| Johnson & White Wealth Management, LLC | 263,061 | $13,061 | 9.50% |
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| Arlington Financial Advisors, LLC | 182,661 | $9,069,113 | 1.99% |
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| Charles Schwab Trust Co | 303,542 | $15,070,860 | 1.43% |
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| Verum Partners LLC | 65,048 | $3,229,640 | 1.15% |
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| Cedar Point Capital Partners, LLC | 29,045 | $1,442,085 | 1.10% |
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| Red Tortoise LLC | 38,317 | $1,902,463 | 1.06% |
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| RTD Financial Advisors, Inc. | 158,794 | $7,884,106 | 1.06% |
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| Archer Investment Corp | 65,675 | $3,260,750 | 0.98% |
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| Breakwater Capital Group | 68,554 | $3,403,706 | 0.86% |
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| Charles Schwab Investment Advisory, Inc. | 11,384,812 | $565,255,936 | 0.78% |
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| Vertex Planning Partners, LLC | 50,387 | $2,501,696 | 0.69% |
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| Callan Capital, LLC | 121,693 | $6,042,059 | 0.53% |
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| Shakespeare Wealth Management, LLC | 33,984 | $1,687,306 | 0.49% |
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| Three Bridge Wealth Advisors, LLC | 23,879 | $1,185,588 | 0.47% |
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| KWB Wealth | 68,821 | $3,416,987 | 0.46% |
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| Fortis Capital Advisors, LLC | 20,000 | $993,000 | 0.42% |
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| DRIVE WEALTH MANAGEMENT, LLC | 26,126 | $1,297,159 | 0.36% |
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| Aries Wealth Management | 21,471 | $1,066,035 | 0.34% |
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| Prairiewood Capital, LLC | 14,679 | $728,824 | 0.34% |
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| Lowe Wealth Advisors, LLC | 14,741 | $731,891 | 0.34% |
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