| Betterment LLC | 1,004,401 | $51.7m | 0.1% |
| Composition Wealth, LLC | 854,388 | $43.9m | 0.5% |
| Heartwood Wealth Advisors LLC | 497,558 | $25.6m | 2.0% |
| STIFEL FINANCIAL CORP | 362,252 | $18.6m | 0.0% |
| GoalVest Advisory LLC | 348,570 | $17.9m | 3.3% |
| ENVESTNET ASSET MANAGEMENT INC | 288,016 | $14.8m | 0.0% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 282,139 | $14.5m | 0.1% |
| Asio Capital, LLC | 220,569 | $11.3m | 1.5% |
| JPMORGAN CHASE & CO | 174,326 | $9.0m | 0.0% |
| Private Advisor Group, LLC | 171,806 | $8.8m | 0.0% |
| Capital Advisors Wealth Management, LLC | 159,690 | $8.2m | 1.0% |
| Pinion Investment Advisors, LLC | 157,167 | $8.1m | 1.5% |
| Retirement Planning Group, LLC | 145,529 | $7.5m | 0.2% |
| GENTRY PRIVATE WEALTH, LLC | 111,366 | $5.7m | 2.9% |
| GOLDMAN SACHS GROUP INC | 98,419 | $5.1m | 0.0% |
| Berger Financial Group, Inc | 74,142 | $3.8m | 0.2% |
| Sowell Financial Services LLC | 71,742 | $3.7m | 0.1% |
| Farther Finance Advisors, LLC | 69,085 | $3.6m | 0.0% |
| FIRST AMERICAN TRUST, FSB | 67,742 | $3.5m | 0.2% |
| LPL Financial LLC | 64,226 | $3.3m | 0.0% |
| Integrated Wealth Concepts LLC | 50,300 | $2.6m | 0.0% |
| Fourth Dimension Wealth, LLC | 45,776 | $2.4m | 0.7% |
| GGM Financial LLC | 44,732 | $2.3m | 0.9% |
| Syntegra Private Wealth Group, LLC | 27,121 | $1.4m | 0.1% |
| WealthPlan Investment Management, LLC | 26,848 | $1.4m | 0.1% |