| 1 | Cache Advisors, LLC | 3,631,067 | $179.1M | 22.00% | Share |
| 2 | Everest Management Corp. | 381,936 | $18.8M | 10.51% | Share |
| 3 | Beacon Pointe Advisors, LLC | 359,759 | $17.0M | 0.12% | Share |
| 4 | Truepoint, Inc. | 245,500 | $12.1M | 0.27% | Share |
| 5 | JPL Wealth Management, LLC | 229,360 | $11.3M | 2.76% | Share |
| 6 | Ethos Financial Group, LLC | 100,455 | $5.0M | 0.37% | Share |
| 7 | Seed Wealth Management, Inc. | 91,621 | $4.5M | 3.12% | Share |
| 8 | Meredith Wealth Planning | 81,272 | $4.0M | 1.19% | Share |
| 9 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 83,311 | $4.0M | 0.02% | Share |
| 10 | Ledyard National Bank | 68,656 | $3.4M | 0.29% | Share |
| 11 | Revolve Wealth Partners, LLC | 53,012 | $2.6M | 0.31% | Share |
| 12 | TWIN PEAKS WEALTH ADVISORS, LLC | 49,139 | $2.4M | 0.71% | Share |
| 13 | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 43,122 | $2.1M | 0.02% | Share |
| 14 | M Holdings Securities, Inc. | 42,588 | $2.1M | 0.15% | Share |
| 15 | SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 39,418 | $1.9M | 0.46% | Share |
| 16 | Soundwatch Capital LLC | 37,001 | $1.8M | 0.28% | Share |
| 17 | FIDELITY D & D BANCORP INC | 32,817 | $1.6M | 0.70% | Share |
| 18 | Magnolia Private Wealth, LLC | 32,766 | $1.6M | 1.13% | Share |
| 19 | QUARRY HILL ADVISORS, LLC | 20,168 | $994K | 0.46% | Share |
| 20 | Family CFO Inc | 19,852 | $979K | 0.44% | Share |
| 21 | Prairiewood Capital, LLC | 15,546 | $766K | 0.24% | Share |
| 22 | CONTINUUM WEALTH ADVISORS, LLC | 15,437 | $761K | 0.29% | Share |
| 23 | MilWealth Group LLC | 14,031 | $692K | 0.16% | Share |
| 24 | Schiavi & Co LLC | 9,817 | $484K | 0.16% | Share |
| 25 | XY Planning Network, Inc. | 8,501 | $419K | 0.07% | Share |
| 26 | Perigon Wealth Management, LLC | 7,502 | $370K | 0.01% | Share |
| 27 | Midwest Capital Advisors, LLC | 6,605 | $325K | 0.16% | Share |
| 28 | ZWJ INVESTMENT COUNSEL INC | 5,104 | $251K | 0.01% | Share |
| 29 | Farther Finance Advisors, LLC | 3,430 | $169K | 0.00% | Share |
| 30 | Cerity Partners LLC | 9,378 | $0 | 0.00% | Share |
| 31 | Creative Planning | 14,259 | $0 | 0.00% | Share |
| 32 | ROYAL BANK OF CANADA | 15,327 | $0 | 0.00% | Share |