| 1 | ENVESTNET ASSET MANAGEMENT INC | $1.01B | 26.0M | Added |
| 2 | First Command Advisory Services, Inc. | $581.0M | 14.9M | New |
| 3 | PRUDENTIAL FINANCIAL INC | $438.7M | 11.3M | Trimmed |
| 4 | COLDSTREAM CAPITAL MANAGEMENT INC | $434.6M | 11.2M | Added |
| 5 | &PARTNERS | $355.0M | 9.1M | Added |
| 6 | BANK OF AMERICA CORP /DE/ | $346.5M | 8.9M | Added |
| 7 | NORTHERN TRUST CORP | $267.9M | 6.9M | Added |
| 8 | SYM FINANCIAL Corp | $254.0M | 6.5M | Trimmed |
| 9 | Royal Bank of Canada | $229.9M | 5.9M | Added |
| 10 | Mariner, LLC | $166.7M | 4.3M | Added |
| 11 | UBS Group AG | $163.4M | 4.2M | Added |
| 12 | Root Financial Partners, LLC | $162.3M | 4.2M | Added |
| 13 | LPL Financial LLC | $156.4M | 4.0M | Added |
| 14 | Annex Advisory Services, LLC | $152.4M | 3.9M | New |
| 15 | Moisand Fitzgerald Tamayo, LLC | $140.2M | 3.6M | Trimmed |
| 16 | McKinley Carter Wealth Services, Inc. | $135.8M | 3.5M | Added |
| 17 | Vise Technologies, Inc. | $129.9M | 3.4M | Hold |
| 18 | Corient Private Wealth LLC | $125.3M | 3.2M | Trimmed |
| 19 | One Capital Management, LLC | $115.1M | 3.0M | Added |
| 20 | Pure Financial Advisors, LLC | $114.8M | 2.9M | Trimmed |
| 21 | EVOKE WEALTH, LLC | $114.4M | 2.9M | Added |
| 22 | LVZ, Inc. | $112.8M | 2.9M | Added |
| 23 | OneDigital Investment Advisors LLC | $106.8M | 2.7M | Added |
| 24 | Sequoia Financial Advisors, LLC | $105.8M | 2.7M | Added |
| 25 | Clearstead Advisors, LLC | $105.8M | 2.7M | Added |