| Wavelength Capital Management, LLC | 311,970 | $5,559,305 | 6.47% |
|---|
| Koss-Olinger Consulting, LLC | 2,024,983 | $36,085,000 | 5.32% |
|---|
| Kellett Wealth Advisors, LLC | 261,574 | $4,661,252 | 3.99% |
|---|
| Sound Income Strategies, LLC | 1,937,083 | $34,518,822 | 2.92% |
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| Etesian Wealth Advisors, Inc. | 149,237 | $2,659,404 | 1.79% |
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| Seed Wealth Management, Inc. | 66,695 | $1,188,505 | 1.34% |
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| CAPE COD FIVE CENTS SAVINGS BANK | 395,528 | $7,048,308 | 0.38% |
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| Verde Capital Management | 53,249 | $948,905 | 0.37% |
|---|
| Joseph P. Lucia & Associates, LLC | 21,940 | $390,975 | 0.27% |
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| Paradigm Financial Partners, LLC | 51,033 | $896,139 | 0.25% |
|---|
| Sage Advisory Services, Ltd.Co. | 44,310 | $790,000 | 0.22% |
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| EUDAIMONIA ADVISORS LLC | 17,053 | $303,885 | 0.21% |
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| LexAurum Advisors, LLC | 38,659 | $688,912 | 0.20% |
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| Pinion Investment Advisors, LLC | 16,979 | $302,566 | 0.20% |
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| Greytown Advisors Inc. | 18,221 | $324,698 | 0.18% |
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| Endowment Wealth Management, Inc. | 10,998 | $195,985 | 0.18% |
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| AXS Investments LLC | 38,000 | $677,160 | 0.18% |
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| Cambria Investment Management, L.P. | 109,668 | $1,943,372 | 0.16% |
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| Hennion & Walsh Asset Management, Inc. | 129,142 | $2,301,310 | 0.15% |
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| Hilltop Holdings Inc. | 59,862 | $1,066,741 | 0.12% |
|---|