| First Pacific Financial | 255,950 | $19.5m | 2.3% |
| EP Wealth Advisors, LLC | 116,055 | $8.8m | 0.0% |
| Financial Engines Advisors L.L.C. | 110,192 | $8.4m | 0.0% |
| GOLDMAN SACHS GROUP INC | 74,767 | $5.7m | 0.0% |
| TFC Financial Management, Inc. | 61,148 | $4.7m | 0.5% |
| North Berkeley Wealth Management, LLC | 52,819 | $4.0m | 1.6% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 37,798 | $2.9m | 0.0% |
| NATURAL INVESTMENTS, LLC | 33,504 | $2.5m | 0.6% |
| Joel Adams & Associates, Inc. | 29,926 | $2.3m | 1.5% |
| Ameritas Investment Partners, Inc. | 22,410 | $1.7m | 0.0% |
| Dynamic Advisor Solutions LLC | 16,471 | $1.3m | 0.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | 14,945 | $1.1m | 0.0% |
| Creative Planning | 11,826 | $900,313 | 0.0% |
| Mason & Associates Inc | 11,798 | $898,182 | 0.1% |
| Archer Investment Management, LLC | 9,376 | $713,795 | 0.2% |
| Private Advisor Group, LLC | 9,087 | $691,794 | 0.0% |
| MORGAN STANLEY | 6,754 | $514,234 | 0.0% |
| LINCOLN CAPITAL CORP | 5,355 | $407,676 | 0.1% |
| BSW Wealth Partners | 4,754 | $361,923 | 0.0% |
| FOUNDERS FINANCIAL SECURITIES LLC | 4,697 | $357,583 | 0.0% |
| Horizon Investments, LLC | 4,697 | $357,583 | 0.0% |
| Mariner, LLC | 4,672 | $355,669 | 0.0% |
| Retirement Planning Group, LLC | 4,436 | $337,713 | 0.0% |
| MONEY CONCEPTS CAPITAL CORP | 4,383 | $333,678 | 0.0% |
| MISSION WEALTH MANAGEMENT, LP | 4,263 | $324,549 | 0.0% |