| 1 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $39.8M | 1.1M | New |
| 2 | Wealthfront Advisers LLC | $32.7M | 888,758 | Added |
| 3 | Abacus Wealth Partners, LLC | $22.3M | 607,867 | Added |
| 4 | MORGAN STANLEY | $16.2M | 439,796 | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $12.6M | 343,914 | Added |
| 6 | TFC Financial Management, Inc. | $10.8M | 292,610 | Trimmed |
| 7 | BANK OF AMERICA CORP /DE/ | $9.6M | 260,304 | Added |
| 8 | Colorado Capital Management, Inc. | $8.9M | 241,008 | Added |
| 9 | Cerity Partners OCIO LLC | $8.8M | 239,972 | Added |
| 10 | LPL Financial LLC | $8.0M | 218,820 | Added |
| 11 | COLDSTREAM CAPITAL MANAGEMENT INC | $7.6M | 206,692 | Trimmed |
| 12 | Cambridge Investment Research Advisors, Inc. | $6.7M | 182,237 | Trimmed |
| 13 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $5.8M | 158,758 | Added |
| 14 | Cetera Investment Advisers | $3.7M | 100,913 | Trimmed |
| 15 | MISSION WEALTH MANAGEMENT, LP | $3.5M | 95,224 | Trimmed |
| 16 | UBS Group AG | $3.1M | 84,045 | Added |
| 17 | Allodium Investment Consultants, LLC | $3.0M | 80,465 | Added |
| 18 | Evolution Advisers, Inc. | $2.6M | 70,995 | Added |
| 19 | Corient Private Wealth LLC | $2.2M | 61,314 | Trimmed |
| 20 | Clarity Wealth Development LLC | $2.1M | 58,000 | Trimmed |
| 21 | Creative Planning | $2.1M | 57,824 | Trimmed |
| 22 | ASSETMARK, INC | $2.0M | 54,678 | Added |
| 23 | Pioneer Wealth Management Group | $1.9M | 52,076 | Added |
| 24 | OLD MISSION CAPITAL LLC | $1.9M | 51,706 | New |
| 25 | CGC Financial Services, LLC | $1.8M | 48,835 | Trimmed |