| Tolleson Wealth Management, Inc. | 2,307,962 | $59,661 | 14.36% |
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| Strategic Financial Services, Inc, | 6,256,905 | $161,740,994 | 12.59% |
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| MERIDIAN MANAGEMENT CO | 1,416,426 | $36,614,601 | 11.94% |
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| Coulter & Justus Financial Services, LLC | 515,480 | $13,325,151 | 9.69% |
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| Clearwater Capital Advisors, LLC | 1,727,204 | $44,648,224 | 5.47% |
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| Arden Trust Co | 883,139 | $22,829,161 | 3.80% |
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| Stokes Family Office, LLC | 1,082,220 | $27,975,390 | 3.28% |
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| Wade Financial Advisory, Inc | 265,912 | $6,873,817 | 2.94% |
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| Horizon Family Wealth, Inc. | 111,259 | $2,876,053 | 2.78% |
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| Thrive Wealth Management, LLC | 360,985 | $9,331,456 | 2.48% |
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| Callan Capital, LLC | 885,503 | $22,890,258 | 2.45% |
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| Beirne Wealth Consulting Services, LLC | 110,354 | $2,959,116 | 2.36% |
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| LINCOLN CAPITAL CORP | 141,145 | $3,648,587 | 1.96% |
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| PHILLIPS FINANCIAL MANAGEMENT, LLC | 686,798 | $17,753,732 | 1.68% |
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| FOSTER & MOTLEY INC | 610,270 | $15,775 | 1.29% |
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| Citizens National Bank Trust Department | 151,757 | $3,922,918 | 1.08% |
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| Brio Consultants, LLC | 200,682 | $5,187,634 | 0.97% |
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| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 415,324 | $10,736,136 | 0.80% |
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| Cedar Brook Financial Partners, LLC | 83,212 | $2,151,021 | 0.56% |
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| MAGNOLIA CAPITAL ADVISORS LLC | 44,464 | $1,110,288 | 0.53% |
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