| 1 | Cache Advisors, LLC | 2,753,833 | $151.8M | 18.64% | Share |
| 2 | Plancorp, LLC | 692,729 | $38.0M | 1.15% | Share |
| 3 | Seed Wealth Management, Inc. | 683,953 | $37.7M | 25.99% | Share |
| 4 | Relyea Zuckerberg Hanson LLC | 601,072 | $33.1M | 3.35% | Share |
| 5 | Sageworth Trust Co | 177,900 | $9.8M | 0.42% | Share |
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 172,768 | $9.6M | 0.01% | Share |
| 7 | AQR CAPITAL MANAGEMENT LLC | 172,768 | $9.0M | 0.00% | Share |
| 8 | One Degree Advisors Inc | 149,724 | $8.3M | 2.27% | Share |
| 9 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 111,775 | $6.0M | 0.04% | Share |
| 10 | Soundwatch Capital LLC | 100,695 | $5.5M | 0.86% | Share |
| 11 | M Holdings Securities, Inc. | 66,518 | $3.7M | 0.26% | Share |
| 12 | QUARRY HILL ADVISORS, LLC | 38,563 | $2.1M | 0.99% | Share |
| 13 | Revolve Wealth Partners, LLC | 38,206 | $2.1M | 0.25% | Share |
| 14 | JPL Wealth Management, LLC | 35,428 | $2.0M | 0.48% | Share |
| 15 | Frankly Finances, LLC | 31,331 | $1.7M | 1.50% | Share |
| 16 | Almanack Investment Partners, LLC. | 24,443 | $1.3M | 0.23% | Share |
| 17 | SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 24,284 | $1.3M | 0.32% | Share |
| 18 | L.K. Benson & Company, P.C. | 23,439 | $1.3M | 0.65% | Share |
| 19 | Ledyard National Bank | 21,187 | $1.2M | 0.10% | Share |
| 20 | Schiavi & Co LLC | 19,362 | $1.1M | 0.34% | Share |
| 21 | Creative Planning | 31,710 | $1.0M | 0.00% | Share |
| 22 | ROYAL BANK OF CANADA | 18,187 | $1.0M | 0.00% | Share |
| 23 | Sherman Wealth Management LLC | 17,481 | $943K | 0.94% | Share |
| 24 | Truepoint, Inc. | 7,874 | $433K | 0.01% | Share |
| 25 | Parkside Financial Bank & Trust | 3,635 | $200K | 0.01% | Share |
| 26 | UBS Group AG | 607 | $33K | 0.00% | Share |