| 1 | MORGAN STANLEY | $181.7M | 2.4M | Added |
| 2 | BANK OF AMERICA CORP /DE/ | $109.7M | 1.4M | Added |
| 3 | LPL Financial LLC | $107.1M | 1.4M | Added |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $92.9M | 1.2M | Trimmed |
| 5 | Hancock Prospecting Pty Ltd | $80.4M | 1.1M | Hold |
| 6 | Wharton Business Group, LLC | $70.5M | 930,967 | Trimmed |
| 7 | WELLS FARGO & COMPANY/MN | $64.7M | 849,939 | Added |
| 8 | AMERIPRISE FINANCIAL INC | $64.6M | 848,183 | Trimmed |
| 9 | BlackRock, Inc. | $59.7M | 783,737 | Added |
| 10 | Cetera Investment Advisers | $49.8M | 654,283 | Added |
| 11 | JONES FINANCIAL COMPANIES LLLP | $49.3M | 681,599 | Added |
| 12 | Royal Bank of Canada | $40.3M | 528,714 | Added |
| 13 | RAYMOND JAMES FINANCIAL INC | $38.5M | 505,985 | Added |
| 14 | BROWN ADVISORY INC | $33.2M | 435,754 | Added |
| 15 | UBS Group AG | $30.8M | 404,238 | Added |
| 16 | MML INVESTORS SERVICES, LLC | $18.4M | 241,132 | Added |
| 17 | OSAIC HOLDINGS, INC. | $16.6M | 217,816 | Added |
| 18 | HighTower Advisors, LLC | $16.6M | 217,445 | Trimmed |
| 19 | CAPTRUST FINANCIAL ADVISORS | $15.5M | 204,000 | Trimmed |
| 20 | Stratos Wealth Partners, LTD. | $13.0M | 170,547 | Trimmed |
| 21 | Quadrature Capital Ltd | $12.6M | 165,696 | Added |
| 22 | Stonebrook Private Inc. | $11.6M | 151,883 | Trimmed |
| 23 | Private Advisor Group, LLC | $11.3M | 148,904 | Added |
| 24 | ENVESTNET ASSET MANAGEMENT INC | $10.6M | 139,001 | Added |
| 25 | NorthRock Partners, LLC | $9.5M | 125,155 | Trimmed |