| Center for Financial Planning, Inc. | 402,057 | $157,887,615 | 34.11% |
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| Warren Street Wealth Advisors, LLC | 126,435 | $49,651,085 | 32.84% |
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| NEW YORK LIFE INSURANCE CO | 729,738 | $286,568,121 | 31.95% |
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| Conrad Siegel Investment Advisors, Inc. | 157,255 | $61,754,086 | 31.88% |
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| Fortune 45 LLC | 81,044 | $31,826,019 | 31.86% |
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| STEEL GROVE CAPITAL ADVISORS, LLC | 594,016 | $233,270,241 | 31.16% |
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| CJM Wealth Advisers, Ltd. | 159,813 | $62,758,742 | 30.54% |
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| Edgehill Endowment Partners, LLC | 421,451 | $165,503,777 | 30.46% |
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| Global Wealth Strategies & Associates | 165,310 | $64,917,168 | 30.32% |
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| Kensington Asset Management, LLC | 740,000 | $290,598,000 | 30.25% |
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| RAYMOND JAMES TRUST CO. OF NH | 5,886 | $2,311,433 | 30.20% |
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| Francis Financial, Inc. | 143,699 | $56,430,508 | 29.44% |
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| Amtrust Financial Services, Inc. | 124,000 | $48,694,800 | 28.92% |
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| RFG HOLDINGS, INC. | 128,722 | $50,549,409 | 28.55% |
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| Wiser Wealth Management, Inc | 171,370 | $67,297,041 | 27.36% |
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| Ciovacco Capital Management LLC | 82,225 | $32,290 | 26.78% |
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| Selective Wealth Management, Inc. | 124,221 | $48,476,021 | 26.63% |
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| Mangham Associates,LLC | 36,337 | $14,267,321 | 26.45% |
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| BCK Partners, Inc. | 106,556 | $41,844,541 | 26.09% |
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| CLARK FINANCIAL SERVICES GROUP INC /BD | 48,240 | $18,943,905 | 25.90% |
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