| 1 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $439.4M | 4.4M | Added |
| 2 | Miracle Mile Advisors, LLC | $63.0M | 636,348 | Added |
| 3 | BANK OF AMERICA CORP /DE/ | $33.4M | 336,901 | Added |
| 4 | Cetera Investment Advisers | $25.1M | 252,836 | Trimmed |
| 5 | CAPTRUST FINANCIAL ADVISORS | $20.8M | 209,694 | Added |
| 6 | Wedmont Private Capital | $19.4M | 194,623 | Added |
| 7 | LPL Financial LLC | $18.6M | 187,339 | Added |
| 8 | GUGGENHEIM CAPITAL LLC | $17.7M | 178,692 | Added |
| 9 | Pasadena Private Wealth, LLC | $13.8M | 139,033 | New |
| 10 | EVOKE WEALTH, LLC | $9.4M | 94,940 | Trimmed |
| 11 | Concurrent Investment Advisors, LLC | $9.2M | 92,431 | Added |
| 12 | Corient Private Wealth LLC | $6.5M | 65,276 | Trimmed |
| 13 | ECLECTIC ASSOCIATES INC /ADV | $6.4M | 64,475 | Added |
| 14 | Creative Planning | $6.4M | 64,366 | Added |
| 15 | JANE STREET GROUP, LLC | $6.2M | 62,600 | Trimmed |
| 16 | JONES FINANCIAL COMPANIES LLLP | $5.9M | 59,835 | Added |
| 17 | Brio Consultants, LLC | $5.7M | 57,691 | Added |
| 18 | Shared Vision Wealth Group LLC | $5.7M | 57,477 | Added |
| 19 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $5.5M | 55,484 | Added |
| 20 | Altiora Financial Group, LLC | $5.0M | 50,000 | Hold |
| 21 | Ballast Rock Private Wealth LLC | $4.9M | 49,652 | Added |
| 22 | PFG Advisors | $4.7M | 47,737 | Added |
| 23 | Bell Investment Advisors, Inc | $4.6M | 46,244 | Added |
| 24 | Luminvest Wealth Management LLC | $4.5M | 45,647 | Added |
| 25 | CITADEL ADVISORS LLC | $4.5M | 45,634 | Added |