| HENGEHOLD CAPITAL MANAGEMENT LLC | 977,282 | $43,225,194 | 5.64% |
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| McAdam, LLC | 1,531,944 | $67,757,869 | 5.56% |
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| Charles Schwab Trust Co | 1,098,689 | $48,595,014 | 5.48% |
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| Kaizen Financial Strategies | 146,109 | $6,462,384 | 5.46% |
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| Kohmann Bosshard Financial Services, LLC | 704,284 | $31,150,493 | 5.37% |
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| AlphaStar Capital Management, LLC | 930,213 | $41,143,299 | 5.15% |
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| All Season Financial Advisors, Inc. | 113,988 | $5,041,689 | 5.10% |
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| Nalls Sherbakoff Group, LLC | 116,771 | $5,164,764 | 5.02% |
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| Towercrest Capital Management | 534,826 | $23,655,335 | 4.60% |
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| CLIENT 1ST ADVISORY GROUP, LLC | 184,181 | $8,146,334 | 4.31% |
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| Blossom Wealth Management | 26,796 | $1,185,187 | 3.79% |
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| Baker Avenue Asset Management, LP | 1,695,268 | $74,981,716 | 3.75% |
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| West Wealth Group, LLC | 186,456 | $8,246,944 | 3.60% |
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| Friedenthal Financial | 118,511 | $5,241,742 | 3.56% |
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| Beacon Bridge Wealth Partners, LLC | 150,043 | $6,636,402 | 3.50% |
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| One Wealth Advisors, LLC | 351,068 | $15,527,748 | 3.45% |
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| Vantage Financial Partners, LLC | 194,871 | $8,619,142 | 3.39% |
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| Financial Designs Corp | 95,401 | $4,219,598 | 3.18% |
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| Souders Financial Advisors | 360,744 | $15,955,697 | 3.06% |
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| Austin Private Wealth, LLC | 474,837 | $21,002,018 | 3.04% |
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