| Treasure Coast Financial Planning | 272,697 | $6,773,789 | 4.70% |
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| LINCOLN NATIONAL CORP | 7,830,403 | $194,507,217 | 3.92% |
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| Rinkey Investments | 325,611 | $8,088,181 | 3.71% |
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| Stadion Money Management, LLC | 1,505,220 | $37,389,665 | 3.09% |
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| Prentice Wealth Management LLC | 254,039 | $6,310,329 | 2.85% |
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| Collaborative Wealth Managment Inc. | 187,408 | $4,655,213 | 2.78% |
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| Valtinson Bruner Financial Planning LLC | 152,356 | $3,784,523 | 2.07% |
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| Bridge Advisory, LLC | 223,256 | $5,545,691 | 1.94% |
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| Willow Creek Wealth Management Inc. | 522,255 | $12,972,814 | 1.93% |
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| Aquire Wealth Advisors, LLC | 182,306 | $4,528,486 | 1.89% |
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| Pure Financial Advisors, LLC | 1,266,334 | $31,455,726 | 1.29% |
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| Verde Capital Management | 130,041 | $3,230,236 | 1.26% |
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| Spartan Planning & Wealth Management | 37,062 | $920,620 | 1.08% |
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| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 163,589 | $4,063,551 | 1.07% |
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| City State Bank | 76,800 | $1,908 | 1.05% |
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| Blueprint Investment Partners LLC | 129,754 | $3,223,108 | 1.04% |
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| ERn Financial, LLC | 172,516 | $4,285,298 | 0.93% |
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| FLAGSTAR ADVISORS INC | 98,373 | $2,443,576 | 0.93% |
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| GRIES FINANCIAL LLC | 105,263 | $2,614,722 | 0.70% |
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| Insight Advisors, LLC/ PA | 111,518 | $2,770,107 | 0.63% |
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