| Orgel Wealth Management, LLC | 1,670,514 | $84,528,009 | 2.86% |
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| APPLETON PARTNERS INC/MA | 626,835 | $31,718 | 2.82% |
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| Trinity Legacy Partners, LLC | 160,250 | $8,108,669 | 2.80% |
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| Bigelow Investment Advisors, LLC | 96,042 | $4,859,725 | 2.79% |
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| Essex LLC | 192,980 | $9,764,786 | 2.74% |
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| Precision Wealth Strategies, LLC | 49,494 | $2,504,406 | 2.72% |
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| LEGACY FINANCIAL GROUP, INC. | 106,734 | $5,400,719 | 2.66% |
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| Nicollet Investment Management, Inc. | 117,334 | $5,937 | 2.66% |
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| Santori & Peters, Inc. | 97,317 | $4,924,233 | 2.65% |
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| Econ Financial Services Corp | 71,676 | $3,626,806 | 2.64% |
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| Ironwood Wealth Management, LLC. | 126,143 | $6,382,823 | 2.60% |
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| Sensible Financial Planning & Management, LLC. | 204,616 | $10,354 | 2.60% |
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| Grant Street Asset Management, Inc. | 124,315 | $6,290,344 | 2.53% |
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| Flower City Capital | 48,498 | $2,453,996 | 2.51% |
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| Bristlecone Advisors, LLC | 438,833 | $22,204,936 | 2.50% |
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| PRIVATE CAPITAL MANAGEMENT LLC | 181,409 | $9,179,315 | 2.49% |
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| Oakwell Private Wealth Management, LLC | 115,940 | $5,866,588 | 2.49% |
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| RED CEDAR INVESTMENT MANAGEMENT, LLC | 318,897 | $16,136,188 | 2.47% |
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| Main Street Financial Solutions, LLC | 344,211 | $17,417,100 | 2.46% |
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| Gradient Capital Advisors, LLC | 115,459 | $5,842,245 | 2.44% |
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