| 1 | BANK OF AMERICA CORP /DE/ | $796.8M | 17.0M | Added |
| 2 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $174.7M | 3.7M | Trimmed |
| 3 | LPL Financial LLC | $113.1M | 2.4M | Added |
| 4 | AMERIPRISE FINANCIAL INC | $73.5M | 1.6M | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $63.8M | 1.4M | Added |
| 6 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $49.6M | 1.1M | Added |
| 7 | Willis Johnson & Associates, Inc. | $46.7M | 993,572 | Added |
| 8 | TIAA Wealth Investment Management LLC | $41.9M | 892,083 | Trimmed |
| 9 | WELLS FARGO & COMPANY/MN | $40.5M | 862,113 | Added |
| 10 | FMR LLC | $34.5M | 734,240 | Trimmed |
| 11 | OneDigital Investment Advisors LLC | $28.2M | 600,420 | Added |
| 12 | MORGAN STANLEY | $26.3M | 560,723 | Trimmed |
| 13 | CX Institutional | $25.1M | 533,148 | Trimmed |
| 14 | JPMORGAN CHASE & CO | $23.5M | 499,334 | Added |
| 15 | MATHER GROUP, LLC. | $21.2M | 450,660 | Added |
| 16 | UMB BANK N A/MO | $20.8M | 443,181 | Trimmed |
| 17 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $19.6M | 418,825 | Added |
| 18 | DAVIDSON INVESTMENT ADVISORS | $19.3M | 410,872 | Added |
| 19 | STIFEL FINANCIAL CORP | $17.7M | 377,439 | Added |
| 20 | Cetera Investment Advisers | $15.4M | 328,395 | Added |
| 21 | GOLDMAN SACHS GROUP INC | $14.9M | 316,834 | Added |
| 22 | HighTower Advisors, LLC | $14.8M | 314,727 | Trimmed |
| 23 | Avidian Wealth Enterprises, LLC | $14.3M | 304,032 | Added |
| 24 | UBS Group AG | $13.1M | 278,953 | Trimmed |
| 25 | FOCUS Wealth Advisors, LLC | $8.7M | 184,357 | Added |