| 1 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $850.0M | 37.6M | Added |
| 2 | Bleakley Financial Group, LLC | $24.7M | 1.1M | Added |
| 3 | AIRE ADVISORS, LLC | $7.1M | 314,109 | Added |
| 4 | Corient Private Wealth LLC | $3.1M | 136,840 | Trimmed |
| 5 | JANE STREET GROUP, LLC | $2.3M | 100,457 | Trimmed |
| 6 | FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | $2.0M | 88,343 | Hold |
| 7 | OSAIC HOLDINGS, INC. | $1.6M | 72,816 | Added |
| 8 | Ancora Advisors LLC | $1.1M | 50,818 | Added |
| 9 | AMERICAN FINANCIAL & TAX STRATEGIES INC | $992,123 | 43,907 | Trimmed |
| 10 | Betterment LLC | $910,000 | 40,249 | Added |
| 11 | LPL Financial LLC | $874,255 | 38,691 | Added |
| 12 | Orion Porfolio Solutions, LLC | $833,747 | 36,898 | New |
| 13 | CITADEL ADVISORS LLC | $653,092 | 28,903 | Added |
| 14 | Creative Planning | $422,417 | 18,694 | Added |
| 15 | Strategic Financial Planning, Inc. | $418,405 | 20,272 | Added |
| 16 | Brand Asset Management Group, Inc. | $357,650 | 15,828 | Trimmed |
| 17 | Ellis Investment Partners, LLC | $273,366 | 12,097 | Hold |
| 18 | Quantinno Capital Management LP | $266,768 | 11,806 | Added |
| 19 | Cerity Partners LLC | $249,857 | 11,069 | New |
| 20 | MERCER GLOBAL ADVISORS INC /ADV | $244,127 | 10,804 | New |
| 21 | Focus Partners Wealth | $235,588 | 10,426 | Added |
| 22 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $233,410 | 10,233 | New |
| 23 | Brooklyn Investment Group | $230,035 | 10,181 | Trimmed |
| 24 | Ariadne Wealth Management, LP | $225,960 | 10,000 | Hold |
| 25 | FMR LLC | $130,483 | 5,775 | Added |