| 1 | BANK OF AMERICA CORP /DE/ | $131.1M | 2.9M | Added |
| 2 | LPL Financial LLC | $63.2M | 1.4M | Added |
| 3 | MORGAN STANLEY | $54.6M | 1.2M | Added |
| 4 | Waverly Advisors, LLC | $50.9M | 1.1M | Trimmed |
| 5 | RAYMOND JAMES FINANCIAL INC | $48.4M | 1.1M | Added |
| 6 | Cetera Investment Advisers | $47.3M | 1.0M | Added |
| 7 | WELLS FARGO & COMPANY/MN | $42.7M | 931,078 | Added |
| 8 | Arbor Investment Advisors, LLC | $36.9M | 803,591 | Added |
| 9 | Stonebridge Financial Group, LLC | $35.0M | 763,275 | Added |
| 10 | FIRST FOUNDATION ADVISORS | $34.8M | 758,912 | Trimmed |
| 11 | Royal Bank of Canada | $32.3M | 703,464 | Trimmed |
| 12 | WCG Wealth Advisors LLC | $29.4M | 640,455 | Added |
| 13 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $19.2M | 412,078 | Trimmed |
| 14 | NFP Retirement, Inc. | $17.1M | 373,690 | Trimmed |
| 15 | Invesco Ltd. | $16.5M | 359,428 | Trimmed |
| 16 | Baird Financial Group, Inc. | $13.5M | 294,623 | Added |
| 17 | Sanctuary Advisors, LLC | $12.8M | 278,140 | Added |
| 18 | Equitable Holdings, Inc. | $12.7M | 275,764 | Added |
| 19 | Traction Financial Partners, LLC | $12.6M | 273,938 | Added |
| 20 | Three Bridge Wealth Advisors, LLC | $12.3M | 267,339 | Added |
| 21 | Johnson & White Wealth Management, LLC | $12.1M | 264,295 | Added |
| 22 | CAPTRUST FINANCIAL ADVISORS | $11.6M | 252,480 | Added |
| 23 | Federation des caisses Desjardins du Quebec | $11.5M | 251,726 | New |
| 24 | UBS Group AG | $11.2M | 243,465 | Trimmed |
| 25 | AlphaCore Capital LLC | $11.0M | 239,286 | Trimmed |