| Elwood & Goetz Wealth Advisory Group, LLC | 441,006 | $35.4m | 5.2% |
| HighTower Advisors, LLC | 410,979 | $33.0m | 0.0% |
| Berger Financial Group, Inc | 269,524 | $21.6m | 1.1% |
| LPL Financial LLC | 248,067 | $19.9m | 0.0% |
| Tarbox Family Office, Inc. | 240,067 | $19.3m | 2.8% |
| Wealth Management Partners, LLC | 218,287 | $17.5m | 4.1% |
| Networth Advisors, LLC | 189,314 | $15.2m | 8.8% |
| AMERICAN CENTURY COMPANIES INC | 187,798 | $15.1m | 0.0% |
| CGN Advisors LLC | 180,847 | $14.5m | 1.1% |
| Envision Financial Planning, LLC | 143,101 | $11.5m | 3.7% |
| AE Wealth Management LLC | 141,166 | $11.3m | 0.1% |
| MORGAN STANLEY | 126,988 | $10.2m | 0.0% |
| Tiller Private Wealth, Inc. | 111,704 | $9.0m | 2.8% |
| Bleakley Financial Group, LLC | 101,456 | $8.1m | 0.1% |
| Independent Advisor Alliance | 101,205 | $8.1m | 0.2% |
| Corient Private Wealth LP | 89,404 | $7.2m | 0.0% |
| Mendota Financial Group, LLC | 88,914 | $7.1m | 4.4% |
| Chicago Partners Investment Group LLC | 68,484 | $5.4m | 0.1% |
| Kestra Advisory Services, LLC | 51,660 | $4.1m | 0.0% |
| ENVESTNET ASSET MANAGEMENT INC | 50,481 | $4.1m | 0.0% |
| &PARTNERS | 49,946 | $4.0m | 0.0% |
| LexAurum Advisors, LLC | 47,944 | $3.8m | 0.4% |
| COMMERCE BANK | 42,311 | $3.4m | 0.0% |
| CFS Investment Advisory Services, LLC | 38,813 | $3.1m | 0.2% |
| Glenview Trust Co | 38,225 | $3.1m | 0.0% |