| Hackensack Meridian Health, Inc. | 780,201 | $124,434,257 | 18.47% |
|---|
| University of Maryland Foundation, Inc. | 91,176 | $14,542 | 17.40% |
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| 25 LLC | 171,990 | $27,430,716 | 16.73% |
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| Mokosak Advisory Group, LLC | 257,464 | $41,062,811 | 16.70% |
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| Opal Wealth Advisors, LLC | 149,263 | $23,805,956 | 13.93% |
|---|
| TrueWealth Financial Partners | 79,980 | $12,756,039 | 10.49% |
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| Jacobsen Capital Management | 113,659 | $18,127,516 | 9.84% |
|---|
| BHK Investment Advisors, LLC | 133,746 | $21,331,207 | 9.81% |
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| New England Capital Financial Advisors LLC | 77,155 | $12,305,488 | 8.48% |
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| Brooklyn FI, LLC | 95,720 | $15,266,432 | 8.21% |
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| Family CFO Inc | 68,710 | $10,958,547 | 7.88% |
|---|
| RETIREMENT FINANCIAL SOLUTIONS, LLC | 70,663 | $11,270,049 | 7.60% |
|---|
| Abacus Planning Group, Inc. | 192,397 | $30,685,392 | 7.47% |
|---|
| Center for Financial Planning, Inc. | 215,894 | $34,432,878 | 7.44% |
|---|
| Fee-Only Financial Planning, L.C. | 55,772 | $8,895,076 | 7.17% |
|---|
| PDS Planning, Inc | 346,757 | $55,304,284 | 7.16% |
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| Rodgers & Associates, LTD | 284,831 | $45,427,724 | 6.86% |
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| Efficient Advisors, LLC | 632,410 | $100,863,064 | 6.83% |
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| Moser Wealth Advisors, LLC | 58,702 | $9,362,377 | 6.57% |
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| Retirement Investment Advisors, Inc. | 441,596 | $70,430,146 | 6.41% |
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