| 1 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $78.0M | 2.2M | New |
| 2 | Wealthfront Advisers LLC | $59.1M | 1.6M | Added |
| 3 | Royal Bank of Canada | $47.5M | 1.3M | Trimmed |
| 4 | MORGAN STANLEY | $29.3M | 810,065 | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $29.1M | 806,525 | Added |
| 6 | BANK OF AMERICA CORP /DE/ | $26.0M | 719,684 | Added |
| 7 | Cambridge Investment Research Advisors, Inc. | $17.3M | 479,919 | Added |
| 8 | WCG Wealth Advisors LLC | $13.5M | 373,696 | Added |
| 9 | Clarity Asset Management, Inc. | $10.3M | 286,305 | Trimmed |
| 10 | PFG Investments, LLC | $8.9M | 246,696 | Trimmed |
| 11 | MISSION WEALTH MANAGEMENT, LP | $8.6M | 237,545 | Added |
| 12 | Evolution Advisers, Inc. | $7.5M | 208,516 | Added |
| 13 | LPL Financial LLC | $6.8M | 188,238 | Added |
| 14 | Ameritas Advisory Services, LLC | $5.9M | 163,818 | Added |
| 15 | HRT FINANCIAL LP | $5.8M | 161,978 | New |
| 16 | Cerity Partners OCIO LLC | $5.6M | 154,754 | Added |
| 17 | Thrivent Financial for Lutherans | $5.4M | 148,309 | Trimmed |
| 18 | UBS Group AG | $5.1M | 142,287 | Added |
| 19 | Advisory Services Network, LLC | $4.8M | 131,966 | Added |
| 20 | EP Wealth Advisors, LLC | $4.6M | 128,723 | Added |
| 21 | ASSETMARK, INC | $4.6M | 126,363 | Added |
| 22 | Cetera Investment Advisers | $4.5M | 124,800 | Added |
| 23 | Allodium Investment Consultants, LLC | $4.1M | 114,011 | Added |
| 24 | Clarity Wealth Development LLC | $4.0M | 111,062 | Trimmed |
| 25 | Brio Consultants, LLC | $3.9M | 103,531 | Added |