| 1 | AE Wealth Management LLC | $386.7M | 7.9M | Added |
| 2 | MORGAN STANLEY | $319.6M | 6.5M | Added |
| 3 | BANK OF AMERICA CORP /DE/ | $219.9M | 4.5M | Added |
| 4 | LPL Financial LLC | $180.1M | 3.7M | Added |
| 5 | WELLS FARGO & COMPANY/MN | $139.8M | 2.9M | Added |
| 6 | RAYMOND JAMES FINANCIAL INC | $104.7M | 2.1M | Added |
| 7 | Kensington Asset Management, LLC | $92.4M | 1.9M | Added |
| 8 | Private Advisor Group, LLC | $68.4M | 1.4M | Added |
| 9 | Geneos Wealth Management Inc. | $64.5M | 1.3M | Added |
| 10 | TEXAS TREASURY SAFEKEEPING TRUST CO | $33.6M | 686,991 | Hold |
| 11 | Royal Bank of Canada | $33.4M | 684,326 | Added |
| 12 | CWM, LLC | $33.2M | 679,451 | Added |
| 13 | Schneider Downs Wealth Management Advisors, LP | $31.4M | 643,344 | Trimmed |
| 14 | Ritter Daniher Financial Advisory LLC / DE | $28.6M | 585,593 | Added |
| 15 | Cambridge Investment Research Advisors, Inc. | $28.4M | 580,556 | Added |
| 16 | Sovereign Investment Advisors, LLC | $26.6M | 542,221 | Trimmed |
| 17 | OSAIC HOLDINGS, INC. | $22.3M | 456,113 | Added |
| 18 | Richmond Investment Services, LLC | $22.0M | 450,751 | Added |
| 19 | COURIER CAPITAL LLC | $21.8M | 446,268 | Added |
| 20 | GREAT VALLEY ADVISOR GROUP, INC. | $18.6M | 380,989 | Added |
| 21 | Buck Wealth Strategies, LLC | $18.6M | 380,404 | Added |
| 22 | Financial Enhancement Group LLC | $17.8M | 362,396 | Added |
| 23 | Accel Wealth Management | $16.8M | 344,628 | Added |
| 24 | Trail Ridge Investment Advisors, LLC | $16.8M | 343,222 | Added |
| 25 | Kestra Advisory Services, LLC | $15.9M | 325,735 | Added |