| 1 | JPMORGAN CHASE & CO | $641.8M | 12.8M | Trimmed |
| 2 | LPL Financial LLC | $310.2M | 6.2M | Added |
| 3 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $238.4M | 4.8M | Added |
| 4 | Meeder Advisory Services, Inc. | $213.1M | 4.3M | Added |
| 5 | Cetera Investment Advisers | $181.7M | 3.6M | Added |
| 6 | AMERIPRISE FINANCIAL INC | $143.7M | 2.9M | Added |
| 7 | BANK OF AMERICA CORP /DE/ | $136.8M | 2.7M | Added |
| 8 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $113.7M | 2.3M | Trimmed |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $95.6M | 1.9M | Added |
| 10 | RAYMOND JAMES FINANCIAL INC | $86.9M | 1.7M | Trimmed |
| 11 | JONES FINANCIAL COMPANIES LLLP | $70.8M | 1.4M | Added |
| 12 | 1900 WEALTH MANAGEMENT LLC | $70.3M | 1.4M | Added |
| 13 | CAPTRUST FINANCIAL ADVISORS | $64.1M | 1.3M | Added |
| 14 | Forvis Mazars Wealth Advisors, LLC | $63.4M | 1.3M | Added |
| 15 | Avantax Planning Partners, Inc. | $62.0M | 1.2M | Trimmed |
| 16 | MORGAN STANLEY | $58.3M | 1.2M | Added |
| 17 | Integrated Wealth Concepts LLC | $50.2M | 1.0M | Added |
| 18 | OSAIC HOLDINGS, INC. | $48.8M | 976,679 | Added |
| 19 | Asio Capital, LLC | $45.9M | 918,139 | Added |
| 20 | Rockefeller Capital Management L.P. | $43.9M | 878,104 | Added |
| 21 | Orion Porfolio Solutions, LLC | $43.8M | 876,735 | Added |
| 22 | HighTower Advisors, LLC | $41.2M | 824,543 | Added |
| 23 | G2 CAPITAL MANAGEMENT, LLC / OH | $39.9M | 797,923 | Added |
| 24 | Dynasty Wealth Management, LLC | $39.9M | 797,261 | Added |
| 25 | CENTRAL TRUST Co | $38.8M | 775,337 | Added |