| ERTS Wealth Advisors, LLC | 646,706 | $36,829,894 | 7.40% |
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| Israel Discount Bank of New York | 74,752 | $4,257,126 | 6.78% |
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| Palisades Hudson Asset Management, L.P. | 188,130 | $10,714 | 4.92% |
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| Altman Advisors, Inc. | 144,841 | $8,248,695 | 4.69% |
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| Elm Partners Management LLC | 1,010,279 | $57,535,367 | 4.42% |
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| SYNTAX RESEARCH, INC. | 96,529 | $5,497,309 | 4.35% |
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| Independent Order of Foresters | 114,220 | $6,504,829 | 4.01% |
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| Blue Edge Capital, LLC | 381,192 | $21,708,884 | 3.59% |
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| Consilium Wealth Advisory, LLC | 105,820 | $6,026,471 | 3.29% |
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| GenTrust, LLC | 858,043 | $48,865,532 | 2.66% |
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| Integris Wealth Management, LLC | 150,319 | $8,560,690 | 2.47% |
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| Americana Partners, LLC | 501,937 | $28,585,300 | 2.24% |
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| Private Wealth Advisors, LLC | 100,842 | $5,773,205 | 2.22% |
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| Industrial Alliance Investment Management Inc. | 57,392 | $3,268 | 1.97% |
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| Ameraudi Asset Management, Inc. | 66,440 | $3,783,758 | 1.72% |
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| Financial Gravity Asset Management, Inc. | 104,234 | $5,931,214 | 1.48% |
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| WestEnd Advisors, LLC | 847,179 | $48,246,838 | 1.25% |
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| MGO Private Wealth, LLC | 34,130 | $1,943,704 | 1.22% |
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| RICHARDSON FINANCIAL SERVICES INC. | 29,342 | $1,671,039 | 1.20% |
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| ACIMA PRIVATE WEALTH, LLC | 55,912 | $3,184,188 | 1.17% |
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