| 1 | JPMORGAN CHASE & CO | $4.97B | 98.3M | Trimmed |
| 2 | MORGAN STANLEY | $3.21B | 63.4M | Added |
| 3 | LPL Financial LLC | $1.01B | 20.0M | Added |
| 4 | BANK OF AMERICA CORP /DE/ | $916.8M | 18.1M | Added |
| 5 | Betterment LLC | $695.8M | 13.8M | Added |
| 6 | FMR LLC | $646.9M | 12.8M | Added |
| 7 | Sixth Street Partners Management Company, L.P. | $607.1M | 12.0M | New |
| 8 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $607.1M | 12.0M | Added |
| 9 | WELLS FARGO & COMPANY/MN | $598.5M | 11.8M | Trimmed |
| 10 | HB Wealth Management, LLC | $506.5M | 10.1M | Added |
| 11 | UBS Group AG | $499.7M | 9.9M | Trimmed |
| 12 | RAYMOND JAMES FINANCIAL INC | $309.0M | 6.1M | Trimmed |
| 13 | Temasek Holdings (Private) Ltd | $299.3M | 5.9M | Hold |
| 14 | Cerity Partners LLC | $275.5M | 5.4M | Added |
| 15 | Royal Bank of Canada | $267.6M | 5.3M | Trimmed |
| 16 | FOSTER DYKEMA CABOT & PARTNERS, LLC | $244.3M | 4.8M | Added |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $216.9M | 4.3M | Trimmed |
| 18 | Cetera Investment Advisers | $206.9M | 4.1M | Added |
| 19 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $195.7M | 3.9M | Added |
| 20 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $184.5M | 3.6M | Added |
| 21 | AMERIPRISE FINANCIAL INC | $143.6M | 2.8M | Added |
| 22 | OSAIC HOLDINGS, INC. | $137.3M | 2.7M | Added |
| 23 | Kensington Asset Management, LLC | $136.6M | 2.7M | Added |
| 24 | JONES FINANCIAL COMPANIES LLLP | $134.9M | 2.7M | Added |
| 25 | ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | $124.2M | 2.5M | Trimmed |