| Beta Wealth Group, Inc. | 132,375 | $11,498,092 | 6.58% |
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| COLUMBIA ADVISORY PARTNERS LLC | 70,481 | $6,121,980 | 5.78% |
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| Peterson Wealth Services | 124,731 | $10,832,658 | 5.58% |
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| Perella Weinberg Partners Capital Management LP | 442,176 | $38,407,408 | 4.72% |
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| ARKANSAS FINANCIAL GROUP, INC. | 99,703 | $8,660,240 | 1.80% |
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| M Financial Asset Management, Inc. | 5,739 | $498 | 1.76% |
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| Lionsbridge Wealth Management LLC | 17,396 | $1,511,017 | 1.40% |
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| Widmann Financial Services, Inc. | 15,709 | $1,364,485 | 1.38% |
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| Transform Wealth, LLC | 154,712 | $13,438,208 | 1.27% |
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| Ameraudi Asset Management, Inc. | 32,517 | $2,824,394 | 1.23% |
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| GenTrust, LLC | 179,556 | $15,596,227 | 1.12% |
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| Money Design Co.,Ltd. | 209,712 | $18,216 | 1.08% |
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| Strategic Wealth Investment Group, LLC | 57,004 | $4,951,378 | 0.92% |
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| MGO Private Wealth, LLC | 13,393 | $1,163,316 | 0.91% |
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| Windham Capital Management, LLC | 24,317 | $2,112,175 | 0.84% |
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| Blue Edge Capital, LLC | 44,382 | $3,855,021 | 0.83% |
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| STAPP WEALTH MANAGEMENT, PLLC | 6,182 | $536 | 0.74% |
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| SEAVIEW INVESTMENT MANAGERS LLC | 23,300 | $2,023,838 | 0.70% |
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| Ironsides Asset Advisors, LLC | 16,289 | $1,414,863 | 0.64% |
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| NTV ASSET MANAGEMENT LLC | 35,965 | $3,123,920 | 0.58% |
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