| 1 | PRICE T ROWE ASSOCIATES INC /MD/ | $1.07B | 26.0M | Added |
| 2 | LPL Financial LLC | $731.7M | 17.8M | Added |
| 3 | RAYMOND JAMES FINANCIAL INC | $257.4M | 6.3M | Added |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $217.5M | 5.3M | Added |
| 5 | MORGAN STANLEY | $179.8M | 4.4M | Added |
| 6 | OSAIC HOLDINGS, INC. | $160.8M | 3.9M | Added |
| 7 | WELLS FARGO & COMPANY/MN | $136.3M | 3.3M | Trimmed |
| 8 | Royal Bank of Canada | $108.2M | 2.6M | Added |
| 9 | Baird Financial Group, Inc. | $94.5M | 2.3M | Trimmed |
| 10 | Voya Investment Management LLC | $90.9M | 2.2M | Trimmed |
| 11 | Cambridge Investment Research Advisors, Inc. | $88.2M | 2.1M | Added |
| 12 | JONES FINANCIAL COMPANIES LLLP | $86.9M | 2.1M | Added |
| 13 | BANK OF AMERICA CORP /DE/ | $83.4M | 2.0M | Added |
| 14 | CPC Advisors, LLC | $74.6M | 1.8M | Trimmed |
| 15 | STIFEL FINANCIAL CORP | $72.3M | 1.8M | Added |
| 16 | Bank of New York Mellon Corp | $69.4M | 1.7M | Added |
| 17 | Cetera Investment Advisers | $66.7M | 1.6M | Added |
| 18 | Mesirow Financial Investment Management, Inc. | $64.8M | 1.6M | Added |
| 19 | Creative Planning | $64.6M | 1.6M | Trimmed |
| 20 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $51.7M | 1.2M | Trimmed |
| 21 | GREAT VALLEY ADVISOR GROUP, INC. | $51.5M | 1.3M | Added |
| 22 | AMERIPRISE FINANCIAL INC | $46.7M | 865,145 | Trimmed |
| 23 | LEVEL FOUR ADVISORY SERVICES, LLC | $45.8M | 1.1M | Trimmed |
| 24 | Evergreen Wealth Solutions, LLC | $45.8M | 1.1M | Trimmed |
| 25 | UBS Group AG | $39.1M | 950,353 | Trimmed |