| Refined Wealth Management | 311,386 | $18,673,906 | 16.76% |
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| RVW Wealth, LLC | 446,779 | $26,793,327 | 3.23% |
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| LOCKERMAN FINANCIAL GROUP, INC. | 14,726 | $883,119 | 2.38% |
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| Francis Financial, Inc. | 71,561 | $4,291,514 | 2.24% |
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| DeDora Capital, Inc. | 79,802 | $4,785,726 | 1.88% |
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| Laurel Wealth Planning LLC | 38,484 | $2,308 | 1.80% |
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| IMPACTfolio, LLC | 38,827 | $2,328,455 | 1.68% |
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| Evolution Advisers, Inc. | 36,830 | $2,208 | 1.60% |
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| Stewardship Advisors, LLC | 63,886 | $3,831,243 | 1.50% |
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| Colorado Capital Management, Inc. | 22,236 | $1,333 | 1.01% |
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| Fulcrum Equity Management | 14,290 | $856,971 | 1.00% |
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| Money Design Co.,Ltd. | 221,887 | $13,307 | 0.81% |
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| SEAVIEW INVESTMENT MANAGERS LLC | 32,570 | $1,953,223 | 0.65% |
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| TIAA TRUST, NATIONAL ASSOCIATION | 2,759,065 | $165,461,128 | 0.60% |
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| Redwood Financial Network Corp | 8,582 | $514,683 | 0.54% |
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| Mascoma Wealth Management LLC | 22,839 | $1,369,655 | 0.43% |
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| Golden State Equity Partners | 24,382 | $1,462,189 | 0.41% |
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| Vestmark Advisory Solutions, Inc. | 89,148 | $5,346,206 | 0.39% |
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| Equita Financial Network, Inc. | 9,845 | $590 | 0.36% |
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| Capital Market Strategies LLC | 5,632 | $332,014 | 0.33% |
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