| 1 | BANK OF AMERICA CORP /DE/ | $1.07B | 22.5M | Added |
| 2 | JPMORGAN CHASE & CO | $423.2M | 8.9M | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $209.4M | 4.4M | Added |
| 4 | MERCER GLOBAL ADVISORS INC /ADV | $182.0M | 3.8M | Added |
| 5 | LPL Financial LLC | $133.1M | 2.8M | Added |
| 6 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $109.2M | 2.3M | Added |
| 7 | NORTHERN TRUST CORP | $89.6M | 1.9M | Added |
| 8 | GOLDMAN SACHS GROUP INC | $89.0M | 1.9M | Trimmed |
| 9 | BlackRock, Inc. | $84.0M | 1.8M | Added |
| 10 | Betterment LLC | $78.9M | 1.7M | Added |
| 11 | RAYMOND JAMES FINANCIAL INC | $70.6M | 1.5M | Trimmed |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $42.6M | 895,934 | Added |
| 13 | Envestnet Portfolio Solutions, Inc. | $40.1M | 844,212 | Added |
| 14 | Bank of New York Mellon Corp | $39.2M | 823,406 | Added |
| 15 | AMERIPRISE FINANCIAL INC | $35.3M | 741,297 | Added |
| 16 | PNC Financial Services Group, Inc. | $33.3M | 700,129 | Added |
| 17 | SEI INVESTMENTS CO | $31.8M | 668,211 | Added |
| 18 | Wealthspire Advisors, LLC | $31.3M | 657,769 | Trimmed |
| 19 | Alesco Advisors LLC | $31.0M | 651,418 | Added |
| 20 | WELLS FARGO & COMPANY/MN | $25.9M | 544,260 | Trimmed |
| 21 | CWM, LLC | $25.3M | 532,001 | Added |
| 22 | Cetera Investment Advisers | $25.0M | 526,625 | Added |
| 23 | Miracle Mile Advisors, LLC | $23.9M | 502,181 | Added |
| 24 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $23.0M | 497,773 | Trimmed |
| 25 | Allworth Financial LP | $22.9M | 480,784 | Added |