| Evensky & Katz LLC | 753,800 | $60.7m | 3.1% |
| ENZI WEALTH | 715,903 | $57.7m | 18.3% |
| AMERICAN CENTURY COMPANIES INC | 545,799 | $44.0m | 0.0% |
| ECLECTIC ASSOCIATES INC /ADV | 486,208 | $39.2m | 4.5% |
| Moisand Fitzgerald Tamayo, LLC | 453,485 | $36.5m | 3.6% |
| Three Arch Wealth Management LLC | 401,168 | $32.3m | 5.0% |
| Falcon Wealth Planning | 326,922 | $26.3m | 1.7% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 295,809 | $23.8m | 0.0% |
| LPL Financial LLC | 225,531 | $18.2m | 0.0% |
| COMMERCE BANK | 201,998 | $16.3m | 0.1% |
| FINANCIAL MANAGEMENT NETWORK INC | 188,845 | $15.3m | 2.2% |
| Family Investment Center, Inc. | 172,975 | $13.9m | 2.3% |
| Prosperity Planning, Inc. | 157,113 | $12.7m | 2.9% |
| MORGAN STANLEY | 137,447 | $11.1m | 0.0% |
| WMG Financial Advisors, LLC | 136,540 | $11.0m | 4.1% |
| IHT Wealth Management, LLC | 119,943 | $9.7m | 0.2% |
| PNC Financial Services Group, Inc. | 112,158 | $9.0m | 0.0% |
| Corient Private Wealth LP | 110,524 | $8.9m | 0.0% |
| Rialto Wealth Management, LLC | 103,572 | $8.3m | 1.7% |
| Quadcap Wealth Management, LLC | 100,661 | $8.1m | 0.8% |
| B&D White Capital Company, LLC | 96,924 | $7.8m | 0.8% |
| Team Financial Group, LLC | 96,363 | $7.8m | 3.3% |
| Maridea Wealth Management LLC | 83,666 | $6.7m | 0.7% |
| Allegheny Financial Group | 80,919 | $6.5m | 0.7% |
| Farther Finance Advisors, LLC | 63,245 | $5.1m | 0.0% |