| Portfolio Strategies, Inc. | 690,883 | $39,959,872 | 7.70% |
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| Shira Ridge Wealth Management | 190,977 | $11,046,123 | 7.26% |
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| Sterling Group Wealth Management, LLC | 108,329 | $6,265,753 | 5.93% |
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| VAUGHAN & Co SECURITIES, INC. | 109,950 | $6,359,488 | 4.72% |
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| PATTEN & PATTEN INC/TN | 490,368 | $28,362,885 | 2.49% |
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| PALLADIEM, LLC | 39,075 | $2,260,098 | 2.44% |
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| Flagship Private Wealth, LLC | 46,420 | $2,684,935 | 2.36% |
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| DEFINED WEALTH MANAGEMENT, LLC | 36,266 | $2,097,643 | 1.79% |
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| Dentgroup LLC | 38,376 | $2,219,694 | 1.64% |
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| FCA CORP /TX | 71,111 | $4,113,060 | 1.53% |
|---|
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 26,000 | $1,503,840 | 1.50% |
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| VitalStone Financial, LLC | 28,046 | $1,776 | 1.50% |
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| 4J Wealth Management LLC | 25,916 | $1,498,978 | 1.49% |
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| Certus Wealth Management, LLC | 25,901 | $1,498,114 | 1.43% |
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| Rollins Financial | 98,861 | $5,718,105 | 1.40% |
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| Cardinal Strategic Wealth Guidance | 51,126 | $2,957,128 | 1.37% |
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| Slow Capital, Inc. | 111,494 | $6,448,811 | 1.18% |
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| Cedar Brook Financial Partners, LLC | 73,751 | $4,265,750 | 1.11% |
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| Bernardo Wealth Planning LLC | 47,449 | $2,744,431 | 1.08% |
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| Bellwether Advisors, LLC | 66,101 | $3,823,282 | 1.04% |
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