| 1 | Betterment LLC | $71.7M | 1.5M | Added |
| 2 | MERCER GLOBAL ADVISORS INC /ADV | $61.1M | 1.3M | Added |
| 3 | Empower Advisory Group, LLC | $55.0M | 1.2M | Added |
| 4 | BANK OF AMERICA CORP /DE/ | $22.6M | 476,001 | Added |
| 5 | Royal Bank of Canada | $12.2M | 256,931 | Added |
| 6 | Francis Financial, Inc. | $12.1M | 254,794 | Added |
| 7 | LPL Financial LLC | $10.5M | 221,988 | Added |
| 8 | Impact Investors, Inc | $9.6M | 201,844 | Added |
| 9 | Creative Planning | $9.5M | 201,096 | Added |
| 10 | SEEDS INVESTOR LLC | $6.7M | 140,678 | Added |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $5.7M | 119,432 | Added |
| 12 | ASSETMARK, INC | $4.8M | 100,388 | Added |
| 13 | Bank of New York Mellon Corp | $4.8M | 100,324 | Added |
| 14 | RAYMOND JAMES FINANCIAL INC | $4.0M | 83,785 | Added |
| 15 | Laurel Wealth Planning LLC | $3.4M | 72,378 | Added |
| 16 | UBS Group AG | $3.4M | 71,769 | Added |
| 17 | Cetera Investment Advisers | $3.1M | 64,685 | Added |
| 18 | JANE STREET GROUP, LLC | $2.5M | 52,006 | Added |
| 19 | Gateway Wealth Partners, LLC | $2.5M | 51,724 | New |
| 20 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $2.3M | 48,578 | Added |
| 21 | Plum Street Advisors, LLC | $2.3M | 47,429 | Added |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | $1.9M | 39,504 | Added |
| 23 | Pathstone Holdings, LLC | $1.7M | 36,187 | Hold |
| 24 | Johnson Financial Group, LLC | $1.6M | 32,935 | Added |
| 25 | Wealthfront Advisers LLC | $1.5M | 32,185 | Added |