| 1 | Rakuten Investment Management, Inc. | $2.25B | 83.2M | Added |
| 2 | SUMITOMO LIFE INSURANCE CO | $1.39B | 45.5M | Added |
| 3 | LPL Financial LLC | $947.1M | 30.9M | Trimmed |
| 4 | BANK OF AMERICA CORP /DE/ | $946.9M | 30.9M | Trimmed |
| 5 | MORGAN STANLEY | $808.0M | 26.3M | Added |
| 6 | Cetera Investment Advisers | $742.0M | 24.2M | Trimmed |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $531.1M | 17.3M | Added |
| 8 | RAYMOND JAMES FINANCIAL INC | $527.1M | 17.2M | Added |
| 9 | UBS Group AG | $449.0M | 14.6M | Added |
| 10 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $421.4M | 13.7M | Trimmed |
| 11 | Wealthspire Advisors, LLC | $408.4M | 13.3M | Trimmed |
| 12 | Wealthfront Advisers LLC | $392.9M | 12.8M | Trimmed |
| 13 | Cassaday & Co Wealth Management LLC | $293.6M | 9.6M | Added |
| 14 | OSAIC HOLDINGS, INC. | $293.1M | 9.6M | Added |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $289.8M | 9.4M | Trimmed |
| 16 | WELLS FARGO & COMPANY/MN | $285.3M | 9.3M | Trimmed |
| 17 | Royal Bank of Canada | $265.6M | 8.7M | Added |
| 18 | AMERIPRISE FINANCIAL INC | $242.2M | 7.9M | Trimmed |
| 19 | Mariner, LLC | $233.4M | 7.6M | Added |
| 20 | Keystone Financial Planning, Inc. | $207.5M | 6.8M | Added |
| 21 | Cambridge Investment Research Advisors, Inc. | $200.7M | 6.5M | Added |
| 22 | CIBC WORLD MARKET INC. | $188.9M | 6.2M | Trimmed |
| 23 | Avantax Planning Partners, Inc. | $169.0M | 5.5M | Trimmed |
| 24 | MML INVESTORS SERVICES, LLC | $164.7M | 5.4M | Trimmed |
| 25 | HHM Wealth Advisors, LLC | $158.2M | 5.2M | Added |