| Wealth Alliance Advisory Group, LLC | 75,844 | $3,852,125 | 1.44% |
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| Shira Ridge Wealth Management | 42,813 | $2,174,472 | 1.44% |
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| FSM Wealth Advisors, LLC | 46,696 | $2,371,702 | 1.38% |
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| Masso Torrence Wealth Management Inc. | 33,681 | $1,710,658 | 1.36% |
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| Monterey Private Wealth, Inc. | 51,399 | $2,610,552 | 1.34% |
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| Kathleen S. Wright Associates Inc. | 39,200 | $1,990,992 | 1.31% |
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| Klingman & Associates, LLC | 287,613 | $14,607,865 | 1.26% |
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| Shore Point Advisors, LLC | 31,987 | $1,624,632 | 1.23% |
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| CWA Asset Management Group, LLC | 316,028 | $16,051,085 | 1.19% |
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| FIDUCIARY TRUST CO | 1,261,415 | $64,067,268 | 1.19% |
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| New Capital Management LP | 60,106 | $3,052,784 | 1.17% |
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| APPLETON PARTNERS INC/MA | 253,526 | $12,877 | 1.14% |
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| ENCOMPASS WEALTH ADVISORS, LLC | 65,648 | $3,334,280 | 1.14% |
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| YARGER WEALTH STRATEGIES, LLC | 20,113 | $1,021,533 | 1.12% |
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| Compass Financial Group, Inc. | 34,523 | $1,753 | 1.10% |
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| 3D/L Capital Management, LLC | 77,242 | $3,923,141 | 1.04% |
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| Kooman & Associates | 37,277 | $1,893,299 | 1.02% |
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| Requisite Capital Management, LLC | 64,920 | $3,297,287 | 1.02% |
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| Paradigm, Strategies in Wealth Management, LLC | 24,685 | $1,253,751 | 0.99% |
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| Seed Wealth Management, Inc. | 16,750 | $850,733 | 0.96% |
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