| 1 | EP Wealth Advisors, LLC | $640.4M | 7.2M | Added |
| 2 | MORGAN STANLEY | $616.0M | 7.0M | Added |
| 3 | BANK OF AMERICA CORP /DE/ | $291.6M | 3.3M | Trimmed |
| 4 | VANTAGEPOINT INVESTMENT ADVISERS LLC | $204.2M | 2.3M | Trimmed |
| 5 | JONES FINANCIAL COMPANIES LLLP | $139.4M | 1.6M | Added |
| 6 | WELLS FARGO & COMPANY/MN | $124.4M | 1.4M | Added |
| 7 | Bank of New York Mellon Corp | $90.9M | 1.0M | Trimmed |
| 8 | LPL Financial LLC | $89.6M | 1.0M | Trimmed |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $71.0M | 803,093 | Added |
| 10 | JANE STREET GROUP, LLC | $70.8M | 800,110 | Added |
| 11 | RAYMOND JAMES FINANCIAL INC | $69.9M | 789,822 | Added |
| 12 | Royal Bank of Canada | $60.8M | 687,632 | Added |
| 13 | UBS Group AG | $59.0M | 667,359 | Added |
| 14 | SCS Capital Management LLC | $56.9M | 642,938 | Trimmed |
| 15 | CAPTRUST FINANCIAL ADVISORS | $41.7M | 471,504 | Added |
| 16 | Cetera Investment Advisers | $40.9M | 462,280 | Added |
| 17 | American Financial Advisors, LLC | $40.1M | 453,226 | Trimmed |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $39.6M | 447,397 | Trimmed |
| 19 | Capital Advantage, Inc. | $38.5M | 435,687 | Added |
| 20 | AMERIPRISE FINANCIAL INC | $32.3M | 364,686 | Trimmed |
| 21 | Cresset Asset Management, LLC | $29.7M | 336,117 | Trimmed |
| 22 | Mariner, LLC | $27.7M | 312,779 | Added |
| 23 | Ackerman Capital Advisors, LLC | $27.5M | 310,912 | Trimmed |
| 24 | B & T Capital Management DBA Alpha Capital Management | $27.3M | 308,271 | Added |
| 25 | CHOREO, LLC | $27.1M | 306,211 | Added |