| 1 | Betterment LLC | $505.2M | 11.0M | Trimmed |
| 2 | BANK OF AMERICA CORP /DE/ | $404.3M | 8.8M | Added |
| 3 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $266.3M | 5.8M | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $134.5M | 2.9M | Added |
| 5 | UBS Group AG | $115.7M | 2.5M | Added |
| 6 | MORGAN STANLEY | $112.2M | 2.5M | Trimmed |
| 7 | Fisher Asset Management, LLC | $106.5M | 2.3M | Trimmed |
| 8 | LPL Financial LLC | $81.7M | 1.8M | Added |
| 9 | BANK OF MONTREAL /CAN/ | $70.5M | 1.5M | Trimmed |
| 10 | Arax Advisory Partners | $61.8M | 1.3M | Added |
| 11 | RAYMOND JAMES FINANCIAL INC | $53.7M | 1.2M | Added |
| 12 | JPMORGAN CHASE & CO | $51.0M | 1.1M | Added |
| 13 | Vestmark Advisory Solutions, Inc. | $47.1M | 1.0M | Added |
| 14 | WELLS FARGO & COMPANY/MN | $46.0M | 1.0M | Added |
| 15 | Cerity Partners LLC | $44.6M | 973,365 | Added |
| 16 | Financial Engines Advisors L.L.C. | $35.1M | 765,849 | Added |
| 17 | ASSETMARK, INC | $31.2M | 680,591 | Trimmed |
| 18 | STIFEL FINANCIAL CORP | $27.0M | 589,288 | Added |
| 19 | TRUIST FINANCIAL CORP | $23.6M | 514,739 | Added |
| 20 | PARK AVENUE SECURITIES LLC | $22.9M | 499,621 | New |
| 21 | Wealthcare Advisory Partners LLC | $22.3M | 487,611 | Trimmed |
| 22 | Foster Group, Inc. | $21.4M | 468,265 | Trimmed |
| 23 | Revolve Wealth Partners, LLC | $20.6M | 449,303 | Added |
| 24 | One Capital Management, LLC | $18.9M | 416,214 | Hold |
| 25 | OpenArc Corporate Advisory, LLC | $18.1M | 394,142 | Added |