| 1 | BANK OF AMERICA CORP /DE/ | $493.7M | 11.0M | Trimmed |
| 2 | MORGAN STANLEY | $186.8M | 4.2M | Trimmed |
| 3 | LPL Financial LLC | $140.8M | 3.1M | Trimmed |
| 4 | Cetera Investment Advisers | $82.5M | 1.8M | Trimmed |
| 5 | RAYMOND JAMES FINANCIAL INC | $73.4M | 1.6M | Trimmed |
| 6 | WELLS FARGO & COMPANY/MN | $71.2M | 1.6M | Trimmed |
| 7 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $58.8M | 1.3M | Trimmed |
| 8 | UBS Group AG | $51.3M | 1.1M | Trimmed |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $45.4M | 1.0M | Trimmed |
| 10 | Royal Bank of Canada | $37.2M | 829,581 | Trimmed |
| 11 | JONES FINANCIAL COMPANIES LLLP | $36.6M | 832,598 | Added |
| 12 | OSAIC HOLDINGS, INC. | $30.3M | 674,054 | Trimmed |
| 13 | Rockefeller Capital Management L.P. | $30.0M | 668,883 | Added |
| 14 | BlueStem Wealth Partners, LLC | $28.1M | 626,136 | Added |
| 15 | Cambridge Investment Research Advisors, Inc. | $27.5M | 613,217 | Trimmed |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $25.2M | 561,367 | Trimmed |
| 17 | Baird Financial Group, Inc. | $21.3M | 474,736 | Added |
| 18 | D.A. DAVIDSON & CO. | $18.9M | 420,172 | Trimmed |
| 19 | Compass Advisory Group LLC | $18.5M | 412,337 | Added |
| 20 | STIFEL FINANCIAL CORP | $17.6M | 391,676 | Added |
| 21 | Pacer Advisors, Inc. | $17.2M | 382,841 | Added |
| 22 | HHM Wealth Advisors, LLC | $17.1M | 380,206 | Trimmed |
| 23 | AMERIPRISE FINANCIAL INC | $16.8M | 374,214 | Trimmed |
| 24 | MML INVESTORS SERVICES, LLC | $15.7M | 349,901 | Trimmed |
| 25 | Kestra Advisory Services, LLC | $14.6M | 325,733 | Trimmed |