| INSTRUMENTAL WEALTH, LLC | 202,315 | $6,059,346 | 7.08% |
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| Amplius Wealth Advisors, LLC | 1,124,309 | $33,583,941 | 4.50% |
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| AVALON CAPITAL MANAGEMENT | 290,435 | $8,675,293 | 4.43% |
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| IAM Advisory, LLC | 349,790 | $10,448,216 | 3.65% |
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| CASTLE WEALTH MANAGEMENT LLC | 157,495 | $4,704,366 | 3.35% |
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| AlphaCore Capital LLC | 704,802 | $21,052,433 | 3.32% |
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| Carlson Capital Management | 1,691,367 | $50,521,125 | 3.00% |
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| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 145,357 | $4,341,814 | 2.83% |
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| Empirical Asset Management, LLC | 70,251 | $2,098,389 | 1.83% |
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| Sepio Capital, LP | 608,992 | $18,190,602 | 1.57% |
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| Certified Advisory Corp | 259,966 | $7,765,183 | 1.43% |
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| CHANNEL WEALTH LLC | 77,580 | $2,317,315 | 1.30% |
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| Smart Money Group LLC | 91,095 | $2,721,011 | 1.29% |
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| Bridge Advisory, LLC | 98,225 | $2,933,983 | 1.03% |
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| Onyx Bridge Wealth Group LLC | 132,696 | $3,963,631 | 0.93% |
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| Patriot Financial Group Insurance Agency, LLC | 132,416 | $3,955,278 | 0.82% |
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| Prosperitas Financial LLC | 31,131 | $929,885 | 0.72% |
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| Fortress Wealth Group, LLC | 29,431 | $851,136 | 0.57% |
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| BigSur Wealth Management LLC | 33,300 | $994,671 | 0.50% |
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| GREENWOOD CAPITAL ASSOCIATES LLC | 107,220 | $3,202,661 | 0.46% |
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