| 1 | BANK OF AMERICA CORP /DE/ | $86.0M | 1.6M | Added |
| 2 | MORGAN STANLEY | $52.0M | 961,135 | Added |
| 3 | LPL Financial LLC | $49.4M | 913,699 | Added |
| 4 | Mariner, LLC | $17.6M | 325,692 | Trimmed |
| 5 | TCP Asset Management, LLC | $14.5M | 267,965 | New |
| 6 | Freedom Day Solutions, LLC | $9.9M | 183,302 | Added |
| 7 | Thrivent Financial for Lutherans | $8.8M | 163,440 | Added |
| 8 | CWM, LLC | $8.7M | 161,560 | Added |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $8.7M | 161,160 | Added |
| 10 | Beacon Pointe Advisors, LLC | $8.2M | 151,481 | Added |
| 11 | Stonebridge Wealth Management, LLC | $7.8M | 144,758 | Trimmed |
| 12 | WELLS FARGO & COMPANY/MN | $6.8M | 126,094 | Added |
| 13 | Madrid Financial Services | $6.7M | 123,955 | New |
| 14 | RAYMOND JAMES FINANCIAL INC | $6.6M | 122,381 | Added |
| 15 | Wealthspire Advisors, LLC | $6.2M | 114,317 | Trimmed |
| 16 | CAHILL FINANCIAL ADVISORS INC | $5.4M | 100,503 | Added |
| 17 | American Alpha Advisors, LLC | $5.3M | 97,500 | Added |
| 18 | UBS Group AG | $5.2M | 96,030 | Added |
| 19 | Peregrine Asset Advisers, Inc. | $4.7M | 86,149 | New |
| 20 | Steward Partners Investment Advisory, LLC | $4.7M | 86,082 | Added |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $4.5M | 83,596 | Added |
| 22 | Cooper Financial Group | $4.3M | 78,851 | New |
| 23 | Wealthcare Advisory Partners LLC | $4.1M | 76,563 | Trimmed |
| 24 | Snowden Capital Advisors LLC | $3.9M | 72,621 | Added |
| 25 | JANE STREET GROUP, LLC | $3.9M | 72,419 | New |