| Treasure Coast Financial Planning | 265,104 | $7,070,312 | 4.94% |
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| LINCOLN NATIONAL CORP | 7,713,630 | $205,722,519 | 4.32% |
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| Stadion Money Management, LLC | 1,801,501 | $48,046,032 | 3.80% |
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| Prentice Wealth Management LLC | 273,487 | $7,293,898 | 3.48% |
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| Rinkey Investments | 243,646 | $6,498,042 | 3.40% |
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| Valtinson Bruner Financial Planning LLC | 185,303 | $4,942,031 | 2.82% |
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| Collaborative Wealth Managment Inc. | 167,716 | $4,472,979 | 2.82% |
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| Bridge Advisory, LLC | 234,039 | $6,241,807 | 2.41% |
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| Aquire Wealth Advisors, LLC | 175,067 | $4,669,037 | 2.04% |
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| Willow Creek Wealth Management Inc. | 485,596 | $12,950,845 | 2.00% |
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| McNaughton Wealth Management, LLC | 101,541 | $2,708,098 | 1.80% |
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| Pure Financial Advisors, LLC | 1,278,625 | $34,100,922 | 1.58% |
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| Verde Capital Management | 122,137 | $3,257,399 | 1.36% |
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| City State Bank | 77,500 | $2,067 | 1.18% |
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| Blueprint Investment Partners LLC | 189,176 | $5,045,330 | 1.15% |
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| Sterling Manor Financial, LLC | 43,946 | $1,172,041 | 1.14% |
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| ERn Financial, LLC | 159,500 | $4,253,861 | 0.94% |
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| Ameliora Wealth Management Ltd. | 60,002 | $1,600,253 | 0.93% |
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| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 126,013 | $3,360,767 | 0.90% |
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| Northwest Capital Management Inc | 56,839 | $1,515,890 | 0.74% |
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