| 1 | ASSETMARK, INC | $1.18B | 4.9M | Added |
| 2 | ASPIRIANT, LLC | $424.2M | 1.7M | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $387.2M | 1.6M | Trimmed |
| 4 | CHOREO, LLC | $198.1M | 815,364 | Trimmed |
| 5 | MATHER GROUP, LLC. | $152.2M | 626,525 | Trimmed |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $133.9M | 550,938 | Trimmed |
| 7 | PARK AVENUE SECURITIES LLC | $130.9M | 538,661 | Added |
| 8 | STEPHENS GROUP ASSET MANAGEMENT, LLC | $112.5M | 463,142 | Added |
| 9 | Retirement Investment Advisors, Inc. | $96.3M | 398,418 | Added |
| 10 | Retirement Systems of Alabama | $92.9M | 382,480 | Hold |
| 11 | JMG Financial Group, Ltd. | $92.3M | 379,798 | Trimmed |
| 12 | Cambridge Investment Research Advisors, Inc. | $85.9M | 353,618 | Added |
| 13 | Modera Wealth Management, LLC | $80.6M | 331,750 | Trimmed |
| 14 | Mokosak Advisory Group, LLC | $79.7M | 327,918 | Added |
| 15 | Rodgers & Associates, LTD | $78.3M | 322,177 | Added |
| 16 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $76.8M | 317,453 | Trimmed |
| 17 | STEPHENS INC /AR/ | $73.6M | 302,916 | Added |
| 18 | Financial Advisory Corp | $62.8M | 258,499 | Trimmed |
| 19 | BAILARD, INC. | $62.6M | 257,473 | Added |
| 20 | Everhart Financial Group, Inc. | $62.1M | 255,385 | Added |
| 21 | Discipline Wealth Solutions, LLC | $60.3M | 247,996 | Added |
| 22 | Zhang Financial LLC | $54.9M | 226,097 | Trimmed |
| 23 | Abacus Planning Group, Inc. | $53.8M | 221,445 | Added |
| 24 | Opal Wealth Advisors, LLC | $48.5M | 199,493 | Added |
| 25 | Kestra Advisory Services, LLC | $46.9M | 192,874 | Trimmed |