| Betterment LLC | 28,416,622 | $1.3bn | 2.3% |
| HB Wealth Management, LLC | 15,629,633 | $730.9m | 4.1% |
| MORGAN STANLEY | 12,525,713 | $588.0m | 0.0% |
| RAYMOND JAMES FINANCIAL INC | 8,833,732 | $414.7m | 0.1% |
| FACTORY MUTUAL INSURANCE CO | 7,983,314 | $374.7m | 3.5% |
| JPMORGAN CHASE & CO | 7,576,615 | $356.9m | 0.0% |
| OpenArc Corporate Advisory, LLC | 5,415,913 | $254.2m | 3.0% |
| Mariner, LLC | 5,400,464 | $253.5m | 0.3% |
| BANK OF AMERICA CORP /DE/ | 5,291,099 | $248.4m | 0.0% |
| Dynasty Wealth Management, LLC | 5,018,565 | $235.6m | 1.8% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4,729,235 | $222.0m | 0.1% |
| Modern Wealth Management, LLC | 4,300,875 | $201.9m | 2.4% |
| Legacy Wealth Management, LLC | 4,057,660 | $190.5m | 10.0% |
| Janney Montgomery Scott LLC | 3,766,491 | $176.8m | 0.3% |
| Cetera Investment Advisers | 3,497,566 | $164.2m | 0.1% |
| HighTower Advisors, LLC | 3,398,048 | $159.5m | 0.2% |
| LPL Financial LLC | 3,334,790 | $156.5m | 0.0% |
| Valeo Financial Advisors, LLC | 3,126,531 | $138.1m | 2.9% |
| Moss Adams Wealth Advisors LLC | 2,903,040 | $136.3m | 8.5% |
| ENVESTNET ASSET MANAGEMENT INC | 2,877,606 | $135.1m | 0.0% |
| Summit Financial Strategies, Inc. | 2,800,552 | $131.5m | 9.2% |
| OSAIC HOLDINGS, INC. | 2,614,575 | $122.7m | 0.1% |
| Vestmark Advisory Solutions, Inc. | 2,453,732 | $115.2m | 1.1% |
| Confluence Wealth Services, Inc. | 2,367,229 | $111.1m | 3.2% |
| WELLS FARGO & COMPANY/MN | 2,340,725 | $109.9m | 0.0% |