| 1 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $199.3M | 2.8M | Added |
| 2 | Lido Advisors, LLC | $152.0M | 2.2M | Added |
| 3 | AE Wealth Management LLC | $97.0M | 1.4M | Added |
| 4 | LPL Financial LLC | $66.0M | 938,070 | Added |
| 5 | AGF MANAGEMENT LTD | $66.0M | 937,724 | Added |
| 6 | MORGAN STANLEY | $37.1M | 527,063 | Added |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $28.7M | 407,897 | Trimmed |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $23.5M | 333,943 | Added |
| 9 | WEATHERLY ASSET MANAGEMENT L. P. | $21.6M | 306,475 | Added |
| 10 | Kestra Advisory Services, LLC | $20.3M | 287,946 | Added |
| 11 | RAYMOND JAMES FINANCIAL INC | $18.8M | 266,735 | Added |
| 12 | MERCER GLOBAL ADVISORS INC /ADV | $16.5M | 234,323 | Added |
| 13 | Investors Research Corp | $15.4M | 218,250 | Added |
| 14 | Apollon Wealth Management, LLC | $15.2M | 216,412 | Added |
| 15 | Cetera Investment Advisers | $15.1M | 215,250 | Added |
| 16 | ALTFEST L J & CO INC | $15.0M | 213,796 | Trimmed |
| 17 | Buttonwood Financial Advisors Inc. | $14.2M | 202,237 | Trimmed |
| 18 | OSAIC HOLDINGS, INC. | $13.6M | 192,669 | Trimmed |
| 19 | Aprio Wealth Management, LLC | $13.1M | 186,208 | Added |
| 20 | Fischer Financial Services, Inc. | $12.1M | 171,442 | Added |
| 21 | Marotta Asset Management | $11.9M | 167,439 | Added |
| 22 | WELLS FARGO & COMPANY/MN | $11.0M | 156,882 | Trimmed |
| 23 | Strengthening Families & Communities, LLC | $11.0M | 156,622 | New |
| 24 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $9.9M | 140,610 | Trimmed |
| 25 | Cambridge Investment Research Advisors, Inc. | $8.5M | 121,077 | Trimmed |