| 1 | BANK OF AMERICA CORP /DE/ | $557.4M | 9.7M | Trimmed |
| 2 | MORGAN STANLEY | $132.0M | 2.3M | Added |
| 3 | Wharton Business Group, LLC | $98.6M | 1.7M | Added |
| 4 | LPL Financial LLC | $70.6M | 1.2M | Added |
| 5 | Cetera Investment Advisers | $61.6M | 1.1M | Added |
| 6 | Mariner, LLC | $60.5M | 1.1M | Added |
| 7 | RAYMOND JAMES FINANCIAL INC | $47.7M | 833,991 | Added |
| 8 | HSBC HOLDINGS PLC | $43.4M | 758,522 | Trimmed |
| 9 | WELLS FARGO & COMPANY/MN | $34.8M | 609,005 | Added |
| 10 | Wellspring Financial Advisors, LLC | $32.3M | 563,997 | Added |
| 11 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $28.5M | 497,747 | Added |
| 12 | Creative Planning | $24.8M | 434,020 | Trimmed |
| 13 | OSAIC HOLDINGS, INC. | $23.5M | 410,444 | Trimmed |
| 14 | AMERIPRISE FINANCIAL INC | $23.1M | 403,878 | Added |
| 15 | JONES FINANCIAL COMPANIES LLLP | $22.9M | 405,618 | Added |
| 16 | PNC Financial Services Group, Inc. | $22.4M | 391,663 | Added |
| 17 | CAPTRUST FINANCIAL ADVISORS | $21.4M | 374,158 | Trimmed |
| 18 | Curi Capital, LLC | $21.0M | 367,305 | Added |
| 19 | VAN ECK ASSOCIATES CORP | $20.9M | 365,430 | Added |
| 20 | UBS Group AG | $20.3M | 354,404 | Added |
| 21 | Compound Planning, Inc. | $19.0M | 331,806 | Trimmed |
| 22 | ENVESTNET ASSET MANAGEMENT INC | $17.9M | 312,612 | Added |
| 23 | EVERGREEN CAPITAL MANAGEMENT LLC | $17.5M | 306,736 | Added |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | $17.4M | 304,436 | Trimmed |
| 25 | MML INVESTORS SERVICES, LLC | $12.7M | 222,318 | Trimmed |