| Retirement Solution LLC | 5,478,280 | $255.5m | 49.9% |
| AWM CAPITAL, LLC | 3,511,890 | $163.8m | 13.1% |
| Quantum Financial Advisors, LLC | 2,379,557 | $111.0m | 11.0% |
| Focus Partners Wealth | 2,160,532 | $100.7m | 0.1% |
| MASECO LLP | 2,068,712 | $96.5m | 2.7% |
| Citrine Capital LLC | 1,569,106 | $73.2m | 27.1% |
| Pathstone Holdings, LLC | 1,508,057 | $70.3m | 0.2% |
| Abacus Wealth Partners, LLC | 1,300,763 | $60.6m | 6.4% |
| EP Wealth Advisors, LLC | 734,838 | $34.3m | 0.1% |
| Savant Capital, LLC | 549,074 | $25.6m | 0.1% |
| Five Oceans Advisors | 489,837 | $22.8m | 7.3% |
| Forum Financial Management, LP | 471,383 | $22.0m | 0.3% |
| MERCER GLOBAL ADVISORS INC /ADV | 460,197 | $21.5m | 0.0% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 415,678 | $19.7m | 0.0% |
| Pure Financial Advisors, LLC | 419,670 | $19.6m | 0.2% |
| Focus Partners Advisor Solutions, LLC | 416,292 | $19.4m | 0.2% |
| Apella Capital, LLC | 409,314 | $19.3m | 0.3% |
| Gibson Capital, LLC | 375,765 | $17.5m | 2.9% |
| Beacon Pointe Advisors, LLC | 341,750 | $15.9m | 0.1% |
| Simplicity Wealth,LLC | 319,712 | $14.9m | 0.5% |
| Triune Financial Partners, LLC | 281,794 | $13.1m | 2.7% |
| TCI Wealth Advisors, Inc. | 275,091 | $12.8m | 0.6% |
| Wealth Architects, LLC | 267,678 | $12.5m | 1.0% |
| OneDigital Investment Advisors LLC | 267,228 | $12.5m | 0.1% |
| QUARRY HILL ADVISORS, LLC | 257,533 | $12.0m | 4.6% |