| 1 | LPL Financial LLC | $74.0M | 993,241 | Added |
| 2 | Betterment LLC | $56.9M | 763,146 | Trimmed |
| 3 | BANK OF AMERICA CORP /DE/ | $41.4M | 554,869 | Trimmed |
| 4 | AMERICAN NATIONAL BANK & TRUST | $38.6M | 517,423 | Added |
| 5 | FIRST FOUNDATION ADVISORS | $38.4M | 515,730 | Added |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $29.4M | 393,898 | Added |
| 7 | FIRST AMERICAN TRUST, FSB | $25.6M | 344,037 | Added |
| 8 | Richard P Slaughter Associates Inc | $18.4M | 246,290 | Trimmed |
| 9 | MORGAN STANLEY | $16.9M | 226,730 | Added |
| 10 | Paul R. Ried Financial Group, LLC | $13.9M | 186,297 | Added |
| 11 | Financial Architects, LLC | $13.2M | 176,620 | Trimmed |
| 12 | VERUS CAPITAL PARTNERS, LLC | $13.1M | 176,089 | Added |
| 13 | IFP Advisors, Inc | $12.7M | 170,165 | Added |
| 14 | RAYMOND JAMES FINANCIAL INC | $12.4M | 166,031 | Trimmed |
| 15 | High Probability Advisors, LLC | $11.9M | 160,298 | Added |
| 16 | Heck Capital Advisors, LLC | $11.6M | 156,144 | Trimmed |
| 17 | Duncan Williams Asset Management, LLC | $11.3M | 151,895 | Trimmed |
| 18 | Evergreen Wealth Solutions, LLC | $11.2M | 150,390 | Added |
| 19 | Orion Porfolio Solutions, LLC | $10.8M | 145,427 | Trimmed |
| 20 | Cetera Investment Advisers | $10.4M | 140,009 | Added |
| 21 | 1900 WEALTH MANAGEMENT LLC | $10.1M | 135,669 | Trimmed |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | $9.0M | 120,303 | Added |
| 23 | Great Lakes Retirement, Inc. | $8.9M | 119,052 | Added |
| 24 | PRINCIPAL SECURITIES, INC. | $7.9M | 106,209 | Added |
| 25 | Strategic Financial Services, Inc. | $7.4M | 99,225 | Trimmed |