| Abacus Wealth Partners, LLC | 2,882,992 | $150.2m | 15.8% |
| MASECO LLP | 1,922,639 | $100.1m | 2.8% |
| MERCER GLOBAL ADVISORS INC /ADV | 1,006,647 | $52.5m | 0.1% |
| Quantum Financial Advisors, LLC | 540,560 | $28.2m | 2.8% |
| Simplicity Wealth,LLC | 290,108 | $15.1m | 0.5% |
| SEI INVESTMENTS CO | 285,526 | $14.9m | 0.0% |
| SEEDS INVESTOR LLC | 258,358 | $13.5m | 1.4% |
| Composition Wealth, LLC | 241,479 | $12.6m | 0.1% |
| Parkshore Wealth Management, Inc. | 235,814 | $12.3m | 3.5% |
| Planning Center, Inc. | 193,316 | $10.1m | 1.0% |
| Momentous Wealth Management, Inc. | 189,457 | $9.9m | 5.1% |
| Apella Capital, LLC | 181,331 | $9.4m | 0.1% |
| Citrine Capital LLC | 164,174 | $8.6m | 3.2% |
| Corient Private Wealth LP | 135,845 | $7.1m | 0.0% |
| Shira Ridge Wealth Management | 126,923 | $6.6m | 2.3% |
| Allodium Investment Consultants, LLC | 110,544 | $5.8m | 2.4% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 101,695 | $5.3m | 0.0% |
| Focus Partners Advisor Solutions, LLC | 94,318 | $4.9m | 0.0% |
| OneDigital Investment Advisors LLC | 92,956 | $4.8m | 0.0% |
| Beacon Pointe Advisors, LLC | 92,724 | $4.8m | 0.0% |
| CITADEL ADVISORS LLC | 90,070 | $4.7m | 0.0% |
| Clarity Wealth Development LLC | 72,072 | $3.8m | 2.1% |
| RAM Investment Partners, LLC | 62,167 | $3.2m | 0.5% |
| Betterment LLC | 58,449 | $3.0m | 0.0% |
| LPL Financial LLC | 49,833 | $2.6m | 0.0% |