| 1 | GOLDMAN SACHS GROUP INC | $1.11B | 20.3M | Trimmed |
| 2 | AMERIPRISE FINANCIAL INC | $805.9M | 14.7M | Added |
| 3 | MORGAN STANLEY | $416.7M | 7.6M | Added |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $412.9M | 7.6M | Trimmed |
| 5 | BANK OF AMERICA CORP /DE/ | $350.8M | 6.4M | Added |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $225.0M | 4.1M | Trimmed |
| 7 | LPL Financial LLC | $202.2M | 3.7M | Trimmed |
| 8 | WELLS FARGO & COMPANY/MN | $187.8M | 3.4M | Added |
| 9 | Corient Private Wealth LLC | $161.2M | 2.9M | Trimmed |
| 10 | RAYMOND JAMES FINANCIAL INC | $140.0M | 2.6M | Trimmed |
| 11 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $119.6M | 2.2M | Trimmed |
| 12 | Cetera Investment Advisers | $94.1M | 1.7M | Trimmed |
| 13 | MOSAIC FAMILY WEALTH PARTNERS, LLC | $84.6M | 1.5M | Added |
| 14 | RAINEY & RANDALL WEALTH ADVISORS INC. | $83.9M | 1.5M | Added |
| 15 | Bleakley Financial Group, LLC | $82.8M | 1.5M | Added |
| 16 | UBS Group AG | $74.2M | 1.4M | Added |
| 17 | Royal Bank of Canada | $64.3M | 1.2M | Trimmed |
| 18 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $64.0M | 1.2M | Added |
| 19 | BANK OF MONTREAL /CAN/ | $63.2M | 1.2M | Trimmed |
| 20 | OSAIC HOLDINGS, INC. | $56.8M | 1.0M | Added |
| 21 | Cambridge Investment Research Advisors, Inc. | $56.0M | 1.0M | Added |
| 22 | Beacon Pointe Advisors, LLC | $54.6M | 999,862 | Added |
| 23 | FIFTH THIRD BANCORP | $48.7M | 891,377 | Trimmed |
| 24 | HSBC HOLDINGS PLC | $45.7M | 835,649 | Trimmed |
| 25 | Wealthcare Advisory Partners LLC | $44.6M | 816,607 | Added |