| Apella Capital, LLC | 2,259,550 | $120.3m | 1.7% |
| Planning Center, Inc. | 1,595,524 | $85.5m | 8.1% |
| Ironwood Wealth Management, LLC. | 952,480 | $51.0m | 11.3% |
| Elser Financial Planning, Inc | 779,026 | $41.8m | 1.8% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 738,963 | $39.6m | 5.6% |
| United Wealth Management, LLC | 676,064 | $36.2m | 8.2% |
| Hill Investment Group Partners, LLC | 660,685 | $35.4m | 3.6% |
| Private Wealth Management Group, LLC | 635,640 | $34.1m | 7.9% |
| ENVESTNET ASSET MANAGEMENT INC | 594,298 | $31.9m | 0.0% |
| Guardian Wealth Management, LLC | 486,969 | $26.1m | 7.3% |
| HighTower Advisors, LLC | 468,562 | $25.1m | 0.0% |
| Alpha Financial Advisors, LLC | 467,359 | $25.0m | 6.6% |
| Verisail Partners, LLC | 450,943 | $24.2m | 9.0% |
| Mattern Wealth Management LLC | 384,379 | $20.6m | 3.4% |
| LIBERTY WEALTH MANAGEMENT LLC | 387,348 | $20.3m | 2.5% |
| Eaton-Cambridge Inc. | 372,058 | $19.9m | 5.6% |
| Equita Financial Network, Inc. | 365,866 | $19.6m | 5.4% |
| Vermillion Wealth Management, Inc. | 357,028 | $19.1m | 4.5% |
| Kestra Investment Management, LLC | 337,014 | $18.1m | 0.3% |
| BANK OF AMERICA CORP /DE/ | 334,133 | $17.9m | 0.0% |
| GeoWealth Management, LLC | 316,735 | $17.0m | 0.5% |
| Oakwell Private Wealth Management, LLC | 310,477 | $16.6m | 2.8% |
| JMG Financial Group, Ltd. | 288,905 | $15.5m | 0.4% |
| Private Advisor Group, LLC | 287,453 | $15.4m | 0.1% |
| ASSETMARK, INC | 279,075 | $15.0m | 0.0% |