| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $787.8M | 20.2M | Added |
| 2 | Strategic Financial Services, Inc. | $339.0M | 8.7M | Added |
| 3 | VANTAGEPOINT INVESTMENT ADVISERS LLC | $244.8M | 6.3M | Trimmed |
| 4 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | $130.1M | 3.3M | Added |
| 5 | Invesco Ltd. | $123.1M | 3.2M | Hold |
| 6 | AMERIPRISE FINANCIAL INC | $96.4M | 2.5M | Added |
| 7 | Compound Planning, Inc. | $75.4M | 1.9M | Trimmed |
| 8 | Clearwater Capital Advisors, LLC | $73.8M | 1.9M | Added |
| 9 | RAYMOND JAMES FINANCIAL INC | $55.1M | 1.4M | Added |
| 10 | Kestra Investment Management, LLC | $33.6M | 863,114 | Trimmed |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $33.6M | 861,813 | Trimmed |
| 12 | Corient Private Wealth LLC | $32.7M | 840,185 | Trimmed |
| 13 | JPMORGAN CHASE & CO | $30.8M | 814,535 | Added |
| 14 | WELLS FARGO & COMPANY/MN | $30.6M | 785,515 | Added |
| 15 | Modern Wealth Management, LLC | $26.7M | 673,114 | Trimmed |
| 16 | Integrated Wealth Concepts LLC | $24.7M | 633,253 | Added |
| 17 | MORGAN STANLEY | $24.4M | 626,355 | Trimmed |
| 18 | First Command Advisory Services, Inc. | $22.9M | 587,169 | Trimmed |
| 19 | Winthrop Advisory Group LLC | $21.8M | 558,670 | New |
| 20 | AlphaCore Capital LLC | $21.7M | 557,724 | Trimmed |
| 21 | Sequoia Financial Advisors, LLC | $20.0M | 513,322 | Trimmed |
| 22 | CWM, LLC | $19.6M | 502,683 | Trimmed |
| 23 | JONES FINANCIAL COMPANIES LLLP | $18.0M | 477,413 | Added |
| 24 | Weil Company, Inc. | $17.9M | 458,477 | Added |
| 25 | UBS Group AG | $14.9M | 383,445 | Trimmed |