| 1 | BANK OF AMERICA CORP /DE/ | $522.7M | 18.2M | Trimmed |
| 2 | LPL Financial LLC | $141.4M | 4.9M | Added |
| 3 | Capital Investment Advisors, LLC | $109.3M | 3.8M | Added |
| 4 | MORGAN STANLEY | $108.3M | 3.8M | Added |
| 5 | Cerity Partners LLC | $100.1M | 3.5M | Added |
| 6 | WELLS FARGO & COMPANY/MN | $66.1M | 2.3M | Added |
| 7 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $41.2M | 1.4M | Trimmed |
| 8 | AMERIPRISE FINANCIAL INC | $37.3M | 1.3M | Added |
| 9 | 1832 Asset Management L.P. | $37.0M | 1.3M | Added |
| 10 | Kensington Asset Management, LLC | $35.7M | 1.2M | Trimmed |
| 11 | ALLIANCEBERNSTEIN L.P. | $26.2M | 893,145 | Trimmed |
| 12 | EVERGREEN CAPITAL MANAGEMENT LLC | $22.8M | 794,294 | Added |
| 13 | Integrated Wealth Concepts LLC | $22.6M | 787,026 | Added |
| 14 | RAYMOND JAMES FINANCIAL INC | $21.0M | 731,693 | Trimmed |
| 15 | Wealthcare Advisory Partners LLC | $19.8M | 688,836 | Added |
| 16 | HOWARD FINANCIAL SERVICES, LTD. | $19.2M | 669,176 | Added |
| 17 | GOLDMAN SACHS GROUP INC | $16.4M | 570,612 | Added |
| 18 | SCOTIA CAPITAL INC. | $15.8M | 551,275 | Trimmed |
| 19 | Strategic Wealth Investment Group, LLC | $15.8M | 549,395 | Added |
| 20 | OSAIC HOLDINGS, INC. | $15.7M | 546,182 | Trimmed |
| 21 | ENVESTNET ASSET MANAGEMENT INC | $15.0M | 521,010 | Added |
| 22 | GUGGENHEIM CAPITAL LLC | $14.5M | 504,477 | Added |
| 23 | American Financial Advisors, LLC | $14.2M | 493,740 | Trimmed |
| 24 | CYPRESS FINANCIAL PLANNING LLC | $14.2M | 492,846 | Added |
| 25 | Cetera Investment Advisers | $13.8M | 480,849 | Added |