| 1 | Invesco Ltd. | $215.1M | 4.3M | Trimmed |
| 2 | LPL Financial LLC | $49.5M | 989,261 | Added |
| 3 | CX Institutional | $46.5M | 929,563 | Trimmed |
| 4 | JONES FINANCIAL COMPANIES LLLP | $20.6M | 418,180 | Added |
| 5 | MORGAN STANLEY | $20.3M | 406,026 | New |
| 6 | WELLS FARGO & COMPANY/MN | $15.7M | 314,637 | Added |
| 7 | Matthew Goff Investment Advisor, LLC | $13.7M | 71,302 | New |
| 8 | UBS Group AG | $12.6M | 252,807 | Added |
| 9 | Cetera Investment Advisers | $10.3M | 206,517 | Added |
| 10 | RETIREMENT FINANCIAL SOLUTIONS, LLC | $9.3M | 186,750 | Added |
| 11 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | $8.4M | 167,721 | Added |
| 12 | LANE BROTHERS & CO INC | $6.5M | 130,067 | Added |
| 13 | Wealthcare Advisory Partners LLC | $4.5M | 89,495 | Added |
| 14 | FLAGSHIP HARBOR ADVISORS, LLC | $4.2M | 84,290 | Added |
| 15 | Royal Bank of Canada | $4.2M | 83,409 | Added |
| 16 | Advisor OS, LLC | $3.5M | 70,083 | Added |
| 17 | MJP ASSOCIATES INC /ADV | $3.5M | 70,083 | Added |
| 18 | SageGuard Financial Group, LLC | $3.5M | 70,073 | Trimmed |
| 19 | Compass Financial Services Inc | $3.4M | 68,302 | Trimmed |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | $3.1M | 61,515 | Added |
| 21 | Prospera Financial Services Inc | $2.8M | 55,667 | Added |
| 22 | OSAIC HOLDINGS, INC. | $2.7M | 53,132 | Added |
| 23 | Gateway Wealth Partners, LLC | $2.3M | 45,198 | Added |
| 24 | Private Advisor Group, LLC | $1.8M | 36,855 | Added |
| 25 | Perigon Wealth Management, LLC | $1.8M | 36,540 | Added |