| Revolve Wealth Partners, LLC | 411,612 | $32.4m | 3.4% |
| Valley Financial Group, Inc. | 236,631 | $18.6m | 9.2% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 217,012 | $17.1m | 0.0% |
| BWM Planning, LLC | 205,011 | $16.1m | 3.7% |
| LPL Financial LLC | 199,352 | $15.7m | 0.0% |
| D.A. DAVIDSON & CO. | 158,850 | $12.5m | 0.1% |
| RAYMOND JAMES FINANCIAL INC | 132,599 | $10.4m | 0.0% |
| One Degree Advisors Inc | 134,618 | $10.4m | 2.3% |
| JPL Wealth Management, LLC | 115,998 | $9.1m | 1.8% |
| Commonwealth Financial Services, LLC | 112,150 | $8.8m | 1.2% |
| Stokes Family Office, LLC | 101,120 | $8.0m | 0.9% |
| Kathmere Capital Management, LLC | 100,539 | $7.9m | 0.4% |
| Cambridge Investment Research Advisors, Inc. | 81,220 | $6.4m | 0.0% |
| Empowered Funds, LLC | 72,997 | $5.7m | 0.0% |
| OSAIC HOLDINGS, INC. | 68,422 | $5.4m | 0.0% |
| Vise Technologies, Inc. | 61,678 | $4.9m | 0.1% |
| Ethos Financial Group, LLC | 53,727 | $3.8m | 0.3% |
| Vestment Financial LLC | 49,076 | $3.8m | 1.7% |
| Advantage Trust Co | 45,684 | $3.6m | 1.3% |
| Savvy Advisors, Inc. | 43,998 | $3.5m | 0.1% |
| Empirical Finance, LLC | 41,836 | $3.3m | 0.1% |
| Cambria Investment Management, L.P. | 40,273 | $3.2m | 0.2% |
| Brookwood Investment Group LLC | 38,672 | $3.0m | 0.3% |
| TWO SIGMA INVESTMENTS, LP | 36,500 | $2.9m | 0.0% |
| Seed Wealth Management, Inc. | 30,940 | $2.4m | 1.5% |