIK-1100663) 0.53 464287598 ISHARES TR RUS 1000 VAL ETF (CIK-1100663) 0.52 464287689 ISHARES TR RUSSELL 3000 ETF 0.52 464287739 ISHARES TR U.S. REAL ES ETF (CIK-1100663) 0.51 464287309 ISHARES TR S&P 500 GRWT ETF 0.51 46432F842 ISHARES TR CORE MSCI EAFE -----------------GROUP 10 0.54 808524870 SCHWAB STRATEGIC TR US TIPS ETF 0.52 808524805 SCHWAB STRATEGIC TR INTL EQTY ETF 0.51 808524706 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 0.50 808524607 SCHWAB STRATEGIC TR US SML CAP ETF -----------------GROUP 11 0.53 25434V609 DIMENSIONAL ETF TRUST US TARGETED VLU 0.51 25434V708 DIMENSIONAL ETF TRUST US CORE EQUITY 2 -----------------GROUP 12 0.50 464287622 ISHARES TR RUS 1000 ETF (CIK-1100663)
Current >= 1PCT 13G/D investors (PCT = percent of company):
NONE
Current >= 1PCT 13F investors (PCT = percent of total AUM):
PCT CIK NAME 83.62% 1599858 Michael & Susan Dell Foundation 72.71% 1706247 RIVER & MERCANTILE INVESTMENTS Ltd 46.66% 1698750 TFO-TDC, LLC 31.02% 1802837 Ebor Charitable Trust 30.76% 1907541 Claremont Financial Group, Inc. 27.96% 1774552 WealthNavi Inc. 23.32% 1892378 MBB PUBLIC MARKETS I LLC 22.92% 1914186 Hernani LP 20.80% 1659851 Cliffwater LLC 19.61% 1860928 GP Brinson Investments LLC 18.89% 1706013 Ally Invest Advisors Inc. 18.10% 1907212 PACK Private Wealth, LLC 17.10% 1801573 Aufman Associates Inc 16.73% 1910389 DRAVO BAY LLC 15.91% 1862427 Fi3 FINANCIAL ADVISORS, LLC 15.50% 1859918 TECTONIC ADVISORS LLC 15.15% 1782491 Jacobsen Capital Management 14.94% 1633901 Betterment LLC 14.86% 1894203 VPR Management LLC 14.77% 1874146 Tenret Co LLC 14.71% 1706327 Johnson Financial Group, LLC 14.70% 1657703 Wind River Trust Co 14.50% 1906967 Evolution Advisers, Inc. 14.29% 1846789 Weitzel Financial Services, Inc. 14.14% 1874081 SWM Advisors 13.78% 1495703 Emery Howard Portfolio Management, Inc. 13.71% 1844375 Veery Capital, LLC 13.54% 1748271 Facet Wealth, Inc. 13.25% 1453381 Jasper Ridge Partners, L.P. 13.25% 1875768 PENOBSCOT WEALTH MANAGEMENT 13.17% 1813577 Whitcomb & Hess, Inc. 12.81% 712011 PLANNING ALTERNATIVES LTD /ADV 12.79% 1632554 Trust Co 12.75% 7773 ASSET PLANNING CORPORATION 12.65% 1696136 Omnia Family Wealth, LLC 12.36% 1763921 Wealthfront Advisers LLC 12.32% 1908617 Echo45 Advisors LLC 12.29% 1787663 RIVERSEDGE ADVISORS, LLC 12.26% 1696209 Fusion Family Wealth LLC 12.23% 1314404 JMG Financial Group, Ltd. 12.19% 1547927 Milliman Financial Risk Management LLC 12.17% 1641440 Landmark Financial Advisors, LLC 11.96% 1752758 Elwood & Goetz Wealth Advisory Group, LLC 11.77% 1427748 Truepoint, Inc. 11.68% 1644128 Ellevest, Inc. 11.60% 1682733 Riverpoint Wealth Management Holdings, LLC 11.54% 1590073 Arbor Investment Advisors, LLC 11.53% 1759641 WestHill Financial Advisors, Inc. 11.43% 1892929 Tanager Wealth Management LLP 11.21% 1835866 Windward Private Wealth Management Inc. 11.16% 1845950 ADE, LLC 11.08% 1830942 Cordant, Inc. 11.04% 1862965 Applied Capital LLC 10.95% 1551867 Litman