| 1 | AMERICAN CENTURY COMPANIES INC | $286.2M | 3.7M | Added |
| 2 | BANK OF AMERICA CORP /DE/ | $67.1M | 866,184 | New |
| 3 | IAG Wealth Partners, LLC | $52.1M | 673,117 | Added |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $46.2M | 596,315 | Added |
| 5 | ATWOOD & PALMER INC | $39.3M | 508,168 | Added |
| 6 | JONES FINANCIAL COMPANIES LLLP | $35.5M | 460,582 | Added |
| 7 | Savant Capital, LLC | $29.1M | 376,206 | Trimmed |
| 8 | LPL Financial LLC | $27.4M | 354,320 | Added |
| 9 | Allegiance Financial Group Advisory Services LLC | $25.4M | 328,121 | Added |
| 10 | B&D White Capital Company, LLC | $23.7M | 305,866 | Trimmed |
| 11 | Linscomb Wealth, Inc. | $23.0M | 297,218 | Added |
| 12 | FAS Wealth Partners, Inc. | $18.6M | 240,133 | Trimmed |
| 13 | Global Strategic Investment Solutions, LLC | $18.5M | 239,004 | Added |
| 14 | Foundry Financial Group, Inc. | $17.2M | 222,193 | Added |
| 15 | WEBSTERROGERS FINANCIAL ADVISORS, LLC | $16.4M | 211,302 | Added |
| 16 | Clear Creek Financial Management, LLC | $15.2M | 196,767 | New |
| 17 | MERCER GLOBAL ADVISORS INC /ADV | $13.4M | 173,160 | Added |
| 18 | Focus Partners Advisor Solutions, LLC | $13.4M | 172,534 | Added |
| 19 | Austin Wealth Management, LLC | $13.0M | 165,301 | Added |
| 20 | Symmetry Partners, LLC | $12.2M | 156,991 | Added |
| 21 | FINANCIAL MANAGEMENT NETWORK INC | $12.0M | 152,645 | Added |
| 22 | Northland Capital Management LLC | $9.8M | 125,979 | Added |
| 23 | NWAM LLC | $9.7M | 125,722 | Added |
| 24 | Wright Wealth LLC | $9.7M | 124,968 | Added |
| 25 | Golden Bell Financial Planning LLC | $9.3M | 120,237 | Added |