| LWM Advisory Services, LLC | 379,586 | $8,540,693 | 9.16% |
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| Choice Wealth Advisors, LLC | 426,979 | $9,607,017 | 6.79% |
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| Clifford Group, LLC | 164,809 | $3,708,196 | 4.02% |
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| Capital Planning Advisors, LLC | 662,275 | $14,901,191 | 3.11% |
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| PALLADIEM, LLC | 109,227 | $2,457,600 | 2.65% |
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| Revisor Wealth Management LLC | 111,543 | $2,509,718 | 2.13% |
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| Scarborough Advisors, LLC | 388,282 | $8,736,348 | 2.12% |
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| Strategic Advocates LLC | 190,517 | $4,286,629 | 2.02% |
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| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 290,284 | $6,531,396 | 1.89% |
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| Cassady Schiller Wealth Management, LLC | 111,228 | $2,502,631 | 1.39% |
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| LPWM LLC | 123,942 | $2,761,428 | 1.24% |
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| Ayalon Insurance Comp Ltd. | 130,580 | $2,938 | 1.24% |
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| Brio Consultants, LLC | 208,652 | $4,694,665 | 0.88% |
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| Levy Wealth Management Group, LLC | 116,711 | $2,626,003 | 0.81% |
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| TITLEIST ASSET MANAGEMENT, LLC | 117,920 | $2,653,201 | 0.54% |
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| CLIENT 1ST ADVISORY GROUP, LLC | 40,643 | $914,466 | 0.48% |
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| Investmark Advisory Group LLC | 28,349 | $637,851 | 0.43% |
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| Ignite Planners, LLC | 52,448 | $1,163,832 | 0.36% |
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| Bank of Marin | 11,880 | $267,300 | 0.26% |
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| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 19,328 | $434,880 | 0.23% |
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