| 1 | AMERIPRISE FINANCIAL INC | $636.5M | 7.5M | Added |
| 2 | AMERICAN CENTURY COMPANIES INC | $426.5M | 5.0M | Added |
| 3 | Corient Private Wealth LLC | $424.1M | 5.0M | Trimmed |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $417.1M | 4.9M | Added |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $398.1M | 4.7M | Trimmed |
| 6 | LPL Financial LLC | $362.3M | 4.3M | Added |
| 7 | BANK OF AMERICA CORP /DE/ | $339.7M | 4.0M | Added |
| 8 | MORGAN STANLEY | $326.7M | 3.9M | Added |
| 9 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $300.3M | 3.5M | Added |
| 10 | MISSION WEALTH MANAGEMENT, LP | $289.1M | 3.4M | Added |
| 11 | PNC Financial Services Group, Inc. | $262.7M | 3.1M | Added |
| 12 | Rockwood Wealth Management, LLC | $255.2M | 3.0M | Added |
| 13 | VANTAGEPOINT INVESTMENT ADVISERS LLC | $246.9M | 2.9M | Hold |
| 14 | HighTower Advisors, LLC | $222.9M | 2.6M | Added |
| 15 | MASECO LLP | $166.2M | 2.0M | New |
| 16 | WELLS FARGO & COMPANY/MN | $154.2M | 1.8M | Added |
| 17 | Advance Capital Management, Inc. | $147.0M | 1.7M | Added |
| 18 | HB Wealth Management, LLC | $141.3M | 1.7M | Trimmed |
| 19 | UBS Group AG | $134.7M | 1.6M | Added |
| 20 | Annex Advisory Services, LLC | $132.0M | 1.6M | Trimmed |
| 21 | RAYMOND JAMES FINANCIAL INC | $128.2M | 1.5M | Added |
| 22 | Oak Root LLC | $121.1M | 1.4M | Hold |
| 23 | CWM, LLC | $120.1M | 1.4M | Added |
| 24 | Gradient Investments LLC | $120.0M | 1.4M | Added |
| 25 | Focus Partners Wealth | $114.3M | 1.3M | Trimmed |