| Tolleson Wealth Management, Inc. | 2,029,070 | $112,999 | 22.29% |
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| Strategic Financial Services, Inc. | 4,288,388 | $238,820,317 | 15.11% |
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| CORA CAPITAL ADVISORS LLC | 464,404 | $25,862,654 | 13.31% |
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| ShoreHaven Wealth Partners, LLC | 415,864 | $23,159,441 | 12.17% |
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| Ullmann Wealth Partners Group, LLC | 1,468,081 | $81,757,409 | 11.66% |
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| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 3,208,366 | $178,673,916 | 10.36% |
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| EWA, LLC | 412,780 | $23,412,894 | 9.70% |
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| Beirne Wealth Consulting Services, LLC | 358,310 | $19,955,543 | 8.05% |
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| Conrad Siegel Investment Advisors, Inc. | 436,678 | $24,318,610 | 7.07% |
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| Pettinga Financial Advisors LLC | 451,019 | $25,117,266 | 6.29% |
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| Clearwater Capital Advisors, LLC | 1,014,142 | $56,477,545 | 5.98% |
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| Cardinal Point Capital Management ULC | 612,153 | $34,090,801 | 5.93% |
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| Wade Financial Advisory, Inc | 228,540 | $12,727,385 | 4.58% |
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| SigFig Wealth Management, LLC | 2,040,813 | $113,652,573 | 4.27% |
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| Stokes Family Office, LLC | 566,982 | $31,575,227 | 3.70% |
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| FORTE ASSET MANAGEMENT LLC | 111,029 | $6,183,194 | 3.65% |
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| Plancorp, LLC | 1,491,331 | $83,052,228 | 3.60% |
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| Family Capital Trust Co | 176,690 | $9,838,067 | 3.22% |
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| Royal Harbor Partners, LLC | 138,053 | $7,688,172 | 3.18% |
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| Sterneck Capital Management, LLC | 99,148 | $5,521,554 | 3.13% |
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