Gregory Wealth Management LLC 10.86% 1843684 West Financial Advisors, LLC 10.83% 1352776 Regis Management CO LLC 10.70% 1844227 Orin Green Financial, LLC 10.68% 1844024 Oakwell Private Wealth Management, LLC 10.64% 1730068 VIRIDIAN RIA, LLC 10.63% 1631084 JRM Investment Counsel, LLC 10.61% 1905162 GPWM LLC 10.46% 1461539 TD AMERITRADE INVESTMENT MANAGEMENT, LLC 10.42% 1809574 Trinity Financial Advisors LLC 10.28% 1911938 Capasso Planning Partners LLC 10.15% 1380443 Valmark Advisers, Inc. 10.13% 1313294 Linscomb & Williams, Inc. 9.95% 1389848 Arlington Partners LLC 9.90% 1600052 Peninsula Wealth, LLC 9.83% 1802891 Verde Capital Management 9.78% 1318601 Acropolis Investment Management, LLC 9.77% 1794935 Heartwood Wealth Advisors LLC 9.53% 1767989 Bay Harbor Wealth Management, LLC 9.44% 1804256 FSA Wealth Management LLC 9.44% 1858828 Guardian Wealth Advisors, LLC 9.44% 1544224 McCutchen Group LLC 9.33% 1018561 ACORN FINANCIAL ADVISORY SERVICES INC /ADV 9.22% 1841544 Foster Group, Inc. 9.13% 1766972 JFG Wealth Management, LLC 9.12% 1573263 Wiser Wealth Management, Inc 9.02% 1904274 Wedmont Private Capital 8.97% 1349138 Parsec Financial Management, Inc. 8.91% 1123812 PROFFITT & GOODSON INC 8.86% 1786241 HILLTOP WEALTH ADVISORS, LLC 8.83% 1417889 Vision Capital Management, Inc. 8.80% 1767513 Human Investing LLC 8.64% 1908695 Kearns & Associates LLC 8.50% 1426754 Wallington Asset Management, LLC 8.49% 1759485 Alera Investment Advisors, LLC 8.41% 1911026 5th Street Advisors, LLC 8.41% 1665018 Chandler Asset Management, Inc. 8.34% 1904822 DBK Financial Counsel, LLC 8.28% 1664772 Highland Private Wealth Management 8.23% 1792704 Avion Wealth 8.20% 1424717 Plante Moran Financial Advisors, LLC 8.20% 838618 PDS Planning, Inc 8.13% 1747749 Hurlow Wealth Management Group, Inc. 8.05% 1540235 Creative Planning 8.03% 1845980 KEYSTONE WEALTH PARTNERS 7.99% 1675762 Gilbert & Cook, Inc. 7.93% 1624809 EisnerAmper Wealth Management Corporate Benefits, LLC 7.91% 1484265 McKinley Carter Wealth Services, Inc. 7.83% 1775863 NICOLET ADVISORY SERVICES, LLC 7.79% 1568787 Warren Averett Asset Management, LLC 7.79% 1862864 Eagle Bay Advisors LLC 7.71% 1303159 SCS Capital Management LLC 7.35% 1877093 MOTIVE WEALTH ADVISORS 7.14% 1602603 Family Firm, Inc. 7.07% 1909851 Morton Brown Family Wealth, LLC 7.03% 315080 BANK OF HAWAII 6.99% 1841757 WEBSTERROGERS FINANCIAL ADVISORS, LLC 6.98% 1803005 Wealth Advisors of Iowa, LLC 6.98% 1633674 AllSquare Wealth Management LLC 6.86% 1818940 Praetorian Wealth Management, Inc. 6.79% 1784450 Marcum Wealth, LLC 6.65% 1836270 Iron Horse Wealth Management, LLC 6.65% 1633695 Cambridge Advisors Inc. 6.53% 1855571 High Pines Wealth Management, LLC 6.47% 1646247 Wealthspire Advisors, LLC 6.45% 1619779 RiverGlades Family Offices LLC 6.45% 1839890 Solitude Financial Services 6.38% 1910387 Unconventional Investor, LLC 6.37% 1906547 Eagle Bluffs Wealth Management LLC 6.35% 1611518 Wealth Architects, LLC 6.32% 1085163 