| 1 | Asset Dedication, LLC | 2,652,610 | $89.5M | 5.88% | Share |
| 2 | JONES FINANCIAL COMPANIES LLLP | 1,622,858 | $54.0M | 0.03% | Share |
| 3 | RITHOLTZ WEALTH MANAGEMENT | 1,341,125 | $45.2M | 0.83% | Share |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 337,466 | $44.7M | 0.03% | Share |
| 5 | HighTower Advisors, LLC | 932,682 | $31.0M | 0.03% | Share |
| 6 | RAYMOND JAMES FINANCIAL INC | 899,043 | $30.0M | 0.01% | Share |
| 7 | FMR LLC | 831,372 | $28.0M | 0.00% | Share |
| 8 | Sensible Money, LLC | 730,900 | $24.7M | 7.88% | Share |
| 9 | True Wealth Design, LLC | 704,601 | $23.8M | 6.97% | Share |
| 10 | EXENCIAL WEALTH ADVISORS, LLC | 674,897 | $22.8M | 0.72% | Share |
| 11 | Marquette Asset Management, LLC | 674,705 | $22.8M | 3.36% | Share |
| 12 | Beacon Pointe Advisors, LLC | 606,046 | $20.0M | 0.14% | Share |
| 13 | Evanson Asset Management, LLC | 551,175 | $18.6M | 1.00% | Share |
| 14 | Janney Montgomery Scott LLC | 550,474 | $18.0M | 0.04% | Share |
| 15 | EAGLE WEALTH STRATEGIES LLC | 482,981 | $16.3M | 7.59% | Share |
| 16 | Index Fund Advisors, Inc. | 439,842 | $14.8M | 0.70% | Share |
| 17 | ALESCO ADVISORS LLC | 439,641 | $14.8M | 0.38% | Share |
| 18 | Strata Wealth Advisors, LLC | 421,781 | $14.0M | 3.90% | Share |
| 19 | Cambridge Financial Group, LLC | 505,547 | $13.6M | 4.72% | Share |
| 20 | Guardian Wealth Management, LLC | 365,694 | $12.3M | 3.91% | Share |
| 21 | Graves Light Lenhart Wealth, Inc. | 353,652 | $11.9M | 1.27% | Share |
| 22 | Freedom Investment Management, Inc. | 351,067 | $11.8M | 3.44% | Share |
| 23 | Opes Wealth Management LLC | 330,514 | $11.2M | 1.82% | Share |
| 24 | Financial Architects, LLC | 265,840 | $9.0M | 4.82% | Share |
| 25 | Blume Capital Management, Inc. | 262,308 | $8.8M | 1.61% | Share |
| 26 | von Borstel & Associates, Inc. | 252,041 | $8.5M | 1.99% | Share |
| 27 | TRUIST FINANCIAL CORP | 242,000 | $8.2M | 0.01% | Share |
| 28 | Betterment LLC | 224,775 | $7.6M | 0.01% | Share |
| 29 | Vestmark Advisory Solutions, Inc. | 220,729 | $7.4M | 0.10% | Share |
| 30 | DiNuzzo Private Wealth, Inc. | 209,276 | $7.1M | 0.77% | Share |
| 31 | Cordant, Inc. | 197,751 | $6.7M | 2.80% | Share |
| 32 | Tortoise Investment Management, LLC | 194,412 | $6.6M | 0.58% | Share |
| 33 | Estate Counselors, LLC | 184,115 | $6.2M | 0.52% | Share |
| 34 | Sterling Financial Planning, Inc. | 179,951 | $6.1M | 1.83% | Share |
| 35 | Root Financial Partners, LLC | 178,024 | $6.0M | 0.31% | Share |
| 36 | Waverly Advisors, LLC | 191,982 | $6.0M | 0.05% | Share |
| 37 | SPWM Advisors LLC | 189,228 | $6.0M | 5.71% | Share |
| 38 | Vise Technologies, Inc. | 200,501 | $6.0M | 0.12% | Share |
| 39 | Mills Wealth Advisors LLC | 166,743 | $5.6M | 2.22% | Share |
| 40 | United Wealth Management, LLC | 159,541 | $5.4M | 1.39% | Share |
| 41 | Timonier Family Office, LTD. | 150,467 | $5.1M | 1.61% | Share |
| 42 | Breakwater Capital Group | 150,161 | $5.1M | 0.71% | Share |
| 43 | VESTIA PERSONAL WEALTH ADVISORS | 151,543 | $5.1M | 2.57% | Share |
| 44 | MONETA GROUP INVESTMENT ADVISORS LLC | 162,332 | $5.0M | 0.04% | Share |
| 45 | ROYAL BANK OF CANADA | 154,133 | $5.0M | 0.00% | Share |
| 46 | MARYLAND CAPITAL ADVISORS INC. | 133,218 | $4.5M | 1.52% | Share |
| 47 | Integrity Advisory Solutions, LLC | 131,814 | $4.4M | 0.64% | Share |
| 48 | SAX WEALTH ADVISORS, LLC | 122,072 | $4.1M | 0.19% | Share |
| 49 | Creative Planning | 130,532 | $4.0M | 0.00% | Share |
| 50 | ENVESTNET ASSET MANAGEMENT INC | 144,242 | $4.0M | 0.00% | Share |