| 1 | Wealthfront Advisers LLC | $156.3M | 5.1M | Trimmed |
| 2 | AMERIPRISE FINANCIAL INC | $127.1M | 4.1M | Added |
| 3 | LPL Financial LLC | $121.4M | 3.9M | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $83.3M | 2.7M | Added |
| 5 | BANK OF AMERICA CORP /DE/ | $75.8M | 2.5M | Added |
| 6 | MORGAN STANLEY | $60.9M | 2.0M | Trimmed |
| 7 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | $60.7M | 2.0M | Added |
| 8 | WELLS FARGO & COMPANY/MN | $57.7M | 1.9M | Trimmed |
| 9 | Curbstone Financial Management Corp | $40.2M | 1.3M | Added |
| 10 | Facet Wealth, Inc. | $36.0M | 1.2M | Trimmed |
| 11 | Cetera Investment Advisers | $31.1M | 1.0M | Added |
| 12 | Stratos Investment Management, LLC | $30.6M | 991,167 | Added |
| 13 | Farther Finance Advisors, LLC | $30.1M | 976,402 | Added |
| 14 | KEYBANK NATIONAL ASSOCIATION/OH | $29.9M | 969,434 | Trimmed |
| 15 | STATE STREET CORP | $29.0M | 941,322 | Added |
| 16 | MFA WEALTH ADVISORS, LLC | $28.7M | 930,045 | Added |
| 17 | Cornerstone Management, Inc. | $26.9M | 872,431 | Added |
| 18 | RAYMOND JAMES FINANCIAL INC | $26.1M | 847,170 | Added |
| 19 | Advisory Alpha, LLC | $24.9M | 806,621 | Trimmed |
| 20 | MILESTONE ASSET MANAGEMENT, LLC | $24.6M | 796,500 | Added |
| 21 | WESCAP Management Group, Inc. | $24.4M | 790,575 | Added |
| 22 | Ameliora Wealth Management Ltd. | $22.9M | 742,057 | Added |
| 23 | Beacon Capital Management, Inc. | $22.7M | 736,373 | Trimmed |
| 24 | Penobscot Investment Management Company, Inc. | $19.4M | 629,278 | Added |
| 25 | CITADEL ADVISORS LLC | $16.9M | 549,371 | Added |