| 1 | STATE STREET CORP | $99.4M | 3.9M | Added |
| 2 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $72.0M | 2.8M | Trimmed |
| 3 | Sixth Street Partners Management Company, L.P. | $72.0M | 2.8M | New |
| 4 | 3EDGE Asset Management, LP | $42.8M | 1.7M | Added |
| 5 | Cannon Financial Strategists, Inc. | $31.6M | 1.2M | Added |
| 6 | Pure Financial Advisors, LLC | $26.7M | 1.0M | Trimmed |
| 7 | LPL Financial LLC | $21.8M | 848,847 | Added |
| 8 | Cerity Partners LLC | $21.3M | 830,222 | Added |
| 9 | Hughes Financial Services, LLC | $20.8M | 808,835 | Added |
| 10 | BANK OF AMERICA CORP /DE/ | $17.9M | 698,096 | Added |
| 11 | FULTON BREAKEFIELD BROENNIMAN LLC | $10.9M | 426,017 | Added |
| 12 | MORGAN STANLEY | $10.8M | 421,149 | Added |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $10.1M | 391,911 | Trimmed |
| 14 | ERn Financial, LLC | $9.6M | 371,944 | Added |
| 15 | IFG Advisory, LLC | $8.9M | 346,590 | New |
| 16 | Private Advisor Group, LLC | $8.3M | 322,186 | Added |
| 17 | SeaBridge Investment Advisors LLC | $8.1M | 316,529 | Added |
| 18 | FLAGSHIP HARBOR ADVISORS, LLC | $8.0M | 310,719 | Added |
| 19 | WELLS FARGO & COMPANY/MN | $7.3M | 284,279 | Trimmed |
| 20 | GOLDMAN SACHS GROUP INC | $6.9M | 269,522 | Trimmed |
| 21 | Financial Engines Advisors L.L.C. | $5.6M | 217,545 | Added |
| 22 | Aquire Wealth Advisors, LLC | $5.3M | 206,789 | Trimmed |
| 23 | GREAT VALLEY ADVISOR GROUP, INC. | $5.1M | 200,387 | Trimmed |
| 24 | Procyon Advisors, LLC | $4.8M | 186,544 | Trimmed |
| 25 | Cetera Investment Advisers | $4.3M | 168,079 | Added |