| Summit Investment Advisory Services, LLC | 817,764 | $21,646,216 | 16.04% |
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| Erickson Financial Group, LLC | 570,201 | $15,093,220 | 14.12% |
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| Confluence Wealth Services, Inc. | 2,015,315 | $53,345,399 | 10.53% |
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| Ergawealth Advisors, Inc. | 526,321 | $13,931,730 | 9.61% |
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| WNY Asset Management, LLC | 1,576,773 | $41,737,139 | 8.14% |
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| Johnson Bixby & Associates, LLC | 1,231,764 | $32,604,798 | 6.80% |
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| WJ Wealth Management, LLC | 523,027 | $13,844,506 | 6.73% |
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| &PARTNERS | 459,791 | $12,177,789 | 5.68% |
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| FinDec Wealth Services, Inc. | 284,971 | $7,543,193 | 5.45% |
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| DB Wealth Management Group, LLC | 291,216 | $7,708,484 | 4.86% |
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| Ruggaard & Associates LLC | 272,998 | $7,226,257 | 4.30% |
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| Souders Financial Advisors | 639,460 | $16,926,502 | 3.25% |
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| CONTINENTAL INVESTORS SERVICES, INC. | 40,186 | $1,063,723 | 3.22% |
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| GUARDIAN WEALTH ADVISORS, LLC / NC | 663,568 | $17,641,379 | 3.00% |
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| Smallwood Wealth Investment Management, LLC | 95,899 | $2,538,449 | 2.31% |
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| Arden Trust Co | 453,641 | $12,007,870 | 2.00% |
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| Midwest Heritage Bank, FSB | 84,335 | $2,232,347 | 1.68% |
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| SITTNER & NELSON, LLC | 102,764 | $2,720,163 | 1.57% |
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| Capital Group Private Client Services, Inc. | 4,748,394 | $125,690,016 | 1.53% |
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| Lodestone Wealth Management LLC | 75,163 | $1,989,557 | 1.39% |
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