| 1 | LPL Financial LLC | $761.5M | 6.8M | Added |
| 2 | CWM, LLC | $402.7M | 3.6M | Added |
| 3 | BANK OF AMERICA CORP /DE/ | $359.8M | 3.2M | Trimmed |
| 4 | MORGAN STANLEY | $350.7M | 3.1M | Added |
| 5 | VANTAGEPOINT INVESTMENT ADVISERS LLC | $270.5M | 2.4M | Trimmed |
| 6 | RAYMOND JAMES FINANCIAL INC | $175.5M | 1.6M | Trimmed |
| 7 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $173.4M | 1.5M | Added |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $151.5M | 1.4M | Added |
| 9 | JPMORGAN CHASE & CO | $147.2M | 1.4M | Added |
| 10 | WELLS FARGO & COMPANY/MN | $137.3M | 1.2M | Added |
| 11 | Cambridge Investment Research Advisors, Inc. | $119.3M | 1.1M | Added |
| 12 | Cetera Investment Advisers | $114.3M | 1.0M | Trimmed |
| 13 | OSAIC HOLDINGS, INC. | $91.4M | 815,004 | Trimmed |
| 14 | Alpine Bank Wealth Management | $88.8M | 791,714 | Trimmed |
| 15 | Equitable Holdings, Inc. | $84.5M | 711,104 | Added |
| 16 | PLANNING ALTERNATIVES LTD /ADV | $83.5M | 744,409 | Added |
| 17 | Redwood Investment Management, LLC | $73.6M | 656,268 | Added |
| 18 | MONEY CONCEPTS CAPITAL CORP | $69.5M | 619,748 | Trimmed |
| 19 | Thrivent Financial for Lutherans | $65.7M | 586,058 | Added |
| 20 | Private Advisor Group, LLC | $63.1M | 562,480 | Added |
| 21 | MML INVESTORS SERVICES, LLC | $54.1M | 482,823 | Trimmed |
| 22 | JONES FINANCIAL COMPANIES LLLP | $50.9M | 461,741 | Added |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | $42.4M | 377,857 | Trimmed |
| 24 | Family Investment Center, Inc. | $40.3M | 359,290 | Trimmed |
| 25 | Perfromance Wealth Partners, LLC | $39.7M | 354,176 | Added |