| Shakespeare Wealth Management, LLC | 394,625 | $19,624,713 | 6.97% |
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| Octavia Wealth Advisors, LLC | 419,302 | $20,851,878 | 4.69% |
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| TOBIAS FINANCIAL ADVISORS, INC. | 198,307 | $9,861,793 | 2.89% |
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| DB Wealth Management Group, LLC | 90,849 | $4,517,921 | 2.85% |
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| Thrive Capital Management, LLC | 82,417 | $4,094,500 | 2.58% |
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| Falcon Wealth Planning | 187,471 | $9,322,956 | 2.33% |
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| Smallwood Wealth Investment Management, LLC | 43,714 | $2,173,897 | 2.06% |
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| MOLLER WEALTH PARTNERS | 127,818 | $6,356,389 | 1.96% |
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| M Holdings Securities, Inc. | 368,252 | $18,313 | 1.90% |
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| Key FInancial Inc | 33,574 | $1,669,635 | 0.61% |
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| Advisor OS, LLC | 42,146 | $2,095,918 | 0.50% |
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| OARSMAN CAPITAL, INC. | 21,311 | $1,059,796 | 0.50% |
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| Pinnacle Wealth Planning Services, Inc. | 58,960 | $2,932,081 | 0.49% |
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| HBK Sorce Advisory LLC | 212,443 | $10,564,812 | 0.48% |
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| PLIMOTH TRUST CO LLC | 29,486 | $1,466,339 | 0.46% |
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| CONNORS INVESTOR SERVICES INC | 74,425 | $3,701 | 0.44% |
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| McLean Asset Management Corp | 16,164 | $803,837 | 0.33% |
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| JFS WEALTH ADVISORS, LLC | 69,857 | $3,473,985 | 0.33% |
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| Melone Private Wealth, LLC | 7,995 | $399,170 | 0.30% |
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| NewSquare Capital LLC | 51,305 | $2,551,398 | 0.30% |
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