| Sageworth Trust Co | 759,415 | $70,762,290 | 5.19% |
|---|
| WADDELL & ASSOCIATES, LLC | 365,334 | $34,041,829 | 4.98% |
|---|
| Boxwood Ventures, Inc. | 26,192 | $2,441 | 4.94% |
|---|
| Newton One Investments LLC | 80,370 | $7,488,909 | 4.46% |
|---|
| Perella Weinberg Partners Capital Management LP | 425,290 | $39,628,506 | 4.31% |
|---|
| Zhang Financial LLC | 445,493 | $41,559,835 | 4.21% |
|---|
| OKABENA INVESTMENT SERVICES INC | 56,995 | $5,310,794 | 4.13% |
|---|
| Windsor Advisory Group, LLC | 18,096 | $1,686,208 | 4.01% |
|---|
| Ethos Financial Group, LLC | 163,703 | $15,253,846 | 3.94% |
|---|
| FSM Wealth Advisors, LLC | 83,532 | $7,783,548 | 3.92% |
|---|
| Coyle Financial Counsel LLC | 98,448 | $9,173,385 | 3.84% |
|---|
| MYECFO, LLC | 56,362 | $5,251,811 | 3.64% |
|---|
| Three Bridge Wealth Advisors, LLC | 92,630 | $8,631,263 | 3.58% |
|---|
| Madrone Advisors, LLC | 177,257 | $16,516,807 | 3.55% |
|---|
| HOWARD WEALTH MANAGEMENT, LLC | 38,272 | $3,566,166 | 3.29% |
|---|
| Rain Capital Management, LLC | 32,854 | $3,061,378 | 2.98% |
|---|
| Frisch Financial Group, Inc. | 75,451 | $7,031 | 2.85% |
|---|
| Aspen Grove Capital, LLC | 75,718 | $7,055,365 | 2.62% |
|---|
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 71,320 | $6,645,564 | 2.59% |
|---|
| Allie Family Office LLC | 33,612 | $3,131,966 | 2.53% |
|---|