| 1 | Betterment LLC | $1.33B | 28.4M | Added |
| 2 | HB Wealth Management, LLC | $730.9M | 15.6M | Added |
| 3 | MORGAN STANLEY | $588.0M | 12.5M | Added |
| 4 | RAYMOND JAMES FINANCIAL INC | $414.7M | 8.8M | Added |
| 5 | FACTORY MUTUAL INSURANCE CO | $374.7M | 8.0M | Added |
| 6 | JPMORGAN CHASE & CO | $356.9M | 7.6M | Added |
| 7 | OpenArc Corporate Advisory, LLC | $254.2M | 5.4M | Added |
| 8 | Mariner, LLC | $253.5M | 5.4M | Added |
| 9 | BANK OF AMERICA CORP /DE/ | $248.4M | 5.3M | Trimmed |
| 10 | Dynasty Wealth Management, LLC | $235.6M | 5.0M | Added |
| 11 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $222.0M | 4.7M | Added |
| 12 | Modern Wealth Management, LLC | $201.9M | 4.3M | Added |
| 13 | Legacy Wealth Management, Inc | $190.5M | 4.1M | Added |
| 14 | Janney Montgomery Scott LLC | $176.8M | 3.8M | Added |
| 15 | Cetera Investment Advisers | $164.2M | 3.5M | Added |
| 16 | HighTower Advisors, LLC | $159.5M | 3.4M | Added |
| 17 | LPL Financial LLC | $156.5M | 3.3M | Added |
| 18 | Valeo Financial Advisors, LLC | $138.1M | 3.1M | Added |
| 19 | Moss Adams Wealth Advisors LLC | $136.3M | 2.9M | Added |
| 20 | ENVESTNET ASSET MANAGEMENT INC | $135.1M | 2.9M | Added |
| 21 | Summit Financial Strategies, Inc. | $131.5M | 2.8M | Added |
| 22 | OSAIC HOLDINGS, INC. | $122.7M | 2.6M | Added |
| 23 | Vestmark Advisory Solutions, Inc. | $115.2M | 2.5M | Added |
| 24 | Confluence Wealth Services, Inc. | $111.1M | 2.4M | Added |
| 25 | WELLS FARGO & COMPANY/MN | $109.9M | 2.3M | Trimmed |