| Forum Financial Management, LP | 17,999,719 | $521.5m | 6.7% |
| Savant Capital, LLC | 15,348,111 | $444.6m | 1.3% |
| JMG Financial Group, Ltd. | 6,710,457 | $194.4m | 4.7% |
| Focus Partners Wealth | 3,958,658 | $114.7m | 0.1% |
| BRIGHTON JONES LLC | 3,030,424 | $87.8m | 1.6% |
| TCI Wealth Advisors, Inc. | 2,805,784 | $81.3m | 3.5% |
| Wealthspire Advisors, LLC | 2,777,041 | $80.5m | 0.4% |
| LifeGuide Financial Advisors, LLC | 2,593,868 | $75.1m | 21.4% |
| Focus Partners Advisor Solutions, LLC | 2,168,246 | $62.8m | 0.5% |
| DiNuzzo Private Wealth, Inc. | 1,844,046 | $53.4m | 5.3% |
| MASECO LLP | 1,609,286 | $46.6m | 1.3% |
| LPL Financial LLC | 1,299,964 | $37.7m | 0.0% |
| Rather & Kittrell, Inc. | 1,193,486 | $34.6m | 4.8% |
| Rockwood Wealth Management, LLC | 1,152,153 | $33.4m | 2.1% |
| Summit Financial Strategies, Inc. | 1,116,692 | $32.4m | 2.3% |
| Creative Capital Management Investments LLC | 1,047,552 | $30.3m | 7.0% |
| Financial Plan, Inc. | 1,006,202 | $29.1m | 2.8% |
| Great Waters Wealth Management | 951,736 | $27.6m | 2.6% |
| WPWealth LLP | 927,899 | $26.9m | 4.0% |
| Guardian Wealth Management, LLC | 912,517 | $26.4m | 7.4% |
| Wescott Financial Advisory Group, LLC | 898,892 | $26.0m | 2.0% |
| Verisail Partners, LLC | 870,403 | $25.2m | 9.3% |
| OneDigital Investment Advisors LLC | 827,005 | $24.0m | 0.2% |
| Index Fund Advisors, Inc. | 819,333 | $23.7m | 0.9% |
| RS CRUM INC. | 674,314 | $19.5m | 3.7% |