| TRUE Private Wealth Advisors | 17,928 | $427,045 | 0.06% |
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| Compass Ion Advisors, LLC | 13,495 | $321,458 | 0.06% |
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| WealthShield Partners, LLC | 14,977 | $356,753 | 0.05% |
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| Farther Finance Advisors, LLC | 14,338 | $341,535 | 0.05% |
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| JOURNEY STRATEGIC WEALTH LLC | 46,887 | $1,116,848 | 0.05% |
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| Smith Anglin Financial, LLC | 18,379 | $437,790 | 0.05% |
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| HCR Wealth Advisors | 10,050 | $239,391 | 0.05% |
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| White Lighthouse Investment Management Inc. | 9,000 | $214,380 | 0.05% |
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| Strategies Wealth Advisors, LLC | 10,643 | $253,518 | 0.05% |
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| Fort Point Capital Partners LLC | 13,688 | $326,048 | 0.05% |
|---|
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 132,719 | $3,161,367 | 0.05% |
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| AdvisorNet Financial, Inc | 21,542 | $513,139 | 0.05% |
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| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 11,386 | $271,211 | 0.05% |
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| Crescent Grove Advisors, LLC | 15,488 | $368,924 | 0.05% |
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| Pallas Capital Advisors LLC | 32,531 | $754,074 | 0.05% |
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| PRIVATE TRUST CO NA | 14,371 | $342,317 | 0.04% |
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| MERCER GLOBAL ADVISORS INC /ADV | 470,245 | $11,201 | 0.04% |
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| DFPG INVESTMENTS, LLC | 18,627 | $441,656 | 0.04% |
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| Teamwork Financial Advisors, LLC | 10,552 | $251,348 | 0.04% |
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| Clean Yield Group | 3,593 | $85,862 | 0.04% |
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