| 1 | MORGAN STANLEY | $489.9M | 9.9M | Added |
| 2 | BANK OF AMERICA CORP /DE/ | $352.8M | 7.1M | Added |
| 3 | WELLS FARGO & COMPANY/MN | $160.3M | 3.2M | Added |
| 4 | LPL Financial LLC | $111.3M | 2.2M | Trimmed |
| 5 | Creative Planning | $107.6M | 2.2M | Added |
| 6 | UBS Group AG | $97.8M | 2.0M | Added |
| 7 | Kestra Investment Management, LLC | $94.9M | 1.9M | Added |
| 8 | AMERIPRISE FINANCIAL INC | $89.5M | 1.8M | Trimmed |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $67.9M | 1.4M | Added |
| 10 | MERCER GLOBAL ADVISORS INC /ADV | $39.3M | 791,444 | Added |
| 11 | RAYMOND JAMES FINANCIAL INC | $35.6M | 716,009 | Trimmed |
| 12 | Royal Bank of Canada | $34.5M | 694,797 | Added |
| 13 | CWM, LLC | $33.2M | 668,256 | Added |
| 14 | JPMORGAN CHASE & CO | $31.5M | 651,444 | Trimmed |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $30.3M | 609,392 | Trimmed |
| 16 | Cetera Investment Advisers | $30.1M | 605,458 | Added |
| 17 | Kestra Advisory Services, LLC | $22.1M | 445,572 | Added |
| 18 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $20.8M | 418,760 | Added |
| 19 | ASPIRIANT, LLC | $19.1M | 385,140 | Trimmed |
| 20 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $19.1M | 393,304 | Trimmed |
| 21 | ASSETMARK, INC | $18.9M | 379,386 | Trimmed |
| 22 | STATE OF WISCONSIN INVESTMENT BOARD | $15.5M | 311,419 | Hold |
| 23 | Rockefeller Capital Management L.P. | $14.6M | 293,957 | Added |
| 24 | Mariner, LLC | $13.7M | 275,762 | Trimmed |
| 25 | Linscomb Wealth, Inc. | $13.6M | 273,448 | Trimmed |