| Bank of Italy | 771,136 | $56.2m | 2.6% |
| Olde Wealth Management, LLC | 528,913 | $38.6m | 10.9% |
| TOMPKINS FINANCIAL CORP | 425,668 | $31.0m | 2.2% |
| Koss-Olinger Consulting, LLC | 407,529 | $29.7m | 2.3% |
| Baltimore-Washington Financial Advisors, Inc. | 403,748 | $29.4m | 1.1% |
| LPL Financial LLC | 346,408 | $25.3m | 0.0% |
| Systelligence, LLC | 284,700 | $20.8m | 3.5% |
| Allworth Financial LP | 224,885 | $16.4m | 0.1% |
| PRINCIPAL FINANCIAL GROUP INC | 195,483 | $14.3m | 0.0% |
| Integrated Wealth Concepts LLC | 168,570 | $12.3m | 0.1% |
| SOA Wealth Advisors, LLC. | 165,919 | $12.1m | 1.1% |
| RETIREMENT CAPITAL STRATEGIES | 156,774 | $11.4m | 4.0% |
| Laurel Wealth Planning LLC | 155,404 | $11.3m | 5.0% |
| Private Advisor Group, LLC | 99,044 | $7.2m | 0.0% |
| Blue Edge Capital, LLC | 96,463 | $7.0m | 0.8% |
| Financial Engines Advisors L.L.C. | 94,176 | $6.9m | 0.0% |
| GAM Holding AG | 75,715 | $5.5m | 0.4% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 70,134 | $5.1m | 0.0% |
| MEITAV INVESTMENT HOUSE LTD | 58,805 | $4.3m | 0.0% |
| Gradient Investments LLC | 58,090 | $4.2m | 0.1% |
| Equitable Holdings, Inc. | 54,253 | $4.0m | 0.0% |
| Bank of New York Mellon Corp | 53,172 | $3.9m | 0.0% |
| RAYMOND JAMES FINANCIAL INC | 53,055 | $3.9m | 0.0% |
| HighTower Advisors, LLC | 51,570 | $3.8m | 0.0% |
| BIRCHBROOK, INC. | 47,396 | $3.5m | 1.6% |