| Atlas Wealth Partners, LLC | 98,445 | $2,922 | 16.81% |
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| One Charles Private Wealth Services, LLC | 403,660 | $12,287,397 | 7.18% |
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| INTREPID FAMILY OFFICE LLC | 85,000 | $2,587,400 | 4.15% |
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| TMD Wealth Management, LLC | 474,897 | $14,455,854 | 4.12% |
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| Lowe Wealth Advisors, LLC | 206,150 | $6,275,210 | 3.34% |
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| SHUFRO ROSE & CO LLC | 1,151,842 | $35,062,078 | 3.31% |
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| Engrave Wealth Partners LLC | 331,050 | $10,077,165 | 3.10% |
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| EQUITABLE TRUST CO | 1,107,334 | $33,707,247 | 2.79% |
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| MACROVIEW INVESTMENT MANAGEMENT LLC | 67,689 | $2,060,447 | 2.75% |
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| TWIN FOCUS CAPITAL PARTNERS, LLC | 266,181 | $8,102,550 | 1.82% |
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| NCM Capital Management, LLC | 75,945 | $2,311,776 | 1.64% |
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| Allegheny Financial Group LTD | 104,297 | $3,174,801 | 1.19% |
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| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 54,053 | $1,645,373 | 1.07% |
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| Auxano Advisors, LLC | 84,971 | $2,586,525 | 1.06% |
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| JNBA Financial Advisors | 267,556 | $8,144,392 | 1.02% |
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| STAR Financial Bank | 28,493 | $867,327 | 0.89% |
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| Sugarloaf Wealth Management, LLC | 115,092 | $3,503,399 | 0.89% |
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| STEEL GROVE CAPITAL ADVISORS, LLC | 213,223 | $6,490,508 | 0.87% |
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| PECAUT & CO. | 62,150 | $1,891,846 | 0.79% |
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| Abacus Planning Group, Inc. | 99,487 | $3,028,395 | 0.74% |
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