| 1 | MORGAN STANLEY | $389.3M | 5.7M | Added |
| 2 | VICTORY CAPITAL MANAGEMENT INC | $37.5M | 547,708 | New |
| 3 | Amicus Financial Advisors, LLC | $32.2M | 469,953 | Added |
| 4 | Betterment LLC | $28.0M | 408,910 | Added |
| 5 | Aurelius Family Office LLC | $25.7M | 375,706 | Added |
| 6 | Waverly Advisors, LLC | $24.3M | 354,661 | Added |
| 7 | BANK OF AMERICA CORP /DE/ | $23.3M | 340,318 | Added |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $18.9M | 275,549 | Added |
| 9 | Two West Capital Advisors LLC | $18.1M | 267,551 | Added |
| 10 | Applied Capital LLC | $16.9M | 247,229 | Added |
| 11 | MERCER GLOBAL ADVISORS INC /ADV | $16.3M | 237,371 | Trimmed |
| 12 | Beacon Pointe Advisors, LLC | $14.7M | 215,049 | Added |
| 13 | JPMORGAN CHASE & CO | $9.2M | 133,185 | Added |
| 14 | Stone Summit Wealth LLC | $8.8M | 128,126 | Added |
| 15 | E-Wealth Partners, LLC | $7.7M | 112,873 | Added |
| 16 | Mariner, LLC | $6.8M | 99,892 | Added |
| 17 | Alhambra Investment Management LLC | $6.0M | 87,061 | Added |
| 18 | Royal Bank of Canada | $5.7M | 83,314 | Added |
| 19 | Five Pine Wealth Management | $5.5M | 80,901 | Added |
| 20 | BlueCrest Capital Management Ltd | $4.5M | 65,002 | New |
| 21 | WELLS FARGO & COMPANY/MN | $4.4M | 63,734 | Trimmed |
| 22 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $4.2M | 61,777 | Added |
| 23 | LPL Financial LLC | $3.9M | 56,746 | Trimmed |
| 24 | Cogent Private Wealth, Inc. | $3.0M | 43,754 | Added |
| 25 | Professional Financial Advisors, LLC | $2.1M | 31,150 | Trimmed |