| O'Connor Financial Group LLC | 167,380 | $15,690,132 | 10.74% |
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| Elwood & Goetz Wealth Advisory Group, LLC | 469,736 | $44,033,027 | 10.21% |
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| Antonetti Capital Management LLC | 68,048 | $6,378,822 | 9.96% |
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| ACCESS FINANCIAL SERVICES, INC. | 156,737 | $14,692,526 | 8.80% |
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| TOBIAS FINANCIAL ADVISORS, INC. | 255,322 | $23,933,858 | 6.28% |
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| Treasure Coast Financial Planning | 92,155 | $8,638,589 | 6.00% |
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| Lionsbridge Wealth Management LLC | 55,088 | $5,163,949 | 4.90% |
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| Smart Portfolios, LLC | 23,918 | $2,242,094 | 4.03% |
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| TD Capital Management LLC | 326,654 | $30,620,593 | 3.75% |
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| Precision Wealth Strategies, LLC | 35,862 | $3,361,731 | 3.65% |
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| Kathmere Capital Management, LLC | 241,783 | $22,664,738 | 3.36% |
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| CarsonAllaria Wealth Management, Ltd. | 40,555 | $3,801,668 | 3.09% |
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| Advocacy Wealth Management Services, LLC | 274,705 | $25,750,846 | 2.86% |
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| Family Investment Center, Inc. | 29,442 | $2,759,917 | 1.67% |
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| Syverson Strege & Co | 35,392 | $3,317,636 | 1.48% |
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| SkyOak Wealth, LLC | 44,978 | $4,216,281 | 1.23% |
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| FIRST NATIONAL CORP /MA/ /ADV | 46,790 | $4,386,131 | 1.18% |
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| VALLEY NATIONAL ADVISERS INC | 69,335 | $6,500 | 1.14% |
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| Austin Private Wealth, LLC | 80,702 | $7,564,959 | 1.09% |
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| Compass Financial Group, Inc. | 17,434 | $1,634,263 | 0.99% |
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