| Precision Wealth Strategies, LLC | 24,818 | $2,266,132 | 3.55% |
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| CAPE ANN SAVINGS BANK | 50,448 | $4,606,407 | 3.23% |
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| Financial Futures Ltd Liability Co. | 35,473 | $3,239,040 | 2.73% |
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| Cercano Management LLC | 730,818 | $66,730,992 | 2.66% |
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| Bellecapital International Ltd. | 106,809 | $9,752,730 | 2.43% |
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| Financial Management Professionals, Inc. | 127,701 | $11,660 | 2.25% |
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| BHK Investment Advisors, LLC | 48,581 | $4,435,954 | 1.94% |
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| Compass Financial Group, Inc. | 27,658 | $2,525 | 1.58% |
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| Mechanics Financial Corp | 27,474 | $2,508,651 | 1.46% |
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| Aspen Investment Management Inc | 24,685 | $2,254 | 1.44% |
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| Barden Capital Management, Inc. | 15,986 | $1,459,682 | 1.40% |
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| CONDOR CAPITAL MANAGEMENT | 120,019 | $10,958,939 | 1.37% |
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| RMR Wealth Builders | 78,009 | $7,123,012 | 1.35% |
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| SAGE RHINO CAPITAL LLC | 47,407 | $4,328,733 | 1.26% |
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| Friedenthal Financial | 17,646 | $1,611 | 1.13% |
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| Graves Light Lenhart Wealth, Inc. | 70,483 | $6,435,759 | 1.00% |
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| MinichMacGregor Wealth Management, LLC | 31,822 | $2,905,624 | 0.96% |
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| Financial & Tax Architects, LLC | 30,158 | $2,753,727 | 0.91% |
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| Advisors Preferred, LLC | 25,580 | $2,319,339 | 0.79% |
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| Beacon Bridge Wealth Partners, LLC | 11,302 | $1,031,986 | 0.62% |
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