| 1 | Harel Insurance Investments & Financial Services Ltd. | $214.3M | 3.1M | Added |
| 2 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $161.4M | 2.4M | Trimmed |
| 3 | Lido Advisors, LLC | $138.8M | 2.0M | Trimmed |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $71.0M | 1.0M | Trimmed |
| 5 | AGF MANAGEMENT LTD | $37.4M | 549,015 | Trimmed |
| 6 | MORGAN STANLEY | $35.4M | 520,357 | Added |
| 7 | VICUS CAPITAL | $21.6M | 317,719 | Trimmed |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $18.4M | 269,677 | Trimmed |
| 9 | MERCER GLOBAL ADVISORS INC /ADV | $15.5M | 228,250 | Trimmed |
| 10 | WELLS FARGO & COMPANY/MN | $14.2M | 208,879 | Trimmed |
| 11 | Destiny Wealth Partners, LLC | $13.7M | 200,794 | Added |
| 12 | HighTower Advisors, LLC | $12.4M | 182,344 | Trimmed |
| 13 | LPL Financial LLC | $12.0M | 175,827 | Trimmed |
| 14 | Independence Financial Advisors, LLC | $11.6M | 170,404 | Added |
| 15 | Kestra Advisory Services, LLC | $11.3M | 166,444 | Added |
| 16 | STIFEL FINANCIAL CORP | $9.8M | 144,078 | Trimmed |
| 17 | Crumly & Associates Inc. | $9.2M | 135,505 | Trimmed |
| 18 | REDSTONE WEALTH MANAGEMENT, LLC | $8.6M | 126,022 | Added |
| 19 | AE Wealth Management LLC | $7.3M | 107,893 | Added |
| 20 | Fischer Financial Services, Inc. | $7.2M | 106,332 | Added |
| 21 | Yoder Wealth Management, Inc. | $7.2M | 105,800 | Added |
| 22 | BNP PARIBAS FINANCIAL MARKETS | $6.8M | 100,000 | New |
| 23 | UBS Group AG | $5.2M | 75,637 | Added |
| 24 | Janney Montgomery Scott LLC | $5.1M | 74,599 | Trimmed |
| 25 | CITIGROUP INC | $5.0M | 72,836 | Added |