| 1 | ASSETMARK, INC | $2.59B | 15.8M | Added |
| 2 | BANK OF AMERICA CORP /DE/ | $764.3M | 4.7M | Added |
| 3 | MORGAN STANLEY | $526.5M | 3.2M | Added |
| 4 | AMERIPRISE FINANCIAL INC | $402.3M | 2.5M | Added |
| 5 | UBS Group AG | $292.7M | 1.8M | Added |
| 6 | Merit Financial Group, LLC | $270.1M | 1.7M | Added |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $202.3M | 1.2M | Trimmed |
| 8 | LPL Financial LLC | $189.3M | 1.2M | Added |
| 9 | PNC Financial Services Group, Inc. | $180.8M | 1.1M | Trimmed |
| 10 | WELLS FARGO & COMPANY/MN | $162.4M | 993,873 | Trimmed |
| 11 | HighTower Advisors, LLC | $143.4M | 877,045 | Added |
| 12 | OSAIC HOLDINGS, INC. | $129.0M | 789,084 | Added |
| 13 | Black Diamond Financial, LLC | $123.8M | 757,229 | Added |
| 14 | RAYMOND JAMES FINANCIAL INC | $123.1M | 753,203 | Trimmed |
| 15 | VANTAGEPOINT INVESTMENT ADVISERS LLC | $119.8M | 733,157 | Hold |
| 16 | Royal Bank of Canada | $117.7M | 720,076 | Trimmed |
| 17 | JPMORGAN CHASE & CO | $111.9M | 683,600 | Added |
| 18 | Sequoia Financial Advisors, LLC | $86.9M | 531,727 | Trimmed |
| 19 | Rockefeller Capital Management L.P. | $79.5M | 486,183 | Added |
| 20 | Strategic Investment Advisors / MI | $72.4M | 442,676 | Added |
| 21 | Kestra Advisory Services, LLC | $65.9M | 403,118 | Added |
| 22 | Cambridge Investment Research Advisors, Inc. | $63.5M | 388,720 | Added |
| 23 | Baird Financial Group, Inc. | $63.3M | 387,221 | Added |
| 24 | Prosperity Consulting Group, LLC | $63.2M | 386,443 | Added |
| 25 | STIFEL FINANCIAL CORP | $62.7M | 383,716 | Added |