| Strid Group, LLC | 1,821,009 | 20.2% | +118,737 |
| Valley Financial Group, Inc. | 333,192 | 3.7% | +4,782 |
| BWM Planning, LLC | 300,787 | 3.3% | +10,447 |
| Empirical Finance, LLC | 219,682 | 2.4% | −56,132 |
| Ethos Financial Group, LLC | 203,329 | 2.3% | −57,540 |
| Waverly Advisors, LLC | 208,210 | 2.3% | −539 |
| RAYMOND JAMES FINANCIAL INC | 187,337 | 2.1% | +5,044 |
| Well Done, LLC | 165,606 | 1.8% | +13,075 |
| Kathmere Capital Management, LLC | 152,637 | 1.7% | −807 |
| Stokes Family Office, LLC | 131,695 | 1.5% | −78,985 |
| JPL Wealth Management, LLC | 127,564 | 1.4% | +39,608 |
| ROYAL BANK OF CANADA | 110,464 | 1.2% | −1,973 |
| Empowered Funds, LLC | 104,967 | 1.2% | +4,559 |
| Stratos Wealth Advisors, LLC | 97,797 | 1.1% | −30,981 |
| LPL Financial LLC | 92,275 | 1.0% | +4,136 |