| 1 | BANK OF AMERICA CORP /DE/ | $2.31B | 28.7M | Added |
| 2 | Savant Capital, LLC | $1.52B | 18.8M | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $1.30B | 16.1M | Added |
| 4 | MERCER GLOBAL ADVISORS INC /ADV | $796.9M | 9.9M | Added |
| 5 | MORGAN STANLEY | $643.7M | 8.0M | Added |
| 6 | WELLS FARGO & COMPANY/MN | $585.5M | 7.3M | Added |
| 7 | AMERIPRISE FINANCIAL INC | $421.4M | 5.2M | Added |
| 8 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $399.5M | 5.0M | Added |
| 9 | LPL Financial LLC | $380.0M | 4.7M | Added |
| 10 | JONES FINANCIAL COMPANIES LLLP | $335.1M | 4.3M | Added |
| 11 | Cerity Partners LLC | $271.6M | 3.4M | Added |
| 12 | AMERICAN CENTURY COMPANIES INC | $246.3M | 3.1M | Added |
| 13 | Kestra Investment Management, LLC | $245.9M | 3.1M | Added |
| 14 | VANTAGEPOINT INVESTMENT ADVISERS LLC | $192.0M | 2.4M | Added |
| 15 | PNC Financial Services Group, Inc. | $187.7M | 2.3M | Added |
| 16 | Haverford Trust Co | $173.9M | 2.2M | Added |
| 17 | RAYMOND JAMES FINANCIAL INC | $167.2M | 2.1M | Added |
| 18 | OSAIC HOLDINGS, INC. | $156.0M | 1.9M | Added |
| 19 | OneDigital Investment Advisors LLC | $152.2M | 1.9M | Trimmed |
| 20 | HighTower Advisors, LLC | $151.3M | 1.9M | Trimmed |
| 21 | Cetera Investment Advisers | $150.5M | 1.9M | Added |
| 22 | MML INVESTORS SERVICES, LLC | $147.7M | 1.8M | Trimmed |
| 23 | Focus Partners Wealth | $147.0M | 1.7M | Trimmed |
| 24 | Annex Advisory Services, LLC | $123.5M | 1.5M | Trimmed |
| 25 | BOKF, NA | $123.1M | 1.5M | Added |