| Israel Discount Bank of New York | 218,785 | $10,864,864 | 9.02% |
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| Palisades Hudson Asset Management, L.P. | 170,410 | $8,463 | 4.63% |
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| GenTrust, LLC | 1,214,431 | $60,308,628 | 4.24% |
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| Blue Edge Capital, LLC | 380,707 | $18,905,910 | 3.96% |
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| FIRST INTERSTATE BANK | 892,222 | $44,307,745 | 3.82% |
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| AIA Group Ltd | 1,467,300 | $72,866,118 | 3.56% |
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| Elm Partners Management LLC | 648,175 | $32,188,381 | 3.33% |
|---|
| SYNTAX RESEARCH, INC. | 75,952 | $3,771,778 | 3.06% |
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| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 641,647 | $20,668,252 | 2.83% |
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| Consilium Wealth Advisory, LLC | 80,614 | $4,003,288 | 2.80% |
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| Integris Wealth Management, LLC | 169,398 | $8,412,305 | 2.76% |
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| Americana Partners, LLC | 472,512 | $23,153,790 | 2.50% |
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| Industrial Alliance Investment Management Inc. | 80,068 | $3,976 | 2.06% |
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| MGO Private Wealth, LLC | 54,170 | $2,690,082 | 2.01% |
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| Ameraudi Asset Management, Inc. | 82,390 | $4,091,487 | 1.95% |
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| Family Asset Management, LLC | 46,295 | $2,298,991 | 1.70% |
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| Financial Gravity Asset Management, Inc. | 1,147,629 | $139,405,231 | 1.54% |
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| PENOBSCOT WEALTH MANAGEMENT | 37,429 | $1,859 | 1.41% |
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| WestEnd Advisors, LLC | 835,696 | $41,500,635 | 1.25% |
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| Garde Capital, Inc. | 284,687 | $14,138 | 1.20% |
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