| Tilson Financial Group, Inc. | 489,459 | $14,092 | 23.96% |
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| Destiny Capital Corp/CO | 682,990 | $19,663,282 | 15.33% |
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| Better Money Decisions, LLC | 491,976 | $14,163,995 | 11.54% |
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| Crane Advisory, LLC | 1,219,559 | $34,976,952 | 10.04% |
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| Tri-Star Advisors Inc. | 17,924 | $516,031 | 7.80% |
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| Coulter & Justus Financial Services, LLC | 375,690 | $10,816,120 | 7.34% |
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| MFA WEALTH ADVISORS, LLC | 762,949 | $21,965,294 | 6.92% |
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| Treasure Coast Financial Planning | 332,616 | $9,576,015 | 6.47% |
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| First Affirmative Financial Network | 220,653 | $6,352,599 | 6.34% |
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| GM Advisory Group, LLC | 2,637,083 | $75,921,633 | 6.28% |
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| Private Wealth Group, LLC | 197,106 | $5,674,682 | 5.84% |
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| INTEGRATED CAPITAL MANAGEMENT, INC. | 174,532 | $5,024,779 | 4.49% |
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| Boston Standard Wealth Management, LLC | 593,191 | $17,078,000 | 4.37% |
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| CAPE COD FIVE CENTS SAVINGS BANK | 1,271,522 | $36,607,117 | 3.85% |
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| Nelson Capital Management, LLC | 511,094 | $14,714,390 | 3.80% |
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| Meridian Financial Partners LLC | 205,564 | $5,922 | 3.56% |
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| S. R. Schill & Associates | 262,869 | $7,567,996 | 3.44% |
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| EVERGREEN CAPITAL MANAGEMENT LLC | 2,839,275 | $81,742,728 | 3.41% |
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| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 1,561,227 | $44,947,732 | 3.17% |
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| Rinkey Investments | 236,232 | $6,801,119 | 3.11% |
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