| Heritage Financial Services, LLC | 2,044,669 | $90,783,309 | 17.73% |
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| TPG Financial Advisors, LLC | 379,259 | $16,839,116 | 8.70% |
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| Fortress Wealth Management, Inc. | 229,792 | $10,202,749 | 6.60% |
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| Family Asset Management, LLC | 195,194 | $8,666,611 | 6.39% |
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| Capital Advisors Wealth Management, LLC | 456,566 | $20,271,541 | 5.29% |
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| Syntegra Private Wealth Group, LLC | 726,515 | $32,257,259 | 5.07% |
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| Gallacher Capital Management LLC | 162,467 | $7,213,513 | 4.50% |
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| Diversified, LLC | 371,979 | $16,515,881 | 4.28% |
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| Lionsbridge Wealth Management LLC | 73,574 | $3,266,686 | 3.10% |
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| Paladin Advisory Group, LLC | 74,417 | $3,304,115 | 2.78% |
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| MRA Advisory Group | 87,422 | $3,881,553 | 2.77% |
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| Armor Investment Advisors, LLC | 97,128 | $4,312,463 | 2.56% |
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| Seascape Capital Management | 111,757 | $4,962 | 2.35% |
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| D'Orazio & Associates, Inc. | 194,567 | $8,638,788 | 1.94% |
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| Bernardo Wealth Planning LLC | 100,940 | $4,481,735 | 1.77% |
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| Financial Management Professionals, Inc. | 224,274 | $9,958 | 1.75% |
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| EUDAIMONIA ADVISORS LLC | 51,638 | $2,292,728 | 1.61% |
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| Magnus Financial Group LLC | 227,528 | $10,102,262 | 1.47% |
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| Econ Financial Services Corp | 44,105 | $1,958,262 | 1.43% |
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| Syverson Strege & Co | 71,085 | $3,156,153 | 1.41% |
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