| 1 | MORGAN STANLEY | $127.6M | 1.9M | Trimmed |
| 2 | Amicus Financial Advisors, LLC | $31.1M | 454,660 | Added |
| 3 | Betterment LLC | $25.4M | 371,918 | Added |
| 4 | Aurelius Family Office LLC | $24.3M | 355,695 | Added |
| 5 | Waverly Advisors, LLC | $24.2M | 353,548 | Added |
| 6 | BANK OF AMERICA CORP /DE/ | $22.1M | 323,829 | Added |
| 7 | Two West Capital Advisors LLC | $17.4M | 254,869 | Added |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $17.0M | 248,453 | Added |
| 9 | MERCER GLOBAL ADVISORS INC /ADV | $16.8M | 245,361 | Trimmed |
| 10 | Applied Capital LLC | $15.0M | 219,720 | Added |
| 11 | Beacon Pointe Advisors, LLC | $14.2M | 207,030 | Trimmed |
| 12 | Stone Summit Wealth LLC | $8.5M | 123,961 | Added |
| 13 | WELLS FARGO & COMPANY/MN | $6.5M | 95,751 | Trimmed |
| 14 | Mariner, LLC | $6.4M | 93,801 | Added |
| 15 | Royal Bank of Canada | $5.7M | 82,823 | Added |
| 16 | Five Pine Wealth Management | $5.3M | 78,106 | Added |
| 17 | Alhambra Investment Management LLC | $4.7M | 68,811 | Added |
| 18 | LPL Financial LLC | $4.4M | 64,347 | Added |
| 19 | US BANCORP \DE\ | $3.0M | 43,410 | Added |
| 20 | Professional Financial Advisors, LLC | $2.1M | 31,430 | Trimmed |
| 21 | OneDigital Investment Advisors LLC | $1.6M | 24,041 | Trimmed |
| 22 | Destiny Wealth Partners, LLC | $1.5M | 22,636 | Trimmed |
| 23 | Bleakley Financial Group, LLC | $1.5M | 22,460 | Trimmed |
| 24 | Geometric Wealth Advisors | $1.5M | 22,251 | Added |
| 25 | JPMORGAN CHASE & CO | $1.4M | 21,087 | Trimmed |