| 1 | Betterment LLC | $65.6M | 1.4M | Added |
| 2 | MERCER GLOBAL ADVISORS INC /ADV | $57.6M | 1.2M | Added |
| 3 | Empower Advisory Group, LLC | $52.3M | 1.1M | Trimmed |
| 4 | BANK OF AMERICA CORP /DE/ | $19.9M | 418,909 | Added |
| 5 | Royal Bank of Canada | $12.2M | 256,841 | Added |
| 6 | Francis Financial, Inc. | $11.8M | 248,407 | Trimmed |
| 7 | Creative Planning | $9.0M | 189,974 | Added |
| 8 | LPL Financial LLC | $8.9M | 187,588 | Added |
| 9 | Impact Investors, Inc | $8.1M | 169,667 | Added |
| 10 | SEEDS INVESTOR LLC | $6.7M | 139,828 | Added |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $5.4M | 112,763 | Trimmed |
| 12 | Bank of New York Mellon Corp | $4.8M | 100,108 | Added |
| 13 | ASSETMARK, INC | $3.9M | 82,594 | Added |
| 14 | RAYMOND JAMES FINANCIAL INC | $3.6M | 75,443 | Added |
| 15 | UBS Group AG | $3.4M | 70,938 | Trimmed |
| 16 | Laurel Wealth Planning LLC | $3.3M | 69,716 | Added |
| 17 | Cetera Investment Advisers | $3.1M | 64,283 | Added |
| 18 | Plum Street Advisors, LLC | $2.2M | 46,930 | Added |
| 19 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $2.2M | 46,842 | Added |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | $1.9M | 39,383 | Added |
| 21 | Pathstone Holdings, LLC | $1.7M | 36,187 | Hold |
| 22 | Wealthfront Advisers LLC | $1.5M | 31,218 | Added |
| 23 | Johnson Financial Group, LLC | $1.4M | 29,304 | Added |
| 24 | Private Wealth Management Group, LLC | $1.3M | 27,196 | Added |
| 25 | Brio Consultants, LLC | $1.3M | 26,426 | Added |