| 1 | Wealthfront Advisers LLC | $163.7M | 5.3M | Added |
| 2 | AMERIPRISE FINANCIAL INC | $117.3M | 3.8M | Trimmed |
| 3 | MORGAN STANLEY | $71.7M | 2.3M | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $70.3M | 2.3M | Added |
| 5 | WELLS FARGO & COMPANY/MN | $68.3M | 2.2M | Trimmed |
| 6 | LPL Financial LLC | $68.2M | 2.2M | Added |
| 7 | Beacon Capital Management, Inc. | $58.4M | 1.9M | Added |
| 8 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | $46.7M | 1.5M | Trimmed |
| 9 | BANK OF AMERICA CORP /DE/ | $41.3M | 1.3M | Trimmed |
| 10 | Curbstone Financial Management Corp | $39.1M | 1.3M | Added |
| 11 | Facet Wealth, Inc. | $36.6M | 1.2M | Added |
| 12 | KEYBANK NATIONAL ASSOCIATION/OH | $31.2M | 1.0M | Trimmed |
| 13 | Valmark Advisers, Inc. | $30.6M | 995,071 | Added |
| 14 | Stratos Investment Management, LLC | $29.6M | 960,740 | Added |
| 15 | Farther Finance Advisors, LLC | $28.3M | 924,800 | Added |
| 16 | Advisory Alpha, LLC | $26.1M | 848,823 | Trimmed |
| 17 | MFA WEALTH ADVISORS, LLC | $24.6M | 800,221 | Added |
| 18 | Ameliora Wealth Management Ltd. | $22.7M | 736,152 | Added |
| 19 | Cornerstone Management, Inc. | $22.6M | 733,194 | Added |
| 20 | RAYMOND JAMES FINANCIAL INC | $22.1M | 718,919 | Trimmed |
| 21 | WESCAP Management Group, Inc. | $21.7M | 706,147 | Trimmed |
| 22 | STATE STREET CORP | $21.3M | 692,132 | Trimmed |
| 23 | Towercrest Capital Management | $18.0M | 584,824 | Trimmed |
| 24 | MILESTONE ASSET MANAGEMENT, LLC | $17.3M | 561,332 | Trimmed |
| 25 | Penobscot Investment Management Company, Inc. | $17.2M | 559,881 | Trimmed |