| Abacus Wealth Partners, LLC | 11,063,945 | $126.0m | 13.2% |
| BRIGHTON JONES LLC | 3,867,693 | $44.0m | 0.8% |
| Focus Partners Wealth | 3,314,493 | $37.7m | 0.0% |
| FMR LLC | 2,001,215 | $22.8m | 0.0% |
| First Pacific Financial | 1,521,618 | $17.3m | 2.1% |
| Wealthspire Advisors, LLC | 1,516,164 | $17.3m | 0.1% |
| Forum Financial Management, LP | 1,355,310 | $15.4m | 0.2% |
| Savant Capital, LLC | 1,123,472 | $12.3m | 0.0% |
| PFG Investments, LLC | 902,746 | $10.3m | 0.4% |
| NATURAL INVESTMENTS, LLC | 880,979 | $10.0m | 2.2% |
| SOA Wealth Advisors, LLC. | 625,963 | $7.1m | 0.7% |
| WCG Wealth Advisors LLC | 624,753 | $7.1m | 0.2% |
| Colorado Capital Management, Inc. | 601,126 | $6.8m | 2.3% |
| MASECO LLP | 527,020 | $6.0m | 0.2% |
| MISSION WEALTH MANAGEMENT, LP | 496,294 | $5.7m | 0.1% |
| North Berkeley Wealth Management, LLC | 456,331 | $5.2m | 2.1% |
| Sand Hill Global Advisors, LLC | 404,502 | $4.6m | 0.1% |
| EP Wealth Advisors, LLC | 368,065 | $4.2m | 0.0% |
| Envestnet Portfolio Solutions, Inc. | 333,764 | $3.8m | 0.0% |
| HighTower Advisors, LLC | 322,160 | $3.7m | 0.0% |
| Focus Partners Advisor Solutions, LLC | 317,422 | $3.6m | 0.0% |
| Meritas Wealth Management, LLC | 260,974 | $3.0m | 1.2% |
| Balanced Rock Investment Advisors LLC | 258,929 | $2.9m | 1.8% |
| Allodium Investment Consultants, LLC | 257,545 | $2.9m | 1.2% |
| Beacon Pointe Advisors, LLC | 249,156 | $2.8m | 0.0% |