| 1 | Empower Advisory Group, LLC | $647.7M | 14.6M | Added |
| 2 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $224.8M | 5.1M | Trimmed |
| 3 | Ballentine Partners, LLC | $70.3M | 1.6M | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $38.7M | 869,931 | Added |
| 5 | MORGAN STANLEY | $35.2M | 792,533 | Trimmed |
| 6 | ASSETMARK, INC | $34.4M | 773,018 | Trimmed |
| 7 | Creative Planning | $34.0M | 765,761 | Added |
| 8 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $33.3M | 752,462 | Trimmed |
| 9 | BANK OF AMERICA CORP /DE/ | $32.7M | 736,479 | Added |
| 10 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $27.2M | 612,612 | Trimmed |
| 11 | Corient Private Wealth LLC | $27.2M | 613,384 | Trimmed |
| 12 | RAYMOND JAMES FINANCIAL INC | $26.7M | 601,330 | Added |
| 13 | MOLLER WEALTH PARTNERS | $21.5M | 482,983 | Added |
| 14 | M&T Bank Corp | $20.3M | 455,647 | Trimmed |
| 15 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $20.1M | 453,233 | Added |
| 16 | CHILTON CAPITAL MANAGEMENT LLC | $19.2M | 432,930 | Added |
| 17 | Chandler Asset Management, Inc. | $18.9M | 425,055 | Added |
| 18 | Betterment LLC | $11.5M | 258,210 | Trimmed |
| 19 | FLOW TRADERS U.S. LLC | $11.2M | 252,806 | New |
| 20 | JANE STREET GROUP, LLC | $11.0M | 246,755 | Trimmed |
| 21 | Payne Capital Management, LLC | $10.1M | 227,400 | Added |
| 22 | Equitable Holdings, Inc. | $10.0M | 169,908 | Added |
| 23 | UBS Group AG | $10.0M | 224,661 | Added |
| 24 | Rockwood Wealth Management, LLC | $9.8M | 220,535 | Trimmed |
| 25 | JMG Financial Group, Ltd. | $9.3M | 209,001 | Added |