| Treasure Coast Financial Planning | 272,713 | $7,046,896 | 4.76% |
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| LINCOLN NATIONAL CORP | 7,884,983 | $203,747,953 | 4.03% |
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| Rinkey Investments | 291,298 | $7,527,150 | 3.44% |
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| Collaborative Wealth Managment Inc. | 188,853 | $4,879,969 | 2.90% |
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| Prentice Wealth Management LLC | 242,757 | $6,272,841 | 2.84% |
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| Valtinson Bruner Financial Planning LLC | 162,562 | $4,200,602 | 2.26% |
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| Bridge Advisory, LLC | 227,750 | $5,885,048 | 2.16% |
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| Stadion Money Management, LLC | 1,285,767 | $33,224,219 | 2.16% |
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| Aquire Wealth Advisors, LLC | 184,571 | $4,769,320 | 1.90% |
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| Willow Creek Wealth Management Inc. | 487,927 | $12,608,034 | 1.79% |
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| Pure Financial Advisors, LLC | 1,263,134 | $32,639,385 | 1.38% |
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| Verde Capital Management | 126,118 | $3,258,892 | 1.24% |
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| City State Bank | 78,200 | $2,021 | 1.09% |
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| Blueprint Investment Partners LLC | 108,739 | $2,809,813 | 1.01% |
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| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 146,617 | $3,788,583 | 0.97% |
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| McNaughton Wealth Management, LLC | 58,232 | $1,504,715 | 0.96% |
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| ERn Financial, LLC | 162,561 | $4,200,582 | 0.88% |
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| SeaBridge Investment Advisors LLC | 83,165 | $2,148,984 | 0.71% |
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| Insight Advisors, LLC/ PA | 109,889 | $2,839,532 | 0.63% |
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| Leading Edge Financial Planning LLC | 36,750 | $949,613 | 0.62% |
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