| OAK HILL WEALTH ADVISORS, LLC | 95,109 | $6,784,130 | 2.26% |
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| Annex Advisory Services, LLC | 518,358 | $36,974,486 | 2.24% |
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| EP Wealth Advisors, LLC | 1,985,341 | $141,614,368 | 2.20% |
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| Human Investing LLC | 129,697 | $9,251,281 | 2.16% |
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| Montecito Bank & Trust | 128,310 | $9,152,353 | 2.14% |
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| Focused Wealth Management, Inc | 163,095 | $11,633,579 | 2.05% |
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| Addison Advisors LLC | 60,485 | $4,314,415 | 2.01% |
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| Cedar Wealth Management, LLC | 70,832 | $5,052,433 | 2.00% |
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| JNBA Financial Advisors | 219,678 | $15,669,632 | 1.96% |
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| Wade Financial Advisory, Inc | 62,997 | $4,493,576 | 1.92% |
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| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 864,729 | $61,681,141 | 1.73% |
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| Johnson & White Wealth Management, LLC | 26,017 | $1,856 | 1.68% |
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| New England Private Wealth Advisors LLC | 112,619 | $8,044,209 | 1.68% |
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| Compass Financial Group, INC/SD | 74,264 | $5,297,251 | 1.58% |
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| WEATHERLY ASSET MANAGEMENT L. P. | 185,719 | $13,247,357 | 1.58% |
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| COLLECTIVE FAMILY OFFICE LLC | 54,804 | $3,909,176 | 1.52% |
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| Select Asset Management & Trust | 35,457 | $2,529 | 1.47% |
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| Destiny Wealth Partners, LLC | 99,261 | $7,080,259 | 1.43% |
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| DAGCO, INC. | 51,526 | $2,704,581 | 1.39% |
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| Windsor Wealth Management, Inc. | 103,509 | $7,383 | 1.35% |
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