| 1 | ENVESTNET ASSET MANAGEMENT INC | $440.9M | 9.2M | Added |
| 2 | Cullen/Frost Bankers, Inc. | $102.6M | 2.2M | Added |
| 3 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | $99.8M | 2.1M | Trimmed |
| 4 | Kesler, Norman & Wride, LLC | $4.9M | 103,667 | Added |
| 5 | Rockefeller Capital Management L.P. | $1.7M | 35,680 | Added |
| 6 | CITADEL ADVISORS LLC | $1.6M | 33,834 | Added |
| 7 | HighTower Advisors, LLC | $1.5M | 31,277 | Added |
| 8 | GOLDMAN SACHS GROUP INC | $1.1M | 23,995 | Added |
| 9 | KINGSWOOD WEALTH ADVISORS, LLC | $1.1M | 23,658 | Added |
| 10 | LPL Financial LLC | $1.1M | 22,763 | Added |
| 11 | RAYMOND JAMES FINANCIAL INC | $570,540 | 11,956 | Trimmed |
| 12 | Empirical Asset Management, LLC | $527,557 | 11,055 | Trimmed |
| 13 | Thrivent Financial for Lutherans | $507,000 | 10,828 | Added |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $490,323 | 10,275 | Trimmed |
| 15 | JANE STREET GROUP, LLC | $457,683 | 9,591 | New |
| 16 | KESTRA PRIVATE WEALTH SERVICES, LLC | $419,557 | 8,792 | Added |
| 17 | FLOW TRADERS U.S. LLC | $268,000 | 5,622 | New |
| 18 | Kestra Advisory Services, LLC | $259,839 | 5,445 | Added |
| 19 | JONES FINANCIAL COMPANIES LLLP | $215,527 | 4,651 | Trimmed |
| 20 | JPMORGAN CHASE & CO | $157,505 | 3,427 | Trimmed |
| 21 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $18,439 | 382 | Hold |
| 22 | Blue Trust, Inc. | $18,324 | 384 | New |
| 23 | Winch Advisory Services, LLC | $15,938 | 334 | New |
| 24 | Royal Bank of Canada | $11,000 | 236 | New |
| 25 | WELLS FARGO & COMPANY/MN | $32 | 1 | New |