| 1 | Creative Planning | $116.4M | 1.8M | Trimmed |
| 2 | BANK OF AMERICA CORP /DE/ | $47.4M | 717,512 | Trimmed |
| 3 | ASSETMARK, INC | $29.5M | 446,425 | Trimmed |
| 4 | MORGAN STANLEY | $22.7M | 342,943 | Added |
| 5 | Mariner, LLC | $21.8M | 329,880 | Added |
| 6 | WELLS FARGO & COMPANY/MN | $16.6M | 250,839 | Added |
| 7 | LPL Financial LLC | $13.9M | 209,949 | Added |
| 8 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $11.8M | 177,987 | Trimmed |
| 9 | VICTORY CAPITAL MANAGEMENT INC | $10.9M | 164,766 | Hold |
| 10 | Apella Capital, LLC | $10.1M | 137,577 | Added |
| 11 | AMERIPRISE FINANCIAL INC | $7.8M | 117,870 | Added |
| 12 | Pure Financial Advisors, LLC | $7.6M | 114,454 | Added |
| 13 | N.E.W. Advisory Services LLC | $6.6M | 99,982 | Trimmed |
| 14 | Welch Financial Planning, LLC | $5.6M | 84,274 | Added |
| 15 | BIP Wealth, LLC | $5.5M | 83,823 | Trimmed |
| 16 | Transamerica Financial Advisors, LLC | $5.0M | 76,323 | Trimmed |
| 17 | OLD MISSION CAPITAL LLC | $5.0M | 76,153 | Added |
| 18 | WESCAP Management Group, Inc. | $4.6M | 69,848 | Added |
| 19 | Checchi Capital Advisers, LLC | $4.0M | 60,264 | Trimmed |
| 20 | rebel Financial LLC | $4.0M | 60,209 | Added |
| 21 | ENVESTNET ASSET MANAGEMENT INC | $3.9M | 59,107 | Added |
| 22 | RPg Family Wealth Advisory, LLC | $3.8M | 56,769 | Added |
| 23 | Risk Paradigm Group, LLC | $3.7M | 56,686 | Added |
| 24 | Beacon Pointe Advisors, LLC | $3.6M | 54,494 | Added |
| 25 | WADDELL & ASSOCIATES, LLC | $3.5M | 53,583 | Trimmed |