| 1 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1.69B | 66.3M | Added |
| 2 | BANK OF AMERICA CORP /DE/ | $559.5M | 22.0M | Added |
| 3 | JONES FINANCIAL COMPANIES LLLP | $75.4M | 3.0M | Added |
| 4 | Avidian Wealth Enterprises, LLC | $38.2M | 1.5M | Trimmed |
| 5 | Charles Schwab Trust Co | $24.2M | 949,511 | Added |
| 6 | JANE STREET GROUP, LLC | $22.1M | 868,526 | New |
| 7 | Pallas Capital Advisors LLC | $21.5M | 845,235 | Trimmed |
| 8 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $19.9M | 779,851 | Added |
| 9 | Creative Planning | $19.1M | 748,838 | Added |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $18.5M | 726,386 | Added |
| 11 | Fort Point Capital Partners LLC | $17.9M | 703,844 | Trimmed |
| 12 | Wedmont Private Capital | $12.7M | 494,149 | Added |
| 13 | OLD MISSION CAPITAL LLC | $10.1M | 396,938 | New |
| 14 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $8.4M | 328,202 | Trimmed |
| 15 | Quantinno Capital Management LP | $7.7M | 300,660 | Added |
| 16 | MML INVESTORS SERVICES, LLC | $7.2M | 281,415 | Added |
| 17 | CGN Advisors LLC | $6.9M | 272,356 | Trimmed |
| 18 | RWA WEALTH PARTNERS, LLC | $6.1M | 240,465 | Trimmed |
| 19 | SMITH, MOORE & CO. | $6.0M | 234,570 | Added |
| 20 | Perigon Wealth Management, LLC | $5.4M | 211,797 | Added |
| 21 | NATIXIS ADVISORS, LLC | $4.9M | 192,557 | Added |
| 22 | Beaird Harris Wealth Management, LLC | $4.9M | 192,462 | Trimmed |
| 23 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $4.6M | 178,654 | New |
| 24 | MYECFO, LLC | $4.5M | 176,180 | Added |
| 25 | Waverly Advisors, LLC | $3.7M | 144,146 | Added |