| 1 | JPMORGAN CHASE & CO | $168.6M | 2.1M | Trimmed |
| 2 | LPL Financial LLC | $94.7M | 1.2M | Added |
| 3 | BANK OF AMERICA CORP /DE/ | $65.6M | 821,557 | Added |
| 4 | OSAIC HOLDINGS, INC. | $44.9M | 562,161 | Added |
| 5 | UBS Group AG | $32.0M | 400,747 | Trimmed |
| 6 | STIFEL FINANCIAL CORP | $28.0M | 350,186 | Added |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $19.5M | 244,265 | Added |
| 8 | Aprio Wealth Management, LLC | $17.2M | 215,234 | Added |
| 9 | ELEVATION POINT WEALTH PARTNERS, LLC | $15.8M | 197,494 | New |
| 10 | Vestmark Advisory Solutions, Inc. | $15.6M | 195,497 | New |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $15.1M | 188,817 | Added |
| 12 | Cetera Investment Advisers | $15.0M | 187,722 | Trimmed |
| 13 | Royal Bank of Canada | $14.9M | 186,871 | Trimmed |
| 14 | RAYMOND JAMES FINANCIAL INC | $14.7M | 184,322 | Added |
| 15 | Cambridge Investment Research Advisors, Inc. | $12.9M | 162,065 | Trimmed |
| 16 | ADAMSBROWN WEALTH CONSULTANTS LLC | $12.7M | 158,906 | Added |
| 17 | Kraft, Davis & Associates, LLC | $11.0M | 131,502 | Trimmed |
| 18 | Ted Buchan & Co | $10.7M | 133,955 | Added |
| 19 | Itau Unibanco Holding S.A. | $10.1M | 125,947 | Added |
| 20 | Riggs Asset Managment Co. Inc. | $9.3M | 116,837 | Trimmed |
| 21 | Quadcap Wealth Management, LLC | $9.3M | 116,474 | Added |
| 22 | Flaharty Asset Management, LLC | $9.1M | 114,439 | Added |
| 23 | TWO SIGMA INVESTMENTS, LP | $8.8M | 110,700 | New |
| 24 | MML INVESTORS SERVICES, LLC | $8.7M | 109,035 | Added |
| 25 | Thrivent Financial for Lutherans | $8.7M | 108,424 | Trimmed |