| Tradewinds Capital Management, LLC | 541,457 | $12,897,506 | 4.42% |
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| Revolve Wealth Partners, LLC | 724,261 | $17,251,892 | 3.97% |
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| Collaborative Wealth Managment Inc. | 246,102 | $5,862,151 | 3.50% |
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| Erickson Financial Group, LLC | 156,095 | $3,718,183 | 3.48% |
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| Private Ocean, LLC | 1,114,426 | $26,545,626 | 3.37% |
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| Avantax Planning Partners, Inc. | 3,021,719 | $71,977,347 | 3.01% |
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| Orcam Financial Group | 90,974 | $2,166,990 | 2.92% |
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| Running Point Capital Advisors, LLC | 158,704 | $3,780,329 | 2.19% |
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| QP WEALTH MANAGEMENT, LLC | 45,803 | $1,091,027 | 1.90% |
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| High Net Worth Advisory Group LLC | 190,751 | $4,543,714 | 1.82% |
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| Parkside Investments, LLC | 392,503 | $9,349,421 | 1.72% |
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| Melone Private Wealth, LLC | 99,503 | $2,370,171 | 1.70% |
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| 1900 WEALTH MANAGEMENT LLC | 631,870 | $15,051,142 | 1.50% |
|---|
| RIVERSEDGE ADVISORS, LLC | 204,117 | $4,862,061 | 1.43% |
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| KRAEMATON INVESTMENT ADVISORS, INC | 42,492 | $1,012,163 | 1.25% |
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| CAPITAL INSIGHT PARTNERS, LLC | 220,177 | $5,244,617 | 1.19% |
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| Sebold Capital Management, Inc. | 57,917 | $1,379,573 | 1.13% |
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| DRAVO BAY LLC | 60,987 | $1,452,710 | 1.06% |
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| AFT, FORSYTH & COMPANY, INC. | 57,750 | $1,375,605 | 1.01% |
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| WCG Wealth Advisors LLC | 479,716 | $11,859 | 0.87% |
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