| 1 | PRICE T ROWE ASSOCIATES INC /MD/ | $438.8M | 12.1M | Added |
| 2 | OneDigital Investment Advisors LLC | $20.2M | 559,501 | Trimmed |
| 3 | MORGAN STANLEY | $19.7M | 544,315 | Added |
| 4 | Flaharty Asset Management, LLC | $17.8M | 492,412 | Added |
| 5 | LPL Financial LLC | $7.8M | 214,831 | Added |
| 6 | Northwest Wealth Advisors, LLC | $6.4M | 177,876 | Added |
| 7 | OSAIC HOLDINGS, INC. | $6.0M | 166,871 | Trimmed |
| 8 | Cetera Investment Advisers | $4.7M | 131,166 | Added |
| 9 | RAYMOND JAMES FINANCIAL INC | $3.6M | 99,712 | Trimmed |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $2.9M | 79,934 | Added |
| 11 | JONES FINANCIAL COMPANIES LLLP | $2.5M | 69,798 | Added |
| 12 | INDEPENDENT FINANCIAL GROUP, LLC | $2.3M | 64,177 | Added |
| 13 | Cambridge Investment Research Advisors, Inc. | $2.3M | 63,072 | Added |
| 14 | Hopwood Financial Services, Inc. | $1.6M | 44,792 | Added |
| 15 | GOLDMAN SACHS GROUP INC | $1.6M | 43,938 | New |
| 16 | Corient Private Wealth LLC | $1.5M | 40,525 | Trimmed |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $980,560 | 27,102 | Added |
| 18 | Quantinno Capital Management LP | $904,500 | 25,000 | Hold |
| 19 | JANE STREET GROUP, LLC | $857,792 | 23,709 | Trimmed |
| 20 | N.E.W. Advisory Services LLC | $828,451 | 22,898 | Trimmed |
| 21 | HighTower Advisors, LLC | $704,288 | 19,466 | Added |
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $647,477 | 17,896 | Added |
| 23 | Steward Partners Investment Advisory, LLC | $576,601 | 15,937 | New |
| 24 | GeoWealth Management, LLC | $289,874 | 8,012 | Added |
| 25 | MONEY CONCEPTS CAPITAL CORP | $227,862 | 6,298 | Hold |