| 1 | BANK OF AMERICA CORP /DE/ | $541.7M | 9.2M | Added |
| 2 | AE Wealth Management LLC | $99.8M | 1.7M | Added |
| 3 | LPL Financial LLC | $49.9M | 845,116 | Added |
| 4 | Lido Advisors, LLC | $33.7M | 570,556 | Trimmed |
| 5 | Kestra Advisory Services, LLC | $32.6M | 552,635 | Added |
| 6 | OSAIC HOLDINGS, INC. | $28.3M | 478,355 | Trimmed |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $24.2M | 410,170 | Trimmed |
| 8 | Cambridge Investment Research Advisors, Inc. | $23.6M | 400,224 | Added |
| 9 | TRAPHAGEN INVESTMENT ADVISORS LLC | $23.5M | 397,291 | Added |
| 10 | MORGAN STANLEY | $21.7M | 367,010 | Added |
| 11 | Mariner, LLC | $21.5M | 364,705 | Added |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $20.5M | 346,509 | Added |
| 13 | HighTower Advisors, LLC | $17.5M | 295,629 | Added |
| 14 | AMERIPRISE FINANCIAL INC | $16.0M | 270,720 | Added |
| 15 | Cetera Investment Advisers | $14.8M | 250,627 | Added |
| 16 | Independence Financial Advisors, LLC | $11.5M | 194,038 | Trimmed |
| 17 | Apollon Wealth Management, LLC | $8.4M | 141,953 | Added |
| 18 | Northside Capital Management, LLC | $8.3M | 139,939 | Added |
| 19 | AGF MANAGEMENT LTD | $6.0M | 101,306 | Trimmed |
| 20 | RAYMOND JAMES FINANCIAL INC | $5.9M | 100,531 | Trimmed |
| 21 | Quadrature Capital Ltd | $5.8M | 97,657 | Trimmed |
| 22 | PRIMORIS WEALTH ADVISORS, LLC | $5.6M | 94,325 | Added |
| 23 | SWEENEY & MICHEL, LLC | $5.4M | 90,613 | Added |
| 24 | Valmark Advisers, Inc. | $5.4M | 91,376 | Added |
| 25 | Conrad Siegel Investment Advisors, Inc. | $4.6M | 77,296 | Added |