| 1 | SUMITOMO LIFE INSURANCE CO | $1.89B | 59.6M | Added |
| 2 | Rakuten Investment Management, Inc. | $1.51B | 47.1M | Trimmed |
| 3 | BANK OF AMERICA CORP /DE/ | $1.14B | 36.0M | Added |
| 4 | LPL Financial LLC | $1.06B | 33.5M | Added |
| 5 | MORGAN STANLEY | $884.2M | 27.9M | Added |
| 6 | Cetera Investment Advisers | $808.2M | 25.5M | Added |
| 7 | RAYMOND JAMES FINANCIAL INC | $572.9M | 18.1M | Added |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $560.2M | 17.7M | Added |
| 9 | UBS Group AG | $452.6M | 14.3M | Trimmed |
| 10 | Wealthspire Advisors, LLC | $430.4M | 13.6M | Added |
| 11 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $424.9M | 13.4M | Trimmed |
| 12 | Wealthfront Advisers LLC | $400.2M | 12.6M | Trimmed |
| 13 | Royal Bank of Canada | $349.1M | 11.0M | Added |
| 14 | OSAIC HOLDINGS, INC. | $344.7M | 10.9M | Added |
| 15 | WELLS FARGO & COMPANY/MN | $323.1M | 10.2M | Added |
| 16 | Cassaday & Co Wealth Management LLC | $314.5M | 9.9M | Added |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $304.6M | 9.6M | Added |
| 18 | AMERIPRISE FINANCIAL INC | $259.7M | 8.2M | Added |
| 19 | Mariner, LLC | $221.1M | 7.0M | Trimmed |
| 20 | MML INVESTORS SERVICES, LLC | $214.0M | 6.8M | Added |
| 21 | Cambridge Investment Research Advisors, Inc. | $210.8M | 6.6M | Added |
| 22 | Keystone Financial Planning, Inc. | $198.2M | 6.3M | Trimmed |
| 23 | CIBC WORLD MARKET INC. | $197.7M | 6.2M | Added |
| 24 | Avantax Planning Partners, Inc. | $171.0M | 5.4M | Trimmed |
| 25 | HHM Wealth Advisors, LLC | $168.5M | 5.3M | Added |