| 1 | PRUDENTIAL FINANCIAL INC | $3.13B | 44.1M | Trimmed |
| 2 | Focus Partners Wealth | $664.2M | 9.3M | Added |
| 3 | MASECO LLP | $530.9M | 7.5M | Added |
| 4 | Root Financial Partners, LLC | $434.4M | 6.1M | Added |
| 5 | Vise Technologies, Inc. | $351.7M | 4.7M | Hold |
| 6 | Index Fund Advisors, Inc. | $351.2M | 5.0M | Trimmed |
| 7 | Plancorp, LLC | $330.1M | 4.5M | Trimmed |
| 8 | SAX WEALTH ADVISORS, LLC | $286.8M | 3.9M | Trimmed |
| 9 | LPL Financial LLC | $259.7M | 3.7M | Added |
| 10 | MERCER GLOBAL ADVISORS INC /ADV | $240.7M | 3.4M | Added |
| 11 | Creative Planning | $238.0M | 3.4M | Trimmed |
| 12 | TCI Wealth Advisors, Inc. | $235.5M | 3.3M | Added |
| 13 | Mariner, LLC | $212.3M | 3.0M | Added |
| 14 | Great Waters Wealth Management | $199.8M | 2.8M | Added |
| 15 | Focus Partners Advisor Solutions, LLC | $179.8M | 2.5M | Added |
| 16 | Zhang Financial LLC | $179.7M | 2.5M | Added |
| 17 | Apella Capital, LLC | $168.8M | 2.2M | Added |
| 18 | G2 CAPITAL MANAGEMENT, LLC / OH | $164.9M | 2.3M | Added |
| 19 | Smartleaf Asset Management LLC | $128.5M | 1.9M | Added |
| 20 | EARNED WEALTH ADVISORS, LLC | $119.9M | 1.7M | Added |
| 21 | BANK OF AMERICA CORP /DE/ | $119.9M | 1.7M | Added |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | $117.2M | 1.7M | Added |
| 23 | Corient Private Wealth LLC | $117.1M | 1.7M | Trimmed |
| 24 | RAYMOND JAMES FINANCIAL INC | $111.3M | 1.6M | Added |
| 25 | Flagstone Financial Management | $108.6M | 1.5M | Added |