| 1 | LPL Financial LLC | $459.1M | 4.4M | Trimmed |
| 2 | MORGAN STANLEY | $249.8M | 2.4M | Added |
| 3 | Cetera Investment Advisers | $145.0M | 1.4M | Added |
| 4 | VANTAGEPOINT INVESTMENT ADVISERS LLC | $132.4M | 1.3M | Trimmed |
| 5 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $124.3M | 1.2M | Added |
| 6 | AMERIPRISE FINANCIAL INC | $121.0M | 1.2M | Trimmed |
| 7 | JONES FINANCIAL COMPANIES LLLP | $98.3M | 976,956 | Added |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $97.7M | 945,078 | Trimmed |
| 9 | RAYMOND JAMES FINANCIAL INC | $92.5M | 895,324 | Trimmed |
| 10 | WELLS FARGO & COMPANY/MN | $74.2M | 717,372 | Added |
| 11 | BANK OF AMERICA CORP /DE/ | $67.9M | 657,026 | Added |
| 12 | TruWealth Advisors, LLC | $50.8M | 491,754 | Added |
| 13 | Focus Partners Wealth | $45.6M | 440,978 | Trimmed |
| 14 | OSAIC HOLDINGS, INC. | $38.5M | 371,874 | Trimmed |
| 15 | STRAIGHTLINE GROUP LLC | $37.6M | 363,959 | Added |
| 16 | Focus Financial Network, Inc. | $35.5M | 343,103 | Added |
| 17 | EQUITABLE TRUST CO | $34.4M | 332,378 | Added |
| 18 | Cambridge Investment Research Advisors, Inc. | $33.9M | 327,742 | Trimmed |
| 19 | UMB BANK N A/MO | $32.7M | 316,551 | Added |
| 20 | Crestwood Advisors Group, LLC | $30.6M | 296,013 | Added |
| 21 | Capital Planning Advisors, LLC | $29.1M | 281,267 | Added |
| 22 | ENVESTNET ASSET MANAGEMENT INC | $28.2M | 272,415 | Trimmed |
| 23 | Atlantic Union Bankshares Corp | $26.9M | 259,763 | Added |
| 24 | HighTower Advisors, LLC | $25.5M | 246,607 | Trimmed |
| 25 | Private Advisor Group, LLC | $25.5M | 246,575 | Added |