| 1 | JPMORGAN CHASE & CO | $777.4M | 15.5M | Trimmed |
| 2 | MORGAN STANLEY | $181.3M | 3.5M | Added |
| 3 | Janney Montgomery Scott LLC | $38.3M | 736,120 | Trimmed |
| 4 | Vestmark Advisory Solutions, Inc. | $35.5M | 682,876 | Trimmed |
| 5 | WNY Asset Management, LLC | $30.4M | 583,367 | New |
| 6 | Lido Advisors, LLC | $25.3M | 485,512 | Added |
| 7 | KELLY FINANCIAL GROUP LLC | $25.2M | 483,823 | Added |
| 8 | Pallas Capital Advisors LLC | $20.4M | 392,944 | Trimmed |
| 9 | JANE STREET GROUP, LLC | $19.3M | 371,283 | Added |
| 10 | LPL Financial LLC | $18.0M | 345,405 | Added |
| 11 | DAYMARK WEALTH PARTNERS, LLC | $11.6M | 222,237 | Added |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $10.0M | 192,128 | Added |
| 13 | Wagner Wealth Management, LLC | $10.0M | 191,559 | Added |
| 14 | Arkadios Wealth Advisors | $9.3M | 178,969 | New |
| 15 | Advantage Trust Co | $9.1M | 174,425 | Added |
| 16 | UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | $8.3M | 160,225 | New |
| 17 | OLD MISSION CAPITAL LLC | $7.4M | 143,175 | New |
| 18 | BANK OF AMERICA CORP /DE/ | $6.9M | 133,158 | New |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $6.7M | 129,539 | Trimmed |
| 20 | NATIONAL BANK OF CANADA /FI/ | $6.6M | 127,500 | New |
| 21 | Cetera Investment Advisers | $6.3M | 121,155 | Added |
| 22 | WJ Wealth Management, LLC | $5.9M | 113,984 | New |
| 23 | Perigon Wealth Management, LLC | $5.2M | 100,439 | Added |
| 24 | JONES FINANCIAL COMPANIES LLLP | $3.8M | 73,965 | Added |
| 25 | 5T Wealth, LLC | $2.8M | 54,729 | Trimmed |