| Waypoint Wealth Partners Inc. | 925,590 | $51,509,072 | 17.88% |
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| Rockwood Wealth Management, LLC | 1,843,040 | $102,565,156 | 17.21% |
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| GREENUP STREET WEALTH MANAGEMENT LLC | 791,829 | $44,065,292 | 14.39% |
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| Werba Rubin Papier Wealth Management | 720,883 | $40,117,137 | 14.28% |
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| BCR Wealth Strategies, LLC | 290,092 | $16,143 | 12.86% |
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| Waypoint Capital Advisors, LLC | 647,562 | $36,036,826 | 12.10% |
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| ESL Trust Services, LLC | 636,582 | $35,425,792 | 11.29% |
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| Versant Capital Management, Inc | 624,469 | $34,751,713 | 11.04% |
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| Family Investment Center, Inc. | 326,213 | $18,153,741 | 10.96% |
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| Trellis Wealth Advisors LLC | 245,019 | $13,635,288 | 8.58% |
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| GRAND WEALTH MANAGEMENT, LLC | 240,299 | $13,372,629 | 8.19% |
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| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 310,629 | $17,286,504 | 8.14% |
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| WMS Partners, LLC | 1,550,244 | $86,271,053 | 6.82% |
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| Highland Financial Advisors, LLC | 226,701 | $12,616 | 6.53% |
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| JANICZEK WEALTH MANAGEMENT, LLC | 440,691 | $24,524,455 | 6.46% |
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| Henrickson Nauta Wealth Advisors, Inc. | 188,623 | $10,496,868 | 6.42% |
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| ZRC WEALTH MANAGEMENT, LLC | 131,489 | $7,317,387 | 6.32% |
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| PrairieView Partners, LLC | 802,622 | $44,665 | 6.05% |
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| ARQ WEALTH ADVISORS, LLC | 137,333 | $7,642,581 | 5.72% |
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| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 226,167 | $12,586,243 | 5.54% |
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