| 1 | MORGAN STANLEY | $2.55B | 19.9M | Added |
| 2 | BANK OF AMERICA CORP /DE/ | $909.7M | 7.1M | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $739.6M | 5.8M | Trimmed |
| 4 | WELLS FARGO & COMPANY/MN | $658.3M | 5.1M | Trimmed |
| 5 | First Command Advisory Services, Inc. | $506.2M | 4.0M | Added |
| 6 | JONES FINANCIAL COMPANIES LLLP | $356.4M | 2.9M | Trimmed |
| 7 | UBS Group AG | $352.5M | 2.8M | Added |
| 8 | LPL Financial LLC | $338.8M | 2.6M | Added |
| 9 | AMERIPRISE FINANCIAL INC | $332.8M | 2.6M | Trimmed |
| 10 | PNC Financial Services Group, Inc. | $311.9M | 2.4M | Trimmed |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $288.7M | 2.3M | Trimmed |
| 12 | Cassaday & Co Wealth Management LLC | $279.9M | 2.2M | Added |
| 13 | VANTAGEPOINT INVESTMENT ADVISERS LLC | $269.6M | 2.1M | Added |
| 14 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $253.0M | 2.0M | New |
| 15 | Envestnet Portfolio Solutions, Inc. | $211.1M | 1.6M | Trimmed |
| 16 | COMMERCE BANK | $207.3M | 1.6M | Trimmed |
| 17 | US BANCORP \DE\ | $202.8M | 1.6M | Trimmed |
| 18 | FIRST CITIZENS BANK & TRUST CO | $196.5M | 1.5M | Trimmed |
| 19 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $181.4M | 1.4M | Added |
| 20 | Cullen/Frost Bankers, Inc. | $163.2M | 1.3M | Trimmed |
| 21 | FMR LLC | $150.7M | 1.2M | Trimmed |
| 22 | OSAIC HOLDINGS, INC. | $150.1M | 1.2M | Trimmed |
| 23 | RAYMOND JAMES FINANCIAL INC | $132.5M | 1.0M | Added |
| 24 | Financial Advisory Corp | $100.3M | 783,005 | Added |
| 25 | Royal Bank of Canada | $96.8M | 755,617 | Trimmed |