| 1 | MORGAN STANLEY | $2.94B | 20.1M | Added |
| 2 | BANK OF AMERICA CORP /DE/ | $1.02B | 7.0M | Trimmed |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $858.9M | 5.9M | Added |
| 4 | WELLS FARGO & COMPANY/MN | $781.1M | 5.3M | Added |
| 5 | First Command Advisory Services, Inc. | $577.1M | 3.9M | Trimmed |
| 6 | LPL Financial LLC | $399.1M | 2.7M | Added |
| 7 | UBS Group AG | $398.0M | 2.7M | Trimmed |
| 8 | AMERIPRISE FINANCIAL INC | $373.5M | 2.5M | Trimmed |
| 9 | PNC Financial Services Group, Inc. | $354.9M | 2.4M | Trimmed |
| 10 | Cassaday & Co Wealth Management LLC | $328.4M | 2.2M | Added |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $324.8M | 2.2M | Trimmed |
| 12 | VANTAGEPOINT INVESTMENT ADVISERS LLC | $308.0M | 2.1M | Hold |
| 13 | JONES FINANCIAL COMPANIES LLLP | $282.9M | 2.0M | Trimmed |
| 14 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $274.8M | 1.9M | Trimmed |
| 15 | COMMERCE BANK | $223.1M | 1.5M | Trimmed |
| 16 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $217.6M | 1.5M | Added |
| 17 | US BANCORP \DE\ | $198.2M | 1.4M | Trimmed |
| 18 | Envestnet Portfolio Solutions, Inc. | $198.0M | 1.4M | Trimmed |
| 19 | Plante Moran Financial Advisors, LLC | $193.9M | 1.3M | Added |
| 20 | OSAIC HOLDINGS, INC. | $186.1M | 1.3M | Added |
| 21 | FIRST CITIZENS BANK & TRUST CO | $182.0M | 1.2M | Trimmed |
| 22 | Cullen/Frost Bankers, Inc. | $173.9M | 1.2M | Trimmed |
| 23 | FMR LLC | $166.6M | 1.1M | Trimmed |
| 24 | RAYMOND JAMES FINANCIAL INC | $145.9M | 996,753 | Trimmed |
| 25 | Royal Bank of Canada | $134.5M | 918,632 | Added |