| WFA of San Diego, LLC | 87,768 | $2,792,778 | 2.89% |
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| Bouvel Investment Partners, LLC | 155,847 | $4,959,052 | 2.68% |
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| Arlington Financial Advisors, LLC | 227,595 | $7,242,067 | 2.57% |
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| Yoder Wealth Management, Inc. | 97,015 | $3,087,017 | 2.55% |
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| Johnson & White Wealth Management, LLC | 82,872 | $2,637 | 2.38% |
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| H&H Retirement Design & Management INC | 96,009 | $3,043,494 | 2.10% |
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| Klingman & Associates, LLC | 735,927 | $23,417,212 | 1.89% |
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| Baker Ellis Asset Management LLC | 324,810 | $10,335,454 | 1.86% |
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| Marion Wealth Management | 156,067 | $4,966,051 | 1.75% |
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| Charles Schwab Trust Co | 485,019 | $15,433,305 | 1.74% |
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| Pensionmark Financial Group, LLC | 266,868 | $8,491,737 | 1.68% |
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| JNBA Financial Advisors | 414,518 | $13,189,952 | 1.65% |
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| Rodgers & Associates, LTD | 318,523 | $10,135,410 | 1.53% |
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| ROTHSCHILD INVESTMENT LLC /IL | 562,021 | $17,883 | 1.51% |
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| Cahill Wealth Management, LLC | 52,650 | $1,675,329 | 1.29% |
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| Charles Schwab Investment Advisory, Inc. | 25,057,824 | $797,339,954 | 1.26% |
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| GUIDANCE CAPITAL, INC | 89,059 | $2,780,414 | 1.24% |
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| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 137,769 | $4,383,800 | 1.12% |
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| GRIMES & COMPANY, INC. | 877,763 | $27,930,408 | 1.08% |
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| Wharton Business Group, LLC | 561,725 | $17,874 | 0.99% |
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