| 1 | BANK OF AMERICA CORP /DE/ | $907.0M | 7.7M | Trimmed |
| 2 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $285.9M | 2.4M | Trimmed |
| 3 | LPL Financial LLC | $130.1M | 1.1M | Trimmed |
| 4 | JPMORGAN CHASE & CO | $114.4M | 991,582 | Added |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $81.4M | 695,633 | Added |
| 6 | MORGAN STANLEY | $66.6M | 569,147 | Added |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $60.5M | 516,567 | Added |
| 8 | AMERIPRISE FINANCIAL INC | $37.0M | 316,213 | Trimmed |
| 9 | UBS Group AG | $32.5M | 277,316 | Added |
| 10 | Cambridge Investment Research Advisors, Inc. | $28.0M | 239,522 | Trimmed |
| 11 | Bank of New York Mellon Corp | $27.8M | 237,347 | Added |
| 12 | Beacon Pointe Advisors, LLC | $20.7M | 176,794 | Added |
| 13 | GOLDMAN SACHS GROUP INC | $16.8M | 143,889 | Added |
| 14 | RVW Wealth, LLC | $15.5M | 132,672 | Added |
| 15 | CAPTRUST FINANCIAL ADVISORS | $14.8M | 126,692 | Trimmed |
| 16 | MISSION WEALTH MANAGEMENT, LP | $14.6M | 124,436 | Added |
| 17 | Cetera Investment Advisers | $13.4M | 114,889 | Added |
| 18 | WIN ADVISORS, INC | $11.6M | 99,015 | New |
| 19 | Impact Investors, Inc | $10.8M | 92,455 | Trimmed |
| 20 | EP Wealth Advisors, LLC | $10.6M | 90,616 | Added |
| 21 | Laurel Wealth Planning LLC | $10.1M | 86,349 | Trimmed |
| 22 | COLDSTREAM CAPITAL MANAGEMENT INC | $10.0M | 85,481 | Trimmed |
| 23 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $9.6M | 82,840 | Added |
| 24 | MERCER GLOBAL ADVISORS INC /ADV | $9.4M | 80,355 | Added |
| 25 | DeDora Capital, Inc. | $9.4M | 80,070 | Added |