SIGMA INVESTMENT COUNSELORS INC 6.28% 1843492 Campion Asset Management 6.19% 1724269 LAKE STREET ADVISORS GROUP, LLC 6.09% 1799957 PFG Private Wealth Management, LLC 5.97% 1722638 Trellis Advisors, LLC 5.88% 1632226 Pillar Wealth Advisors, LLC 5.83% 1698220 Heritage Way Advisors, LLC 5.77% 1871734 Level Financial Advisors, Inc. 5.75% 1705929 QUATTRO FINANCIAL ADVISORS LLC 5.74% 1808394 Flower City Capital 5.74% 1393944 Hanson & Doremus Investment Management 5.72% 1831431 SOUNDMARK WEALTH MANAGEMENT, LLC 5.66% 1389059 BLB&B Advisors, LLC 5.65% 1802670 Wade Financial Advisory, Inc 5.62% 1537621 DT Investment Partners, LLC 5.55% 1570251 Goldstein Munger & Associates 5.54% 1696802 Forefront Analytics, LLC 5.51% 1767340 Aspire Private Capital, LLC 5.48% 1843110 Annapolis Financial Services, LLC 5.46% 765207 First Bancorp, Inc /ME/ 5.45% 1867731 SELDON CAPITAL LP 5.45% 1911470 ETF Store, Inc. 5.40% 1594417 Beta Wealth Group, Inc. 5.36% 1789219 Charles Schwab Trust Co 5.36% 1666910 Compass Financial Group, Inc. 5.35% 1401459 RS CRUM INC. 5.35% 1633024 KWMG, LLC 5.31% 1710537 EverSource Wealth Advisors, LLC 5.22% 1846994 Echo Wealth Management, LLC 5.21% 1801241 RE Dickinson Investment Advisors, LLC 5.19% 1502149 Transamerica Financial Advisors, Inc. 5.13% 1317348 BOK Financial Private Wealth, Inc. 5.11% 1695664 Mascoma Wealth Management LLC 5.09% 944361 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 5.09% 1840025 WIT, LLC 5.05% 1697856 Financial Advisors Network, Inc. 4.93% 1731445 Towerpoint Wealth, LLC 4.87% 1824700 Capital Advisors Wealth Management, LLC 4.82% 1688931 REDW Wealth LLC 4.77% 1869032 Newport Capital Group, LLC 4.76% 1537147 Resource Planning Group 4.75% 887748 FSB PREMIER WEALTH MANAGEMENT, INC. 4.70% 1259969 FARMERS & MERCHANTS INVESTMENTS INC 4.64% 1844238 Johnson Bixby & Associates, LLC 4.63% 1776321 JBJ Investment Partners, LLC 4.62% 1910168 Ameliora Wealth Management Ltd. 4.56% 1550191 Stonehearth Capital Management, LLC 4.52% 1174850 NICOLET BANKSHARES INC 4.52% 733986 CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 4.51% 1799797 Provident Wealth Management, LLC 4.48% 1800328 Austin Private Wealth, LLC 4.48% 1646821 D'Orazio & Associates, Inc. 4.48% 1714346 Ferris Capital, LLC 4.42% 1766156 Salomon & Ludwin, LLC 4.39% 1849724 Alliance Wealth Advisors, LLC 4.39% 1763409 CYNOSURE MANAGEMENT, LLC 4.38% 1543991 Smith & Howard Wealth Management, LLC 4.38% 1593038 Coyle Financial Counsel LLC 4.37% 1697024 SJA Financial Advisory, LLC 4.33% 1511137 PATHSTONE FAMILY OFFICE, LLC 4.30% 1667102 Taylor, Cottrill, Erickson & Associates, Inc. 4.27% 1748269 Sunesis Advisors, LLC 4.27% 1845915 Pine Ridge Advisers LLC 4.21% 1888541 Strategic Asset Management, LLC 4.20% 1706028 Heritage Trust Co 4.17% 1769302 LIBERTY WEALTH MANAGEMENT LLC 4.16% 1436871 PALLADIUM PARTNERS LLC 4.13% 1739594 Altium Wealth Management LLC 4.12% 1585859 Miracle Mile Advisors, LLC 4.08% 1840888 Roth Financial