| MISSION WEALTH MANAGEMENT, LP | 1,207,403 | $27,251,081 | 1.02% |
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| Austin Wealth Management, LLC | 139,812 | $3,256,217 | 1.01% |
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| tru Independence LLC | 123,230 | $2,781,300 | 0.96% |
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| EVOKE WEALTH, LLC | 1,205,295 | $27,203,499 | 0.96% |
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| Shearwater Capital LLC | 46,875 | $1,057,959 | 0.96% |
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| Cahill Wealth Management, LLC | 53,464 | $1,206,692 | 0.93% |
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| GeoWealth Management, LLC | 361,369 | $8,155 | 0.92% |
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| TCI Wealth Advisors, Inc. | 315,867 | $7,129,113 | 0.91% |
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| Catalyst Capital Advisors LLC | 1,437,887 | $32,453,110 | 0.91% |
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| Beaird Harris Wealth Management, LLC | 335,282 | $7,567,315 | 0.91% |
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| Glass Jacobson Investment Advisors llc | 86,690 | $1,956,598 | 0.90% |
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| BAKER BOYER NATIONAL BANK | 96,349 | $2,173,610 | 0.88% |
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| Waypoint Wealth Partners Inc. | 112,385 | $2,536,540 | 0.88% |
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| JACKSON THORNTON ASSET MANAGEMENT, LLC | 178,407 | $4,026,652 | 0.83% |
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| SAX WEALTH ADVISORS, LLC | 183,121 | $4,133,048 | 0.81% |
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| ML & R WEALTH MANAGEMENT LLC | 137,713 | $3,108,182 | 0.81% |
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| Quad-Cities Investment Group, LLC | 53,260 | $1,202,067 | 0.81% |
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| CLARIS ADVISORS, LLC / MO / | 54,928 | $1,239,724 | 0.79% |
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| Beta Wealth Group, Inc. | 58,751 | $1,326,002 | 0.78% |
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| PENOBSCOT WEALTH MANAGEMENT | 45,491 | $1,027 | 0.78% |
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