| Summit Investment Advisory Services, LLC | 792,622 | $19,767,992 | 14.07% |
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| Erickson Financial Group, LLC | 532,468 | $13,279,752 | 13.17% |
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| Ergawealth Advisors, Inc. | 494,330 | $12,328,594 | 10.04% |
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| Confluence Wealth Services, Inc. | 1,444,561 | $36,027,349 | 8.40% |
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| WNY Asset Management, LLC | 1,096,770 | $27,353,409 | 6.50% |
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| &PARTNERS | 450,424 | $11,321,946 | 5.44% |
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| FinDec Wealth Services, Inc. | 281,424 | $7,018,704 | 5.31% |
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| Johnson Bixby & Associates, LLC | 726,545 | $18,120,027 | 4.00% |
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| Souders Financial Advisors | 630,105 | $15,714,819 | 3.34% |
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| Smallwood Wealth Investment Management, LLC | 96,661 | $2,410,725 | 2.28% |
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| Arden Trust Co | 438,679 | $10,941 | 1.98% |
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| Midwest Heritage Bank, FSB | 82,305 | $2,052,687 | 1.65% |
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| Gerber Kawasaki Wealth & Investment Management | 768,582 | $19,168,451 | 1.52% |
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| Carson Advisory Inc. | 52,830 | $1,317,580 | 1.17% |
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| SITTNER & NELSON, LLC | 78,744 | $1,963,875 | 1.13% |
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| Pillar Wealth Advisors, LLC | 44,265 | $1,103,969 | 1.10% |
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| Capital Group Private Client Services, Inc. | 3,479,048 | $86,767,477 | 1.08% |
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| Fulcrum Equity Management | 91,064 | $2,271,136 | 1.07% |
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| Strategic Blueprint, LLC | 371,528 | $9,265,918 | 0.95% |
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| BARNES PETTEY FINANCIAL ADVISORS, LLC | 32,144 | $801,671 | 0.77% |
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