| Montecito Bank & Trust | 28,035 | $4,219,268 | 0.86% |
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| Clearview Wealth Advisors LLC | 6,394 | $962,315 | 0.84% |
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| SEAVIEW INVESTMENT MANAGERS LLC | 18,538 | $2,789,970 | 0.84% |
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| American Institute for Advanced Investment Management, LLP | 7,263 | $1,093,085 | 0.84% |
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| Maltin Wealth Management, Inc. | 10,286 | $1,548,083 | 0.83% |
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| Balboa Wealth Partners | 20,636 | $3,105,718 | 0.82% |
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| Jackson Wealth Management, LLC | 25,066 | $3,772,000 | 0.81% |
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| Ayalon Insurance Comp Ltd. | 16,230 | $2,443 | 0.80% |
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| CWM, LLC | 1,132,408 | $170,427 | 0.80% |
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| ABSOLUTE CAPITAL MANAGEMENT, LLC | 8,785 | $1,322,222 | 0.80% |
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| Strategic Blueprint, LLC | 78,101 | $11,754,249 | 0.80% |
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| Foundations Investment Advisors, LLC | 218,612 | $32,901,122 | 0.80% |
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| TWIN PEAKS WEALTH ADVISORS, LLC | 10,613 | $1,597,303 | 0.80% |
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| Congress Wealth Management LLC / DE / | 330,709 | $49,771,855 | 0.79% |
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| MMBG INVESTMENT ADVISORS CO. | 48,883 | $7,356,891 | 0.79% |
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| LongView Wealth Management | 13,619 | $2,049,622 | 0.76% |
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| CAHILL FINANCIAL ADVISORS INC | 36,724 | $5,526,950 | 0.76% |
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| RCS Financial Planning, LLC | 8,436 | $1,269,693 | 0.75% |
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| NCM Capital Management, LLC | 9,460 | $1,423,741 | 0.75% |
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| KWB Wealth | 39,771 | $5,371,458 | 0.74% |
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