Partners LLC 4.07% 1596355 Asset Management Advisors, LLC 4.05% 1802488 Tatro Capital, LLC 4.03% 1478179 Daniels&Tansey,LLP 4.02% 1725297 One Wealth Advisors, LLC 4.00% 1766553 Windsor Creek Advisors, LLC 3.99% 1133653 WOODMONT INVESTMENT COUNSEL LLC 3.99% 900974 BRYN MAWR TRUST Co 3.93% 1767121 Hillcrest Wealth Advisors - NY, LLC 3.84% 1543536 Hudock, Inc. 3.83% 1841506 Garrett Investment Advisors LLC 3.83% 1735201 Leeward Financial Partners, LLC 3.79% 1802635 H&H Retirement Design & Management INC 3.79% 1767301 Semmax Financial Advisors Inc. 3.73% 1707975 Jordan Park Group LLC 3.69% 35442 FIDUCIARY TRUST CO 3.69% 902528 BANK HAPOALIM BM 3.69% 1512415 Windham Capital Management, LLC 3.68% 1762068 MBM Wealth Consultants, LLC 3.64% 815917 JONES FINANCIAL COMPANIES LLLP 3.64% 1773830 Patriot Investment Management Inc. 3.61% 791191 ANDERSON HOAGLAND & CO 3.61% 1600085 American Money Management, LLC 3.60% 1749744 Global Retirement Partners, LLC 3.59% 1342396 FOUNDERS FINANCIAL SECURITIES LLC 3.57% 1552999 HT Partners LLC 3.55% 897599 LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 3.52% 1862176 Cornerstone Wealth Advisors, Inc. 3.50% 1050068 INVESTMENT PARTNERS, LTD. 3.49% 1910174 Archvest Wealth Advisors, Inc. 3.48% 1689829 Connecticut Wealth Management, LLC 3.48% 1166340 QCM Cayman, Ltd. 3.45% 1839826 Monterey Private Wealth, Inc. 3.42% 1891201 MARYLAND CAPITAL ADVISORS INC. 3.41% 1389307 Rex Capital Advisors, LLC 3.41% 1804329 Procyon Private Wealth Partners, LLC 3.40% 1811827 ARQ WEALTH ADVISORS, LLC 3.40% 1882691 Systelligence, LLC 3.38% 1817174 Prudent Man Advisors, LLC 3.38% 701189 MARSHALL FINANCIAL GROUP INC /ADV 3.32% 1626632 Biltmore Capital Advisors LLC 3.31% 1767307 Robertson Stephens Wealth Management, LLC 3.31% 1908070 Von Berge Wealth Management Group, LLC 3.31% 1760540 Strategic Investment Advisors / MI 3.30% 1667140 WESCAP Management Group, Inc. 3.29% 1374889 Ballentine Partners, LLC 3.29% 1513865 Autus Asset Management, LLC 3.28% 878057 NEW ENGLAND GUILD WEALTH ADVISORS, INC. 3.28% 1745945 Aquire Wealth Advisors, LLC 3.27% 1909750 Operose Advisors LLC 3.27% 1642305 Roble, Belko & Company, Inc 3.26% 1566968 WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 3.23% 1876326 Five Oceans Advisors 3.22% 1475271 MOLLER FINANCIAL SERVICES 3.22% 1512611 Nelson Capital Management, LLC 3.21% 1802647 Orion Portfolio Solutions, LLC 3.20% 1711615 TIAA, FSB 3.20% 1360710 Hirtle Callaghan & Co LLC 3.19% 1653202 LGL PARTNERS, LLC 3.19% 1890698 MARIPAU WEALTH MANAGEMENT LLC 3.19% 1166402 FCA CORP /TX 3.18% 1077428 TEXAS CAPITAL BANCSHARES INC/TX 3.17% 1470876 Freestone Capital Holdings, LLC 3.16% 1581298 Carlson Capital Management 3.14% 1166928 WEST BANCORPORATION INC 3.14% 1732854 Private Capital Group, LLC 3.14% 1885319 Roberts Wealth Advisors, LLC 3.14% 1635342 ETF Portfolio Partners, Inc. 3.13% 59558 LINCOLN NATIONAL CORP 3.07% 1710477 CANTOR FITZGERALD INVESTMENT ADVISOR L.P 3.02% 1844278 Sterling