| Focus Partners Wealth | 5,069,659 | $245.0m | 0.3% |
| Truepoint, Inc. | 3,211,719 | $155.2m | 3.2% |
| Focus Partners Advisor Solutions, LLC | 1,646,788 | $79.6m | 0.7% |
| Apella Capital, LLC | 1,590,906 | $76.8m | 1.1% |
| Foster Group, Inc. | 1,483,405 | $71.7m | 1.9% |
| Symmetry Partners, LLC | 1,285,613 | $62.1m | 3.2% |
| GeoWealth Management, LLC | 1,055,345 | $51.0m | 1.6% |
| Rather & Kittrell, Inc. | 939,121 | $45.4m | 6.3% |
| Sequoia Financial Advisors, LLC | 896,162 | $43.3m | 0.2% |
| Pathstone Holdings, LLC | 808,791 | $39.1m | 0.1% |
| Beaird Harris Wealth Management, LLC | 796,384 | $38.5m | 2.4% |
| MBL Wealth, LLC | 776,501 | $37.5m | 2.6% |
| AWM CAPITAL, LLC | 725,052 | $35.0m | 2.8% |
| COMMONWEALTH EQUITY SERVICES, LLC | 672,029 | $32.5m | 0.0% |
| Waterford Advisors, LLC | 545,339 | $28.8m | 7.9% |
| RAM Investment Partners, LLC | 583,595 | $28.2m | 4.5% |
| LPL Financial LLC | 578,747 | $28.0m | 0.0% |
| Graves Light Lenhart Wealth, Inc. | 556,651 | $26.9m | 2.5% |
| Mattern Wealth Management LLC | 548,877 | $26.5m | 4.4% |
| BANK OF AMERICA CORP /DE/ | 481,181 | $23.3m | 0.0% |
| ASPIRIANT, LLC | 432,596 | $20.9m | 0.5% |
| HFM Investment Advisors, LLC | 428,712 | $20.7m | 7.3% |
| Integrated Wealth Concepts LLC | 391,663 | $18.9m | 0.1% |
| Savant Capital, LLC | 376,015 | $18.2m | 0.1% |
| Austin Wealth Management, LLC | 364,914 | $17.5m | 3.7% |