| 1 | AMERIPRISE FINANCIAL INC | $787.7M | 8.8M | Added |
| 2 | AMERICAN CENTURY COMPANIES INC | $547.6M | 6.1M | Added |
| 3 | LPL Financial LLC | $502.6M | 5.6M | Added |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $479.3M | 5.4M | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $468.2M | 5.2M | Added |
| 6 | MISSION WEALTH MANAGEMENT, LP | $459.3M | 5.1M | Added |
| 7 | BANK OF AMERICA CORP /DE/ | $392.3M | 4.4M | Added |
| 8 | MORGAN STANLEY | $391.4M | 4.4M | Added |
| 9 | Bank of New York Mellon Corp | $388.6M | 4.4M | Added |
| 10 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $370.0M | 4.1M | Added |
| 11 | PNC Financial Services Group, Inc. | $291.4M | 3.3M | Added |
| 12 | Rockwood Wealth Management, LLC | $282.4M | 3.2M | Added |
| 13 | VANTAGEPOINT INVESTMENT ADVISERS LLC | $260.4M | 2.9M | Added |
| 14 | WELLS FARGO & COMPANY/MN | $257.4M | 2.9M | Added |
| 15 | HighTower Advisors, LLC | $238.5M | 2.7M | Added |
| 16 | Corient Private Wealth LLC | $202.9M | 2.3M | Trimmed |
| 17 | MASECO LLP | $179.2M | 2.0M | Added |
| 18 | Advance Capital Management, Inc. | $165.4M | 1.9M | Added |
| 19 | RAYMOND JAMES FINANCIAL INC | $156.6M | 1.8M | Added |
| 20 | UBS Group AG | $154.1M | 1.7M | Added |
| 21 | HB Wealth Management, LLC | $151.0M | 1.7M | Added |
| 22 | Modern Wealth Management, LLC | $137.6M | 1.5M | Added |
| 23 | Annex Advisory Services, LLC | $134.2M | 1.5M | Trimmed |
| 24 | Gradient Investments LLC | $129.0M | 1.4M | Added |
| 25 | Oak Root LLC | $127.3M | 1.4M | Hold |