| 1 | Empower Advisory Group, LLC | $933.6M | 16.9M | Added |
| 2 | MORGAN STANLEY | $675.2M | 12.2M | Added |
| 3 | Voya Investment Management LLC | $519.7M | 9.4M | Added |
| 4 | NEPC LLC | $488.9M | 8.9M | Added |
| 5 | AMERIPRISE FINANCIAL INC | $387.4M | 7.2M | Added |
| 6 | BANK OF AMERICA CORP /DE/ | $289.7M | 5.3M | Trimmed |
| 7 | Cassaday & Co Wealth Management LLC | $220.8M | 4.0M | Trimmed |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $194.8M | 3.5M | Added |
| 9 | MANNING & NAPIER ADVISORS LLC | $171.8M | 3.1M | Added |
| 10 | CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | $150.8M | 2.7M | Added |
| 11 | LPL Financial LLC | $139.4M | 2.5M | Added |
| 12 | Mirae Asset Global Investments Co., Ltd. | $107.1M | 1.9M | Trimmed |
| 13 | Corient Private Wealth LLC | $104.8M | 1.9M | Added |
| 14 | Treasurer of the State of North Carolina | $100.6M | 1.8M | New |
| 15 | Annex Advisory Services, LLC | $89.7M | 1.6M | Added |
| 16 | Hamilton Capital Partners Inc. | $61.0M | 1.1M | Added |
| 17 | UBS Group AG | $61.0M | 1.1M | Trimmed |
| 18 | SCS Capital Management LLC | $60.4M | 1.1M | Added |
| 19 | Rainwater Charitable Foundation | $59.1M | 1.1M | Added |
| 20 | TRUIST FINANCIAL CORP | $55.6M | 1.0M | Trimmed |
| 21 | Bank of New York Mellon Corp | $53.4M | 967,464 | Added |
| 22 | RAYMOND JAMES FINANCIAL INC | $51.8M | 940,379 | Added |
| 23 | JPMORGAN CHASE & CO | $49.7M | 891,785 | Added |
| 24 | CITIGROUP INC | $46.6M | 843,868 | Added |
| 25 | WELLS FARGO & COMPANY/MN | $46.5M | 843,296 | Added |