| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $896.3M | 21.9M | Added |
| 2 | VANTAGEPOINT INVESTMENT ADVISERS LLC | $251.4M | 6.1M | Trimmed |
| 3 | Invesco Ltd. | $192.0M | 4.7M | Added |
| 4 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | $140.0M | 3.4M | Added |
| 5 | Tolleson Wealth Management, Inc. | $126.1M | 3.1M | Trimmed |
| 6 | AMERIPRISE FINANCIAL INC | $95.5M | 2.4M | Trimmed |
| 7 | Compound Planning, Inc. | $82.5M | 2.0M | Added |
| 8 | Clearwater Capital Advisors, LLC | $77.6M | 1.9M | Added |
| 9 | RAYMOND JAMES FINANCIAL INC | $54.2M | 1.3M | Trimmed |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $43.5M | 1.1M | Added |
| 11 | WELLS FARGO & COMPANY/MN | $34.5M | 843,379 | Added |
| 12 | JPMORGAN CHASE & CO | $31.6M | 773,011 | Trimmed |
| 13 | Kestra Investment Management, LLC | $31.5M | 768,961 | Trimmed |
| 14 | ELEVATION POINT WEALTH PARTNERS, LLC | $30.4M | 741,199 | New |
| 15 | JONES FINANCIAL COMPANIES LLLP | $29.0M | 714,191 | Added |
| 16 | MORGAN STANLEY | $27.0M | 658,583 | Added |
| 17 | Integrated Wealth Concepts LLC | $26.8M | 654,453 | Added |
| 18 | Shah Wealth Advisors, LLC | $26.8M | 654,401 | New |
| 19 | Modern Wealth Management, LLC | $25.8M | 630,132 | Trimmed |
| 20 | First Command Advisory Services, Inc. | $24.5M | 598,639 | Added |
| 21 | AlphaCore Capital LLC | $22.4M | 546,768 | Trimmed |
| 22 | Winthrop Advisory Group LLC | $22.3M | 545,342 | Trimmed |
| 23 | Thrive Wealth Management, LLC | $20.9M | 509,257 | Added |
| 24 | Weil Company, Inc. | $19.7M | 480,001 | Added |
| 25 | LPL Financial LLC | $17.3M | 422,185 | Added |