| 1 | LPL Financial LLC | $1.45B | 25.2M | Added |
| 2 | Betterment LLC | $1.11B | 19.2M | Added |
| 3 | Financial Engines Advisors L.L.C. | $1.08B | 18.8M | Trimmed |
| 4 | BANK OF AMERICA CORP /DE/ | $700.5M | 12.1M | Added |
| 5 | MORGAN STANLEY | $439.1M | 7.6M | Added |
| 6 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $380.5M | 6.6M | Added |
| 7 | Sixth Street Partners Management Company, L.P. | $380.5M | 6.6M | New |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $367.2M | 6.4M | Added |
| 9 | Valmark Advisers, Inc. | $294.2M | 5.1M | Trimmed |
| 10 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $289.6M | 5.0M | Added |
| 11 | AMERIPRISE FINANCIAL INC | $251.5M | 4.3M | Trimmed |
| 12 | RAYMOND JAMES FINANCIAL INC | $173.5M | 3.0M | Added |
| 13 | Creative Planning | $160.1M | 2.8M | Trimmed |
| 14 | UBS Group AG | $143.2M | 2.5M | Added |
| 15 | OSAIC HOLDINGS, INC. | $120.5M | 2.1M | Added |
| 16 | STIFEL FINANCIAL CORP | $120.0M | 2.1M | Added |
| 17 | PNC Financial Services Group, Inc. | $113.1M | 2.0M | Added |
| 18 | Pinnacle Wealth Planning Services, Inc. | $110.8M | 1.9M | Added |
| 19 | Wealthcare Advisory Partners LLC | $102.4M | 1.8M | Added |
| 20 | Crestwood Advisors Group, LLC | $100.5M | 1.7M | Added |
| 21 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $95.5M | 1.7M | Added |
| 22 | STATE STREET CORP | $93.0M | 1.6M | Trimmed |
| 23 | Cetera Investment Advisers | $89.6M | 1.6M | Added |
| 24 | Dakota Wealth Management | $86.5M | 1.5M | Added |
| 25 | MASON STREET ADVISORS, LLC | $79.5M | 1.4M | Added |