| 1 | ASSETMARK, INC | $2.26B | 15.6M | Added |
| 2 | BANK OF AMERICA CORP /DE/ | $672.5M | 4.6M | Added |
| 3 | MORGAN STANLEY | $444.6M | 3.1M | Added |
| 4 | AMERIPRISE FINANCIAL INC | $330.4M | 2.3M | Added |
| 5 | UBS Group AG | $250.2M | 1.7M | Trimmed |
| 6 | Merit Financial Group, LLC | $193.8M | 1.3M | Added |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $184.3M | 1.3M | Trimmed |
| 8 | PNC Financial Services Group, Inc. | $168.3M | 1.2M | Trimmed |
| 9 | LPL Financial LLC | $157.0M | 1.1M | Added |
| 10 | WELLS FARGO & COMPANY/MN | $145.6M | 1.0M | Trimmed |
| 11 | HighTower Advisors, LLC | $121.1M | 835,188 | Trimmed |
| 12 | RAYMOND JAMES FINANCIAL INC | $114.5M | 789,955 | Added |
| 13 | Black Diamond Financial, LLC | $106.9M | 737,261 | Trimmed |
| 14 | VANTAGEPOINT INVESTMENT ADVISERS LLC | $106.3M | 733,157 | Trimmed |
| 15 | Royal Bank of Canada | $105.4M | 727,459 | Added |
| 16 | OSAIC HOLDINGS, INC. | $100.6M | 694,008 | Added |
| 17 | JPMORGAN CHASE & CO | $84.5M | 592,624 | Trimmed |
| 18 | Sequoia Financial Advisors, LLC | $79.3M | 546,743 | Trimmed |
| 19 | Rockefeller Capital Management L.P. | $70.2M | 484,201 | Added |
| 20 | Strategic Investment Advisors / MI | $63.0M | 434,386 | Added |
| 21 | Cambridge Investment Research Advisors, Inc. | $55.9M | 385,854 | Trimmed |
| 22 | Baird Financial Group, Inc. | $55.6M | 383,484 | Added |
| 23 | Praetorian Wealth Management, Inc. | $55.0M | 368,740 | Added |
| 24 | Kestra Advisory Services, LLC | $54.3M | 374,801 | Added |
| 25 | Prosperity Consulting Group, LLC | $54.1M | 373,096 | Added |