| Strategic Financial Planning, Inc. | 301,624 | $12,647,105 | 11.56% |
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| MONEYWISE, INC. | 418,944 | $17,566,336 | 11.36% |
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| Financial Advisors, LLC | 934,943 | $39,202,142 | 9.93% |
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| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 712,588 | $29,878,802 | 9.58% |
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| FIDELIS iM, LLC | 368,904 | $15,468,149 | 9.23% |
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| Mokosak Advisory Group, LLC | 470,550 | $19,731,715 | 8.41% |
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| Ascension Capital Advisors, Inc. | 241,825 | $10,139,725 | 7.83% |
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| MERIDIAN MANAGEMENT CO | 508,516 | $21,322,076 | 6.99% |
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| Marcum Wealth, LLC | 1,271,131 | $53,298,536 | 6.65% |
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| Waterford Advisors, LLC | 291,287 | $12,214 | 6.61% |
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| MARSHALL FINANCIAL GROUP INC /ADV | 378,265 | $15,860,636 | 6.45% |
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| ForthRight Wealth Management, LLC | 327,844 | $13,746,484 | 6.29% |
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| Noble Family Wealth, LLC | 406,387 | $17,039,807 | 5.81% |
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| Gemmer Asset Management LLC | 925,139 | $38,791,060 | 5.67% |
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| Hilltop Partners LLC | 278,698 | $11,685,825 | 5.27% |
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| Sightline Wealth Advisors, LLC | 121,795 | $5,106,869 | 5.22% |
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| St. Johns Investment Management Company, LLC | 199,861 | $8,380,172 | 4.87% |
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| Charles Schwab Investment Advisory, Inc. | 71,068,889 | $2,979,918,519 | 4.75% |
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| Joule Financial, LLC | 210,071 | $8,808,297 | 4.73% |
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| Athena Investment Management | 156,503 | $6,562,171 | 4.72% |
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