| Summit Investment Advisory Services, LLC | 779,107 | $21,067,050 | 13.93% |
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| Erickson Financial Group, LLC | 554,791 | $15,001,549 | 13.61% |
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| Ergawealth Advisors, Inc. | 549,283 | $14,852,620 | 10.18% |
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| Confluence Wealth Services, Inc. | 1,533,723 | $41,471,861 | 8.79% |
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| WNY Asset Management, LLC | 1,195,157 | $32,316,996 | 6.87% |
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| &PARTNERS | 456,827 | $12,352,614 | 5.53% |
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| FinDec Wealth Services, Inc. | 282,615 | $7,641,920 | 5.35% |
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| Main Line Retirement Advisors, LLC | 210,046 | $5,679,644 | 5.34% |
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| Johnson Bixby & Associates, LLC | 780,429 | $21,102,791 | 4.38% |
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| WJ Wealth Management, LLC | 340,554 | $9,208,586 | 4.36% |
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| Souders Financial Advisors | 652,528 | $17,644,357 | 3.37% |
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| DB Wealth Management Group, LLC | 183,103 | $4,951,107 | 3.03% |
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| Smallwood Wealth Investment Management, LLC | 93,464 | $2,527,267 | 2.25% |
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| Arden Trust Co | 454,974 | $12,303 | 2.02% |
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| Midwest Heritage Bank, FSB | 82,305 | $2,225,527 | 1.69% |
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| Gerber Kawasaki Wealth & Investment Management | 758,805 | $20,518,069 | 1.38% |
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| SITTNER & NELSON, LLC | 90,099 | $2,436,277 | 1.34% |
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| Delta Financial Group, Inc. | 40,811 | $1,104 | 1.30% |
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| Capital Group Private Client Services, Inc. | 4,056,195 | $109,679,529 | 1.29% |
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| Carson Advisory Inc. | 55,167 | $1,491,713 | 1.26% |
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