| 1 | GOLDMAN SACHS GROUP INC | $1.45B | 16.2M | Trimmed |
| 2 | LPL Financial LLC | $509.1M | 5.7M | Trimmed |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $277.5M | 3.1M | Added |
| 4 | PRINCIPAL SECURITIES, INC. | $103.7M | 1.2M | Trimmed |
| 5 | Envestnet Portfolio Solutions, Inc. | $65.4M | 730,250 | Added |
| 6 | MORGAN STANLEY | $58.5M | 653,013 | Trimmed |
| 7 | Cetera Investment Advisers | $55.9M | 624,015 | Trimmed |
| 8 | WELLS FARGO & COMPANY/MN | $46.0M | 513,564 | Added |
| 9 | CoreCap Advisors, LLC | $44.0M | 490,768 | Added |
| 10 | Keebeck Wealth Management | $25.8M | 287,913 | Trimmed |
| 11 | Sanctuary Advisors, LLC | $14.1M | 157,322 | Trimmed |
| 12 | RAYMOND JAMES FINANCIAL INC | $12.2M | 136,536 | Added |
| 13 | LifePlan Investment Advisors, Inc. | $8.8M | 98,277 | Added |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $8.5M | 94,688 | Added |
| 15 | TWO SIGMA INVESTMENTS, LP | $8.3M | 92,600 | New |
| 16 | CITADEL ADVISORS LLC | $7.2M | 80,133 | Added |
| 17 | Bank of New York Mellon Corp | $6.9M | 77,089 | Added |
| 18 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $5.4M | 60,771 | Added |
| 19 | Syntegra Private Wealth Group, LLC | $4.9M | 55,036 | Added |
| 20 | Integrated Wealth Concepts LLC | $4.9M | 54,910 | Added |
| 21 | Robertson Stephens Wealth Management, LLC | $4.8M | 53,748 | Trimmed |
| 22 | Sowell Financial Services LLC | $4.3M | 47,966 | Added |
| 23 | Orion Porfolio Solutions, LLC | $3.3M | 37,175 | Trimmed |
| 24 | Beacon Financial Advisory LLC | $3.1M | 34,126 | Added |
| 25 | Maia Wealth LLC | $3.0M | 33,592 | Added |