| Capital Planning LLC | 26,100 | $5,922,090 | 2.33% |
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| HILLTOP WEALTH ADVISORS, LLC | 12,388 | $2,810,851 | 2.18% |
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| VALICENTI ADVISORY SERVICES INC | 26,423 | $5,995 | 2.05% |
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| Cypress Wealth Services, LLC | 31,307 | $7,103,599 | 1.97% |
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| Stratos Investment Management, LLC | 56,021 | $12,711,281 | 1.90% |
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| Carr Financial Group Corp | 20,211 | $4,742,038 | 1.88% |
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| One Capital Management, LLC | 172,372 | $39,111,244 | 1.74% |
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| Mathes Company, Inc. | 15,750 | $3,574 | 1.66% |
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| Avant Capital LLC | 6,351 | $1,441,138 | 1.65% |
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| Focused Wealth Management, Inc | 40,948 | $9,291,147 | 1.64% |
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| Fortune 45 LLC | 7,213 | $1,636,604 | 1.64% |
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| Echo Wealth Management, LLC | 6,642 | $1,507,070 | 1.62% |
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| Horizon Investment Services, LLC | 11,648 | $2,643,144 | 1.59% |
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| Flagship Private Wealth, LLC | 7,622 | $1,729,388 | 1.52% |
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| LEAVELL INVESTMENT MANAGEMENT, INC. | 95,477 | $21,664 | 1.52% |
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| Epic Trust Investment Advisors, LLC | 4,151 | $941,916 | 1.48% |
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| WealthShield Partners, LLC | 42,575 | $9,660,425 | 1.46% |
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| Ifrah Financial Services, Inc. | 18,907 | $4,290,031 | 1.34% |
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| Avior Wealth Management, LLC | 82,489 | $18,716,957 | 1.27% |
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| Texas Capital Bank Wealth Management Services Inc | 42,756 | $9,701,336 | 1.22% |
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