| 1 | Retirement Systems of Alabama | $509.4M | 12.7M | Hold |
| 2 | MATHER GROUP, LLC. | $501.6M | 12.5M | Added |
| 3 | Foster Group, Inc. | $143.5M | 3.6M | Trimmed |
| 4 | Root Financial Partners, LLC | $123.9M | 3.1M | Trimmed |
| 5 | TCI Wealth Advisors, Inc. | $98.0M | 2.4M | Added |
| 6 | McKinley Carter Wealth Services, Inc. | $92.5M | 2.3M | Added |
| 7 | Annex Advisory Services, LLC | $91.2M | 2.3M | Added |
| 8 | True Link Financial Advisors, LLC | $74.5M | 1.9M | Added |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $67.1M | 1.7M | Added |
| 10 | Catalyst Capital Advisors LLC | $63.1M | 1.6M | Trimmed |
| 11 | Millburn Ridgefield LLC /DE/ | $63.1M | 1.6M | Trimmed |
| 12 | FOUNDERS FINANCIAL SECURITIES LLC | $55.3M | 1.4M | Trimmed |
| 13 | RAM Investment Partners, LLC | $53.5M | 1.3M | Added |
| 14 | Petersen Hastings Wealth Advisors Inc. | $49.0M | 1.2M | Trimmed |
| 15 | ASSETMARK, INC | $47.0M | 1.2M | Added |
| 16 | Klaas Financial Asset Advisors, LLC | $44.8M | 1.1M | Added |
| 17 | Great Point Wealth Advisors, LLC | $43.4M | 1.1M | Added |
| 18 | PARK AVENUE SECURITIES LLC | $40.8M | 1.0M | Added |
| 19 | West Financial Advisors, LLC | $39.7M | 986,974 | Added |
| 20 | Ledyard National Bank | $39.1M | 973,037 | Trimmed |
| 21 | FACTORY MUTUAL INSURANCE CO | $37.2M | 924,700 | Trimmed |
| 22 | RVW Wealth, LLC | $35.9M | 892,305 | Added |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | $33.7M | 838,859 | Added |
| 24 | FIDUCIARY FINANCIAL GROUP, LLC | $32.5M | 808,884 | Added |
| 25 | Bedel Financial Consulting, Inc. | $32.2M | 801,558 | Added |