| 1 | Matson Money. Inc. | $417.5M | 11.9M | Hold |
| 2 | Envestnet Portfolio Solutions, Inc. | $115.9M | 3.3M | Added |
| 3 | FIRST CITIZENS BANK & TRUST CO | $112.6M | 3.2M | Added |
| 4 | ASSETMARK, INC | $77.9M | 2.2M | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $69.2M | 2.0M | Added |
| 6 | PARK AVENUE SECURITIES LLC | $64.9M | 1.9M | Added |
| 7 | Root Financial Partners, LLC | $57.3M | 1.6M | Added |
| 8 | TCI Wealth Advisors, Inc. | $54.7M | 1.6M | Added |
| 9 | Evanson Financial, LLC | $50.1M | 1.4M | New |
| 10 | Miracle Mile Advisors, LLC | $49.9M | 1.4M | Added |
| 11 | MATHER GROUP, LLC. | $47.8M | 1.4M | Trimmed |
| 12 | Wescott Financial Advisory Group, LLC | $42.0M | 1.2M | Added |
| 13 | Discipline Wealth Solutions, LLC | $35.6M | 1.0M | Added |
| 14 | Shore Point Advisors, LLC | $21.8M | 621,981 | Added |
| 15 | ECLECTIC ASSOCIATES INC /ADV | $21.1M | 603,074 | Added |
| 16 | Wealth Management Nebraska | $20.3M | 579,166 | Added |
| 17 | Sherrill & Hutchins Financial Advisory, Inc | $19.3M | 550,660 | Added |
| 18 | CLUNE & ASSOCIATES, LTD. | $18.1M | 515,377 | Added |
| 19 | Tanager Wealth Management LLP | $17.6M | 502,319 | Added |
| 20 | Ballentine Capital Advisors, Inc | $16.9M | 483,144 | Trimmed |
| 21 | Planning Center, Inc. | $14.5M | 413,172 | Added |
| 22 | Abacus Planning Group, Inc. | $13.6M | 389,220 | Added |
| 23 | SVB WEALTH LLC | $13.4M | 383,364 | Added |
| 24 | Guardian Wealth Management, LLC | $12.5M | 356,997 | Added |
| 25 | Ritter Daniher Financial Advisory LLC / DE | $11.9M | 338,811 | Added |