| Focus Partners Wealth | 1,218,472 | $55.0m | 0.1% |
| MASECO LLP | 1,012,064 | $45.7m | 1.3% |
| AWM CAPITAL, LLC | 995,334 | $44.9m | 3.6% |
| Pathstone Holdings, LLC | 984,898 | $44.4m | 0.1% |
| Quantum Financial Advisors, LLC | 831,098 | $37.5m | 3.7% |
| Francis Financial, Inc. | 767,312 | $34.6m | 5.7% |
| Abacus Wealth Partners, LLC | 605,285 | $27.3m | 2.9% |
| Five Oceans Advisors | 426,583 | $19.2m | 6.2% |
| EP Wealth Advisors, LLC | 426,228 | $19.2m | 0.1% |
| Citrine Capital LLC | 393,481 | $17.7m | 6.6% |
| Retirement Solution LLC | 349,466 | $15.8m | 3.1% |
| Savant Capital, LLC | 309,218 | $14.0m | 0.0% |
| Apella Capital, LLC | 303,754 | $13.8m | 0.2% |
| Forum Financial Management, LP | 269,201 | $12.1m | 0.2% |
| MERCER GLOBAL ADVISORS INC /ADV | 248,537 | $11.2m | 0.0% |
| Elser Financial Planning, Inc | 239,760 | $10.8m | 0.5% |
| Bank of New York Mellon Corp | 228,448 | $10.3m | 0.0% |
| Balanced Rock Investment Advisors LLC | 220,624 | $10.0m | 6.2% |
| Wealthspire Advisors, LLC | 218,754 | $9.9m | 0.1% |
| HILL ISLAND FINANCIAL LLC | 203,314 | $9.2m | 2.0% |
| Allodium Investment Consultants, LLC | 201,944 | $9.1m | 3.9% |
| Planning Center, Inc. | 185,179 | $8.4m | 0.8% |
| Focus Partners Advisor Solutions, LLC | 184,872 | $8.3m | 0.1% |
| New Capital Management LP | 179,986 | $8.1m | 1.8% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 156,527 | $7.1m | 0.0% |