| 1 | WELLS FARGO & COMPANY/MN | $3.89B | 27.4M | Trimmed |
| 2 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $991.5M | 7.0M | Trimmed |
| 3 | Betterment LLC | $810.4M | 5.7M | Trimmed |
| 4 | MORGAN STANLEY | $715.1M | 5.0M | Trimmed |
| 5 | LPL Financial LLC | $456.9M | 3.2M | Trimmed |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $451.5M | 3.2M | Added |
| 7 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $415.6M | 2.9M | Trimmed |
| 8 | BANK OF AMERICA CORP /DE/ | $387.4M | 2.7M | Trimmed |
| 9 | SigFig Wealth Management, LLC | $281.6M | 2.0M | Added |
| 10 | RiverFront Investment Group, LLC | $266.5M | 1.9M | Trimmed |
| 11 | GOLDMAN SACHS GROUP INC | $235.5M | 1.7M | Trimmed |
| 12 | HB Wealth Management, LLC | $185.2M | 1.3M | Added |
| 13 | RAYMOND JAMES FINANCIAL INC | $165.2M | 1.2M | Trimmed |
| 14 | Glenview Trust Co | $163.4M | 1.2M | Trimmed |
| 15 | Cetera Investment Advisers | $145.4M | 1.0M | Added |
| 16 | SFMG, LLC | $123.5M | 870,472 | Added |
| 17 | High Probability Advisors, LLC | $117.3M | 827,017 | Added |
| 18 | Financial Management Professionals, Inc. | $112.0M | 789,342 | Trimmed |
| 19 | Riverpoint Wealth Management Holdings, LLC | $93.5M | 658,842 | Added |
| 20 | OneDigital Investment Advisors LLC | $92.2M | 649,813 | Added |
| 21 | Royal Bank of Canada | $91.4M | 644,108 | Trimmed |
| 22 | Goldstein Advisors, LLC | $88.2M | 621,939 | Added |
| 23 | UBS Group AG | $84.0M | 592,065 | Added |
| 24 | Lifelong Wealth Advisors, Inc. | $77.2M | 544,027 | Trimmed |
| 25 | FIRST FOUNDATION ADVISORS | $63.3M | 446,025 | Trimmed |