| Park Avenue Institutional Advisers LLC | 421,000 | $18,431,380 | 47.80% |
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| Northland Capital Management LLC | 658,002 | $28,807,328 | 19.50% |
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| Wavelength Capital Management, LLC | 207,355 | $9,078,002 | 10.56% |
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| Family CFO Inc | 295,028 | $12,916,319 | 9.29% |
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| Charles Schwab Investment Advisory, Inc. | 132,032,863 | $5,780,398,741 | 9.12% |
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| Bell Investment Advisors, Inc | 831,678 | $36,410,858 | 8.16% |
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| Windward Private Wealth Management Inc. | 390,846 | $17,111,216 | 7.74% |
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| Evergreen Advisors, LLC | 479,857 | $21,008,139 | 7.58% |
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| Parkside Advisors LLC | 544,850 | $23,853,520 | 7.41% |
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| Vectors Research Management, LLC | 470,695 | $20,374 | 6.60% |
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| Kingdom Financial Group LLC. | 148,904 | $6,519,029 | 6.14% |
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| Ally Invest Advisors Inc. | 1,034,458 | $45,288,593 | 5.30% |
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| MA Private Wealth | 502,805 | $22,012,810 | 5.20% |
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| Evolution Advisers, Inc. | 164,129 | $7,185 | 5.20% |
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| Whitcomb & Hess, Inc. | 303,204 | $13,274,286 | 4.96% |
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| OneAscent Wealth Management LLC | 243,933 | $10,679 | 4.69% |
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| Simplicity Wealth,LLC | 177,169 | $7,756,465 | 4.54% |
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| Acropolis Investment Management, LLC | 1,325,923 | $58,048,915 | 4.50% |
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| Center For Asset Management LLC | 100,231 | $4,388,119 | 4.38% |
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| Executive Wealth Management, LLC | 944,173 | $41,335,897 | 4.28% |
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