| AWM CAPITAL, LLC | 821,857 | $40.2m | 3.2% |
| Pathstone Holdings, LLC | 673,453 | $32.9m | 0.1% |
| MASECO LLP | 594,139 | $29.0m | 0.8% |
| Focus Partners Wealth | 569,426 | $27.8m | 0.0% |
| Quantum Financial Advisors, LLC | 528,686 | $25.8m | 2.6% |
| Five Oceans Advisors | 442,368 | $21.6m | 6.9% |
| Forum Financial Management, LP | 365,681 | $17.9m | 0.2% |
| Citrine Capital LLC | 323,640 | $15.8m | 5.9% |
| Abacus Wealth Partners, LLC | 317,897 | $15.5m | 1.6% |
| EP Wealth Advisors, LLC | 307,473 | $15.0m | 0.1% |
| Savant Capital, LLC | 262,183 | $12.8m | 0.0% |
| Retirement Solution LLC | 256,769 | $12.6m | 2.5% |
| Wealthspire Advisors, LLC | 191,799 | $9.4m | 0.1% |
| Wealth Architects, LLC | 154,990 | $7.6m | 0.6% |
| Elser Financial Planning, Inc | 126,249 | $6.2m | 0.3% |
| SACHEM HILL LLC | 123,011 | $6.0m | 1.1% |
| Francis Financial, Inc. | 109,210 | $5.3m | 0.9% |
| Pure Financial Advisors, LLC | 104,452 | $5.1m | 0.1% |
| Apella Capital, LLC | 102,996 | $4.9m | 0.1% |
| BRIGHTON JONES LLC | 91,148 | $4.5m | 0.1% |
| Greenspring Advisors, LLC | 91,141 | $4.5m | 0.2% |
| TCI Wealth Advisors, Inc. | 84,357 | $4.1m | 0.2% |
| MERCER GLOBAL ADVISORS INC /ADV | 84,065 | $4.1m | 0.0% |
| Balanced Rock Investment Advisors LLC | 81,686 | $4.0m | 2.5% |
| RAM Investment Partners, LLC | 78,545 | $3.8m | 0.6% |