| Creative Planning | 1,176,542 | $59,344,750 | 0.08% |
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| Cherry Tree Wealth Management, LLC | 5,208 | $262,692 | 0.08% |
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| Tradition Wealth Management, LLC | 11,857 | $598 | 0.07% |
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| Boston Trust Walden Corp | 162,047 | $8,173,651 | 0.07% |
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| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 7,503 | $378,434 | 0.06% |
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| Beacon Pointe Advisors, LLC | 94,759 | $4,779,585 | 0.06% |
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| Larson Financial Group LLC | 11,543 | $582,204 | 0.06% |
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| TCG Advisory Services, LLC | 7,324 | $369,404 | 0.06% |
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| WFA of San Diego, LLC | 1,047 | $52,811 | 0.06% |
|---|
| AllSquare Wealth Management LLC | 1,655 | $83,478 | 0.05% |
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| West Coast Financial LLC | 7,190 | $362,664 | 0.05% |
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| WEALTHCARE CAPITAL MANAGEMENT LLC | 8,553 | $431,413 | 0.05% |
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| WEBSTER BANK, N. A. | 7,625 | $384,605 | 0.05% |
|---|
| Farther Finance Advisors, LLC | 6,440 | $324,834 | 0.05% |
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| Pinnacle Wealth Management Advisory Group, LLC | 7,422 | $374,366 | 0.05% |
|---|
| LAKE STREET ADVISORS GROUP, LLC | 15,806 | $797,000 | 0.05% |
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| Chicago Partners Investment Group LLC | 17,379 | $847,206 | 0.05% |
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| Northwest Capital Management Inc | 2,252 | $113,591 | 0.04% |
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| Cornerstone Wealth Management, LLC | 9,080 | $457,996 | 0.04% |
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| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 4,823 | $243,272 | 0.04% |
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