| 1 | BANK OF AMERICA CORP /DE/ | $380.3M | 1.9M | Added |
| 2 | MORGAN STANLEY | $239.0M | 1.2M | Added |
| 3 | UBS Group AG | $138.9M | 681,534 | Added |
| 4 | LPL Financial LLC | $121.3M | 595,377 | Added |
| 5 | Cetera Investment Advisers | $104.8M | 514,433 | Added |
| 6 | JPMORGAN CHASE & CO | $96.5M | 481,608 | Trimmed |
| 7 | RAYMOND JAMES FINANCIAL INC | $89.3M | 438,054 | Added |
| 8 | AMERIPRISE FINANCIAL INC | $76.3M | 374,650 | Added |
| 9 | Corient Private Wealth LLC | $62.2M | 305,202 | Trimmed |
| 10 | OSAIC HOLDINGS, INC. | $61.2M | 299,951 | Trimmed |
| 11 | Shakespeare Wealth Management, LLC | $57.5M | 281,973 | Added |
| 12 | WELLS FARGO & COMPANY/MN | $55.1M | 270,396 | Trimmed |
| 13 | Stordahl Capital Management, Inc. | $50.0M | 245,421 | Added |
| 14 | HighTower Advisors, LLC | $38.2M | 187,521 | Trimmed |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $33.0M | 162,052 | Trimmed |
| 16 | PRUDENTIAL FINANCIAL INC | $32.6M | 159,960 | Trimmed |
| 17 | Grant Street Asset Management, Inc. | $31.1M | 152,483 | Added |
| 18 | PETREDIS INVESTMENT ADVISORS LLC | $25.0M | 122,450 | Trimmed |
| 19 | Zhang Financial LLC | $22.0M | 107,875 | Added |
| 20 | Royal Bank of Canada | $21.6M | 106,095 | Added |
| 21 | OneDigital Investment Advisors LLC | $21.4M | 105,185 | Trimmed |
| 22 | Pathstone Holdings, LLC | $20.0M | 98,361 | Trimmed |
| 23 | Private Advisor Group, LLC | $18.2M | 89,232 | Trimmed |
| 24 | MMA ASSET MANAGEMENT LLC | $17.5M | 85,908 | New |
| 25 | PHILLIPS FINANCIAL MANAGEMENT, LLC | $17.1M | 83,854 | Trimmed |