| 1 | STATE STREET CORP | $208.1M | 6.2M | Added |
| 2 | LPL Financial LLC | $57.8M | 1.7M | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $50.5M | 1.5M | Added |
| 4 | Envestnet Portfolio Solutions, Inc. | $44.9M | 1.3M | Added |
| 5 | ASSETMARK, INC | $28.4M | 849,036 | Trimmed |
| 6 | Cambria Investment Management, L.P. | $15.7M | 470,072 | Added |
| 7 | Private Advisory Group LLC | $14.6M | 437,134 | Added |
| 8 | CONTINUUM WEALTH ADVISORS, LLC | $13.6M | 407,023 | Added |
| 9 | Cerity Partners LLC | $13.4M | 401,953 | Added |
| 10 | PARK AVENUE SECURITIES LLC | $11.9M | 356,282 | Added |
| 11 | RAYMOND JAMES FINANCIAL INC | $11.2M | 336,165 | Added |
| 12 | WELLS FARGO & COMPANY/MN | $8.0M | 239,481 | Added |
| 13 | Empowered Funds, LLC | $7.0M | 209,537 | Added |
| 14 | Aspire Private Capital, LLC | $7.0M | 209,445 | Added |
| 15 | AlTi Global, Inc. | $6.8M | 204,400 | Added |
| 16 | LANDMARK WEALTH MANAGEMENT, INC. | $5.5M | 165,718 | Added |
| 17 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | $5.4M | 160,775 | New |
| 18 | BANK OF AMERICA CORP /DE/ | $4.8M | 143,579 | Trimmed |
| 19 | Signal Advisors Wealth, LLC | $4.4M | 130,572 | Added |
| 20 | Cambridge Investment Research Advisors, Inc. | $4.2M | 126,614 | Added |
| 21 | Cetera Investment Advisers | $4.1M | 122,481 | Added |
| 22 | HighTower Advisors, LLC | $3.9M | 117,305 | Added |
| 23 | Raleigh Capital Management Inc. | $3.9M | 116,452 | Added |
| 24 | International Private Wealth Advisors LLC | $3.7M | 109,387 | Trimmed |
| 25 | HARBOUR INVESTMENTS, INC. | $3.6M | 106,238 | Added |