| Willow Creek Wealth Management Inc. | 677,108 | $19,934,074 | 2.82% |
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| CREATIVE FINANCIAL DESIGNS INC /ADV | 808,681 | $23,807,563 | 2.80% |
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| TRUEFG, LLC | 216,505 | $6,373,907 | 2.74% |
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| Great Point Wealth Advisors, LLC | 304,364 | $8,960,481 | 2.69% |
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| Clearview Wealth Advisors LLC | 89,442 | $2,633,182 | 2.68% |
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| Thrive Capital Management, LLC | 153,839 | $4,529,014 | 2.58% |
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| BMS Financial Advisors, LLC | 133,801 | $3,939,101 | 2.57% |
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| Destiny Wealth Partners, LLC | 445,360 | $13,111,399 | 2.51% |
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| Evergreen Wealth Management, LLC | 107,785 | $3,173,187 | 2.49% |
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| Martin Capital Partners, LLC | 203,532 | $5,992 | 2.43% |
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| VisionPoint Advisory Group, LLC | 201,455 | $5,930,839 | 2.42% |
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| Rosenberg Matthew Hamilton | 239,992 | $7,065,359 | 2.39% |
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| Relative Value Partners Group, LLC | 1,217,197 | $35,834,290 | 2.32% |
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| StrategIQ Financial Group, LLC | 686,210 | $20,202,021 | 2.30% |
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| RiverFront Investment Group, LLC | 2,361,500 | $69,522 | 2.27% |
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| Buck Wealth Strategies, LLC | 175,099 | $5,164,802 | 2.24% |
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| Laraway Financial Advisors Inc | 76,767 | $2,260,020 | 2.24% |
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| Elwood & Goetz Wealth Advisory Group, LLC | 325,484 | $9,582,249 | 2.18% |
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| Silver Lake Advisory, LLC | 137,608 | $4,051,181 | 2.17% |
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| Mascoma Wealth Management LLC | 239,882 | $7,064,532 | 2.16% |
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