| Focus Partners Wealth | 7,253,853 | $346.4m | 0.4% |
| Focus Partners Advisor Solutions, LLC | 6,339,321 | $302.7m | 2.6% |
| Apella Capital, LLC | 5,420,887 | $258.5m | 3.7% |
| OneDigital Investment Advisors LLC | 3,880,784 | $185.3m | 1.6% |
| Savant Capital, LLC | 3,654,844 | $174.5m | 0.5% |
| Root Financial Partners, LLC | 3,637,085 | $173.7m | 6.7% |
| Vise Technologies, Inc. | 3,490,783 | $166.7m | 1.9% |
| Beaird Harris Wealth Management, LLC | 3,199,436 | $152.8m | 9.7% |
| Planning Center, Inc. | 2,904,314 | $138.7m | 13.1% |
| ENVESTNET ASSET MANAGEMENT INC | 2,683,166 | $128.1m | 0.0% |
| DiNuzzo Private Wealth, Inc. | 2,080,578 | $99.3m | 9.8% |
| HighTower Advisors, LLC | 1,996,685 | $95.3m | 0.1% |
| Great Waters Wealth Management | 1,949,171 | $93.1m | 8.6% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 1,756,850 | $83.9m | 6.1% |
| Rachor Investment Advisory Services, LLC | 1,519,287 | $72.5m | 35.7% |
| Rather & Kittrell, Inc. | 1,429,896 | $68.3m | 9.5% |
| Diversified Portfolios, Inc. | 1,335,001 | $63.7m | 4.6% |
| ASSETMARK, INC | 1,284,088 | $61.3m | 0.1% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 1,271,511 | $60.7m | 8.6% |
| COMMONWEALTH EQUITY SERVICES, LLC | 1,229,386 | $58.7m | 0.1% |
| WPWealth LLP | 1,188,766 | $56.8m | 8.4% |
| Ruedi Wealth Management, Inc. | 1,144,966 | $54.7m | 12.8% |
| 55 North Private Wealth, LLC | 1,073,749 | $51.3m | 10.1% |
| Beacon Pointe Advisors, LLC | 1,045,893 | $49.9m | 0.2% |
| Financial Plan, Inc. | 1,038,034 | $49.6m | 4.7% |