| 1 | Financial Engines Advisors L.L.C. | $1.73B | 29.6M | Trimmed |
| 2 | Betterment LLC | $86.9M | 1.5M | Trimmed |
| 3 | MIDLAND WEALTH ADVISORS LLC | $65.3M | 1.1M | Trimmed |
| 4 | MORGAN STANLEY | $14.5M | 247,468 | Added |
| 5 | Baird Financial Group, Inc. | $13.3M | 228,080 | Added |
| 6 | SAVA PENZISKO DRUSHTVO A.D. SKOPJE | $9.7M | 165,825 | Hold |
| 7 | Mariner, LLC | $8.9M | 152,233 | Trimmed |
| 8 | Royal Bank of Canada | $8.3M | 142,498 | Trimmed |
| 9 | LPL Financial LLC | $7.8M | 134,080 | Trimmed |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $7.0M | 117,398 | Added |
| 11 | Aptus Capital Advisors, LLC | $5.9M | 100,466 | Added |
| 12 | Financial Guidance Group, Inc. | $5.9M | 100,466 | Added |
| 13 | RAYMOND JAMES FINANCIAL INC | $5.8M | 99,018 | Added |
| 14 | BANK OF AMERICA CORP /DE/ | $5.4M | 92,875 | Added |
| 15 | Towerpoint Wealth, LLC | $4.8M | 81,431 | Trimmed |
| 16 | MGO ONE SEVEN LLC | $4.1M | 70,227 | Added |
| 17 | GOLDMAN SACHS GROUP INC | $3.9M | 67,030 | Added |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $3.7M | 64,026 | Trimmed |
| 19 | CWM, LLC | $3.7M | 62,534 | Added |
| 20 | Private Advisory Group LLC | $3.3M | 56,670 | New |
| 21 | Financial Enhancement Group LLC | $3.3M | 49,527 | Added |
| 22 | Evergreen Wealth Solutions, LLC | $3.1M | 53,277 | Trimmed |
| 23 | CITADEL ADVISORS LLC | $2.9M | 49,520 | Added |
| 24 | Wealthcare Advisory Partners LLC | $2.8M | 47,487 | Added |
| 25 | AMERIPRISE FINANCIAL INC | $2.2M | 36,842 | Added |