| 1 | OAKWORTH CAPITAL, INC. | 84,834 | $4.4M | 28.14% | 2025-12-31 |
| 2 | Fifth Third Wealth Advisors LLC | 43,760 | $2.2M | 14.51% | 2025-06-30 |
| 3 | Vestwell Advisors, LLC | 41,033 | $2.1M | 13.61% | 2025-12-31 |
| 4 | Alpine Bank Wealth Management | 32,603 | $1.6M | 10.81% | 2024-09-30 |
| 5 | Strategic Investment Solutions, Inc. /IL | 22,131 | $976.4K | 7.34% | 2023-12-31 |
| 6 | FIRST MERCHANTS CORP | 10,127 | $524.7K | 3.36% | 2025-12-31 |
| 7 | Williams Jones Wealth Management, LLC. | 8,444 | $437.5K | 2.80% | 2025-12-31 |
| 8 | Hurley Capital, LLC | 7,547 | $395.8K | 2.50% | 2025-09-30 |
| 9 | Brooklyn Investment Group | 4,778 | $238.1K | 1.58% | 2025-06-30 |
| 10 | KELLEHER FINANCIAL ADVISORS | 1,773 | $91.8K | 0.58% | 2025-12-31 |
| 11 | Vermillion Wealth Management, Inc. | 814 | $42.7K | 0.27% | 2025-09-30 |
| 12 | Kohmann Bosshard Financial Services, LLC | 690 | $35.7K | 0.22% | 2025-12-31 |
| 13 | ORG Partners LLC | 674 | $31.9K | 0.22% | 2024-06-30 |
| 14 | Grey Fox Wealth Advisors, LLC | 12,785 | $26.2K | 4.24% | 2024-09-30 |
| 15 | Livelsberger Financial Advisory | 198 | $8.8K | 0.06% | 2024-03-31 |
| 16 | Garton & Associates Financial Advisors LLC | 25 | $1.3K | 0.00% | 2025-12-31 |
| 17 | Ethos Financial Group, LLC | 24,963 | $622 | 8.28% | 2024-03-31 |
| 18 | TUCKER ASSET MANAGEMENT LLC | 6 | $270 | 0.00% | 2023-12-31 |
| 19 | Fortune Financial Group, Inc. | 4,038 | $213 | 1.33% | 2025-12-31 |
| 20 | DIVIDEND ASSETS CAPITAL, LLC | 167 | $7 | 0.05% | 2023-12-31 |