| 1 | MORGAN STANLEY | $602.6M | 4.2M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $248.0M | 1.7M | Trimmed |
| 3 | BANK OF AMERICA CORP /DE/ | $200.1M | 1.4M | Trimmed |
| 4 | LPL Financial LLC | $175.0M | 1.2M | Trimmed |
| 5 | Bank of New York Mellon Corp | $169.9M | 1.2M | Trimmed |
| 6 | JPMORGAN CHASE & CO | $163.1M | 1.2M | Trimmed |
| 7 | AMERIPRISE FINANCIAL INC | $117.1M | 797,286 | Trimmed |
| 8 | IMA Advisory Services, Inc. | $63.0M | 444,726 | Added |
| 9 | UBS Group AG | $58.0M | 407,533 | Trimmed |
| 10 | Betterment LLC | $48.1M | 337,922 | Trimmed |
| 11 | Mariner, LLC | $47.8M | 335,917 | Added |
| 12 | US BANCORP \DE\ | $45.9M | 322,658 | Trimmed |
| 13 | Envestnet Portfolio Solutions, Inc. | $45.4M | 318,940 | Trimmed |
| 14 | Rockefeller Capital Management L.P. | $43.0M | 302,319 | Added |
| 15 | GOLDMAN SACHS GROUP INC | $42.6M | 298,963 | Added |
| 16 | SEI INVESTMENTS CO | $39.9M | 280,073 | Trimmed |
| 17 | NORTHSTAR ASSET MANAGEMENT INC | $39.9M | 279,901 | Added |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $32.4M | 227,210 | Trimmed |
| 19 | Global Retirement Partners, LLC | $31.5M | 221,547 | Trimmed |
| 20 | WELLS FARGO & COMPANY/MN | $30.6M | 214,635 | Trimmed |
| 21 | Creative Planning | $30.0M | 210,927 | Trimmed |
| 22 | Cetera Investment Advisers | $29.2M | 204,758 | Added |
| 23 | CAPTRUST FINANCIAL ADVISORS | $25.3M | 177,439 | Added |
| 24 | RAYMOND JAMES FINANCIAL INC | $25.2M | 176,795 | Added |
| 25 | OSAIC HOLDINGS, INC. | $24.8M | 174,483 | Added |