Financial Planning, Inc. 3.01% 1519611 ARGI Investment Services, LLC 3.01% 1729866 FIDUCIENT ADVISORS LLC 3.01% 1373442 Mariner, LLC 2.99% 1880087 Topel & Distasi Wealth Management, LLC 2.98% 1794543 Kathmere Capital Management, LLC 2.98% 1682677 Strategic Wealth Partners Group LLC 2.97% 1097833 OPUS INVESTMENT MANAGEMENT INC 2.97% 1821984 Rockbridge Investment Management, LCC 2.96% 1679031 RSM US WEALTH MANAGEMENT LLC 2.94% 1554308 Seven Post Investment Office LP 2.93% 1674343 Mosaic Family Wealth, LLC 2.93% 1209324 COUNTRY TRUST BANK 2.93% 1613939 Sargent Bickham Lagudis LLC 2.92% 743482 ECLECTIC ASSOCIATES INC /ADV 2.92% 1905198 Morling Financial Advisors, LLC 2.89% 1651960 Arcus Capital Partners, LLC 2.87% 1011659 MUFG Americas Holdings Corp 2.86% 1483232 TIEDEMANN ADVISORS, LLC 2.84% 1801634 LWS Wealth Advisors, Inc. 2.82% 1543100 Windsor Capital Management, LLC 2.82% 1911342 Intergy Private Wealth, LLC 2.79% 1902826 INTEGRAL INVESTMENT ADVISORS, INC. 2.75% 1806628 Beaumont Capital Management, LLC 2.75% 350894 SEI INVESTMENTS CO 2.75% 1823172 One Day In July LLC 2.72% 1783412 IFG Advisors, LLC 2.71% 1091860 C M BIDWELL & ASSOCIATES LTD 2.70% 1751412 Sepio Capital, LP 2.69% 1910488 Red Tortoise LLC 2.68% 1549449 Gunma Bank,Ltd. 2.66% 1794467 Blueprint Investment Partners LLC 2.65% 1729428 Monument Capital Management 2.65% 1600064 Toroso Investments, LLC 2.65% 1901929 Trevian Wealth Management LLC 2.64% 1728436 Sanctuary Wealth Management, L.L.C. 2.60% 809443 MEEDER ASSET MANAGEMENT INC 2.60% 1631738 Bray Capital Advisors 2.59% 1330325 Opus Capital Group, LLC 2.58% 1767601 MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 2.58% 1034771 INTRUST BANK NA 2.58% 1760076 Global Strategic Investment Solutions, LLC 2.55% 1731927 Elmwood Wealth Management, Inc. 2.55% 1649910 Relative Value Partners Group, LLC 2.53% 1909759 Nauset Wealth Management. LLC 2.52% 1739728 Change Path, LLC 2.51% 1674486 Simmons Bank 2.50% 1600327 CAHILL FINANCIAL ADVISORS INC 2.50% 1910790 John & Kathleen Schreiber Foundation 2.49% 1141802 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2.49% 1722512 Trilogy Capital Inc. 2.49% 1607825 Gemmer Asset Management LLC 2.49% 752798 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 2.48% 1371726 MYCIO WEALTH PARTNERS, LLC 2.48% 1761742 Baldrige Asset Management LLC 2.47% 1250731 CHAI TRUST CO LLC 2.47% 1695344 NORTHWEST WEALTH MANAGEMENT, LLC 2.46% 1763138 VERITY Wealth Advisors 2.42% 1895362 Badgley Phelps Wealth Managers, LLC 2.41% 1661144 St. Louis Trust Co 2.40% 1683059 Wealthcare Advisory Partners LLC 2.39% 1653199 FFT WEALTH MANAGEMENT LLC 2.38% 1726673 PrairieView Partners, LLC 2.36% 1736079 WALLER FINANCIAL PLANNING GROUP, INC 2.35% 1559832 Estate Counselors, LLC 2.34% 1844369 Destiny Wealth Partners, LLC 2.34% 1757617 Full Sail Capital, LLC 2.33% 1645890 Fiduciary Group LLC 2.30% 49096 WINTRUST INVESTMENTS LLC 2.29% 1056549 FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 