| 1 | Financial Engines Advisors L.L.C. | $2.02B | 28.2M | Trimmed |
| 2 | Betterment LLC | $107.3M | 1.5M | Added |
| 3 | MIDLAND WEALTH ADVISORS LLC | $81.2M | 1.1M | Added |
| 4 | SAVA PENZISKO DRUSHTVO A.D. SKOPJE | $35.3M | 458,174 | Added |
| 5 | MORGAN STANLEY | $18.2M | 255,165 | Added |
| 6 | Baird Financial Group, Inc. | $16.5M | 230,181 | Added |
| 7 | Mariner, LLC | $10.7M | 149,679 | Trimmed |
| 8 | Royal Bank of Canada | $10.2M | 143,100 | Added |
| 9 | RAYMOND JAMES FINANCIAL INC | $8.8M | 123,309 | Added |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $7.3M | 107,235 | Trimmed |
| 11 | BANK OF AMERICA CORP /DE/ | $7.1M | 99,132 | Added |
| 12 | Financial Guidance Group, Inc. | $7.0M | 98,434 | Trimmed |
| 13 | Aptus Capital Advisors, LLC | $7.0M | 98,434 | Trimmed |
| 14 | LPL Financial LLC | $5.8M | 81,730 | Trimmed |
| 15 | GOLDMAN SACHS GROUP INC | $5.3M | 74,785 | Added |
| 16 | Private Advisory Group LLC | $5.1M | 71,597 | Added |
| 17 | MGO ONE SEVEN LLC | $5.0M | 70,233 | Added |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $4.5M | 62,280 | Trimmed |
| 19 | Towerpoint Wealth, LLC | $3.7M | 52,248 | Trimmed |
| 20 | Financial Enhancement Group LLC | $3.7M | 51,671 | Added |
| 21 | Wealthcare Advisory Partners LLC | $3.3M | 46,566 | Trimmed |
| 22 | CITADEL ADVISORS LLC | $3.3M | 46,412 | Trimmed |
| 23 | Evergreen Wealth Solutions, LLC | $3.2M | 45,443 | Trimmed |
| 24 | WELLS FARGO & COMPANY/MN | $3.2M | 44,094 | Added |
| 25 | AMERIPRISE FINANCIAL INC | $2.6M | 36,177 | Trimmed |