| 1 | Integrated Wealth Concepts LLC | $101.6M | 1.2M | Trimmed |
| 2 | Members Trust Co | $92.0M | 1.1M | Trimmed |
| 3 | MORGAN STANLEY | $72.9M | 861,137 | Trimmed |
| 4 | RAYMOND JAMES FINANCIAL INC | $53.6M | 633,692 | Added |
| 5 | BANK OF AMERICA CORP /DE/ | $53.2M | 628,505 | Trimmed |
| 6 | Aptus Capital Advisors, LLC | $46.0M | 543,285 | Trimmed |
| 7 | CKW FINANCIAL GROUP | $41.5M | 487,806 | Added |
| 8 | Great Lakes Retirement, Inc. | $36.3M | 428,808 | Added |
| 9 | AMERIPRISE FINANCIAL INC | $34.4M | 407,541 | Added |
| 10 | LPL Financial LLC | $33.9M | 400,178 | Trimmed |
| 11 | WELLS FARGO & COMPANY/MN | $33.1M | 390,845 | Added |
| 12 | GUARDIAN WEALTH ADVISORS, LLC / NC | $25.1M | 296,650 | Trimmed |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $20.5M | 241,935 | Added |
| 14 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $19.9M | 235,159 | Added |
| 15 | OneDigital Investment Advisors LLC | $18.7M | 220,956 | Trimmed |
| 16 | IFP Advisors, Inc | $18.5M | 219,070 | Added |
| 17 | CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | $16.1M | 190,285 | Added |
| 18 | Horizon Investments, LLC | $13.2M | 156,359 | Trimmed |
| 19 | QUEST INVESTMENT MANAGEMENT LLC | $12.8M | 151,622 | Added |
| 20 | CoreCap Advisors, LLC | $12.5M | 147,196 | Added |
| 21 | UBS Group AG | $10.5M | 123,765 | Added |
| 22 | Cerity Partners LLC | $9.1M | 107,646 | Added |
| 23 | Rockefeller Capital Management L.P. | $8.9M | 104,931 | Added |
| 24 | Kilter Group LLC | $8.9M | 104,881 | Added |
| 25 | Envestnet Portfolio Solutions, Inc. | $8.5M | 100,965 | Trimmed |