| Lowe Wealth Advisors, LLC | 136,670 | $64,960,509 | 32.14% |
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| Bromfield Sneider Wealth Advisors | 56,062 | $26,646,739 | 18.04% |
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| Pure Financial Advisors, LLC | 628,139 | $298,560,552 | 10.30% |
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| Stairway Partners, LLC | 180,349 | $85,721,683 | 8.64% |
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| Hoese & Co LLP | 17,008 | $7,762,245 | 7.60% |
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| OPTIMUM INVESTMENT ADVISORS | 21,972 | $10,443,729 | 5.25% |
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| McAlister, Sweet & Associates, Inc. | 10,567 | $5,022,601 | 4.67% |
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| Fifth Third Wealth Advisors LLC | 29,560 | $14,050,164 | 4.56% |
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| First National Bank of Mount Dora, Trust Investment Services | 34,338 | $16,321,193 | 4.35% |
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| McLean Asset Management Corp | 19,937 | $9,329,097 | 3.50% |
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| Founders Capital Management | 10,014 | $4,759,556 | 3.46% |
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| First Financial Bank - Trust Division | 63,417 | $30,142,721 | 3.07% |
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| Diversified Trust Co | 185,647 | $88,240,002 | 2.97% |
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| Baron Wealth Management LLC | 8,653 | $4,112,650 | 2.25% |
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| E Fund Management (Hong Kong) Co., Ltd. | 8,607 | $4,091 | 2.19% |
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| Montecito Bank & Trust | 21,345 | $10,145,492 | 2.18% |
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| CHERRYDALE WEALTH MANAGEMENT, LLC | 8,126 | $3,862,514 | 2.02% |
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| InTrack Investment Management Inc | 5,243 | $2,492,047 | 1.87% |
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| JUNCTURE WEALTH STRATEGIES, LLC | 8,510 | $4,044,888 | 1.84% |
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| CATALYST PRIVATE WEALTH, LLC | 8,019 | $3,811,511 | 1.79% |
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