| SimpliFi, Inc. | 862,713 | $35,811,206 | 17.65% |
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| Prestige Wealth Management Group LLC | 568,269 | $23,588,849 | 5.82% |
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| KLR INVESTMENT ADVISORS, LLC | 112,849 | $4,930,380 | 4.48% |
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| INVENIO WEALTH PARTNERS LLC | 67,602 | $2,806,159 | 2.55% |
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| Symphony Financial, Ltd. Co. | 196,280 | $8,098,503 | 1.98% |
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| Trilogy Capital Inc. | 604,662 | $25,099,530 | 1.70% |
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| Oxinas Partners Wealth Management LLC | 47,620 | $1,976,698 | 1.47% |
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| Truadvice, LLC | 83,896 | $3,493,429 | 1.37% |
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| 3D/L Capital Management, LLC | 98,592 | $4,092,558 | 1.33% |
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| My Legacy Advisors, LLC | 72,432 | $2,945,802 | 1.20% |
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| Sharper & Granite LLC | 45,305 | $1,880,611 | 1.09% |
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| Golden State Equity Partners | 62,759 | $2,605,126 | 0.73% |
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| Savant Capital, LLC | 1,146,300 | $47,582,913 | 0.71% |
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| David Kennon Inc | 32,582 | $1,352,497 | 0.65% |
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| Centennial Wealth Advisory LLC | 28,204 | $1,170,746 | 0.63% |
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| Independent Wealth Network Inc. | 23,950 | $994,165 | 0.61% |
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| Kingdom Financial Group LLC. | 13,769 | $571,542 | 0.54% |
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| FIRST FOUNDATION ADVISORS | 260,018 | $10,793,362 | 0.50% |
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| Trinity Wealth Management, LLC | 18,057 | $749,546 | 0.46% |
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| MARIPAU WEALTH MANAGEMENT LLC | 11,128 | $461,923 | 0.42% |
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