| WealthShield Partners, LLC | 67,285 | $4,652,052 | 0.70% |
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| Executive Wealth Management, LLC | 88,018 | $6,085,569 | 0.63% |
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| Koss-Olinger Consulting, LLC | 60,213 | $4,163,000 | 0.61% |
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| Twelve Points Wealth Management LLC | 17,682 | $1,222,550 | 0.61% |
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| Investors Research Corp | 30,938 | $2,139,072 | 0.56% |
|---|
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 511,599 | $35,371,933 | 0.55% |
|---|
| Wambolt & Associates, LLC | 20,915 | $1,428,478 | 0.52% |
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| DRIVE WEALTH MANAGEMENT, LLC | 20,314 | $1,404,534 | 0.51% |
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| ACAS, LLC | 5,917 | $409,102 | 0.51% |
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| Windsor Wealth Management, Inc. | 39,436 | $2,727 | 0.50% |
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| Key FInancial Inc | 20,872 | $1,443,090 | 0.49% |
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| Portside Wealth Group, LLC | 35,599 | $2,460,000 | 0.46% |
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| Measured Wealth Private Client Group, LLC | 16,597 | $1,147,517 | 0.46% |
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| IAG Wealth Partners, LLC | 23,735 | $1,641,041 | 0.46% |
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| Wallace Advisory Group, LLC | 7,577 | $542,891 | 0.39% |
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| Cooper Financial Group | 23,053 | $1,593,894 | 0.38% |
|---|
| Keeley-Teton Advisors, LLC | 36,713 | $2,538,325 | 0.36% |
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| Occidental Asset Management, LLC | 22,135 | $1,530,431 | 0.35% |
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| New England Capital Financial Advisors LLC | 7,334 | $507,087 | 0.35% |
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| Asset Management Group, Inc. | 22,438 | $1,551,396 | 0.34% |
|---|