| 1 | LPL Financial LLC | $1.54B | 54.1M | Added |
| 2 | Financial Engines Advisors L.L.C. | $1.37B | 48.1M | Added |
| 3 | Municipal Employees' Retirement System of Michigan | $1.05B | 37.0M | Trimmed |
| 4 | MATHER GROUP, LLC. | $356.3M | 12.5M | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $234.9M | 8.3M | Added |
| 6 | AMERIPRISE FINANCIAL INC | $214.3M | 7.6M | Trimmed |
| 7 | Merit Financial Group, LLC | $183.1M | 6.4M | Added |
| 8 | GLOBALT Investments LLC / GA | $166.0M | 5.8M | Trimmed |
| 9 | One Day In July LLC | $163.0M | 5.7M | Added |
| 10 | OSAIC HOLDINGS, INC. | $161.2M | 5.7M | Added |
| 11 | EVERMAY WEALTH MANAGEMENT LLC | $144.2M | 5.1M | Added |
| 12 | OneDigital Investment Advisors LLC | $125.0M | 4.4M | Added |
| 13 | ASSETMARK, INC | $102.7M | 3.6M | Added |
| 14 | Kingsview Wealth Management, LLC | $95.8M | 3.4M | Trimmed |
| 15 | WELLS FARGO & COMPANY/MN | $90.4M | 3.2M | Added |
| 16 | MANNING & NAPIER ADVISORS LLC | $78.2M | 2.7M | Added |
| 17 | STEPHENS GROUP ASSET MANAGEMENT, LLC | $75.2M | 2.6M | Added |
| 18 | Strategic Wealth Investment Group, LLC | $64.1M | 2.3M | Added |
| 19 | Cetera Investment Advisers | $64.0M | 2.3M | Added |
| 20 | Kestra Investment Management, LLC | $59.5M | 2.1M | Trimmed |
| 21 | BANK OF AMERICA CORP /DE/ | $57.3M | 2.0M | Added |
| 22 | VOISARD ASSET MANAGEMENT GROUP, INC. | $55.6M | 2.0M | Added |
| 23 | Integrated Wealth Concepts LLC | $55.2M | 1.9M | Added |
| 24 | CX Institutional | $52.5M | 1.8M | Trimmed |
| 25 | Carnegie Investment Counsel | $52.3M | 1.8M | Trimmed |