| Strategic Financial Planning, Inc. | 315,961 | $13,087,109 | 12.05% |
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| Financial Advisors, LLC | 984,705 | $40,786,480 | 10.10% |
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| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 811,567 | $33,595,324 | 9.71% |
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| FIDELIS iM, LLC | 385,576 | $15,971 | 9.36% |
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| MONEYWISE, INC. | 355,217 | $14,713,088 | 9.23% |
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| Mokosak Advisory Group, LLC | 497,025 | $20,587,051 | 8.37% |
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| Waterford Advisors, LLC | 301,949 | $12,506,710 | 7.00% |
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| MERIDIAN MANAGEMENT CO | 515,951 | $21,370,701 | 6.97% |
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| ForthRight Wealth Management, LLC | 357,436 | $14,804,981 | 6.38% |
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| MARSHALL FINANCIAL GROUP INC /ADV | 372,476 | $15,427,952 | 6.28% |
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| Ascension Capital Advisors, Inc. | 252,633 | $10,464,071 | 6.03% |
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| Marcum Wealth, LLC | 1,207,290 | $50,005,950 | 6.01% |
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| Noble Family Wealth, LLC | 407,869 | $16,893,934 | 5.70% |
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| Sightline Wealth Advisors, LLC | 143,289 | $5,935,048 | 5.54% |
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| Gemmer Asset Management LLC | 975,078 | $40,387,738 | 5.45% |
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| Joule Financial, LLC | 248,510 | $10,293,302 | 5.26% |
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| St. Johns Investment Management Company, LLC | 210,255 | $8,708,762 | 4.97% |
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| Charles Schwab Investment Advisory, Inc. | 73,795,694 | $3,056,617,630 | 4.82% |
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| Tiller Private Wealth, Inc. | 209,858 | $8,692,318 | 4.73% |
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| Athena Investment Management | 158,658 | $6,571,597 | 4.70% |
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