| 1 | BANK OF AMERICA CORP /DE/ | $108.3M | 2.3M | Trimmed |
| 2 | BlackRock, Inc. | $99.0M | 2.1M | Trimmed |
| 3 | JONES FINANCIAL COMPANIES LLLP | $89.8M | 1.9M | Added |
| 4 | LPL Financial LLC | $80.6M | 1.7M | Trimmed |
| 5 | MORGAN STANLEY | $61.8M | 1.3M | Trimmed |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $54.6M | 1.1M | Trimmed |
| 7 | WELLS FARGO & COMPANY/MN | $37.4M | 780,099 | Trimmed |
| 8 | JPMORGAN CHASE & CO | $35.2M | 737,273 | Trimmed |
| 9 | AMERIPRISE FINANCIAL INC | $29.1M | 588,155 | Added |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $25.3M | 526,462 | Trimmed |
| 11 | UBS Group AG | $24.6M | 512,163 | Added |
| 12 | RAYMOND JAMES FINANCIAL INC | $21.1M | 440,734 | Trimmed |
| 13 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $20.1M | 419,763 | Trimmed |
| 14 | Cetera Investment Advisers | $20.1M | 417,944 | Trimmed |
| 15 | Sanctuary Advisors, LLC | $19.1M | 398,703 | Trimmed |
| 16 | NATIXIS ADVISORS, LLC | $17.5M | 365,235 | Added |
| 17 | Integrated Wealth Concepts LLC | $12.7M | 264,193 | Added |
| 18 | Rockefeller Capital Management L.P. | $11.3M | 236,162 | Added |
| 19 | Bank of New York Mellon Corp | $9.9M | 205,331 | Trimmed |
| 20 | HANCOCK WHITNEY CORP | $9.5M | 194,202 | Added |
| 21 | JANE STREET GROUP, LLC | $9.3M | 193,562 | Trimmed |
| 22 | MML INVESTORS SERVICES, LLC | $9.0M | 187,813 | Trimmed |
| 23 | DROMS STRAUSS ADVISORS INC /MO/ /ADV | $8.5M | 176,755 | Added |
| 24 | Willis Johnson & Associates, Inc. | $8.0M | 165,764 | New |
| 25 | Prime Capital Investment Advisors, LLC | $7.8M | 163,332 | New |