2.29% 40729 Ally Financial Inc. 2.28% 1696615 Kohmann Bosshard Financial Services, LLC 2.28% 1905367 Orcam Financial Group 2.26% 1767474 MA Private Wealth 2.25% 1689013 JT Stratford LLC 2.25% 1820680 BLUESTEM FINANCIAL ADVISORS, LLC 2.24% 1005817 TOMPKINS FINANCIAL CORP 2.22% 1387761 TWIN FOCUS CAPITAL PARTNERS, LLC 2.22% 894309 SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 2.21% 1028874 ROOF EIDAM & MAYCOCK/ADV 2.20% 1688519 Corient Capital Partners, LLC 2.19% 1844878 Center For Asset Management LLC 2.15% 1905875 Conrad Siegel Investment Advisors, Inc. 2.15% 1840945 Galvin, Gaustad & Stein, LLC 2.14% 1910000 CARDIFF PARK ADVISORS, LLC 2.13% 1610769 CAPROCK Group, Inc. 2.13% 1542164 Efficient Advisors, LLC 2.13% 1483467 Westover Capital Advisors, LLC 2.12% 1375664 Round Table Services, LLC 2.12% 1599868 Nelson, Van Denburg & Campbell Wealth Management Group, LLC 2.12% 941519 STEPH & CO 2.09% 1419099 Interactive Financial Advisors 2.08% 1793691 Relyea Zuckerberg Hanson LLC 2.07% 1541897 Kistler-Tiffany Companies, LLC 2.06% 1411268 Twele Capital Management, Inc. 2.05% 1498383 Asset Allocation & Management Company, LLC 2.02% 1512601 BSW Wealth Partners 2.01% 1681126 First Capital Advisors Group, LLC. 2.00% 1386935 Keel Point, LLC 2.00% 1727762 Taylor Hoffman Wealth Management 2.00% 1478215 Morningstar Investment Services LLC 1.97% 1407543 ENVESTNET ASSET MANAGEMENT INC 1.97% 1694287 Asset Planning Services, Ltd. 1.94% 1801507 Apella Capital, LLC 1.94% 1870761 Bank of New Hampshire 1.92% 1088950 RAYMOND JAMES TRUST N.A. 1.92% 1744317 Beacon Pointe Advisors, LLC 1.92% 1691804 Bridgeworth, LLC 1.91% 1369913 American Investment Services, Inc. 1.91% 1631639 Barry Investment Advisors, LLC 1.91% 1645382 MISSION WEALTH MANAGEMENT, LP 1.90% 1569118 JNBA Financial Advisors 1.89% 1908275 Laraway Financial Inc 1.88% 1910934 Life Planning Partners, Inc 1.88% 1910398 Prosperity Consulting Group, LLC 1.88% 1585550 Parkside Advisors LLC 1.88% 200724 SMITH, MOORE & CO. 1.87% 1080107 D.A. DAVIDSON & CO. 1.87% 1510434 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1.87% 1723925 Legacy Financial Strategies, LLC 1.87% 1633448 INSPIRION WEALTH ADVISORS, LLC 1.84% 1586767 SRS Capital Advisors, Inc. 1.83% 1846515 Rodgers & Associates, LTD 1.82% 1662449 Klingman & Associates, LLC 1.82% 1803081 Moser Wealth Advisors, LLC 1.81% 1352547 Legacy Private Trust Co. 1.81% 1730813 FINANCIAL LIFE ADVISORS 1.80% 1767302 Cedar Brook Financial Partners, LLC 1.80% 1849614 ENCOMPASS WEALTH ADVISORS, LLC 1.79% 1279627 WETHERBY ASSET MANAGEMENT INC 1.79% 1367786 HM Capital Management, LLC 1.78% 1089877 KEYBANK NATIONAL ASSOCIATION/OH 1.77% 1598180 Waldron Private Wealth LLC 1.75% 1707206 Fundamentun, LLC 1.75% 1697493 Symmetry Partners, LLC 1.73% 1802867 ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 1.73% 1166308 GREEN SQUARE CAPITAL ADVISORS LLC 1.72% 356264 1ST SOURCE BANK 1.72% 1055980 Ameritas Investment