| Private Ocean, LLC | 818,372 | $14,951,659 | 1.90% |
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| Probity Advisors, Inc. | 319,468 | $5,836,671 | 1.35% |
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| Hilltop Holdings Inc. | 629,784 | $11,506,154 | 1.34% |
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| Omega Financial Group, LLC | 134,433 | $2,456,090 | 1.20% |
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| EisnerAmper Wealth Management Corporate Benefits, LLC | 146,658 | $2,679 | 1.20% |
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| Coppell Advisory Solutions LLC | 166,818 | $3,114,495 | 1.07% |
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| ARBOR CAPITAL MANAGEMENT INC /ADV | 67,150 | $1,176,461 | 1.05% |
|---|
| OLIVER LAGORE VANVALIN INVESTMENT GROUP | 140,225 | $2,561,917 | 1.01% |
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| Sharper & Granite LLC | 77,145 | $1,409,439 | 0.82% |
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| Towercrest Capital Management | 229,746 | $4,197,451 | 0.82% |
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| Windham Capital Management, LLC | 107,146 | $1,957,566 | 0.79% |
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| Versant Capital Management, Inc | 133,030 | $2,430,451 | 0.77% |
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| StrategIQ Financial Group, LLC | 310,790 | $5,678,139 | 0.66% |
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| Red Wave Investments LLC | 73,102 | $1,335,574 | 0.57% |
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| Endowment Wealth Management, Inc. | 26,759 | $488,894 | 0.44% |
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| Sound Stewardship, LLC | 33,370 | $609,673 | 0.41% |
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| Trilogy Capital Inc. | 318,853 | $5,825,453 | 0.39% |
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| Strategic Financial Concepts, LLC | 49,559 | $905,435 | 0.31% |
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| RPg Family Wealth Advisory, LLC | 34,749 | $634,864 | 0.26% |
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| Objective Capital Management, LLC | 14,769 | $269,826 | 0.24% |
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