| 1 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $45.6M | 1.1M | Trimmed |
| 2 | Wealthfront Advisers LLC | $37.9M | 892,927 | Added |
| 3 | Abacus Wealth Partners, LLC | $26.5M | 624,064 | Added |
| 4 | MORGAN STANLEY | $18.8M | 443,927 | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $15.5M | 364,940 | Added |
| 6 | TFC Financial Management, Inc. | $12.4M | 292,478 | Trimmed |
| 7 | Cerity Partners OCIO LLC | $12.4M | 292,166 | Added |
| 8 | BANK OF AMERICA CORP /DE/ | $11.7M | 276,827 | Added |
| 9 | Colorado Capital Management, Inc. | $10.4M | 244,578 | Added |
| 10 | LPL Financial LLC | $8.9M | 210,663 | Trimmed |
| 11 | Cambridge Investment Research Advisors, Inc. | $7.8M | 183,764 | Added |
| 12 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $6.9M | 165,212 | Added |
| 13 | COLDSTREAM CAPITAL MANAGEMENT INC | $4.5M | 106,954 | Trimmed |
| 14 | Cetera Investment Advisers | $4.4M | 102,623 | Added |
| 15 | MISSION WEALTH MANAGEMENT, LP | $3.9M | 91,564 | Trimmed |
| 16 | UBS Group AG | $3.8M | 88,552 | Added |
| 17 | JANE STREET GROUP, LLC | $3.5M | 82,237 | New |
| 18 | Allodium Investment Consultants, LLC | $3.4M | 80,896 | Added |
| 19 | Evolution Advisers, Inc. | $3.0M | 71,718 | Added |
| 20 | Corient Private Wealth LLC | $3.0M | 69,907 | Added |
| 21 | Creative Planning | $2.4M | 57,115 | Trimmed |
| 22 | ASSETMARK, INC | $2.3M | 55,059 | Added |
| 23 | Pioneer Wealth Management Group | $2.3M | 53,861 | Added |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | $2.2M | 51,184 | Added |
| 25 | CGC Financial Services, LLC | $2.0M | 46,712 | Trimmed |