| Strategic Financial Planning, Inc. | 338,449 | $6,609,903 | 5.85% |
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| Pioneer Wealth Management Group | 317,504 | $6,200,848 | 4.93% |
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| Upper Left Wealth Management, LLC | 176,799 | $3,452,885 | 3.84% |
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| Moisand Fitzgerald Tamayo, LLC | 909,572 | $17,763,944 | 3.63% |
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| WEALTH MANAGEMENT RESOURCES, INC. | 318,515 | $6,220,600 | 3.62% |
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| Cypress Point Wealth Management, LLC | 172,872 | $3,376,182 | 3.60% |
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| Courage Miller Partners, LLC | 401,282 | $7,837,042 | 3.26% |
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| RATIONAL ADVISORS LLC | 1,962,413 | $38,325,926 | 3.17% |
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| Gunma Bank,Ltd. | 221,000 | $4,316 | 2.92% |
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| Firestone Capital Management | 439,086 | $8,755,376 | 2.85% |
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| BlueSky Wealth Advisors, LLC | 724,850 | $14,156,314 | 2.84% |
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| Carlsbad Wealth Advisory Group, Inc. | 191,136 | $3,732,881 | 2.41% |
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| Omega Financial Group, LLC | 264,028 | $5,156,469 | 2.36% |
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| Financial Engines Advisors L.L.C. | 45,436,475 | $887,374,387 | 2.25% |
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| Cornerstone Wealth Advisors, Inc. | 278,900 | $5,446,919 | 1.88% |
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| INTERACTIVE FINANCIAL ADVISORS, INC. | 116,301 | $2,271,376 | 1.54% |
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| Charles Schwab Trust Co | 673,969 | $12,630,170 | 1.52% |
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| Charles Schwab Investment Advisory, Inc. | 49,391,996 | $964,625,676 | 1.50% |
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| Vise Technologies, Inc. | 308,885 | $6,032,524 | 1.46% |
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| FOSTER & MOTLEY INC | 921,390 | $17,995 | 1.39% |
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