| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $721.6M | 18.2M | Added |
| 2 | FMR LLC | $277.1M | 7.0M | Trimmed |
| 3 | JPMORGAN CHASE & CO | $172.4M | 4.5M | Trimmed |
| 4 | MERCER GLOBAL ADVISORS INC /ADV | $138.3M | 3.5M | Trimmed |
| 5 | Savvy Advisors, Inc. | $88.9M | 2.2M | Added |
| 6 | LPL Financial LLC | $76.8M | 1.9M | Added |
| 7 | BANK OF AMERICA CORP /DE/ | $63.6M | 1.6M | Added |
| 8 | MORGAN STANLEY | $57.7M | 1.5M | Added |
| 9 | Focus Partners Wealth | $40.5M | 1.0M | Trimmed |
| 10 | JANE STREET GROUP, LLC | $36.5M | 920,247 | Added |
| 11 | AMERIPRISE FINANCIAL INC | $35.5M | 895,631 | Trimmed |
| 12 | Kathmere Capital Management, LLC | $32.3M | 812,755 | Added |
| 13 | HUB Investment Partners, LLC | $31.1M | 783,813 | Added |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $31.0M | 782,159 | Added |
| 15 | Janney Montgomery Scott LLC | $31.0M | 781,863 | Added |
| 16 | OSAIC HOLDINGS, INC. | $26.9M | 679,055 | Added |
| 17 | Armbruster Capital Management, Inc. | $26.8M | 675,143 | Trimmed |
| 18 | Cambridge Investment Research Advisors, Inc. | $26.8M | 674,514 | Added |
| 19 | VICTORY FINANCIAL GROUP, LLC | $24.8M | 626,014 | Added |
| 20 | Alliance Wealth Advisors, LLC /UT | $23.5M | 591,926 | Added |
| 21 | INVENIO WEALTH PARTNERS LLC | $23.0M | 579,347 | Added |
| 22 | KWB Wealth | $21.9M | 576,757 | Trimmed |
| 23 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $20.7M | 515,584 | Trimmed |
| 24 | UBS Group AG | $19.1M | 482,141 | Added |
| 25 | PARK AVENUE SECURITIES LLC | $17.2M | 434,542 | Added |