| 1 | BlackRock, Inc. | $1.31B | 25.1M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $734.5M | 14.0M | Trimmed |
| 3 | Dynasty Wealth Management, LLC | $686.8M | 13.1M | Added |
| 4 | JPMORGAN CHASE & CO | $675.4M | 12.9M | Trimmed |
| 5 | LPL Financial LLC | $631.8M | 12.1M | Trimmed |
| 6 | BANK OF AMERICA CORP /DE/ | $624.7M | 11.9M | Added |
| 7 | PNC Financial Services Group, Inc. | $505.4M | 9.7M | Added |
| 8 | MORGAN STANLEY | $486.3M | 9.3M | Trimmed |
| 9 | AMERIPRISE FINANCIAL INC | $391.3M | 7.5M | Trimmed |
| 10 | WELLS FARGO & COMPANY/MN | $344.5M | 6.6M | Added |
| 11 | Sequoia Financial Advisors, LLC | $321.0M | 6.1M | Added |
| 12 | Quotient Wealth Partners, LLC | $300.8M | 5.7M | Added |
| 13 | UBS Group AG | $243.5M | 4.7M | Trimmed |
| 14 | Cetera Investment Advisers | $212.8M | 4.1M | Trimmed |
| 15 | OpenArc Corporate Advisory, LLC | $170.6M | 3.3M | Added |
| 16 | SAGESPRING WEALTH PARTNERS, LLC | $165.4M | 3.2M | Added |
| 17 | Wharton Business Group, LLC | $160.6M | 3.1M | Added |
| 18 | Royal Bank of Canada | $141.7M | 2.7M | Added |
| 19 | Merit Financial Group, LLC | $138.8M | 2.7M | Added |
| 20 | JANE STREET GROUP, LLC | $123.3M | 2.4M | Trimmed |
| 21 | MML INVESTORS SERVICES, LLC | $122.3M | 2.3M | Trimmed |
| 22 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $115.6M | 2.2M | Added |
| 23 | JONES FINANCIAL COMPANIES LLLP | $107.5M | 2.1M | Added |
| 24 | RAYMOND JAMES FINANCIAL INC | $104.4M | 2.0M | Added |
| 25 | Integrated Wealth Concepts LLC | $85.3M | 1.6M | Added |