| Applied Capital LLC | 117,162 | $6,270,490 | 3.85% |
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| Granite Bay Wealth Management, LLC | 6,929,789 | $386,651 | 3.79% |
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| Bogart Wealth, LLC | 1,129,229 | $60,436,316 | 3.73% |
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| Equita Financial Network, Inc. | 113,000 | $6,048 | 3.72% |
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| Treynor Bancshares, Inc. | 106,708 | $5,711,010 | 3.62% |
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| Latigo Investments, LLC | 110,241 | $5,900,092 | 3.59% |
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| Financial Advisors Network, Inc. | 293,417 | $15,703,658 | 3.53% |
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| Greenhouse Wealth Management, LLC | 73,057 | $3,909,988 | 3.51% |
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| McCarthy Asset Management, Inc. | 86,467 | $4,627,713 | 3.40% |
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| CWS Financial Advisors, LLC | 157,961 | $8,454,066 | 3.39% |
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| Wealthspire Advisors, LLC | 3,796,068 | $203,165,580 | 3.36% |
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| PHILLIPS FINANCIAL MANAGEMENT, LLC | 649,678 | $34,770,744 | 3.30% |
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| Verity Asset Management, Inc. | 79,598 | $4,260,062 | 3.14% |
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| WBH ADVISORY INC | 477,623 | $25,562,377 | 3.14% |
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| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 253,744 | $13,580,383 | 3.07% |
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| OGOREK ANTHONY JOSEPH /NY/ /ADV | 142,131 | $7,606 | 3.00% |
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| Arista Wealth Management, LLC | 143,137 | $7,660,682 | 3.00% |
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| Bordeaux Wealth Advisors LLC | 136,564 | $7,308,889 | 2.96% |
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| Greenline Partners, LLC | 285,490 | $15,279,425 | 2.88% |
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| Souders Financial Advisors | 272,494 | $14,583,885 | 2.80% |
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