| 1 | FMR LLC | $1.20B | 24.9M | Trimmed |
| 2 | AMERIPRISE FINANCIAL INC | $382.7M | 7.9M | Added |
| 3 | LPL Financial LLC | $299.0M | 6.2M | Added |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $214.8M | 4.4M | Added |
| 5 | Prime Capital Investment Advisors, LLC | $139.6M | 2.9M | Trimmed |
| 6 | Cetera Investment Advisers | $133.4M | 2.8M | Added |
| 7 | RAYMOND JAMES FINANCIAL INC | $125.3M | 2.6M | Added |
| 8 | FIFTH THIRD BANCORP | $124.8M | 2.6M | Trimmed |
| 9 | WELLS FARGO & COMPANY/MN | $121.2M | 2.5M | Added |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $116.8M | 2.4M | Added |
| 11 | MORGAN STANLEY | $99.5M | 2.1M | Added |
| 12 | JPMORGAN CHASE & CO | $89.8M | 1.9M | Added |
| 13 | Dynasty Wealth Management, LLC | $87.2M | 1.8M | Trimmed |
| 14 | OSAIC HOLDINGS, INC. | $84.5M | 1.7M | Added |
| 15 | Quotient Wealth Partners, LLC | $84.1M | 1.7M | Trimmed |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $72.5M | 1.5M | Added |
| 17 | VANTAGEPOINT INVESTMENT ADVISERS LLC | $67.8M | 1.4M | Hold |
| 18 | BANK OF AMERICA CORP /DE/ | $64.3M | 1.3M | Added |
| 19 | Royal Bank of Canada | $60.2M | 1.2M | Added |
| 20 | MML INVESTORS SERVICES, LLC | $57.7M | 1.2M | Added |
| 21 | Calamos Wealth Management LLC | $51.3M | 1.1M | Added |
| 22 | Waverly Advisors, LLC | $45.7M | 947,267 | New |
| 23 | Capital Analysts, LLC | $41.1M | 851,673 | Added |
| 24 | Kestra Advisory Services, LLC | $38.2M | 790,289 | Added |
| 25 | Focus Financial Network, Inc. | $37.3M | 771,548 | Added |