| Shakespeare Wealth Management, LLC | 396,440 | $19,833,882 | 6.79% |
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| Octavia Wealth Advisors, LLC | 443,606 | $22,193,606 | 4.50% |
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| M Holdings Securities, Inc. | 343,625 | $17,192 | 3.54% |
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| Legacy Financial Advisors, Inc. | 293,337 | $14,675,629 | 2.74% |
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| TOBIAS FINANCIAL ADVISORS, INC. | 200,694 | $10,040,697 | 2.71% |
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| DB Wealth Management Group, LLC | 87,168 | $4,361,008 | 2.67% |
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| Falcon Wealth Planning | 196,124 | $9,812,068 | 2.19% |
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| Thrive Capital Management, LLC | 76,160 | $3,810,288 | 2.17% |
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| Smallwood Wealth Investment Management, LLC | 41,746 | $2,088,563 | 1.86% |
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| MOLLER WEALTH PARTNERS | 121,354 | $6,071,341 | 1.86% |
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| Key FInancial Inc | 33,907 | $1,696,367 | 0.56% |
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| OARSMAN CAPITAL, INC. | 20,251 | $1,013,158 | 0.44% |
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| CONNORS INVESTOR SERVICES INC | 73,835 | $3,694 | 0.42% |
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| PLIMOTH TRUST CO LLC | 25,751 | $1,288,323 | 0.38% |
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| Pinnacle Wealth Planning Services, Inc. | 45,879 | $2,295,326 | 0.37% |
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| Advisor OS, LLC | 45,339 | $2,268,326 | 0.37% |
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| McLean Asset Management Corp | 16,183 | $809,654 | 0.32% |
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| JFS WEALTH ADVISORS, LLC | 65,835 | $3,293,749 | 0.30% |
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| HBK Sorce Advisory LLC | 136,180 | $6,813,062 | 0.29% |
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| Melone Private Wealth, LLC | 8,128 | $406,619 | 0.29% |
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