| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.95B | 32.4M | Added |
| 2 | PNC Financial Services Group, Inc. | $1.71B | 18.7M | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $891.8M | 9.8M | Trimmed |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $843.1M | 9.2M | Added |
| 5 | AMERIPRISE FINANCIAL INC | $423.2M | 4.6M | Added |
| 6 | LPL Financial LLC | $365.3M | 4.0M | Added |
| 7 | AMERICAN CENTURY COMPANIES INC | $329.2M | 3.6M | Added |
| 8 | Focus Partners Wealth | $249.4M | 2.7M | Added |
| 9 | Cerity Partners LLC | $248.7M | 2.7M | Trimmed |
| 10 | Falcon Wealth Planning | $189.5M | 2.1M | Added |
| 11 | Petersen Hastings Wealth Advisors Inc. | $177.5M | 1.9M | Trimmed |
| 12 | Waverly Advisors, LLC | $160.0M | 1.8M | Added |
| 13 | Apollon Wealth Management, LLC | $145.3M | 1.6M | Added |
| 14 | BANK OF AMERICA CORP /DE/ | $145.2M | 1.6M | Added |
| 15 | Savant Capital, LLC | $134.8M | 1.5M | Trimmed |
| 16 | Cetera Investment Advisers | $132.6M | 1.5M | Added |
| 17 | FMR LLC | $127.5M | 1.4M | Added |
| 18 | Pure Financial Advisors, LLC | $126.1M | 1.4M | Trimmed |
| 19 | Moisand Fitzgerald Tamayo, LLC | $123.7M | 1.4M | Trimmed |
| 20 | Beaird Harris Wealth Management, LLC | $121.1M | 1.3M | Trimmed |
| 21 | Alesco Advisors LLC | $113.3M | 1.2M | Trimmed |
| 22 | Bridgewater Advisors Inc. | $112.5M | 1.2M | Added |
| 23 | HUB Investment Partners, LLC | $110.0M | 1.2M | Added |
| 24 | MORGAN STANLEY | $104.0M | 1.1M | Trimmed |
| 25 | Cannon Financial Strategists, Inc. | $103.1M | 1.1M | Added |