| Waypoint Wealth Partners Inc. | 899,636 | $51,639,092 | 17.68% |
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| Rockwood Wealth Management, LLC | 1,656,732 | $95,096,394 | 16.32% |
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| Family Investment Center, Inc. | 393,312 | $22,576,109 | 14.45% |
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| Werba Rubin Papier Wealth Management | 718,867 | $41,262,963 | 14.32% |
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| BCR Wealth Strategies, LLC | 292,986 | $16,817 | 13.01% |
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| GREENUP STREET WEALTH MANAGEMENT LLC | 770,554 | $44,229,773 | 12.09% |
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| ESL Trust Services, LLC | 629,741 | $36,147,133 | 11.35% |
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| Versant Capital Management, Inc | 597,864 | $34,317,388 | 10.97% |
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| Waypoint Capital Advisors, LLC | 575,849 | $33,053,733 | 10.32% |
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| Trellis Wealth Advisors LLC | 240,767 | $13,820,046 | 9.19% |
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| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 311,098 | $17,857,025 | 8.16% |
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| GRAND WEALTH MANAGEMENT, LLC | 225,811 | $12,961,546 | 7.71% |
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| Henrickson Nauta Wealth Advisors, Inc. | 189,435 | $10,873,567 | 7.38% |
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| JANICZEK WEALTH MANAGEMENT, LLC | 433,147 | $24,862,638 | 6.84% |
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| WMS Partners, LLC | 1,448,273 | $83,130,844 | 6.54% |
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| Highland Financial Advisors, LLC | 211,987 | $12,168 | 6.27% |
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| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 246,918 | $14,173,141 | 6.17% |
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| ZRC WEALTH MANAGEMENT, LLC | 125,815 | $7,221,781 | 6.08% |
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| PrairieView Partners, LLC | 790,407 | $45,369 | 5.94% |
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| ARQ WEALTH ADVISORS, LLC | 144,884 | $8,316,342 | 5.40% |
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