| MASECO LLP | 2,039,533 | $95.0m | 2.7% |
| Verus Financial Partners, Inc. | 1,358,338 | $63.3m | 5.4% |
| Financial Plan, Inc. | 926,710 | $43.2m | 4.1% |
| Savant Capital, LLC | 874,275 | $40.7m | 0.1% |
| Simplicity Wealth,LLC | 741,461 | $34.5m | 1.2% |
| ENVESTNET ASSET MANAGEMENT INC | 588,196 | $27.4m | 0.0% |
| Creative Planning | 415,934 | $19.4m | 0.0% |
| Pacific Life Fund Advisors LLC | 335,004 | $15.6m | 1.7% |
| PARK AVENUE SECURITIES LLC | 302,623 | $14.1m | 0.1% |
| Allworth Financial LP | 231,574 | $10.8m | 0.0% |
| Werba Rubin Papier Wealth Management | 221,889 | $10.3m | 1.3% |
| Fort Vancouver Investment Management, LLC | 208,610 | $9.7m | 4.5% |
| Ferguson Johnson Wealth Management Inc | 198,305 | $9.2m | 6.7% |
| RAYMOND JAMES FINANCIAL INC | 195,046 | $9.1m | 0.0% |
| Mattern Wealth Management LLC | 191,929 | $8.9m | 1.5% |
| GOLDMAN SACHS GROUP INC | 185,248 | $8.6m | 0.0% |
| Strategic Blueprint, LLC | 168,913 | $7.9m | 0.4% |
| LPL Financial LLC | 161,983 | $7.5m | 0.0% |
| AMERICAN CENTURY COMPANIES INC | 146,090 | $6.8m | 0.0% |
| Allodium Investment Consultants, LLC | 99,663 | $4.6m | 2.0% |
| McCartney Wealth Management LLC | 97,038 | $4.5m | 3.4% |
| Corient Private Wealth LP | 92,805 | $4.3m | 0.0% |
| MAIMON WEALTH MANAGEMENT LTD. | 88,580 | $4.1m | 3.2% |
| ENDEAVOR PRIVATE WEALTH, INC. | 86,175 | $4.0m | 1.0% |
| Plancorp, LLC | 85,675 | $4.0m | 0.1% |