| Strid Group, LLC | 1,821,009 | $101.0m | 11.2% |
| Valley Financial Group, Inc. | 333,192 | $18.5m | 9.1% |
| BWM Planning, LLC | 300,787 | $16.7m | 3.9% |
| Empirical Finance, LLC | 219,682 | $12.2m | 0.5% |
| Ethos Financial Group, LLC | 203,329 | $12.0m | 0.8% |
| Waverly Advisors, LLC | 208,210 | $11.5m | 0.1% |
| Stillwater Private Wealth, LLC | 175,036 | $10.6m | 6.9% |
| One Degree Advisors Inc | 188,514 | $10.5m | 2.3% |
| RAYMOND JAMES FINANCIAL INC | 187,337 | $10.4m | 0.0% |
| Well Done, LLC | 165,606 | $9.2m | 1.2% |
| Kathmere Capital Management, LLC | 152,637 | $8.5m | 0.4% |
| Stokes Family Office, LLC | 131,695 | $7.3m | 0.9% |
| JPL Wealth Management, LLC | 127,564 | $7.1m | 1.4% |
| ROYAL BANK OF CANADA | 110,464 | $6.1m | 0.0% |
| Empowered Funds, LLC | 104,967 | $5.8m | 0.0% |
| Stratos Wealth Advisors, LLC | 97,797 | $5.4m | 0.3% |
| LPL Financial LLC | 92,275 | $5.1m | 0.0% |
| Vise Technologies, Inc. | 77,055 | $4.3m | 0.0% |
| Vestment Financial LLC | 66,778 | $3.8m | 1.7% |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 64,813 | $3.6m | 1.6% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 62,911 | $3.5m | 0.0% |
| Mariner, LLC | 56,119 | $3.1m | 0.0% |
| QUARRY HILL ADVISORS, LLC | 53,176 | $2.9m | 1.1% |
| OneDigital Investment Advisors LLC | 52,221 | $2.9m | 0.0% |
| Equitable Holdings, Inc. | 37,530 | $2.1m | 0.0% |