| 1 | JPMORGAN CHASE & CO | $4.39B | 56.4M | Added |
| 2 | Integrated Wealth Concepts LLC | $280.5M | 3.6M | Added |
| 3 | MORGAN STANLEY | $246.2M | 3.2M | Added |
| 4 | BANK OF AMERICA CORP /DE/ | $52.6M | 674,220 | Added |
| 5 | Aptus Capital Advisors, LLC | $50.8M | 651,197 | Added |
| 6 | FLOW TRADERS U.S. LLC | $50.0M | 639,845 | New |
| 7 | JANE STREET GROUP, LLC | $37.4M | 478,595 | Trimmed |
| 8 | ASSETMARK, INC | $33.8M | 432,921 | Trimmed |
| 9 | Cetera Investment Advisers | $31.4M | 401,910 | Added |
| 10 | OSAIC HOLDINGS, INC. | $31.0M | 397,402 | Added |
| 11 | Perigon Wealth Management, LLC | $26.8M | 343,632 | Added |
| 12 | NEUBERGER BERMAN GROUP LLC | $25.6M | 327,698 | Added |
| 13 | LPL Financial LLC | $22.3M | 285,017 | Added |
| 14 | Pallas Capital Advisors LLC | $21.8M | 278,932 | Added |
| 15 | Advisory Services Network, LLC | $18.9M | 241,823 | Added |
| 16 | ROTHSCHILD INVESTMENT LLC | $17.2M | 220,104 | Added |
| 17 | WNY Asset Management, LLC | $16.5M | 211,412 | Added |
| 18 | HSBC HOLDINGS PLC | $12.4M | 158,475 | Added |
| 19 | Graney & King, LLC | $12.3M | 157,564 | Added |
| 20 | STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | $12.1M | 154,638 | Added |
| 21 | Focus Partners Wealth | $11.8M | 151,498 | Trimmed |
| 22 | Gateway Wealth Partners, LLC | $9.7M | 124,747 | Trimmed |
| 23 | Jacobi Capital Management LLC | $9.4M | 120,618 | Added |
| 24 | ENVESTNET ASSET MANAGEMENT INC | $9.0M | 114,993 | Added |
| 25 | RAYMOND JAMES FINANCIAL INC | $8.5M | 109,044 | Trimmed |