| 1 | WELLS FARGO & COMPANY/MN | $174.8M | 4.0M | Trimmed |
| 2 | SigFig Wealth Management, LLC | $144.5M | 3.3M | Added |
| 3 | GOLDMAN SACHS GROUP INC | $131.7M | 3.0M | Added |
| 4 | Betterment LLC | $89.5M | 2.1M | Trimmed |
| 5 | LPL Financial LLC | $88.9M | 2.1M | Added |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $64.8M | 1.5M | Added |
| 7 | Arvest Bank Trust Division | $49.0M | 1.1M | Trimmed |
| 8 | STATE OF WISCONSIN INVESTMENT BOARD | $47.2M | 1.1M | Hold |
| 9 | HB Wealth Management, LLC | $40.6M | 940,014 | Trimmed |
| 10 | MORGAN STANLEY | $34.9M | 808,968 | Added |
| 11 | BANK OF AMERICA CORP /DE/ | $29.1M | 673,297 | Added |
| 12 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $23.9M | 553,237 | Added |
| 13 | Royal Bank of Canada | $21.0M | 486,143 | Added |
| 14 | RAYMOND JAMES FINANCIAL INC | $18.5M | 427,234 | Added |
| 15 | ARVEST INVESTMENTS, INC. | $18.0M | 416,226 | Added |
| 16 | FIRST FOUNDATION ADVISORS | $17.6M | 406,680 | Added |
| 17 | Cetera Investment Advisers | $15.3M | 355,318 | Trimmed |
| 18 | PRINCIPAL SECURITIES, INC. | $15.0M | 347,331 | Added |
| 19 | UBS Group AG | $13.2M | 305,437 | Added |
| 20 | Apella Capital, LLC | $11.9M | 246,347 | Trimmed |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $11.7M | 271,815 | Added |
| 22 | Sanctuary Advisors, LLC | $9.8M | 227,221 | Trimmed |
| 23 | Strategic Financial Services, Inc. | $9.6M | 222,255 | Trimmed |
| 24 | Envestnet Portfolio Solutions, Inc. | $9.3M | 216,205 | Added |
| 25 | AMERICAN NATIONAL BANK & TRUST | $9.3M | 214,293 | Added |