| 1 | Matson Money. Inc. | $509.7M | 10.1M | Added |
| 2 | WealthNavi Inc. | $336.3M | 6.6M | Added |
| 3 | Nationwide Fund Advisors | $284.9M | 3.4M | Trimmed |
| 4 | MATHER GROUP, LLC. | $129.0M | 2.5M | Trimmed |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $104.3M | 2.1M | Trimmed |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $91.8M | 1.8M | Trimmed |
| 7 | ASSETMARK, INC | $80.8M | 1.6M | Added |
| 8 | Annex Advisory Services, LLC | $74.7M | 1.5M | Added |
| 9 | GeoWealth Management, LLC | $53.8M | 1.1M | Added |
| 10 | Mirae Asset Global Investments Co., Ltd. | $48.9M | 966,880 | Added |
| 11 | True Link Financial Advisors, LLC | $47.2M | 933,341 | Added |
| 12 | RAFFA WEALTH MANAGEMENT, LLC | $44.5M | 880,019 | Added |
| 13 | Apella Capital, LLC | $43.0M | 861,066 | Added |
| 14 | Boston Standard Wealth Management, LLC | $42.6M | 849,268 | Added |
| 15 | Savvy Advisors, Inc. | $32.9M | 649,771 | Added |
| 16 | CAHABA WEALTH MANAGEMENT, INC. | $31.7M | 626,723 | Added |
| 17 | AMARILLO NATIONAL BANK | $30.2M | 596,651 | Hold |
| 18 | Cambridge Investment Research Advisors, Inc. | $28.8M | 569,867 | Added |
| 19 | Modera Wealth Management, LLC | $27.0M | 533,071 | Added |
| 20 | Apollon Wealth Management, LLC | $22.1M | 436,171 | Added |
| 21 | PENOBSCOT WEALTH MANAGEMENT | $20.4M | 402,313 | Added |
| 22 | Values Added Financial LLC | $20.1M | 396,650 | Added |
| 23 | DORVAL Corp | $19.5M | 385,459 | Added |
| 24 | Mason & Associates, LLC | $18.9M | 373,233 | Added |
| 25 | TECTONIC ADVISORS LLC | $16.6M | 327,808 | Trimmed |