| 1 | BANK OF AMERICA CORP /DE/ | $175.9M | 4.0M | Added |
| 2 | LPL Financial LLC | $64.2M | 1.5M | Trimmed |
| 3 | MERCER GLOBAL ADVISORS INC /ADV | $58.0M | 1.3M | Added |
| 4 | Savant Capital, LLC | $49.5M | 1.1M | Added |
| 5 | Prime Capital Investment Advisors, LLC | $33.9M | 779,212 | Added |
| 6 | Prestige Wealth Management Group LLC | $29.3M | 674,986 | Trimmed |
| 7 | UBS Group AG | $27.4M | 629,921 | Added |
| 8 | HighTower Advisors, LLC | $24.9M | 571,723 | Trimmed |
| 9 | WealthPlan Investment Management, LLC | $21.2M | 487,680 | Trimmed |
| 10 | MORGAN STANLEY | $18.1M | 416,811 | Added |
| 11 | RAYMOND JAMES FINANCIAL INC | $16.3M | 374,726 | Added |
| 12 | FIRST FOUNDATION ADVISORS | $14.3M | 329,835 | Added |
| 13 | Grey Ledge Advisors, LLC | $12.0M | 282,749 | Added |
| 14 | CITIZENS FINANCIAL GROUP INC/RI | $11.8M | 271,805 | Added |
| 15 | KESTRA PRIVATE WEALTH SERVICES, LLC | $11.7M | 268,095 | Added |
| 16 | Smartleaf Asset Management LLC | $11.0M | 251,297 | Hold |
| 17 | AMERIPRISE FINANCIAL INC | $10.7M | 246,679 | Trimmed |
| 18 | FIDUCIARY FINANCIAL ADVISORS | $9.8M | 224,614 | New |
| 19 | Cetera Investment Advisers | $9.0M | 207,623 | Trimmed |
| 20 | Atria Investments, Inc | $8.7M | 200,155 | Trimmed |
| 21 | Broussard Financial Group LLC | $7.8M | 179,767 | Trimmed |
| 22 | Vestmark Advisory Solutions, Inc. | $6.9M | 158,989 | Hold |
| 23 | RFG Advisory, LLC | $6.7M | 154,207 | Added |
| 24 | Private Advisor Group, LLC | $6.2M | 142,257 | Trimmed |
| 25 | STIFEL FINANCIAL CORP | $6.2M | 141,479 | Added |