| 1 | JPMORGAN CHASE & CO | $4.65B | 56.6M | Trimmed |
| 2 | LPL Financial LLC | $550.0M | 6.7M | Added |
| 3 | FMR LLC | $307.3M | 3.7M | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $264.7M | 3.2M | Added |
| 5 | EASTERN BANK | $189.2M | 2.3M | Added |
| 6 | MML INVESTORS SERVICES, LLC | $165.0M | 2.0M | Added |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $155.9M | 1.9M | Added |
| 8 | RAYMOND JAMES FINANCIAL INC | $152.5M | 1.8M | Added |
| 9 | FACTORY MUTUAL INSURANCE CO | $137.9M | 1.7M | Hold |
| 10 | Dynasty Wealth Management, LLC | $132.5M | 1.6M | Added |
| 11 | Janney Montgomery Scott LLC | $129.9M | 1.6M | Added |
| 12 | Lido Advisors, LLC | $127.5M | 1.5M | Added |
| 13 | ASSETMARK, INC | $115.0M | 1.4M | Trimmed |
| 14 | Cetera Investment Advisers | $109.2M | 1.3M | Added |
| 15 | Bogart Wealth, LLC | $103.0M | 1.2M | Added |
| 16 | Vestmark Advisory Solutions, Inc. | $100.3M | 1.2M | Trimmed |
| 17 | SAGESPRING WEALTH PARTNERS, LLC | $99.5M | 1.2M | Added |
| 18 | Invesco Ltd. | $75.7M | 918,000 | Hold |
| 19 | Conservest Capital Advisors, Inc. | $75.5M | 915,678 | Trimmed |
| 20 | Hughes Financial Services, LLC | $74.8M | 907,369 | Added |
| 21 | OSAIC HOLDINGS, INC. | $70.9M | 860,002 | Added |
| 22 | GREAT VALLEY ADVISOR GROUP, INC. | $69.5M | 842,940 | Added |
| 23 | Richard P Slaughter Associates Inc | $65.3M | 791,687 | Added |
| 24 | New England Professional Planning Group Inc. | $62.8M | 761,909 | Trimmed |
| 25 | Private Advisor Group, LLC | $61.8M | 748,700 | Trimmed |