| 1 | ASSETMARK, INC | $3.12B | 8.5M | Trimmed |
| 2 | Cassaday & Co Wealth Management LLC | $1.37B | 3.7M | Added |
| 3 | MORGAN STANLEY | $936.8M | 2.5M | Trimmed |
| 4 | BANK OF AMERICA CORP /DE/ | $747.1M | 2.0M | Trimmed |
| 5 | LPL Financial LLC | $424.3M | 1.2M | Trimmed |
| 6 | UBS Group AG | $383.0M | 1.0M | Trimmed |
| 7 | CAPTRUST FINANCIAL ADVISORS | $319.4M | 869,407 | Trimmed |
| 8 | VANTAGEPOINT INVESTMENT ADVISERS LLC | $315.6M | 859,017 | Trimmed |
| 9 | AMERIPRISE FINANCIAL INC | $292.8M | 796,750 | Added |
| 10 | WELLS FARGO & COMPANY/MN | $275.4M | 749,477 | Added |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $261.4M | 711,289 | Added |
| 12 | ANGELES WEALTH MANAGEMENT, LLC | $209.9M | 571,184 | Trimmed |
| 13 | Cerity Partners LLC | $200.7M | 541,188 | Added |
| 14 | Merit Financial Group, LLC | $199.3M | 542,393 | Trimmed |
| 15 | PNC Financial Services Group, Inc. | $195.4M | 531,713 | Added |
| 16 | Royal Bank of Canada | $171.3M | 466,332 | Added |
| 17 | Howard Capital Management Inc. | $167.1M | 454,704 | Trimmed |
| 18 | RAYMOND JAMES FINANCIAL INC | $159.5M | 434,071 | Added |
| 19 | Facet Wealth, Inc. | $120.0M | 326,511 | Added |
| 20 | OSAIC HOLDINGS, INC. | $105.2M | 286,053 | Added |
| 21 | PETREDIS INVESTMENT ADVISORS LLC | $101.1M | 275,168 | Added |
| 22 | TWO SIGMA INVESTMENTS, LP | $93.6M | 254,840 | Added |
| 23 | Rockefeller Capital Management L.P. | $87.9M | 239,281 | Trimmed |
| 24 | Portfolio Strategies, Inc. | $86.5M | 234,679 | Trimmed |
| 25 | Strategic Investment Advisors / MI | $86.4M | 235,025 | Added |