| 1 | MORGAN STANLEY | $183.9M | 5.5M | Added |
| 2 | AMERIPRISE FINANCIAL INC | $157.8M | 4.7M | Added |
| 3 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | $104.6M | 3.1M | Trimmed |
| 4 | BANK OF AMERICA CORP /DE/ | $83.0M | 2.5M | Trimmed |
| 5 | RAYMOND JAMES FINANCIAL INC | $78.0M | 2.3M | Added |
| 6 | LPL Financial LLC | $61.1M | 1.8M | Added |
| 7 | UBS Group AG | $54.1M | 1.6M | Added |
| 8 | Mariner, LLC | $53.7M | 1.6M | Trimmed |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $27.8M | 826,923 | Added |
| 10 | Royal Bank of Canada | $24.2M | 719,888 | Added |
| 11 | Mason & Associates Inc | $21.4M | 656,839 | Added |
| 12 | FLYNN ZITO CAPITAL MANAGEMENT, LLC | $19.6M | 584,985 | Trimmed |
| 13 | Landmark Wealth Management, LLC | $16.4M | 489,573 | Added |
| 14 | Ameritas Investment Partners, Inc. | $11.7M | 348,013 | New |
| 15 | OSAIC HOLDINGS, INC. | $11.2M | 334,123 | Trimmed |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $10.9M | 324,446 | Added |
| 17 | JANE STREET GROUP, LLC | $10.4M | 310,475 | Added |
| 18 | Sanctuary Advisors, LLC | $9.8M | 292,215 | Trimmed |
| 19 | Concurrent Investment Advisors, LLC | $8.8M | 261,279 | Added |
| 20 | MARINO, STRAM & ASSOCIATES LLC | $8.4M | 250,304 | Added |
| 21 | Rockefeller Capital Management L.P. | $8.3M | 247,901 | Added |
| 22 | Gladstone Institutional Advisory LLC | $8.1M | 242,052 | Trimmed |
| 23 | Cerity Partners LLC | $7.8M | 233,733 | Trimmed |
| 24 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $6.7M | 198,008 | Trimmed |
| 25 | Veridan Wealth LLC | $5.9M | 175,951 | Added |