| 1 | BROWN BROTHERS HARRIMAN & CO | $633.9M | 12.0M | Trimmed |
| 2 | Financial Engines Advisors L.L.C. | $281.0M | 5.3M | Added |
| 3 | AlTi Global, Inc. | $165.3M | 3.1M | Trimmed |
| 4 | FRANKLIN RESOURCES INC | $113.3M | 2.1M | Trimmed |
| 5 | LPL Financial LLC | $100.8M | 1.9M | Trimmed |
| 6 | BROWN ADVISORY INC | $64.4M | 1.2M | Trimmed |
| 7 | BANK OF AMERICA CORP /DE/ | $61.4M | 1.2M | Trimmed |
| 8 | Cambridge Investment Research Advisors, Inc. | $50.8M | 979,773 | Trimmed |
| 9 | Chemistry Wealth Management LLC | $47.1M | 892,017 | New |
| 10 | OSAIC HOLDINGS, INC. | $45.1M | 862,906 | Trimmed |
| 11 | Montis Financial, LLC | $42.7M | 807,998 | Trimmed |
| 12 | Mesirow Financial Investment Management, Inc. | $42.1M | 797,393 | Trimmed |
| 13 | Ascension Capital Advisors, Inc. | $36.2M | 684,610 | Added |
| 14 | RAYMOND JAMES FINANCIAL INC | $32.2M | 609,888 | Trimmed |
| 15 | Corient Private Wealth LLC | $30.0M | 567,991 | Trimmed |
| 16 | WELLS FARGO & COMPANY/MN | $27.7M | 524,363 | Trimmed |
| 17 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $27.7M | 523,382 | Trimmed |
| 18 | ASSETMARK, INC | $27.3M | 517,403 | Trimmed |
| 19 | UBS Group AG | $26.8M | 506,706 | Trimmed |
| 20 | Urban Financial Advisory Corp | $25.3M | 478,499 | Added |
| 21 | Parisi Gray Wealth Management | $24.9M | 470,807 | Trimmed |
| 22 | HighTower Advisors, LLC | $21.4M | 404,525 | Trimmed |
| 23 | Waverly Advisors, LLC | $21.3M | 402,853 | Trimmed |
| 24 | Focus Financial Network, Inc. | $20.7M | 391,859 | New |
| 25 | Mariner, LLC | $19.8M | 374,032 | Added |