| 1 | Invesco Ltd. | $1.20B | 10.5M | Added |
| 2 | LPL Financial LLC | $758.2M | 6.6M | Added |
| 3 | AMERIPRISE FINANCIAL INC | $454.3M | 4.0M | Added |
| 4 | MORGAN STANLEY | $377.9M | 3.3M | Added |
| 5 | BANK OF AMERICA CORP /DE/ | $252.2M | 2.2M | Added |
| 6 | VANTAGEPOINT INVESTMENT ADVISERS LLC | $248.3M | 2.2M | Trimmed |
| 7 | Bank of New York Mellon Corp | $194.3M | 1.7M | Added |
| 8 | Fusion Family Wealth LLC | $192.7M | 1.7M | Added |
| 9 | Allworth Financial LP | $143.6M | 1.2M | Trimmed |
| 10 | OSAIC HOLDINGS, INC. | $138.2M | 1.2M | Added |
| 11 | Cetera Investment Advisers | $125.4M | 1.1M | Added |
| 12 | RAYMOND JAMES FINANCIAL INC | $116.0M | 1.0M | Added |
| 13 | JONES FINANCIAL COMPANIES LLLP | $111.5M | 988,544 | Added |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $92.7M | 806,482 | Added |
| 15 | WELLS FARGO & COMPANY/MN | $90.3M | 785,747 | Added |
| 16 | Capital Analysts, LLC | $80.0M | 695,950 | Added |
| 17 | Kozak & Associates, Inc. | $70.0M | 586,597 | Added |
| 18 | Equitable Holdings, Inc. | $61.0M | 532,466 | Added |
| 19 | UBS Group AG | $60.6M | 527,361 | Trimmed |
| 20 | Kestra Advisory Services, LLC | $53.8M | 468,418 | Added |
| 21 | Cerity Partners LLC | $44.3M | 385,638 | Added |
| 22 | Klingman & Associates, LLC | $37.8M | 329,029 | Added |
| 23 | Stewardship Advisors, LLC | $36.6M | 318,852 | Added |
| 24 | ENVESTNET ASSET MANAGEMENT INC | $34.2M | 297,540 | Added |
| 25 | Private Advisor Group, LLC | $33.7M | 293,576 | Added |