| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.62B | 56.7M | Added |
| 2 | PNC Financial Services Group, Inc. | $800.2M | 17.3M | Trimmed |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $657.4M | 14.2M | Trimmed |
| 4 | BANK OF AMERICA CORP /DE/ | $359.4M | 7.8M | Trimmed |
| 5 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $316.2M | 6.8M | Added |
| 6 | MORGAN STANLEY | $286.8M | 6.2M | Added |
| 7 | Capital Investment Advisors, LLC | $276.7M | 6.0M | Added |
| 8 | Cerity Partners LLC | $241.2M | 5.2M | Added |
| 9 | Cetera Investment Advisers | $205.4M | 4.4M | Trimmed |
| 10 | LPL Financial LLC | $195.2M | 4.2M | Added |
| 11 | UBS Group AG | $193.8M | 4.2M | Added |
| 12 | AMERIPRISE FINANCIAL INC | $174.5M | 3.8M | Trimmed |
| 13 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $158.9M | 3.4M | New |
| 14 | MERCER GLOBAL ADVISORS INC /ADV | $126.2M | 2.7M | Added |
| 15 | Corient Private Wealth LLC | $119.5M | 2.6M | Added |
| 16 | HighTower Advisors, LLC | $98.9M | 2.1M | Trimmed |
| 17 | Cresset Asset Management, LLC | $86.8M | 1.9M | Added |
| 18 | Sage Mountain Advisors LLC | $75.3M | 1.6M | Added |
| 19 | Millburn Ridgefield LLC /DE/ | $72.6M | 1.6M | Added |
| 20 | Catalyst Capital Advisors LLC | $72.6M | 1.6M | Added |
| 21 | JANE STREET GROUP, LLC | $71.7M | 1.6M | New |
| 22 | RAYMOND JAMES FINANCIAL INC | $70.5M | 1.5M | Added |
| 23 | Modern Wealth Management, LLC | $65.5M | 1.4M | Added |
| 24 | FMR LLC | $62.4M | 1.3M | Added |
| 25 | Atlantic Union Bankshares Corp | $61.6M | 1.3M | Added |