| 1 | BlackRock, Inc. | $4.37B | 42.3M | Added |
| 2 | Betterment LLC | $464.1M | 4.5M | Added |
| 3 | LPL Financial LLC | $323.1M | 3.1M | Added |
| 4 | Modera Wealth Management, LLC | $252.7M | 2.4M | Added |
| 5 | RITHOLTZ WEALTH MANAGEMENT | $249.2M | 2.4M | Added |
| 6 | MORGAN STANLEY | $184.7M | 1.8M | Added |
| 7 | ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | $161.4M | 1.6M | Added |
| 8 | Main Management Fund Advisors LLC | $152.0M | 2.5M | New |
| 9 | COLDSTREAM CAPITAL MANAGEMENT INC | $150.3M | 1.5M | Added |
| 10 | BANK OF AMERICA CORP /DE/ | $137.9M | 1.3M | Trimmed |
| 11 | Wealthcare Advisory Partners LLC | $125.1M | 1.2M | Added |
| 12 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $120.3M | 1.2M | Added |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $116.4M | 1.1M | Added |
| 14 | PARTNERS CAPITAL INVESTMENT GROUP, LLP | $101.8M | 983,845 | Trimmed |
| 15 | AMERIPRISE FINANCIAL INC | $100.7M | 973,318 | Added |
| 16 | SCS Capital Management LLC | $100.1M | 967,994 | Added |
| 17 | Farther Finance Advisors, LLC | $97.6M | 946,212 | Added |
| 18 | JPMORGAN CHASE & CO | $97.5M | 942,661 | Trimmed |
| 19 | FLPUTNAM INVESTMENT MANAGEMENT CO | $96.8M | 935,426 | Added |
| 20 | Kestra Investment Management, LLC | $95.5M | 923,635 | Added |
| 21 | WEALTHCARE CAPITAL MANAGEMENT LLC | $94.9M | 917,536 | Added |
| 22 | Tortoise Investment Management, LLC | $86.9M | 840,231 | Added |
| 23 | Destination Wealth Management | $85.4M | 825,668 | Added |
| 24 | MASECO LLP | $80.1M | 774,850 | Added |
| 25 | RAYMOND JAMES FINANCIAL INC | $79.9M | 772,578 | Added |