| 1 | PRUDENTIAL FINANCIAL INC | $3.26B | 39.8M | Trimmed |
| 2 | Focus Partners Wealth | $773.8M | 9.4M | Added |
| 3 | MASECO LLP | $603.9M | 7.4M | Trimmed |
| 4 | Root Financial Partners, LLC | $426.0M | 5.2M | Trimmed |
| 5 | Index Fund Advisors, Inc. | $408.9M | 5.0M | Added |
| 6 | Vise Technologies, Inc. | $396.5M | 4.8M | Added |
| 7 | Plancorp, LLC | $362.5M | 4.4M | Trimmed |
| 8 | MERCER GLOBAL ADVISORS INC /ADV | $322.0M | 3.9M | Added |
| 9 | TCI Wealth Advisors, Inc. | $313.8M | 3.8M | Added |
| 10 | SAX WEALTH ADVISORS, LLC | $301.4M | 4.3M | Added |
| 11 | LPL Financial LLC | $279.2M | 3.4M | Trimmed |
| 12 | Creative Planning | $272.1M | 3.3M | Trimmed |
| 13 | Great Waters Wealth Management | $240.5M | 2.9M | Added |
| 14 | Focus Partners Advisor Solutions, LLC | $221.2M | 2.7M | Added |
| 15 | Zhang Financial LLC | $218.0M | 2.7M | Added |
| 16 | Mariner, LLC | $214.5M | 2.6M | Trimmed |
| 17 | G2 CAPITAL MANAGEMENT, LLC / OH | $192.8M | 2.4M | Added |
| 18 | Apella Capital, LLC | $179.9M | 2.2M | Added |
| 19 | Smartleaf Asset Management LLC | $151.6M | 1.9M | Hold |
| 20 | BANK OF AMERICA CORP /DE/ | $145.2M | 1.8M | Added |
| 21 | EARNED WEALTH ADVISORS, LLC | $141.5M | 1.7M | Added |
| 22 | RAYMOND JAMES FINANCIAL INC | $139.8M | 1.7M | Added |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | $130.4M | 1.6M | Trimmed |
| 24 | Flagstone Financial Management | $127.4M | 1.6M | Added |
| 25 | ENVESTNET ASSET MANAGEMENT INC | $117.1M | 1.4M | Added |