| 1 | WELLS FARGO & COMPANY/MN | $3.52B | 28.1M | Added |
| 2 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $886.6M | 7.1M | Added |
| 3 | Betterment LLC | $721.9M | 5.8M | Trimmed |
| 4 | MORGAN STANLEY | $697.4M | 5.6M | Trimmed |
| 5 | LPL Financial LLC | $407.6M | 3.3M | Added |
| 6 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $388.4M | 3.1M | Trimmed |
| 7 | BANK OF AMERICA CORP /DE/ | $352.0M | 2.8M | Trimmed |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $335.2M | 2.7M | Added |
| 9 | RiverFront Investment Group, LLC | $248.8M | 2.0M | Added |
| 10 | SigFig Wealth Management, LLC | $247.2M | 2.0M | Added |
| 11 | GOLDMAN SACHS GROUP INC | $221.7M | 1.8M | Trimmed |
| 12 | HB Wealth Management, LLC | $156.2M | 1.2M | Added |
| 13 | RAYMOND JAMES FINANCIAL INC | $147.9M | 1.2M | Added |
| 14 | Glenview Trust Co | $144.5M | 1.2M | Trimmed |
| 15 | Cetera Investment Advisers | $126.7M | 1.0M | Added |
| 16 | SFMG, LLC | $106.6M | 852,009 | Added |
| 17 | Financial Management Professionals, Inc. | $106.0M | 847,450 | Added |
| 18 | High Probability Advisors, LLC | $98.7M | 788,473 | Trimmed |
| 19 | Royal Bank of Canada | $89.5M | 715,231 | Added |
| 20 | Riverpoint Wealth Management Holdings, LLC | $80.9M | 646,369 | Added |
| 21 | SkyView Investment Advisors, LLC | $80.8M | 645,766 | Trimmed |
| 22 | OneDigital Investment Advisors LLC | $80.0M | 639,363 | Trimmed |
| 23 | Goldstein Advisors, LLC | $74.8M | 597,997 | Trimmed |
| 24 | UBS Group AG | $72.6M | 580,375 | Added |
| 25 | Hennion & Walsh Asset Management, Inc. | $70.5M | 563,097 | Added |