| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.81B | 33.5M | Added |
| 2 | MERCER GLOBAL ADVISORS INC /ADV | $1.29B | 24.0M | Added |
| 3 | PNC Financial Services Group, Inc. | $929.2M | 17.2M | Added |
| 4 | Focus Partners Wealth | $929.0M | 17.2M | Added |
| 5 | Savant Capital, LLC | $574.1M | 10.5M | Added |
| 6 | EP Wealth Advisors, LLC | $496.9M | 9.2M | Added |
| 7 | NORTHERN TRUST CORP | $391.1M | 7.2M | Added |
| 8 | Focus Partners Advisor Solutions, LLC | $320.4M | 5.9M | Trimmed |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $274.7M | 5.1M | Added |
| 10 | Farther Finance Advisors, LLC | $254.6M | 4.7M | Added |
| 11 | RAYMOND JAMES FINANCIAL INC | $253.1M | 4.7M | Trimmed |
| 12 | Plancorp, LLC | $208.3M | 3.8M | Added |
| 13 | BANK OF AMERICA CORP /DE/ | $207.1M | 3.8M | Added |
| 14 | Cerity Partners LLC | $196.2M | 3.6M | Added |
| 15 | Index Fund Advisors, Inc. | $193.9M | 3.6M | Added |
| 16 | Corient Private Wealth LLC | $190.5M | 3.5M | Trimmed |
| 17 | JONES FINANCIAL COMPANIES LLLP | $187.5M | 3.5M | Added |
| 18 | HighTower Advisors, LLC | $183.3M | 3.4M | Added |
| 19 | Creative Planning | $182.6M | 3.4M | Trimmed |
| 20 | Foster Group, Inc. | $158.7M | 2.9M | Added |
| 21 | LPL Financial LLC | $148.5M | 2.7M | Added |
| 22 | Kestra Investment Management, LLC | $139.2M | 2.6M | Trimmed |
| 23 | UBS Group AG | $132.3M | 2.4M | Added |
| 24 | Modera Wealth Management, LLC | $124.6M | 2.3M | Added |
| 25 | Confluence Wealth Services, Inc. | $111.9M | 2.1M | Added |