| 1 | MORGAN STANLEY | $180.7M | 5.1M | Added |
| 2 | JPMORGAN CHASE & CO | $119.7M | 3.5M | Added |
| 3 | BANK OF AMERICA CORP /DE/ | $89.0M | 2.5M | Added |
| 4 | HSBC HOLDINGS PLC | $87.6M | 2.5M | Added |
| 5 | CI INVESTMENTS INC. | $65.1M | 1.8M | Trimmed |
| 6 | LPL Financial LLC | $49.7M | 1.4M | Added |
| 7 | SCHRODER INVESTMENT MANAGEMENT GROUP | $47.6M | 1.4M | Added |
| 8 | WELLS FARGO & COMPANY/MN | $39.9M | 1.1M | Trimmed |
| 9 | BANK OF NOVA SCOTIA | $39.3M | 1.1M | Added |
| 10 | New Harbor Financial Group, LLC | $35.8M | 1.0M | Added |
| 11 | Journey Advisory Group, LLC | $28.5M | 801,157 | Added |
| 12 | EXCHANGE TRADED CONCEPTS, LLC | $26.4M | 744,017 | New |
| 13 | Proficio Capital Partners LLC | $26.3M | 739,255 | Added |
| 14 | Royal Bank of Canada | $24.1M | 679,731 | Added |
| 15 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | $23.1M | 650,930 | Trimmed |
| 16 | Main Management ETF Advisors, LLC | $22.6M | 637,164 | New |
| 17 | HighTower Advisors, LLC | $22.5M | 632,545 | Trimmed |
| 18 | AMERIPRISE FINANCIAL INC | $22.1M | 623,382 | Added |
| 19 | Marks Wealth, LLC | $21.3M | 599,680 | Trimmed |
| 20 | RAYMOND JAMES FINANCIAL INC | $21.2M | 597,228 | Added |
| 21 | UBS Group AG | $20.9M | 587,681 | Added |
| 22 | Bank Julius Baer & Co. Ltd, Zurich | $19.0M | 535,833 | New |
| 23 | SYON CAPITAL LLC | $17.8M | 500,476 | New |
| 24 | RED CEDAR INVESTMENT MANAGEMENT, LLC | $16.9M | 474,510 | New |
| 25 | POTOMAC FUND MANAGEMENT INC /ADV | $15.7M | 440,800 | Trimmed |