| 1 | JONES FINANCIAL COMPANIES LLLP | $1.92B | 58.7M | Added |
| 2 | Matson Money. Inc. | $401.3M | 11.9M | Trimmed |
| 3 | NATIXIS ADVISORS, LLC | $383.3M | 11.4M | Added |
| 4 | Envestnet Portfolio Solutions, Inc. | $111.1M | 3.3M | Trimmed |
| 5 | FIRST CITIZENS BANK & TRUST CO | $108.0M | 3.2M | Trimmed |
| 6 | Corient Private Wealth LLC | $94.0M | 2.8M | Trimmed |
| 7 | Creative Planning | $81.7M | 2.4M | Added |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $62.0M | 1.8M | Added |
| 9 | PARK AVENUE SECURITIES LLC | $58.6M | 1.7M | Added |
| 10 | MATHER GROUP, LLC. | $50.0M | 1.5M | Trimmed |
| 11 | TCI Wealth Advisors, Inc. | $48.0M | 1.4M | Trimmed |
| 12 | BANK OF MONTREAL /CAN/ | $47.7M | 1.4M | Added |
| 13 | Evanson Asset Management, LLC | $47.2M | 1.4M | Added |
| 14 | Savant Capital, LLC | $43.8M | 1.3M | Added |
| 15 | Miracle Mile Advisors, LLC | $43.7M | 1.3M | Added |
| 16 | Modern Wealth Management, LLC | $43.1M | 1.3M | Added |
| 17 | JANE STREET GROUP, LLC | $42.6M | 1.3M | Added |
| 18 | Wescott Financial Advisory Group, LLC | $40.0M | 1.2M | Trimmed |
| 19 | CWM, LLC | $38.2M | 1.1M | Added |
| 20 | Root Financial Partners, LLC | $37.7M | 1.1M | Added |
| 21 | Discipline Wealth Solutions, LLC | $32.4M | 961,790 | Added |
| 22 | Vise Technologies, Inc. | $30.2M | 916,244 | Hold |
| 23 | BANK OF AMERICA CORP /DE/ | $30.1M | 893,112 | Added |
| 24 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $28.5M | 845,290 | Added |
| 25 | Focus Partners Wealth | $28.0M | 830,318 | Added |