| First Pacific Financial | 665,639 | $15,822,234 | 7.05% |
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| Francis Financial, Inc. | 473,616 | $11,257,850 | 5.87% |
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| LFA - Lugano Financial Advisors SA | 162,090 | $3,852,879 | 3.30% |
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| Milestone Investment Advisors LLC | 371,670 | $8,834,601 | 2.51% |
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| Private Ocean, LLC | 766,136 | $18,211,052 | 2.31% |
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| Integris Wealth Management, LLC | 251,959 | $5,989,067 | 1.96% |
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| Summit Wealth Group, LLC | 85,794 | $2,039 | 1.82% |
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| Better Money Decisions, LLC | 82,955 | $1,971,843 | 1.74% |
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| IMPACTfolio, LLC | 95,659 | $2,273,814 | 1.64% |
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| Arlington Financial Advisors, LLC | 125,721 | $2,988,388 | 1.06% |
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| Flagstone Financial Management | 88,060 | $2,093,173 | 0.96% |
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| Omega Financial Group, LLC | 72,437 | $1,721,817 | 0.84% |
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| Long Run Wealth Advisors, LLC | 101,716 | $2,417,789 | 0.78% |
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| Wescott Financial Advisory Group, LLC | 168,381 | $4,002,416 | 0.73% |
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| Opal Wealth Advisors, LLC | 51,903 | $1,233,740 | 0.72% |
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| Pine Haven Investment Counsel, Inc | 27,525 | $654,269 | 0.68% |
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| VERITY Wealth Advisors | 27,697 | $658,358 | 0.62% |
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| Affinity Capital Advisors, LLC | 84,722 | $2,013,838 | 0.55% |
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| Colorado Capital Management, Inc. | 30,488 | $725 | 0.55% |
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| Mascoma Wealth Management LLC | 71,889 | $1,708,801 | 0.53% |
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