| 1 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $4.74B | 124.0M | Added |
| 2 | FMR LLC | $591.6M | 15.5M | Trimmed |
| 3 | MORGAN STANLEY | $144.5M | 3.8M | Trimmed |
| 4 | BANK OF AMERICA CORP /DE/ | $107.1M | 2.8M | Added |
| 5 | VICTORY CAPITAL MANAGEMENT INC | $85.2M | 2.2M | Added |
| 6 | Bogart Wealth, LLC | $71.1M | 1.9M | Added |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $54.4M | 1.4M | Added |
| 8 | FOSTER & MOTLEY INC | $47.5M | 1.2M | Trimmed |
| 9 | WELLS FARGO & COMPANY/MN | $44.7M | 1.2M | Trimmed |
| 10 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $39.1M | 1.0M | Added |
| 11 | Unison Advisors LLC | $37.2M | 972,627 | Trimmed |
| 12 | Morningstar Investment Management LLC | $27.7M | 723,788 | Added |
| 13 | RAYMOND JAMES FINANCIAL INC | $27.6M | 720,735 | Added |
| 14 | Almanack Investment Partners, LLC. | $27.2M | 712,019 | Added |
| 15 | OSAIC HOLDINGS, INC. | $25.5M | 666,187 | Trimmed |
| 16 | UBS Group AG | $24.9M | 650,432 | Added |
| 17 | Kelman-Lazarov, Inc. | $22.8M | 594,759 | Trimmed |
| 18 | AlphaCore Capital LLC | $22.7M | 593,332 | Trimmed |
| 19 | Johnson Bixby & Associates, LLC | $21.9M | 573,053 | Added |
| 20 | Seven Springs Wealth Group, LLC | $21.6M | 563,534 | Added |
| 21 | Resonant Capital Advisors, LLC | $21.3M | 556,985 | Trimmed |
| 22 | ASPIRIANT, LLC | $20.8M | 544,893 | Added |
| 23 | Elgethun Capital Management | $20.7M | 539,773 | Added |
| 24 | LPL Financial LLC | $20.6M | 538,388 | Added |
| 25 | PRINCIPAL SECURITIES, INC. | $19.7M | 513,907 | Added |