| Wiser Wealth Management, Inc | 163,312 | $14,273,481 | 5.80% |
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| Orgel Wealth Management, LLC | 1,879,080 | $164,231,568 | 5.55% |
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| Sebold Capital Management, Inc. | 76,874 | $6,718,767 | 5.49% |
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| One Day In July LLC | 291,626 | $25,488,112 | 4.54% |
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| Bryant Woods Investment Advisors, LLC | 49,881 | $4,359,511 | 3.17% |
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| CAROLINAS WEALTH CONSULTING LLC | 137,006 | $11,275,574 | 2.81% |
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| Baystate Wealth Management LLC | 361,240 | $31,572,436 | 2.60% |
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| Flower City Capital | 26,221 | $2,291,716 | 2.34% |
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| Mitsubishi UFJ Asset Management (UK) Ltd. | 37,000 | $3,234 | 2.28% |
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| Anson Capital, Inc. | 11,243 | $982,615 | 1.87% |
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| Davidson Capital Management Inc. | 42,440 | $3,709,256 | 1.84% |
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| FIDELITY D & D BANCORP INC | 16,782 | $1,466,747 | 1.51% |
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| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 169,072 | $14,776,902 | 1.36% |
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| MACROVIEW INVESTMENT MANAGEMENT LLC | 11,516 | $1,006,513 | 1.34% |
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| HARBOR ADVISORY CORP /MA/ | 40,466 | $3,536,728 | 1.28% |
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| Verum Partners LLC | 27,497 | $2,403,250 | 1.07% |
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| Kathleen S. Wright Associates Inc. | 18,458 | $1,613,229 | 0.90% |
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| SHEPHERD KAPLAN KROCHUK, LLC | 10,896 | $952,289 | 0.83% |
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| Marble Harbor Investment Counsel, LLC | 67,815 | $5,927,031 | 0.78% |
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| Silver Oak Advisory Group, Inc. | 12,992 | $1,135 | 0.74% |
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