| 1 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $11.66B | 375.0M | Trimmed |
| 2 | Sixth Street Partners Management Company, L.P. | $11.66B | 375.0M | New |
| 3 | CAPTRUST FINANCIAL ADVISORS | $897.1M | 28.8M | Added |
| 4 | KEYBANK NATIONAL ASSOCIATION/OH | $474.9M | 15.3M | Added |
| 5 | McAdam, LLC | $340.0M | 10.9M | Added |
| 6 | Boulay Financial Advisors, LLC | $303.0M | 9.7M | Added |
| 7 | AMERIPRISE FINANCIAL INC | $265.5M | 8.5M | Added |
| 8 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $232.4M | 7.5M | Trimmed |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $218.9M | 7.0M | Added |
| 10 | Steele Capital Management, Inc. | $199.8M | 6.4M | Added |
| 11 | LPL Financial LLC | $194.7M | 6.3M | Added |
| 12 | MORGAN STANLEY | $183.8M | 5.9M | Added |
| 13 | Glassman Wealth Services | $143.3M | 4.6M | Trimmed |
| 14 | Cetera Investment Advisers | $128.0M | 4.1M | Added |
| 15 | Charles Schwab Trust Co | $112.2M | 3.6M | Added |
| 16 | Northwest Bancshares, Inc. | $107.1M | 3.4M | Trimmed |
| 17 | BANK OF AMERICA CORP /DE/ | $105.3M | 3.4M | Added |
| 18 | Bank of New York Mellon Corp | $99.4M | 3.2M | Added |
| 19 | AlphaCore Capital LLC | $90.9M | 2.9M | Trimmed |
| 20 | QUADRANT CAPITAL GROUP LLC | $84.2M | 2.7M | Added |
| 21 | Gemmer Asset Management LLC | $83.6M | 2.7M | Added |
| 22 | Clark Capital Management Group, Inc. | $83.5M | 2.7M | Added |
| 23 | RESTON WEALTH MANAGEMENT LLC | $73.6M | 2.4M | Added |
| 24 | BlueStem Wealth Partners, LLC | $73.4M | 2.4M | Added |
| 25 | Kelman-Lazarov, Inc. | $73.1M | 2.4M | Trimmed |