| 1 | PRINCIPAL FINANCIAL GROUP INC | $2.39B | 32.3M | Added |
| 2 | PRINCIPAL SECURITIES, INC. | $357.6M | 4.8M | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $339.2M | 4.6M | Added |
| 4 | LPL Financial LLC | $79.3M | 1.1M | Trimmed |
| 5 | WELLS FARGO & COMPANY/MN | $76.2M | 1.0M | Added |
| 6 | MORGAN STANLEY | $51.3M | 691,776 | Added |
| 7 | RAYMOND JAMES FINANCIAL INC | $47.1M | 635,412 | Added |
| 8 | Integrated Wealth Concepts LLC | $35.0M | 472,316 | Added |
| 9 | Oasis Advisors, LLC | $20.1M | 270,674 | Trimmed |
| 10 | Segment Wealth Management, LLC | $19.8M | 267,031 | Added |
| 11 | Symphony Financial Services, Inc. | $18.5M | 249,857 | Added |
| 12 | Golden State Wealth Management, LLC | $15.8M | 213,613 | Added |
| 13 | OSAIC HOLDINGS, INC. | $15.6M | 210,429 | Added |
| 14 | NewEdge Advisors, LLC | $14.8M | 199,956 | Trimmed |
| 15 | MERCER GLOBAL ADVISORS INC /ADV | $13.8M | 185,788 | Trimmed |
| 16 | EP Wealth Advisors, LLC | $9.7M | 130,890 | Added |
| 17 | Ameritas Advisory Services, LLC | $6.8M | 91,983 | New |
| 18 | JPMORGAN CHASE & CO | $6.2M | 83,874 | Added |
| 19 | Royal Bank of Canada | $5.6M | 75,946 | Trimmed |
| 20 | US BANCORP \DE\ | $4.5M | 60,915 | Added |
| 21 | &PARTNERS | $4.5M | 60,528 | Added |
| 22 | MCDONALD PARTNERS LLC | $4.4M | 59,997 | Added |
| 23 | Wealth Advisors of Iowa, LLC | $4.2M | 56,564 | Trimmed |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | $4.2M | 56,399 | Trimmed |
| 25 | Capital Investment Advisory Services, LLC | $3.9M | 53,134 | Added |