| Polaris Wealth Advisory Group, LLC | 285,640 | $32,922,869 | 2.50% |
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| Lombard Odier Asset Management (USA) Corp | 1,000,000 | $115,260,000 | 2.45% |
|---|
| Israel Discount Bank of New York | 26,614 | $3,067,530 | 2.44% |
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| LFA - Lugano Financial Advisors SA | 31,754 | $3,659,966 | 2.44% |
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| Keel Point, LLC | 152,759 | $17,607,050 | 2.35% |
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| INNEALTA CAPITAL, LLC | 51,782 | $5,968,393 | 2.34% |
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| OLIVER LAGORE VANVALIN INVESTMENT GROUP | 54,678 | $6,302,226 | 2.31% |
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| Delap Wealth Advisory, LLC | 20,123 | $2,319,377 | 2.27% |
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| Silverleafe Capital Partners, LLC | 31,177 | $3,593,427 | 2.23% |
|---|
| HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 136,449 | $15,727,112 | 2.13% |
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| Principle Wealth Partners LLC | 182,355 | $21,018,340 | 2.11% |
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| Facet Wealth, Inc. | 359,974 | $41,238,623 | 2.10% |
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| TPG Financial Advisors, LLC | 33,750 | $3,890,025 | 2.04% |
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| MBL Wealth, LLC | 124,625 | $14,364,278 | 2.03% |
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| Fortune Financial Advisors, LLC | 23,115 | $2,664,191 | 2.00% |
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| New Potomac Partners, LLC | 25,610 | $2,951,809 | 1.95% |
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| Willis Johnson & Associates, Inc. | 158,069 | $18,219,059 | 1.94% |
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| Parker Financial LLC | 22,877 | $2,636,805 | 1.91% |
|---|
| STUDIO INVESTMENT MANAGEMENT LLC | 58,496 | $6,742,249 | 1.89% |
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| Coury Firm Asset Management LLC | 10,817 | $1,246,791 | 1.80% |
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