| 1 | Robert B. Daugherty Foundation | $100.0B | 1 | 100.0% |
| 2 | CenturyLink Investment Management Co | $77.1M | 1 | 100.0% |
| 3 | PartnerRe Asset Management CORP | $111.2B | 2 | 100.0% |
| 4 | Catterton Management Company, L.L.C. | $3.6T | 3 | 98.7% |
| 5 | Quadratic Capital Management LLC | $383.3B | 2 | 98.5% |
| 6 | Neumann Advisory Hong Kong Ltd | $317.5M | 6 | 76.1% |
| 7 | Snow Phipps Group, LLC | $317.6B | 2 | 76.1% |
| 8 | SeaTown Holdings Pte. Ltd. | $7.3B | 17 | 69.5% |
| 9 | Bayshore Capital Advisors, LLC | $194.4B | 41 | 68.1% |
| 10 | General Motors Holdings LLC | $90.5B | 4 | 65.5% |
| 11 | Keystone Financial Planning, Inc. | $317.7B | 39 | 65.3% |
| 12 | THOMPSON DAVIS & CO., INC. | $92.5B | 140 | 64.8% |
| 13 | York GP, Ltd. | $354.0M | 2 | 64.0% |
| 14 | MSRH, LLC | $46.2B | 28 | 62.4% |
| 15 | Raub Brock Capital Management LP | $117.8B | 43 | 61.8% |
| 16 | Stephens Group, LLC | $171.5B | 4 | 61.3% |
| 17 | HT Partners LLC | $263.6B | 55 | 58.9% |
| 18 | Focused Investors LLC | $317.2B | 22 | 56.0% |
| 19 | Kozak & Associates, Inc. | $111.7B | 437 | 55.4% |
| 20 | MKD WEALTH COACHES, LLC | $33.1B | 28 | 50.7% |
| 21 | SMI Advisory Services, LLC | $435.2B | 60 | 49.0% |
| 22 | Safir Wealth Advisors, LLC | $32.5B | 19 | 48.1% |
| 23 | Briaud Financial Planning Inc | $102.3B | 38 | 47.5% |
| 24 | Aquire Wealth Advisors, LLC | $350.3B | 48 | 44.0% |
| 25 | SANDER CAPITAL ADVISORS INC | $172.2M | 11 | 43.2% |
| 26 | Arlington Partners LLC | $42.0B | 62 | 42.3% |
| 27 | Community Financial Services Group, LLC | $100.8B | 453 | 41.7% |
| 28 | Benson Investment Management Company, Inc. | $9.3B | 7 | 41.5% |
| 29 | Waldron Private Wealth LLC | $608.2B | 339 | 41.3% |
| 30 | Perkins Coie Trust Co | $122.5B | 240 | 40.3% |
| 31 | Compton Wealth Advisory Group, LLC | $142.1B | 85 | 39.9% |
| 32 | Private Wealth Group, LLC | $148.6B | 71 | 39.3% |
| 33 | MJT & Associates Financial Advisory Group, Inc. | $59.2B | 439 | 39.2% |
| 34 | Harpswell Capital Advisors, LLC | $105.2B | 34 | 39.1% |
| 35 | Karras Company, Inc. | $23.6B | 61 | 38.4% |
| 36 | Eastover Investment Advisors LLC | $24.7B | 50 | 36.9% |
| 37 | SMH CAPITAL ADVISORS INC | $32.2M | 37 | 36.0% |
| 38 | Affiance Financial, LLC | $271.5B | 104 | 35.5% |
| 39 | Cornerstone Management, Inc. | $296.8B | 65 | 35.0% |
| 40 | WEALTHCARE CAPITAL MANAGEMENT LLC | $495.2B | 94 | 34.9% |
| 41 | Lee Financial Co | $278.4B | 144 | 34.0% |
| 42 | New Capital Management LP | $293.2B | 59 | 33.9% |
| 43 | TTP Investments, Inc. | $153.2B | 35 | 33.3% |
| 44 | HAMILTON LANE ADVISORS LLC | $136.0B | 20 | 31.9% |
| 45 | Trust Point Inc. | $425.6B | 518 | 31.5% |
| 46 | Overbrook Management Corp | $64.1B | 49 | 31.2% |
| 47 | STERLING INVESTMENT ADVISORS LLC /ADV | $118.1B | 39 | 30.9% |
| 48 | Defender Capital, LLC. | $68.6B | 33 | 30.9% |
| 49 | GREENHAVEN ASSOCIATES INC | $3.1T | 26 | 30.7% |
| 50 | LEE JOHNSON CAPITAL MANAGEMENT, LLC | $153.3B | 80 | 30.6% |
| 51 | Trust Co of the South | $366.7B | 141 | 30.5% |
