| 1 | AMERIPRISE FINANCIAL INC | $330.0M | 4.9M | Added |
| 2 | LPL Financial LLC | $328.4M | 4.9M | Added |
| 3 | WELLS FARGO & COMPANY/MN | $234.4M | 3.5M | Trimmed |
| 4 | MORGAN STANLEY | $225.9M | 3.4M | Added |
| 5 | RAYMOND JAMES FINANCIAL INC | $204.7M | 3.1M | Added |
| 6 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $185.5M | 2.8M | Trimmed |
| 7 | UBS Group AG | $142.4M | 2.1M | Added |
| 8 | JONES FINANCIAL COMPANIES LLLP | $132.9M | 2.0M | Added |
| 9 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $125.7M | 1.9M | Added |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $116.9M | 1.7M | Trimmed |
| 11 | Royal Bank of Canada | $88.0M | 1.3M | Trimmed |
| 12 | BANK OF AMERICA CORP /DE/ | $84.9M | 1.3M | Added |
| 13 | Cetera Investment Advisers | $72.8M | 1.1M | Trimmed |
| 14 | Gilbert & Cook, Inc. | $67.2M | 1.0M | Added |
| 15 | Financial Management Professionals, Inc. | $59.9M | 892,828 | Added |
| 16 | Private Advisor Group, LLC | $54.9M | 818,029 | Added |
| 17 | Granite Bay Wealth Management, LLC | $45.4M | 676,992 | Added |
| 18 | Amplius Wealth Advisors, LLC | $45.0M | 670,909 | Trimmed |
| 19 | Focus Partners Wealth | $43.6M | 649,956 | Trimmed |
| 20 | Garrett Wealth Advisory Group, LLC | $37.8M | 562,825 | Added |
| 21 | Thrivent Financial for Lutherans | $33.6M | 500,619 | Added |
| 22 | ENVESTNET ASSET MANAGEMENT INC | $33.3M | 496,702 | Added |
| 23 | Nvest Wealth Strategies, Inc. | $28.0M | 416,595 | Trimmed |
| 24 | OSAIC HOLDINGS, INC. | $27.2M | 405,898 | Added |
| 25 | Rockefeller Capital Management L.P. | $22.6M | 335,988 | Trimmed |