| 1 | HB Wealth Management, LLC | $676.2M | 14.4M | Added |
| 2 | MORGAN STANLEY | $393.7M | 8.4M | Added |
| 3 | RAYMOND JAMES FINANCIAL INC | $315.7M | 6.7M | Added |
| 4 | Betterment LLC | $293.5M | 6.2M | Added |
| 5 | FACTORY MUTUAL INSURANCE CO | $275.2M | 5.8M | Hold |
| 6 | JPMORGAN CHASE & CO | $260.1M | 5.5M | Added |
| 7 | BANK OF AMERICA CORP /DE/ | $253.1M | 5.4M | Trimmed |
| 8 | OpenArc Corporate Advisory, LLC | $226.5M | 4.8M | Added |
| 9 | Mariner, LLC | $222.6M | 4.7M | Added |
| 10 | Dynasty Wealth Management, LLC | $209.1M | 4.4M | Added |
| 11 | Legacy Wealth Management, Inc | $182.1M | 3.9M | Added |
| 12 | Janney Montgomery Scott LLC | $168.0M | 3.6M | Added |
| 13 | HighTower Advisors, LLC | $151.8M | 3.2M | Added |
| 14 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $144.7M | 3.1M | Added |
| 15 | Valeo Financial Advisors, LLC | $128.1M | 2.9M | Added |
| 16 | Summit Financial Strategies, Inc. | $124.3M | 2.6M | Added |
| 17 | Moss Adams Wealth Advisors LLC | $123.6M | 2.6M | Added |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $123.1M | 2.6M | Added |
| 19 | WELLS FARGO & COMPANY/MN | $113.2M | 2.4M | Trimmed |
| 20 | Vestmark Advisory Solutions, Inc. | $110.1M | 2.3M | Added |
| 21 | OSAIC HOLDINGS, INC. | $104.5M | 2.2M | Trimmed |
| 22 | Modern Wealth Management, LLC | $102.5M | 2.2M | Added |
| 23 | Cetera Investment Advisers | $98.7M | 2.1M | Added |
| 24 | Savant Capital, LLC | $98.6M | 2.1M | Added |
| 25 | First Pacific Financial | $94.4M | 2.0M | Added |