| Prosperity Planning, Inc. | 653,645 | $30,316,049 | 12.67% |
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| Old North State Trust, LLC | 349,372 | $16,204 | 12.63% |
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| Opal Wealth Advisors, LLC | 425,145 | $19,718,226 | 11.54% |
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| MARYLAND CAPITAL ADVISORS INC. | 284,699 | $13,204,340 | 10.08% |
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| Courage Miller Partners, LLC | 505,997 | $23,468,154 | 9.62% |
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| Omega Financial Group, LLC | 234,650 | $10,883,081 | 5.32% |
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| Acorns Advisers, LLC | 8,228,082 | $381,618 | 5.25% |
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| Townsend & Associates, Inc | 510,645 | $23,642,870 | 4.99% |
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| BLUESTEM FINANCIAL ADVISORS, LLC | 167,739 | $7,779,729 | 4.74% |
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| IRON Financial LLC | 169,602 | $7,866,120 | 4.57% |
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| COREPATH WEALTH PARTNERS LLC | 154,038 | $7,131,975 | 4.30% |
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| MBL Wealth, LLC | 643,372 | $29,839,603 | 4.20% |
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| MORRIS FINANCIAL CONCEPTS, INC. | 129,920 | $6,025,690 | 4.00% |
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| Carl P. Sherr & Co., LLC | 123,149 | $5,711,638 | 3.87% |
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| STERLING INVESTMENT ADVISORS LLC /ADV | 130,899 | $6,071,136 | 3.87% |
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| NorthLanding Financial Partners, LLC | 59,080 | $2,740,121 | 3.51% |
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| Providence First Trust Co | 135,507 | $6,284,815 | 3.51% |
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| CAHABA WEALTH MANAGEMENT, INC. | 681,965 | $31,629,531 | 3.48% |
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| Hoxton Planning & Management, LLC | 110,232 | $5,113 | 3.31% |
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| Buttonwood Financial Advisors Inc. | 106,957 | $4,960,670 | 3.14% |
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