| 1 | BANK OF AMERICA CORP /DE/ | $764.6M | 16.5M | Added |
| 2 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $182.6M | 3.9M | Trimmed |
| 3 | LPL Financial LLC | $103.2M | 2.2M | Added |
| 4 | AMERIPRISE FINANCIAL INC | $65.7M | 1.4M | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $50.5M | 1.1M | Added |
| 6 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $48.9M | 1.1M | Added |
| 7 | CX Institutional | $44.5M | 957,521 | Added |
| 8 | TIAA Wealth Investment Management LLC | $44.0M | 946,835 | New |
| 9 | Willis Johnson & Associates, Inc. | $43.8M | 944,147 | Added |
| 10 | WELLS FARGO & COMPANY/MN | $37.1M | 798,054 | Trimmed |
| 11 | FMR LLC | $34.9M | 751,301 | Trimmed |
| 12 | MORGAN STANLEY | $31.1M | 669,879 | Trimmed |
| 13 | UMB BANK N A/MO | $27.8M | 599,378 | Trimmed |
| 14 | OneDigital Investment Advisors LLC | $23.3M | 501,554 | Added |
| 15 | JPMORGAN CHASE & CO | $20.8M | 448,239 | Trimmed |
| 16 | MATHER GROUP, LLC. | $20.5M | 440,827 | Trimmed |
| 17 | DAVIDSON INVESTMENT ADVISORS | $18.8M | 404,367 | Added |
| 18 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $18.8M | 403,370 | Trimmed |
| 19 | STIFEL FINANCIAL CORP | $16.9M | 364,079 | Added |
| 20 | HighTower Advisors, LLC | $14.8M | 318,625 | Trimmed |
| 21 | UBS Group AG | $14.2M | 306,807 | Added |
| 22 | Avidian Wealth Enterprises, LLC | $13.5M | 291,752 | Trimmed |
| 23 | GOLDMAN SACHS GROUP INC | $13.2M | 283,295 | New |
| 24 | Cetera Investment Advisers | $11.9M | 256,904 | Trimmed |
| 25 | FOCUS Wealth Advisors, LLC | $8.5M | 182,523 | Trimmed |