| 1 | BlackRock, Inc. | $4.52B | 44.2M | Added |
| 2 | Betterment LLC | $465.2M | 4.6M | Added |
| 3 | LPL Financial LLC | $422.3M | 4.1M | Added |
| 4 | Modera Wealth Management, LLC | $261.0M | 2.6M | Added |
| 5 | RITHOLTZ WEALTH MANAGEMENT | $257.7M | 2.5M | Added |
| 6 | MORGAN STANLEY | $229.9M | 2.3M | Added |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $203.9M | 2.0M | Added |
| 8 | COLDSTREAM CAPITAL MANAGEMENT INC | $190.0M | 1.9M | Added |
| 9 | BANK OF AMERICA CORP /DE/ | $158.7M | 1.6M | Added |
| 10 | ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | $154.4M | 1.5M | Trimmed |
| 11 | Cetera Investment Advisers | $146.8M | 1.4M | Added |
| 12 | Wealthcare Advisory Partners LLC | $135.1M | 1.3M | Added |
| 13 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $124.0M | 1.2M | Added |
| 14 | Farther Finance Advisors, LLC | $114.3M | 1.1M | Added |
| 15 | AMERIPRISE FINANCIAL INC | $113.2M | 1.1M | Added |
| 16 | JPMORGAN CHASE & CO | $111.1M | 1.1M | Added |
| 17 | PARTNERS CAPITAL INVESTMENT GROUP, LLP | $103.7M | 1.0M | Added |
| 18 | SCS Capital Management LLC | $101.1M | 989,768 | Added |
| 19 | FLPUTNAM INVESTMENT MANAGEMENT CO | $98.6M | 964,676 | Added |
| 20 | WEALTHCARE CAPITAL MANAGEMENT LLC | $95.9M | 938,761 | Added |
| 21 | Tortoise Investment Management, LLC | $92.0M | 900,987 | Added |
| 22 | RAYMOND JAMES FINANCIAL INC | $88.3M | 863,944 | Added |
| 23 | MERCER GLOBAL ADVISORS INC /ADV | $87.9M | 860,000 | Added |
| 24 | Destination Wealth Management | $86.5M | 846,480 | Added |
| 25 | MASECO LLP | $81.8M | 800,732 | Added |