| 1 | LPL Financial LLC | $1.19B | 24.6M | Trimmed |
| 2 | Financial Engines Advisors L.L.C. | $998.9M | 20.7M | Trimmed |
| 3 | Betterment LLC | $919.0M | 19.0M | Added |
| 4 | MORGAN STANLEY | $347.5M | 7.2M | Trimmed |
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $318.1M | 6.6M | Added |
| 6 | Valmark Advisers, Inc. | $261.5M | 5.4M | Added |
| 7 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $237.3M | 4.9M | Added |
| 8 | AMERIPRISE FINANCIAL INC | $215.0M | 4.4M | Added |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $206.9M | 4.3M | Added |
| 10 | BANK OF AMERICA CORP /DE/ | $189.8M | 3.9M | Added |
| 11 | Creative Planning | $135.4M | 2.8M | Added |
| 12 | RAYMOND JAMES FINANCIAL INC | $135.1M | 2.8M | Added |
| 13 | UBS Group AG | $113.7M | 2.4M | Added |
| 14 | STATE STREET CORP | $93.4M | 1.9M | Added |
| 15 | PNC Financial Services Group, Inc. | $92.5M | 1.9M | Added |
| 16 | OSAIC HOLDINGS, INC. | $91.8M | 1.9M | Trimmed |
| 17 | Pinnacle Wealth Planning Services, Inc. | $90.4M | 1.9M | Added |
| 18 | Wealthcare Advisory Partners LLC | $84.9M | 1.8M | Added |
| 19 | Crestwood Advisors Group, LLC | $83.4M | 1.7M | Added |
| 20 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $78.7M | 1.6M | Added |
| 21 | ASSETMARK, INC | $69.5M | 1.4M | Trimmed |
| 22 | Cetera Investment Advisers | $67.8M | 1.4M | Added |
| 23 | Dakota Wealth Management | $66.8M | 1.4M | Added |
| 24 | MASON STREET ADVISORS, LLC | $64.1M | 1.3M | Added |
| 25 | VANTAGEPOINT INVESTMENT ADVISERS LLC | $62.2M | 1.3M | Trimmed |