| 1 | MORGAN STANLEY | $2.75B | 48.7M | Added |
| 2 | BANK OF AMERICA CORP /DE/ | $1.68B | 29.7M | Trimmed |
| 3 | WELLS FARGO & COMPANY/MN | $977.4M | 17.3M | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $638.9M | 11.3M | Added |
| 5 | LPL Financial LLC | $585.3M | 10.4M | Added |
| 6 | RAYMOND JAMES FINANCIAL INC | $495.6M | 8.8M | Added |
| 7 | Royal Bank of Canada | $452.9M | 8.0M | Trimmed |
| 8 | Cetera Investment Advisers | $390.3M | 6.9M | Added |
| 9 | UBS Group AG | $369.0M | 6.5M | Trimmed |
| 10 | JPMORGAN CHASE & CO | $329.5M | 5.8M | Trimmed |
| 11 | OSAIC HOLDINGS, INC. | $327.3M | 5.8M | Added |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $221.0M | 3.9M | Trimmed |
| 13 | RiverFront Investment Group, LLC | $199.1M | 3.5M | Trimmed |
| 14 | JONES FINANCIAL COMPANIES LLLP | $192.7M | 3.4M | Added |
| 15 | MML INVESTORS SERVICES, LLC | $187.5M | 3.3M | Added |
| 16 | CIBC Bancorp USA Inc. | $165.2M | 2.9M | Trimmed |
| 17 | Confluence Wealth Services, Inc. | $159.2M | 2.8M | Added |
| 18 | STIFEL FINANCIAL CORP | $156.8M | 2.8M | Trimmed |
| 19 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $151.0M | 2.7M | Added |
| 20 | Equitable Holdings, Inc. | $142.4M | 2.5M | Added |
| 21 | Janney Montgomery Scott LLC | $132.7M | 2.3M | Trimmed |
| 22 | Bank of New York Mellon Corp | $131.0M | 2.3M | Added |
| 23 | HighTower Advisors, LLC | $123.8M | 2.2M | Trimmed |
| 24 | Cornerstone Advisory, LLC | $117.4M | 2.1M | Added |
| 25 | PNC Financial Services Group, Inc. | $115.2M | 2.0M | Added |