| 1 | JPMORGAN CHASE & CO | $101.4M | 2.2M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $64.7M | 1.4M | Added |
| 3 | LPL Financial LLC | $41.9M | 914,644 | Trimmed |
| 4 | MORGAN STANLEY | $28.3M | 616,506 | Trimmed |
| 5 | HighTower Advisors, LLC | $23.0M | 501,607 | Added |
| 6 | BANK OF AMERICA CORP /DE/ | $20.2M | 441,681 | Trimmed |
| 7 | Janney Montgomery Scott LLC | $14.2M | 310,530 | Trimmed |
| 8 | Ocean Park Asset Management, LLC | $12.2M | 265,700 | Hold |
| 9 | Vestmark Advisory Solutions, Inc. | $8.5M | 186,329 | Trimmed |
| 10 | BlackRock, Inc. | $7.8M | 169,763 | Trimmed |
| 11 | JANE STREET GROUP, LLC | $6.2M | 134,871 | Trimmed |
| 12 | Cambridge Investment Research Advisors, Inc. | $5.7M | 124,839 | Trimmed |
| 13 | WCG Wealth Advisors LLC | $5.6M | 121,225 | Trimmed |
| 14 | Vawter Financial, Ltd. | $5.5M | 120,789 | Added |
| 15 | Pinnacle Wealth Planning Services, Inc. | $5.4M | 118,778 | Added |
| 16 | Royal Fund Management, LLC | $5.1M | 111,316 | Trimmed |
| 17 | Empowered Funds, LLC | $5.1M | 111,162 | Added |
| 18 | Windsor Capital Management, LLC | $5.0M | 108,184 | Trimmed |
| 19 | MISSION WEALTH MANAGEMENT, LP | $4.4M | 95,748 | Trimmed |
| 20 | ASSETMARK, INC | $4.3M | 94,378 | Trimmed |
| 21 | OSAIC HOLDINGS, INC. | $3.8M | 82,240 | Trimmed |
| 22 | RAYMOND JAMES FINANCIAL INC | $3.4M | 74,729 | Added |
| 23 | Cetera Investment Advisers | $3.2M | 70,015 | Trimmed |
| 24 | Summit Financial, LLC | $2.9M | 64,181 | New |
| 25 | PRINCIPAL SECURITIES, INC. | $2.2M | 49,045 | Added |