| Gray Foundation | 522,084 | $44,993,199 | 14.06% |
|---|
| Stuart Chaussee & Associates, Inc. | 236,766 | $20,404,494 | 5.87% |
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| Legacy Financial Strategies, LLC | 247,896 | $21,363,686 | 5.50% |
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| Mathes Company, Inc. | 164,496 | $14,176 | 5.31% |
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| Dynamic Wealth Strategies, LLC | 69,338 | $5,976 | 5.11% |
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| AFT, FORSYTH & COMPANY, INC. | 56,097 | $4,834,444 | 2.76% |
|---|
| CIC Wealth, LLC | 102,577 | $8,840,061 | 2.57% |
|---|
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 1,009,071 | $86,961,798 | 2.46% |
|---|
| Campion Asset Management | 33,534 | $2,889,960 | 2.24% |
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| WealthBridge Capital Management, LLC | 71,393 | $6,152,632 | 2.07% |
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| KKM Financial LLC | 48,817 | $4,207,050 | 2.05% |
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| Equitable Holdings, Inc. | 2,105,588 | $181,459,574 | 2.04% |
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| Destination Wealth Management | 705,942 | $60,838,114 | 2.02% |
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| INTERACTIVE FINANCIAL ADVISORS, INC. | 41,178 | $3,548,790 | 1.96% |
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| SHELTON WEALTH MANAGEMENT, LLC | 33,216 | $2,862,570 | 1.80% |
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| GM Advisory Group, LLC | 287,719 | $24,795,619 | 1.74% |
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| ACIMA PRIVATE WEALTH, LLC | 53,400 | $4,602,012 | 1.70% |
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| Portfolio Strategies, Inc. | 277,127 | $23,882,277 | 1.62% |
|---|
| White Lighthouse Investment Management Inc. | 75,823 | $6,534,446 | 1.33% |
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| MERIDIAN INVESTMENT COUNSEL INC. | 39,980 | $3,445,476 | 1.15% |
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