| Erickson Financial Group, LLC | 511,130 | $12,057,557 | 13.05% |
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| Ergawealth Advisors, Inc. | 416,036 | $9,814,292 | 8.89% |
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| Confluence Wealth Services, Inc. | 1,300,660 | $30,682,567 | 7.98% |
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| WNY Asset Management, LLC | 960,299 | $22,653,457 | 6.13% |
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| FinDec Wealth Services, Inc. | 283,768 | $6,694,081 | 5.53% |
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| &PARTNERS | 446,298 | $10,528,160 | 5.23% |
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| Johnson Bixby & Associates, LLC | 750,977 | $17,715,542 | 4.12% |
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| Robbie L. Kennerson P.A., Inc. | 163,088 | $3,847,240 | 3.90% |
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| Souders Financial Advisors | 557,085 | $13,141,635 | 3.00% |
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| Smallwood Wealth Investment Management, LLC | 95,312 | $2,248,410 | 1.90% |
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| Midwest Heritage Bank, FSB | 69,402 | $1,637,193 | 1.58% |
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| Gerber Kawasaki Wealth & Investment Management | 734,444 | $17,325,523 | 1.54% |
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| Carson Advisory Inc. | 45,373 | $1,070,349 | 1.03% |
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| SITTNER & NELSON, LLC | 68,055 | $1,605,417 | 0.98% |
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| Pillar Wealth Advisors, LLC | 42,056 | $992,101 | 0.96% |
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| Capital Group Private Client Services, Inc. | 3,087,457 | $72,833,111 | 0.92% |
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| Strategic Blueprint, LLC | 315,529 | $7,443,338 | 0.86% |
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| BARNES PETTEY FINANCIAL ADVISORS, LLC | 30,373 | $716,499 | 0.74% |
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| SILVERLAKE WEALTH MANAGEMENT LLC | 41,748 | $984,838 | 0.61% |
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| HoyleCohen, LLC | 252,037 | $5,945,553 | 0.59% |
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