| 1 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $11.68B | 419.4M | Added |
| 2 | CAPTRUST FINANCIAL ADVISORS | $765.7M | 27.5M | Added |
| 3 | KEYBANK NATIONAL ASSOCIATION/OH | $346.9M | 12.5M | Added |
| 4 | Boulay Financial Advisors, LLC | $266.5M | 9.6M | Added |
| 5 | McAdam, LLC | $261.0M | 9.4M | Added |
| 6 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $234.7M | 8.4M | Added |
| 7 | AMERIPRISE FINANCIAL INC | $227.4M | 8.2M | Trimmed |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $184.4M | 6.6M | Added |
| 9 | Steele Capital Management, Inc. | $175.5M | 6.3M | Added |
| 10 | LPL Financial LLC | $162.2M | 5.8M | Added |
| 11 | MORGAN STANLEY | $151.4M | 5.4M | Added |
| 12 | Glassman Wealth Services | $130.1M | 4.7M | Added |
| 13 | Northwest Bancshares, Inc. | $110.7M | 4.0M | Trimmed |
| 14 | Cetera Investment Advisers | $108.4M | 3.9M | Added |
| 15 | Charles Schwab Trust Co | $89.6M | 3.2M | Added |
| 16 | BANK OF AMERICA CORP /DE/ | $87.6M | 3.1M | Added |
| 17 | AlphaCore Capital LLC | $85.0M | 3.1M | Trimmed |
| 18 | QUADRANT CAPITAL GROUP LLC | $75.3M | 2.7M | Trimmed |
| 19 | Gemmer Asset Management LLC | $74.7M | 2.7M | Added |
| 20 | Bank of New York Mellon Corp | $73.2M | 2.6M | Added |
| 21 | Clark Capital Management Group, Inc. | $69.5M | 2.5M | Added |
| 22 | Kelman-Lazarov, Inc. | $66.0M | 2.4M | Added |
| 23 | RESTON WEALTH MANAGEMENT LLC | $64.9M | 2.3M | Trimmed |
| 24 | Lee Financial Co | $60.8M | 2.2M | Trimmed |
| 25 | Bell Investment Advisors, Inc | $60.7M | 2.2M | Added |