| MinichMacGregor Wealth Management, LLC | 154,708 | $13,809,236 | 4.98% |
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| CAPE ANN SAVINGS BANK | 54,035 | $4,823,164 | 3.53% |
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| Financial Futures Ltd Liability Co. | 38,865 | $3,469,090 | 3.13% |
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| SevenOneSeven Capital Management | 14,780 | $1,319,263 | 2.84% |
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| Cercano Management LLC | 708,618 | $63,251,243 | 2.57% |
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| Bellecapital International Ltd. | 101,262 | $9,038,646 | 2.54% |
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| BHK Investment Advisors, LLC | 49,281 | $4,398,844 | 2.47% |
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| Barden Capital Management, Inc. | 23,920 | $2,135,099 | 2.19% |
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| Beaumont Capital Management, LLC | 32,605 | $2,910,322 | 2.05% |
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| Financial Management Professionals, Inc. | 110,843 | $9,894 | 2.02% |
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| Compass Financial Group, Inc. | 27,537 | $2,458 | 1.60% |
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| Mechanics Financial Corp | 27,146 | $2,423 | 1.44% |
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| Aspen Investment Management Inc | 24,096 | $2,151 | 1.41% |
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| RMR Wealth Builders | 64,737 | $5,811,422 | 1.32% |
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| CONDOR CAPITAL MANAGEMENT | 114,768 | $10,244,155 | 1.28% |
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| SAGE RHINO CAPITAL LLC | 44,401 | $3,963,233 | 1.26% |
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| Glass Jacobson Investment Advisors llc | 23,452 | $2,093,353 | 1.04% |
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| Friedenthal Financial | 16,339 | $1,458 | 1.01% |
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| Beacon Bridge Wealth Partners, LLC | 10,408 | $929,018 | 0.68% |
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| Signify Wealth | 8,462 | $755,318 | 0.66% |
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