| 1 | Betterment LLC | $51.7M | 1.0M | Added |
| 2 | Miracle Mile Advisors, LLC | $43.9M | 854,388 | Added |
| 3 | Heartwood Wealth Advisors LLC | $25.6M | 497,558 | Added |
| 4 | STIFEL FINANCIAL CORP | $18.6M | 362,252 | Added |
| 5 | GoalVest Advisory LLC | $17.9M | 348,570 | Added |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $14.8M | 288,016 | Added |
| 7 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $14.5M | 282,139 | Added |
| 8 | Asio Capital, LLC | $11.3M | 220,569 | Added |
| 9 | JPMORGAN CHASE & CO | $9.0M | 174,326 | Added |
| 10 | Private Advisor Group, LLC | $8.8M | 171,806 | New |
| 11 | Capital Advisors Wealth Management, LLC | $8.2M | 159,690 | Added |
| 12 | Pinion Investment Advisors, LLC | $8.1M | 157,167 | Added |
| 13 | Retirement Planning Group, LLC | $7.5M | 145,529 | Added |
| 14 | GENTRY PRIVATE WEALTH, LLC | $5.7M | 111,366 | Added |
| 15 | GOLDMAN SACHS GROUP INC | $5.1M | 98,419 | Added |
| 16 | Berger Financial Group, Inc | $3.8M | 74,142 | Added |
| 17 | Sowell Financial Services LLC | $3.7M | 71,742 | Added |
| 18 | Farther Finance Advisors, LLC | $3.6M | 69,085 | Added |
| 19 | FIRST AMERICAN TRUST, FSB | $3.5M | 67,742 | Added |
| 20 | LPL Financial LLC | $3.3M | 64,226 | Added |
| 21 | Integrated Wealth Concepts LLC | $2.6M | 50,300 | New |
| 22 | Fourth Dimension Wealth, LLC | $2.4M | 45,776 | New |
| 23 | GGM Financials LLC | $2.3M | 44,732 | Added |
| 24 | Syntegra Private Wealth Group, LLC | $1.4M | 27,121 | New |
| 25 | WealthPlan Investment Management, LLC | $1.4M | 26,848 | Added |