| Hackensack Meridian Health, Inc. | 1,606,000 | $89,486,320 | 13.28% |
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| Sendero Wealth Management, LLC | 669,012 | $37,277,335 | 8.00% |
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| Corrigan Financial, Inc. | 310,489 | $17,300,443 | 5.88% |
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| Prairiewood Capital, LLC | 138,727 | $7,729,860 | 5.02% |
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| PACK Private Wealth, LLC | 112,721 | $6,151,185 | 4.59% |
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| Warren Street Wealth Advisors, LLC | 111,257 | $6,199,243 | 4.10% |
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| STERLING INVESTMENT ADVISORS LLC /ADV | 99,967 | $5,570,205 | 3.55% |
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| Treasure Coast Financial Planning | 90,570 | $5,046,540 | 3.50% |
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| WESCAP Management Group, Inc. | 162,022 | $9,027,873 | 3.22% |
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| Pure Financial Advisors, LLC | 1,264,001 | $70,430,148 | 2.88% |
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| SATOVSKY ASSET MANAGEMENT LLC | 131,238 | $7,312,581 | 2.48% |
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| Orca Investment Management, LLC | 38,843 | $2,164,332 | 2.40% |
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| Palisades Hudson Asset Management, L.P. | 58,380 | $3,253 | 1.78% |
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| CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC | 352,374 | $19,634,279 | 1.57% |
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| Versant Capital Management, Inc | 86,702 | $4,831,011 | 1.54% |
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| STEPH & CO | 47,072 | $2,622,852 | 1.46% |
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| JNBA Financial Advisors | 204,410 | $11,389,719 | 1.42% |
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| Dentgroup LLC | 32,333 | $1,801,605 | 1.33% |
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| VPR Management LLC | 77,550 | $4,321,086 | 1.15% |
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| J2 Capital Management Inc | 16,074 | $895,662 | 1.13% |
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