| Johnson & White Wealth Management, LLC | 234,378 | $10,202 | 9.23% |
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| Arlington Financial Advisors, LLC | 181,854 | $7,916,093 | 2.80% |
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| Nalls Sherbakoff Group, LLC | 36,715 | $1,598,226 | 1.56% |
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| Charles Schwab Trust Co | 302,635 | $13,173,702 | 1.48% |
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| Verum Partners LLC | 71,041 | $3,092,435 | 1.38% |
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| KWB Wealth | 169,533 | $7,622,192 | 1.22% |
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| Red Tortoise LLC | 37,894 | $1,649,517 | 1.10% |
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| RTD Financial Advisors, Inc. | 162,288 | $7,064,404 | 1.08% |
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| Archer Investment Corp | 65,736 | $2,861,492 | 1.01% |
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| Vertex Planning Partners, LLC | 67,121 | $2,921,779 | 1.01% |
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| Breakwater Capital Group | 66,852 | $2,842,547 | 0.98% |
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| Charles Schwab Investment Advisory, Inc. | 11,618,335 | $505,746,125 | 0.80% |
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| WFA of San Diego, LLC | 15,001 | $652,972 | 0.68% |
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| Callan Capital, LLC | 143,802 | $6,259,688 | 0.67% |
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| SHAKESPEARE WEALTH MANAGEMENT, INC. | 41,389 | $1,801,663 | 0.63% |
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| Foster Victor Wealth Advisors, LLC | 94,518 | $4,065,219 | 0.47% |
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| Three Bridge Wealth Advisors, LLC | 24,683 | $1,074,445 | 0.45% |
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| Prairiewood Capital, LLC | 15,276 | $664,953 | 0.43% |
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| FLOW TRADERS U.S. LLC | 208,833 | $9,091 | 0.43% |
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| Retirement Planning Group, LLC | 91,409 | $3,979,034 | 0.42% |
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