| GDS Wealth Management | 496,166 | $38,829,951 | 6.30% |
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| Blue Trust, Inc. | 5,350,923 | $394,791 | 6.26% |
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| WJ Wealth Management, LLC | 166,603 | $13,038,339 | 6.17% |
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| PCA Investment Advisory Services Inc. | 125,960 | $9,857,642 | 5.88% |
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| Financial Council, LLC | 96,870 | $7,581,046 | 5.79% |
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| Townsend & Associates, Inc | 273,153 | $22,051,656 | 5.67% |
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| Virginia National Bank | 20,556 | $1,608,712 | 5.55% |
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| HighMark Wealth Management LLC | 83,894 | $6,565,563 | 4.93% |
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| Birchcreek Wealth Management, LLC | 86,779 | $6,791,305 | 4.74% |
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| Richard W. Paul & Associates, LLC | 138,969 | $10,875,719 | 4.74% |
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| BEAM WEALTH ADVISORS, INC. | 79,924 | $6,254,815 | 4.34% |
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| Parisi Gray Wealth Management | 128,086 | $9,450,191 | 4.32% |
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| SkyOak Wealth, LLC | 173,384 | $13,569,004 | 3.83% |
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| Nadler Financial Group, Inc. | 312,378 | $24,446,724 | 3.57% |
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| Symphony Financial, Ltd. Co. | 184,706 | $14,363,928 | 3.53% |
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| MOTIVE WEALTH ADVISORS | 42,498 | $3,325,894 | 3.44% |
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| Venturi Wealth Management, LLC | 539,158 | $42,194,523 | 3.39% |
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| MFA WEALTH ADVISORS, LLC | 133,993 | $10,486,296 | 3.30% |
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| USAdvisors Wealth Management, LLC | 82,286 | $6,459 | 3.06% |
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| DEFINED WEALTH MANAGEMENT, LLC | 46,166 | $3,612,951 | 3.05% |
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