| 52 | MOGY JOEL R INVESTMENT COUNSEL INC | $83.6B | 114 | 30.5% |
| 53 | ARMSTRONG HENRY H ASSOCIATES INC | $40.7B | 61 | 30.0% |
| 54 | Stash Investments, LLC | $154.9B | 5 | 30.0% |
| 55 | Mader & Shannon Wealth Management, Inc. | $99.0B | 20 | 29.6% |
| 56 | Peterson Wealth Advisors, LLC | $635.3B | 108 | 28.9% |
| 57 | Stillwater Capital Advisors, LLC | $57.9B | 68 | 28.7% |
| 58 | Shulman DeMeo Asset Management LLC | $49.5B | 140 | 28.4% |
| 59 | WALNUT PRIVATE EQUITY PARTNERS, LLC | $139.5B | 14 | 28.3% |
| 60 | FORBES J M & CO LLP | $295.6B | 131 | 27.4% |
| 61 | Polunin Capital Partners Ltd | $385.4M | 16 | 27.4% |
| 62 | Wiser Wealth Management, Inc | $221.3B | 58 | 27.4% |
| 63 | McNamara Financial Services, Inc. | $353.0B | 99 | 27.1% |
| 64 | COMMUNITY TRUST & INVESTMENT CO | $468.9B | 140 | 27.0% |
| 65 | HENGEHOLD CAPITAL MANAGEMENT LLC | $716.8B | 211 | 27.0% |
| 66 | HOWLAND CAPITAL MANAGEMENT LLC | $598.7B | 261 | 27.0% |
| 67 | Praetorian Wealth Management, Inc. | $152.1B | 77 | 26.9% |
| 68 | Polianta Ltd | $753.5M | 88 | 26.8% |
| 69 | PICTET BANK & TRUST Ltd | $6.1B | 33 | 26.4% |
| 70 | WestHill Financial Advisors, Inc. | $267.3B | 76 | 26.3% |
| 71 | Cranbrook Wealth Management, LLC | $213.3B | 383 | 26.0% |
| 72 | Integris Wealth Management, LLC | $264.4B | 122 | 25.3% |
| 73 | IFG Advisors, LLC | $188.1B | 148 | 25.3% |
| 74 | Diversified Trust Co | $1.6T | 1028 | 25.3% |
| 75 | BALDWIN WEALTH PARTNERS LLC/MA | $313.0B | 221 | 25.2% |
| 76 | Asset Allocation & Management Company, LLC | $267.4M | 94 | 25.2% |
| 77 | Renaissance Investment Group LLC | $38.4B | 81 | 24.9% |
| 78 | Norman Fields, Gottscho Capital Management, LLC | $37.6B | 62 | 24.7% |
| 79 | WEYBOSSET RESEARCH & MANAGEMENT LLC | $86.6B | 33 | 24.4% |
| 80 | Stairway Partners, LLC | $1.2T | 18 | 24.1% |
| 81 | Quaker Wealth Management, LLC | $140.5B | 969 | 23.9% |
| 82 | Violich Capital Management, Inc. | $75.1B | 118 | 23.7% |
| 83 | RS CRUM INC. | $398.6B | 101 | 23.4% |
| 84 | TOMPKINS FINANCIAL CORP | $376.7B | 561 | 23.4% |
| 85 | NorthAvenue LLC | $114.4B | 373 | 23.3% |
| 86 | FRANKLIN STREET ADVISORS INC /NC | $138.7B | 159 | 23.1% |
| 87 | Veracity Capital LLC | $59.2B | 201 | 23.1% |
| 88 | SCHARF INVESTMENTS, LLC | $1.1T | 70 | 22.9% |
| 89 | LBJ Family Wealth Advisors, Ltd. | $170.6M | 28 | 22.7% |
| 90 | Taylor & Morgan Wealth Management, LLC | $60.8B | 79 | 22.6% |
| 91 | CARDEROCK CAPITAL MANAGEMENT INC | $42.1B | 73 | 22.4% |
| 92 | Paragon Capital Management Ltd | $243.2B | 198 | 22.2% |
| 93 | Warren Street Wealth Advisors, LLC | $235.2B | 128 | 21.8% |
| 94 | Covenant Asset Management, LLC | $48.6B | 142 | 21.4% |
| 95 | Ahara Advisors LLC | $24.4B | 50 | 21.3% |
| 96 | PEDDOCK CAPITAL ADVISORS, LLC | $82.2B | 165 | 21.0% |
| 97 | HIGHLINE WEALTH PARTNERS LLC | $190.0B | 1285 | 21.0% |
| 98 | Deane Retirement Strategies, Inc. | $91.4B | 56 | 20.9% |
| 99 | Curated Wealth Partners LLC | $131.4B | 226 | 20.9% |
| 100 | Rise Advisors, LLC | $156.1B | 94 | 20.8% |