| Strategies Wealth Advisors, LLC | 188,274 | $14,049,043 | 2.76% |
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| Gallagher Fiduciary Advisors, LLC | 410,524 | $30,633,286 | 2.70% |
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| Trek Financial, LLC | 325,006 | $24,251,947 | 2.22% |
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| Auto-Owners Insurance Co | 864,000 | $64,403,010 | 2.15% |
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| Eley Financial Management, Inc | 54,382 | $4,068,317 | 2.07% |
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| WJ Wealth Management, LLC | 56,339 | $4,204,007 | 2.04% |
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| Wealth Management Partners, LLC | 43,248 | $3,227,131 | 2.01% |
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| BENJAMIN F. EDWARDS & COMPANY, INC. | 683,158 | $50,977 | 1.96% |
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| SUTTON PLACE INVESTORS LLC | 20,000 | $1,492,400 | 1.94% |
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| Canvas Wealth Advisors, LLC | 62,135 | $4,527,769 | 1.86% |
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| Sandy Cove Advisors, LLC | 41,801 | $3,119,201 | 1.81% |
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| Per Stirling Capital Management, LLC. | 116,531 | $8,695,580 | 1.81% |
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| HILLTOP WEALTH ADVISORS, LLC | 31,060 | $2,317,728 | 1.79% |
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| Sandy Spring Bank | 414,397 | $30,922,304 | 1.72% |
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| Vantage Financial Partners, LLC | 56,570 | $4,221,269 | 1.66% |
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| Tortoise Investment Management, LLC | 142,634 | $10,643,349 | 1.58% |
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| Global Strategic Investment Solutions, LLC | 163,663 | $12,212,537 | 1.57% |
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| Breakwater Capital Group | 61,134 | $4,506,798 | 1.55% |
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| Crescent Grove Advisors, LLC | 160,999 | $12,085,004 | 1.50% |
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| Amplius Wealth Advisors, LLC | 149,166 | $11,130,732 | 1.49% |
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