| 1 | BANK OF AMERICA CORP /DE/ | $740.9M | 8.1M | Added |
| 2 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $227.6M | 2.5M | New |
| 3 | Northwest & Ethical Investments L.P. | $130.3M | 1.4M | Added |
| 4 | LPL Financial LLC | $101.1M | 1.1M | Added |
| 5 | JPMORGAN CHASE & CO | $81.1M | 926,578 | Added |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $61.6M | 676,988 | Trimmed |
| 7 | MORGAN STANLEY | $50.8M | 558,101 | Added |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $44.8M | 492,559 | Added |
| 9 | AMERIPRISE FINANCIAL INC | $29.5M | 323,971 | Added |
| 10 | UBS Group AG | $24.5M | 269,011 | Added |
| 11 | Cambridge Investment Research Advisors, Inc. | $22.2M | 243,921 | Trimmed |
| 12 | Bank of New York Mellon Corp | $19.8M | 218,006 | Added |
| 13 | Beacon Pointe Advisors, LLC | $14.1M | 155,451 | Added |
| 14 | COLDSTREAM CAPITAL MANAGEMENT INC | $12.9M | 141,366 | Added |
| 15 | CAPTRUST FINANCIAL ADVISORS | $11.8M | 129,552 | Added |
| 16 | RVW Wealth, LLC | $11.7M | 128,235 | Trimmed |
| 17 | MISSION WEALTH MANAGEMENT, LP | $9.8M | 107,586 | Added |
| 18 | Cetera Investment Advisers | $9.2M | 100,723 | Trimmed |
| 19 | Impact Investors, Inc | $9.0M | 99,393 | Added |
| 20 | WELLS FARGO & COMPANY/MN | $8.9M | 98,371 | Added |
| 21 | Laurel Wealth Planning LLC | $7.9M | 87,058 | Added |
| 22 | HighTower Advisors, LLC | $7.6M | 83,317 | Trimmed |
| 23 | One Capital Management, LLC | $7.5M | 82,429 | Added |
| 24 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $7.1M | 77,429 | Trimmed |
| 25 | DeDora Capital, Inc. | $7.1M | 77,638 | Added |