| Matson Money. Inc. | 4,102,699 | $169.9m | 4.7% |
| Beacon Pointe Advisors, LLC | 1,182,158 | $48.8m | 0.2% |
| Planning Center, Inc. | 1,085,533 | $44.8m | 4.2% |
| Hill Investment Group Partners, LLC | 769,537 | $31.7m | 3.2% |
| PINNEY & SCOFIELD, INC. | 615,557 | $25.4m | 12.4% |
| Rather & Kittrell, Inc. | 586,834 | $24.2m | 3.4% |
| Leading Edge Financial Planning LLC | 580,584 | $24.0m | 4.3% |
| Fortitude Family Office, LLC | 543,933 | $22.4m | 4.3% |
| Geometric Wealth Advisors | 531,015 | $21.9m | 2.4% |
| Stratos Investment Management, LLC | 490,315 | $20.2m | 0.7% |
| Physician Wealth Solutions Inc. | 462,726 | $19.1m | 7.2% |
| Level Financial Advisors | 362,625 | $15.0m | 3.3% |
| SCRATCH CAPITAL LLC | 350,137 | $14.4m | 7.2% |
| Core Wealth Management, Inc. | 315,342 | $13.0m | 3.7% |
| Yardley Wealth Management LLC | 315,060 | $13.0m | 5.9% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 310,187 | $12.8m | 1.8% |
| KFG WEALTH MANAGEMENT, LLC | 264,903 | $10.9m | 1.2% |
| Savant Capital, LLC | 263,878 | $10.9m | 0.0% |
| New Dimensions Wealth Management, LLC | 256,742 | $10.6m | 8.0% |
| Five Oceans Advisors | 254,425 | $10.5m | 3.4% |
| MONOGRAPH WEALTH ADVISORS, LLC | 237,163 | $9.8m | 0.8% |
| Apella Capital, LLC | 233,025 | $9.6m | 0.1% |
| Financial Plan, Inc. | 231,318 | $9.5m | 0.9% |
| Heirloom Wealth Management | 188,774 | $7.8m | 1.1% |
| Austin Wealth Management, LLC | 181,479 | $7.5m | 1.6% |