| Refined Wealth Management | 273,633 | $15,670,945 | 12.08% |
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| Leo Wealth, LLC | 759,635 | $43,502,438 | 4.44% |
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| EVOKE WEALTH, LLC | 59,139 | $3,386,891 | 3.99% |
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| LifeGuide Financial Advisors, LLC | 137,326 | $7,864,636 | 3.82% |
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| New Covenant Trust Company, N.A. | 49,486 | $2,877,611 | 3.31% |
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| Skyline Advisors, Inc. | 132,225 | $7,572,501 | 3.29% |
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| Farrell Financial LLC | 72,212 | $4,135,571 | 3.22% |
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| Balanced Rock Investment Advisors LLC | 57,721 | $3,305,654 | 2.78% |
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| Crewe Advisors LLC | 418,497 | $23,967,324 | 2.69% |
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| Stewardship Advisors, LLC | 121,879 | $6,980,010 | 2.31% |
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| Hanson & Doremus Investment Management | 236,224 | $13,529 | 2.27% |
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| Financial Connections Group, Inc. | 74,019 | $4,239 | 2.20% |
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| OGOREK ANTHONY JOSEPH /NY/ /ADV | 103,237 | $5,912 | 2.05% |
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| BLUESTEM FINANCIAL ADVISORS, LLC | 55,038 | $3,152,000 | 1.59% |
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| Silver Oak Advisory Group, Inc. | 41,063 | $2,351 | 1.31% |
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| DOHJ, LLC | 75,105 | $4,301,263 | 1.08% |
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| Diversified Portfolios, Inc. | 136,270 | $7,804,183 | 1.03% |
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| Sageworth Trust Co of South Dakota | 12,151 | $695,888 | 1.02% |
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| Bear Mountain Capital, Inc. | 41,987 | $2,508,303 | 1.02% |
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| Northland Capital Management LLC | 24,417 | $1,398,359 | 0.98% |
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