| 1 | WELLS FARGO & COMPANY/MN | $977.0M | 22.7M | Added |
| 2 | LPL Financial LLC | $253.6M | 5.9M | Added |
| 3 | Annex Advisory Services, LLC | $240.5M | 5.6M | Added |
| 4 | VANTAGEPOINT INVESTMENT ADVISERS LLC | $234.2M | 5.4M | Hold |
| 5 | SigFig Wealth Management, LLC | $209.5M | 4.9M | Added |
| 6 | BANK OF AMERICA CORP /DE/ | $191.4M | 4.4M | Trimmed |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $179.9M | 4.2M | Added |
| 8 | Betterment LLC | $141.9M | 3.3M | Added |
| 9 | MORGAN STANLEY | $136.1M | 3.2M | Trimmed |
| 10 | HB Wealth Management, LLC | $110.2M | 2.6M | Trimmed |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $89.1M | 2.1M | Added |
| 12 | Cetera Investment Advisers | $87.3M | 2.0M | Added |
| 13 | GOLDMAN SACHS GROUP INC | $75.3M | 1.7M | Added |
| 14 | CAPTRUST FINANCIAL ADVISORS | $59.5M | 1.4M | Added |
| 15 | Financial Management Professionals, Inc. | $59.0M | 1.4M | Added |
| 16 | Cerity Partners LLC | $55.5M | 1.3M | Trimmed |
| 17 | RAYMOND JAMES FINANCIAL INC | $45.9M | 1.1M | Added |
| 18 | Hennion & Walsh Asset Management, Inc. | $44.7M | 1.0M | Trimmed |
| 19 | SkyView Investment Advisors, LLC | $44.4M | 1.0M | Added |
| 20 | FIRST FOUNDATION ADVISORS | $44.2M | 1.0M | Added |
| 21 | UBS Group AG | $44.1M | 1.0M | Added |
| 22 | OneDigital Investment Advisors LLC | $43.5M | 1.0M | Added |
| 23 | PRINCIPAL SECURITIES, INC. | $43.4M | 1.0M | Added |
| 24 | High Probability Advisors, LLC | $42.7M | 989,692 | Added |
| 25 | Corient Private Wealth LLC | $40.0M | 927,809 | Trimmed |