| Orion Portfolio Solutions, LLC | $64.84 billion | 305 | 0 |
| Cwm, LLC | $50.58 billion | 1,416 | 0 |
| Bridges Investment Management Inc | $11.31 billion | 79 | 0 |
| Mutual Advisors, LLC | $8.55 billion | 208 | 0 |
| Weitz Investment Management, Inc. | $8.08 billion | 36 | 0 |
| First National Advisers, LLC | $7.37 billion | 35 | 3 |
| Avior Wealth Management, LLC | $6.46 billion | 170 | 0 |
| M-one Capital | $3.77 billion | 31 | 0 |
| Lutz Financial | $3.19 billion | 23 | 0 |
| Private Wealth Asset Management | $2.52 billion | 32 | 0 |
| Prodigy Asset Management LLC | $2.44 billion | 9 | 0 |
| Wealthplan Investment Management LLC | $2.19 billion | 34 | 0 |
| Carson Group Investing | $2.05 billion | 7 | 0 |
| Tributary Capital Management, LLC | $1.90 billion | 19 | 3 |
| Ironvine Capital Partners, LLC | $1.14 billion | 5 | 0 |
| Wealthplan Partners | $1.12 billion | 56 | 0 |
| Stevens Capital Partners | $810.3 million | 21 | 0 |
| The Magnolia Group, LLC | $710.6 million | 2 | 0 |
| Cambridge Advisors Inc | $693.5 million | 6 | 0 |
| Smart Wealth, LLC | $686.4 million | 41 | 0 |
| America First Investment Advisors LLC | $665.1 million | 7 | 0 |
| Sequent Planning, LLC | $589.5 million | 102 | 0 |
| Prairie Wealth Advisors, Inc. | $558.0 million | 12 | 5 |
| Westchester Capital Management Inc | $556.3 million | 7 | 0 |
| Arkfeld Wealth Strategies, L.L.C. | $538.0 million | 8 | 0 |
| Lawson Kroeker Investment Management Inc | $428.6 million | 7 | 0 |
| Iams Wealth Management, LLC | $397.2 million | 53 | 7 |
| Morey & Quinn Wealth Partners | $373.4 million | 4 | 0 |
| Pflug Koory, LLC | $347.0 million | 2 | 0 |
| Cornerstone Financial Group,llc | $292.2 million | 7 | 0 |
| Hiley Hunt Wealth Management, Inc. | $289.6 million | 3 | 0 |
| Interalpen Partners, LLC | $273.7 million | 11 | 0 |
| Nabity-jensen Investment Management, Inc. | $258.5 million | 3 | 0 |
| Bazis Private Wealth, LLC | $244.1 million | 5 | 0 |
| Revolution Capital, LLC | $241.9 million | 8 | 0 |
| True Measure Wealth Management | $241.5 million | 2 | 2 |
| Keystone Financial Services, LLC | $240.3 million | 11 | 0 |
| Blue Capital | $200.8 million | 7 | 0 |
| Panorama Point Partners, LLC | $178.1 million | 11 | 0 |
| Walnut Private Equity Partners, LLC | $172.6 million | 3 | 0 |
| Ellerbrock-norris Wealth Strategies LLC | $171.6 million | 2 | 0 |
| Intentional Retirement, LLC | $150.0 million | 2 | 0 |
| Agman Capital | $140.2 million | 3 | 0 |
| Fairway Asset Management, LLC | $117.4 million | 4 | 0 |
| Mutual of Omaha Investor Services, Inc. | $32.0 million | 285 | 2 |