| Unison Advisors LLC | 1,099,554 | $50,865,374 | 5.98% |
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| EisnerAmper Wealth Management Corporate Benefits, LLC | 214,919 | $9,942 | 4.44% |
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| Financial Planning & Information Services, Inc. | 446,924 | $20,674,694 | 3.85% |
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| Great Point Wealth Advisors, LLC | 260,467 | $12,049,189 | 3.61% |
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| Shore Point Advisors, LLC | 106,499 | $4,926,649 | 3.57% |
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| Neumann Capital Management, LLC | 167,500 | $7,748,550 | 3.38% |
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| MFA WEALTH ADVISORS, LLC | 228,514 | $10,571,077 | 3.28% |
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| O'Connor Financial Group LLC | 67,791 | $3,135,969 | 2.15% |
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| Creative Planning | 31,788,936 | $1,470,556,161 | 1.96% |
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| Sound Stewardship, LLC | 60,761 | $2,810,811 | 1.89% |
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| HENGEHOLD CAPITAL MANAGEMENT LLC | 282,413 | $13,064,435 | 1.70% |
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| AlphaQ Advisors LLC | 41,968 | $1,941,440 | 1.68% |
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| Tacita Capital Inc | 37,745 | $1,746,084 | 1.37% |
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| FFG RETIREMENT ADVISORS LLC | 30,169 | $1,395,618 | 1.16% |
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| Baker Ellis Asset Management LLC | 138,318 | $6,398,569 | 1.15% |
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| Tortoise Investment Management, LLC | 156,611 | $7,244,838 | 1.08% |
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| BIP Wealth, LLC | 230,935 | $10,683,117 | 0.98% |
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| EASTERN BANK | 395,106 | $18,277,646 | 0.91% |
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| Sterling Financial Planning, Inc. | 36,629 | $1,694,446 | 0.87% |
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| VISTA INVESTMENT MANAGEMENT | 35,567 | $1,645,329 | 0.86% |
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