| 1 | WELLS FARGO & COMPANY/MN | $1.06B | 23.1M | Added |
| 2 | LPL Financial LLC | $296.1M | 6.5M | Added |
| 3 | Annex Advisory Services, LLC | $282.7M | 6.2M | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $269.3M | 5.9M | Added |
| 5 | VANTAGEPOINT INVESTMENT ADVISERS LLC | $250.1M | 5.5M | Added |
| 6 | SigFig Wealth Management, LLC | $226.5M | 5.0M | Added |
| 7 | BANK OF AMERICA CORP /DE/ | $199.3M | 4.4M | Trimmed |
| 8 | Betterment LLC | $162.0M | 3.5M | Added |
| 9 | MORGAN STANLEY | $156.8M | 3.4M | Added |
| 10 | HB Wealth Management, LLC | $118.6M | 2.6M | Added |
| 11 | Cetera Investment Advisers | $101.7M | 2.2M | Added |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $96.6M | 2.1M | Added |
| 13 | Cerity Partners LLC | $89.3M | 2.0M | Added |
| 14 | GOLDMAN SACHS GROUP INC | $80.5M | 1.8M | Added |
| 15 | Financial Management Professionals, Inc. | $64.5M | 1.4M | Added |
| 16 | CAPTRUST FINANCIAL ADVISORS | $63.9M | 1.4M | Added |
| 17 | PRINCIPAL SECURITIES, INC. | $57.9M | 1.3M | Added |
| 18 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $56.1M | 1.2M | Added |
| 19 | EP Wealth Advisors, LLC | $49.7M | 1.1M | Added |
| 20 | RAYMOND JAMES FINANCIAL INC | $49.6M | 1.1M | Added |
| 21 | High Probability Advisors, LLC | $48.6M | 1.1M | Added |
| 22 | FIRST FOUNDATION ADVISORS | $46.6M | 1.0M | Trimmed |
| 23 | UBS Group AG | $46.3M | 1.0M | Trimmed |
| 24 | OneDigital Investment Advisors LLC | $45.8M | 1.0M | Trimmed |
| 25 | Royal Bank of Canada | $41.9M | 917,704 | Trimmed |