| Wealth CMT | 1,133,849 | $29,627 | 44.77% |
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| FINANCIAL CONSULATE, INC | 922,268 | $24,098,869 | 10.22% |
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| HENGEHOLD CAPITAL MANAGEMENT LLC | 1,565,484 | $40,906,108 | 5.43% |
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| PITCAIRN CO | 2,034,920 | $53,172,460 | 4.61% |
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| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 775,183 | $20,255,528 | 3.40% |
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| IAG Wealth Partners, LLC | 323,831 | $8,461,700 | 2.24% |
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| Gerber Kawasaki Wealth & Investment Management | 1,225,122 | $32,012,482 | 2.15% |
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| HANTZ FINANCIAL SERVICES, INC. | 251,193 | $6,564 | 2.09% |
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| Courage Miller Partners, LLC | 178,878 | $4,674,088 | 1.95% |
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| Mach-1 Financial Group, LLC | 237,107 | $6,195,607 | 1.76% |
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| TIEMANN INVESTMENT ADVISORS, LLC | 131,397 | $3,433,404 | 1.75% |
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| Avantax Planning Partners, Inc. | 1,515,855 | $39,609,280 | 1.58% |
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| TOBIAS FINANCIAL ADVISORS, INC. | 210,619 | $5,503,474 | 1.48% |
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| First Personal Financial Services | 199,701 | $5,218,190 | 1.30% |
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| EASTERN BANK | 963,532 | $25,177,142 | 1.20% |
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| Ledge Wealth Management, Inc. | 93,333 | $2,438,801 | 1.16% |
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| Laraway Financial Advisors Inc | 42,529 | $1,111,280 | 1.10% |
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| Montecito Bank & Trust | 184,165 | $4,812,232 | 1.09% |
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| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 548,874 | $14,342,067 | 1.01% |
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| Opal Wealth Advisors, LLC | 73,951 | $1,932,340 | 0.96% |
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