| 1 | Betterment LLC | $524.3M | 11.6M | Trimmed |
| 2 | BANK OF AMERICA CORP /DE/ | $387.0M | 8.5M | Added |
| 3 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $252.7M | 5.6M | Added |
| 4 | MORGAN STANLEY | $142.5M | 3.1M | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $121.7M | 2.7M | Added |
| 6 | UBS Group AG | $113.8M | 2.5M | Added |
| 7 | Fisher Asset Management, LLC | $111.2M | 2.5M | Trimmed |
| 8 | BANK OF MONTREAL /CAN/ | $75.1M | 1.7M | Trimmed |
| 9 | LPL Financial LLC | $73.8M | 1.6M | Added |
| 10 | IHT Wealth Management, LLC | $56.1M | 741,800 | Trimmed |
| 11 | RAYMOND JAMES FINANCIAL INC | $49.2M | 1.1M | Added |
| 12 | Arax Advisory Partners | $46.0M | 1.0M | Added |
| 13 | Vestmark Advisory Solutions, Inc. | $42.8M | 944,563 | New |
| 14 | Cerity Partners LLC | $41.9M | 923,926 | Added |
| 15 | Financial Engines Advisors L.L.C. | $34.1M | 751,415 | Added |
| 16 | WELLS FARGO & COMPANY/MN | $33.9M | 748,305 | Added |
| 17 | ASSETMARK, INC | $31.9M | 703,278 | Added |
| 18 | JPMORGAN CHASE & CO | $28.6M | 632,641 | Added |
| 19 | STIFEL FINANCIAL CORP | $25.8M | 570,108 | Added |
| 20 | Wealthcare Advisory Partners LLC | $22.2M | 489,073 | Trimmed |
| 21 | Foster Group, Inc. | $21.6M | 476,439 | Added |
| 22 | UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | $21.4M | 472,267 | Added |
| 23 | Revolve Wealth Partners, LLC | $19.9M | 439,995 | Trimmed |
| 24 | TRUIST FINANCIAL CORP | $19.4M | 427,032 | Trimmed |
| 25 | Cetera Investment Advisers | $19.0M | 419,191 | Added |