| 1 | BANK OF AMERICA CORP /DE/ | $237.2M | 9.8M | Added |
| 2 | Lido Advisors, LLC | $113.3M | 4.7M | Added |
| 3 | MERCER GLOBAL ADVISORS INC /ADV | $103.6M | 4.3M | Added |
| 4 | HM PAYSON & CO | $101.6M | 4.2M | Trimmed |
| 5 | LPL Financial LLC | $98.0M | 4.0M | Trimmed |
| 6 | MORGAN STANLEY | $90.9M | 3.8M | Trimmed |
| 7 | RAYMOND JAMES FINANCIAL INC | $64.6M | 2.7M | Trimmed |
| 8 | Sound View Wealth Advisors Group, LLC | $48.0M | 2.0M | Trimmed |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $40.8M | 1.7M | Added |
| 10 | CAPTRUST FINANCIAL ADVISORS | $37.4M | 1.5M | Trimmed |
| 11 | Gratus Wealth Advisors, LLC | $36.3M | 1.5M | Added |
| 12 | Royal Bank of Canada | $35.3M | 1.5M | Trimmed |
| 13 | AMERIPRISE FINANCIAL INC | $35.0M | 1.4M | Trimmed |
| 14 | Kathmere Capital Management, LLC | $33.8M | 1.4M | Added |
| 15 | HOWLAND CAPITAL MANAGEMENT LLC | $32.2M | 1.3M | Trimmed |
| 16 | HighTower Advisors, LLC | $31.9M | 1.3M | Trimmed |
| 17 | SHUFRO ROSE & CO LLC | $30.1M | 1.2M | Added |
| 18 | Focus Partners Wealth | $29.9M | 1.2M | Trimmed |
| 19 | SIGMA INVESTMENT COUNSELORS INC | $28.0M | 1.2M | Trimmed |
| 20 | RVW Wealth, LLC | $27.6M | 1.1M | Trimmed |
| 21 | Stratos Wealth Partners, LTD. | $27.0M | 1.1M | Added |
| 22 | Kestra Advisory Services, LLC | $25.0M | 1.0M | Added |
| 23 | WELLS FARGO & COMPANY/MN | $24.8M | 1.0M | Trimmed |
| 24 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $24.7M | 1.0M | Trimmed |
| 25 | COWA, LLC | $24.6M | 1.0M | Added |