| PALLADIEM, LLC | 223,437 | $9,263,692 | 9.88% |
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| Refined Wealth Management | 200,778 | $8,324,268 | 7.35% |
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| Destiny Wealth Partners, LLC | 854,018 | $35,407,582 | 7.32% |
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| Paragon Wealth Strategies, LLC | 271,730 | $11,265,932 | 6.86% |
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| Drake & Associates, LLC | 269,905 | $11,190,259 | 5.46% |
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| Matthew Goff Investment Advisor, LLC | 475,426 | $19,711,142 | 4.89% |
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| Concord Wealth Partners | 404,204 | $16,758,288 | 4.76% |
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| Ascendant Capital Management, LLC | 85,000 | $3,524,100 | 4.65% |
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| Greystone Financial Group, LLC | 443,742 | $18,397,527 | 4.64% |
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| Live Oak Investment Partners | 109,177 | $4,526,316 | 3.98% |
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| Seed Wealth Management, Inc. | 81,138 | $3,363,984 | 3.81% |
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| RiverFront Investment Group, LLC | 2,406,644 | $99,779,498 | 3.52% |
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| O'Connor Financial Group LLC | 112,388 | $4,659,609 | 3.50% |
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| HARBOR ADVISORY CORP /MA/ | 218,829 | $9,072,650 | 3.46% |
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| Prentice Wealth Management LLC | 173,741 | $7,203,287 | 3.44% |
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| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 1,852,671 | $76,811,739 | 3.30% |
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| ARS Wealth Advisors Group, LLC | 414,061 | $17,167,009 | 3.16% |
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| Beta Wealth Group, Inc. | 124,713 | $5,170,596 | 2.96% |
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| Darwin Wealth Management, LLC | 258,022 | $10,697,604 | 2.90% |
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| Asset Allocation & Management Company, LLC | 172,526 | $7,153 | 2.87% |
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