| 1 | Invesco Ltd. | $1.01B | 16.8M | Trimmed |
| 2 | Balentine LLC | $311.5M | 5.2M | Trimmed |
| 3 | MORGAN STANLEY | $264.5M | 4.4M | Trimmed |
| 4 | Bank of New York Mellon Corp | $223.1M | 3.7M | Added |
| 5 | LPL Financial LLC | $162.4M | 2.7M | Trimmed |
| 6 | BANK OF AMERICA CORP /DE/ | $116.2M | 1.9M | Trimmed |
| 7 | Arizona PSPRS Trust | $98.8M | 1.6M | Added |
| 8 | UBS Group AG | $69.1M | 1.1M | Trimmed |
| 9 | Independent Advisor Alliance | $53.7M | 893,617 | Added |
| 10 | Mariner, LLC | $50.7M | 843,402 | Trimmed |
| 11 | HBK Sorce Advisory LLC | $50.1M | 744,720 | Trimmed |
| 12 | Arkadios Wealth Advisors | $41.9M | 697,082 | Added |
| 13 | WELLS FARGO & COMPANY/MN | $41.3M | 686,409 | Trimmed |
| 14 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $37.7M | 620,871 | Trimmed |
| 15 | IHT Wealth Management, LLC | $37.3M | 620,816 | Added |
| 16 | RAYMOND JAMES FINANCIAL INC | $27.4M | 455,990 | Trimmed |
| 17 | BALDWIN WEALTH PARTNERS LLC/MA | $26.4M | 439,187 | Trimmed |
| 18 | Brookstone Capital Management | $25.1M | 417,916 | Added |
| 19 | DAIDO LIFE INSURANCE CO | $24.2M | 403,056 | Hold |
| 20 | ASHTON THOMAS SECURITIES, LLC | $23.4M | 390,020 | Added |
| 21 | Financial Enhancement Group LLC | $22.4M | 343,898 | Added |
| 22 | Creative Planning | $20.5M | 341,058 | Trimmed |
| 23 | ENVESTNET ASSET MANAGEMENT INC | $20.3M | 337,568 | Trimmed |
| 24 | Kestra Advisory Services, LLC | $19.6M | 325,712 | Added |
| 25 | Gladstone Institutional Advisory LLC | $19.2M | 319,597 | Added |