| High Net Worth Advisory Group LLC | 79,499 | $8,874,883 | 3.30% |
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| Lowe Wealth Advisors, LLC | 29,945 | $3,342,705 | 1.65% |
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| StrongBox Wealth, LLC | 22,592 | $2,521,978 | 1.47% |
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| Montecito Bank & Trust | 38,593 | $4,308,136 | 0.93% |
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| McAlister, Sweet & Associates, Inc. | 5,819 | $649,580 | 0.60% |
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| Dentgroup LLC | 5,637 | $629,279 | 0.56% |
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| EisnerAmper Wealth Management Corporate Benefits, LLC | 8,211 | $917 | 0.34% |
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| Compass Financial Group, INC/SD | 8,948 | $998,912 | 0.26% |
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| B.O.S.S. Retirement Advisors, LLC | 10,349 | $1,069,210 | 0.24% |
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| Agate Pass Investment Management, LLC | 3,128 | $349,179 | 0.20% |
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| CHANNEL WEALTH LLC | 3,835 | $428,118 | 0.20% |
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| Capital Market Strategies LLC | 1,945 | $217,217 | 0.19% |
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| First National Bank of Mount Dora, Trust Investment Services | 6,107 | $681,724 | 0.18% |
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| Versant Capital Management, Inc | 5,245 | $585,499 | 0.18% |
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| CGN Advisors LLC | 10,276 | $1,147,065 | 0.16% |
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| Anchor Investment Management, LLC | 11,907 | $1,329,218 | 0.15% |
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| Founders Capital Management | 1,751 | $195,436 | 0.14% |
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| RAM Investment Partners, LLC | 2,753 | $307,317 | 0.11% |
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| Curbstone Financial Management Corp | 4,000 | $446,520 | 0.10% |
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| Fragasso Group Inc. | 9,585 | $1,069,934 | 0.10% |
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