| Planning Center, Inc. | 3,678,554 | $186.8m | 17.6% |
| Root Financial Partners, LLC | 1,866,250 | $94.8m | 3.7% |
| Vise Technologies, Inc. | 1,786,825 | $90.7m | 1.0% |
| Prudent Man Investment Management, Inc. | 1,571,347 | $79.6m | 27.2% |
| Savant Capital, LLC | 1,019,305 | $51.8m | 0.2% |
| Financial Harvest, LLC | 831,400 | $42.2m | 17.5% |
| SJS Investment Consulting Inc. | 737,985 | $37.5m | 4.1% |
| SC&H Financial Advisors, Inc. | 645,927 | $32.8m | 4.4% |
| DiNuzzo Private Wealth, Inc. | 623,822 | $31.7m | 3.1% |
| Financial Plan, Inc. | 587,139 | $29.8m | 2.8% |
| American Capital Advisory, LLC | 511,900 | $26.0m | 9.5% |
| Sterling Wealth Management, Inc. | 499,163 | $25.3m | 6.3% |
| Three Arch Wealth Management LLC | 424,532 | $21.6m | 3.3% |
| Rachor Investment Advisory Services, LLC | 392,443 | $19.9m | 9.8% |
| Pillar Financial Advisors, LLC | 386,385 | $19.6m | 10.3% |
| Chicago Partners Investment Group LLC | 383,636 | $19.4m | 0.4% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 361,664 | $18.4m | 1.3% |
| Aspen Capital Management, LLC | 351,153 | $17.8m | 3.9% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 350,343 | $17.8m | 2.5% |
| Avestar Capital, LLC | 296,914 | $15.1m | 0.8% |
| Foundry Financial LLC | 265,312 | $13.5m | 4.5% |
| Johnson Wealth Management, LLC | 258,411 | $13.1m | 5.6% |
| Mariner, LLC | 255,920 | $13.0m | 0.0% |
| Onyx Financial Advisors, LLC | 253,807 | $12.9m | 4.6% |
| Hiley Hunt Wealth Management | 250,727 | $12.7m | 5.0% |