| 1 | JPMORGAN CHASE & CO | $5.07B | 100.3M | Trimmed |
| 2 | MORGAN STANLEY | $3.09B | 61.1M | Trimmed |
| 3 | LPL Financial LLC | $1.01B | 19.9M | Added |
| 4 | BANK OF AMERICA CORP /DE/ | $819.8M | 16.2M | Added |
| 5 | Betterment LLC | $690.9M | 13.7M | Added |
| 6 | WELLS FARGO & COMPANY/MN | $602.3M | 11.9M | Added |
| 7 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $588.7M | 11.6M | Added |
| 8 | UBS Group AG | $547.2M | 10.8M | Added |
| 9 | HB Wealth Management, LLC | $480.9M | 9.6M | Added |
| 10 | FMR LLC | $433.6M | 8.6M | Trimmed |
| 11 | RAYMOND JAMES FINANCIAL INC | $337.6M | 6.7M | Added |
| 12 | Temasek Holdings (Private) Ltd | $299.6M | 5.9M | Hold |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $280.9M | 5.6M | Added |
| 14 | Royal Bank of Canada | $271.9M | 5.4M | Added |
| 15 | Cerity Partners LLC | $262.5M | 5.2M | Added |
| 16 | FOSTER DYKEMA CABOT & PARTNERS, LLC | $240.9M | 4.8M | Trimmed |
| 17 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $183.8M | 3.6M | Trimmed |
| 18 | Cambridge Investment Research Advisors, Inc. | $175.2M | 3.5M | Added |
| 19 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $172.2M | 3.4M | Trimmed |
| 20 | Cetera Investment Advisers | $170.9M | 3.4M | Added |
| 21 | ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | $142.3M | 2.8M | Added |
| 22 | RiverFront Investment Group, LLC | $138.8M | 2.7M | Added |
| 23 | AMERIPRISE FINANCIAL INC | $136.8M | 2.7M | Trimmed |
| 24 | OSAIC HOLDINGS, INC. | $122.3M | 2.4M | Trimmed |
| 25 | AXXCESS WEALTH MANAGEMENT, LLC | $117.4M | 2.3M | Added |