| Breakwater Capital Group | 80,840 | $3,092,153 | 1.13% |
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| Cedar Mountain Advisors, LLC | 88,746 | $3,394,578 | 0.97% |
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| Kellett Wealth Advisors, LLC | 18,849 | $720,985 | 0.66% |
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| Truadvice, LLC | 44,626 | $1,746,440 | 0.64% |
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| WEST CHESTER CAPITAL ADVISORS, INC | 5,982 | $228,814 | 0.43% |
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| PFG Private Wealth Management, LLC | 15,297 | $585,118 | 0.34% |
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| MidWestOne Financial Group, Inc. | 35,767 | $1,368,106 | 0.30% |
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| TANDEM CAPITAL MANAGEMENT CORP /ADV | 11,070 | $423,433 | 0.28% |
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| Princeton Global Asset Management LLC | 17,200 | $657,909 | 0.19% |
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| Argent Trust Co | 56,433 | $2,158,589 | 0.12% |
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| Continuum Advisory, LLC | 15,520 | $593,648 | 0.09% |
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| Corient Private Wealth LLC | 1,010,169 | $38,639,486 | 0.09% |
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| Galvin, Gaustad & Stein, LLC | 21,898 | $837,601 | 0.08% |
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| Family Asset Management, LLC | 2,149 | $82,200 | 0.06% |
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| Raymond James Financial Services Advisors, Inc. | 628,453 | $24,038,630 | 0.04% |
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| Texas Capital Bank Wealth Management Services Inc | 10,000 | $382,505 | 0.04% |
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| WealthPLAN Partners, LLC | 7,269 | $278,025 | 0.04% |
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| Capital Advisors, Ltd. LLC | 6,874 | $263 | 0.04% |
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| Financial Advocates Investment Management | 7,236 | $276,774 | 0.02% |
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| Colonial Trust Co / SC | 2,149 | $81,161 | 0.02% |
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