Partners, Inc. 1.71% 1079398 BAKER BOYER NATIONAL BANK 1.70% 1665359 Schneider Downs Wealth Management Advisors, LP 1.68% 1281761 REGIONS FINANCIAL CORP 1.68% 1103245 SMITHBRIDGE ASSET MANAGEMENT INC/DE 1.67% 1546989 NewSquare Capital LLC 1.63% 1164478 KANAWHA CAPITAL MANAGEMENT LLC 1.63% 1842010 Laurel Wealth Planning LLC 1.60% 1812103 Rosenberg Matthew Hamilton 1.59% 1091961 GOULD ASSET MANAGEMENT LLC /CA/ 1.59% 1779453 EPIQ Capital Group, LLC 1.58% 1648711 Baird Financial Group, Inc. 1.58% 1793432 EVOKE WEALTH, LLC 1.57% 1822731 Fullen Financial Group 1.54% 1911244 ADAMSBROWN WEALTH CONSULTANTS LLC 1.52% 312272 COMMONWEALTH EQUITY SERVICES, LLC 1.52% 1765536 Summit Financial, LLC 1.52% 1800752 Camden Capital, LLC 1.51% 1597298 Verity Asset Management, Inc. 1.51% 1721527 Cypress Wealth Services, LLC 1.50% 1759236 Black Diamond Financial, LLC 1.50% 1589282 Fort Point Capital Partners LLC 1.48% 1764260 Maltin Wealth Management, Inc. 1.48% 1906683 MAS Advisors LLC 1.48% 1269978 ALESCO ADVISORS LLC 1.48% 1810512 Truadvice, LLC 1.47% 1606609 Archford Capital Strategies, LLC 1.46% 1326234 Allen Investment Management LLC 1.44% 1867570 Dentgroup LLC 1.44% 1697646 Abbrea Capital, LLC 1.44% 1706669 TPG Financial Advisors, LLC 1.42% 1616328 Garde Capital, Inc. 1.41% 36270 M&T BANK CORP 1.40% 1074272 CAMBRIDGE TRUST CO 1.39% 1608826 INTEGRATED CAPITAL MANAGEMENT, INC. 1.39% 1324279 Coastline Trust Co 1.39% 1697855 CAMDEN NATIONAL BANK 1.38% 1846175 Sovereign Financial Group, Inc. 1.38% 1730456 CAPITAL WEALTH MANAGEMENT, LLC 1.36% 1103653 MASSMUTUAL TRUST CO FSB/ADV 1.36% 1571556 Pure Financial Advisors, LLC 1.35% 1263548 WHITTIER TRUST CO OF NEVADA INC 1.34% 1727917 Gradient Capital Advisors, LLC 1.34% 1707202 Stratos Wealth Advisors, LLC 1.33% 1791996 1900 WEALTH MANAGEMENT LLC 1.33% 1839255 SWMG, LLC 1.33% 1801101 LPWM LLC 1.33% 1568068 JFS WEALTH ADVISORS, LLC 1.32% 1730774 Rinkey Investments 1.32% 1401561 GHP Investment Advisors, Inc. 1.31% 1599511 Tortoise Investment Management, LLC 1.30% 1907820 AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 1.30% 1567738 Sensible Financial Planning & Management, LLC. 1.29% 1852858 Everhart Financial Group, Inc. 1.27% 1698218 RITHOLTZ WEALTH MANAGEMENT 1.27% 1426083 Perella Weinberg Partners Capital Management LP 1.26% 18349 SYNOVUS FINANCIAL CORP 1.24% 1362987 ELM ADVISORS, LLC 1.24% 1115055 PINNACLE FINANCIAL PARTNERS INC 1.24% 1727269 Columbus Macro, LLC 1.23% 1175954 CENTRAL BANK & TRUST CO 1.23% 1132556 WADE G W & INC 1.22% 1802655 Texas Capital Bank Wealth Management Services Inc 1.22% 1586882 J2 Capital Management Inc 1.21% 1659718 Econ Financial Services Corp 1.21% 1698146 LeJeune Puetz Investment Counsel LLC 1.21% 1682021 Vivaldi Capital Management LP 1.21% 1832274 Sage Mountain Advisors LLC 1.19% 1840629 Running Point Capital Advisors, LLC 1.19% 1432529 Baker Avenue Asset Management, LP 1.19% 1404763 J.W. 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