| 1 | ENVESTNET ASSET MANAGEMENT INC | $129.2M | 7.4M | Added |
| 2 | BANK OF AMERICA CORP /DE/ | $58.0M | 3.3M | Added |
| 3 | Kestra Investment Management, LLC | $56.7M | 3.3M | Added |
| 4 | LPL Financial LLC | $42.3M | 2.4M | Added |
| 5 | RAYMOND JAMES FINANCIAL INC | $27.5M | 1.6M | Trimmed |
| 6 | Bank of New York Mellon Corp | $25.8M | 1.5M | Added |
| 7 | Bramshill Investments, LLC | $22.5M | 1.3M | Added |
| 8 | WELLS FARGO & COMPANY/MN | $14.9M | 854,393 | Added |
| 9 | MORGAN STANLEY | $13.3M | 764,558 | Trimmed |
| 10 | HighTower Advisors, LLC | $12.7M | 729,653 | Trimmed |
| 11 | Willis Johnson & Associates, Inc. | $12.4M | 710,728 | Added |
| 12 | ABLE Financial Group, LLC | $10.4M | 598,135 | Trimmed |
| 13 | Tortoise Investment Management, LLC | $10.4M | 596,857 | Added |
| 14 | Hennion & Walsh Asset Management, Inc. | $9.8M | 562,695 | Added |
| 15 | Manhattan West Asset Management, LLC | $8.8M | 507,317 | Trimmed |
| 16 | JPMORGAN CHASE & CO | $8.4M | 483,792 | Added |
| 17 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $8.1M | 463,266 | Trimmed |
| 18 | MML INVESTORS SERVICES, LLC | $7.9M | 452,973 | Trimmed |
| 19 | Cyndeo Wealth Partners, LLC | $7.4M | 423,684 | Added |
| 20 | NICOLET BANKSHARES INC | $6.7M | 384,880 | New |
| 21 | Keystone Financial Group | $6.6M | 375,301 | Added |
| 22 | Summit Financial, LLC | $6.5M | 373,730 | Trimmed |
| 23 | Cetera Investment Advisers | $6.2M | 354,706 | Added |
| 24 | PARK AVENUE SECURITIES LLC | $6.0M | 343,674 | Added |
| 25 | CX Institutional | $5.9M | 336,045 | Trimmed |