| 1 | AMERIPRISE FINANCIAL INC | $233.3M | 8.0M | Added |
| 2 | LPL Financial LLC | $85.6M | 3.0M | Trimmed |
| 3 | BANK OF AMERICA CORP /DE/ | $65.4M | 2.3M | Trimmed |
| 4 | ASSETMARK, INC | $63.0M | 2.2M | Added |
| 5 | AE Wealth Management LLC | $61.6M | 2.1M | Added |
| 6 | CX Institutional | $59.6M | 2.1M | Added |
| 7 | ST GERMAIN D J CO INC | $57.4M | 2.0M | Trimmed |
| 8 | Procyon Advisors, LLC | $50.5M | 1.7M | Added |
| 9 | OSAIC HOLDINGS, INC. | $45.5M | 1.6M | Added |
| 10 | Gerber Kawasaki Wealth & Investment Management | $44.0M | 1.5M | Added |
| 11 | EXCHANGE TRADED CONCEPTS, LLC | $41.7M | 1.4M | Added |
| 12 | Summit Financial Wealth Advisors, LLC | $32.7M | 1.1M | Added |
| 13 | North Dakota State Investment Board | $31.6M | 1.1M | Hold |
| 14 | Geneos Wealth Management Inc. | $29.5M | 1.0M | Added |
| 15 | RWA WEALTH PARTNERS, LLC | $27.6M | 951,457 | Trimmed |
| 16 | ARKANSAS FINANCIAL GROUP, INC. | $25.5M | 877,107 | Added |
| 17 | MORGAN STANLEY | $24.9M | 856,986 | Trimmed |
| 18 | Flaharty Asset Management, LLC | $21.7M | 746,259 | Added |
| 19 | CoreCap Advisors, LLC | $21.1M | 727,245 | Added |
| 20 | NEPC LLC | $21.0M | 724,227 | Added |
| 21 | Sterling Manor Financial, LLC | $19.5M | 672,350 | Added |
| 22 | Financial Engines Advisors L.L.C. | $16.9M | 582,061 | Added |
| 23 | Mariner, LLC | $15.1M | 520,981 | Trimmed |
| 24 | Tradewinds Capital Management, LLC | $14.6M | 502,038 | Trimmed |
| 25 | Financial Gravity Asset Management, Inc. | $12.8M | 442,070 | Added |