| 1 | HANTZ FINANCIAL SERVICES, INC. | $222.6M | 6.1M | Trimmed |
| 2 | MORGAN STANLEY | $62.2M | 1.7M | Added |
| 3 | Glenview Trust Co | $45.8M | 1.3M | Added |
| 4 | Rockefeller Capital Management L.P. | $37.7M | 1.0M | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $34.8M | 952,997 | Added |
| 6 | HighTower Advisors, LLC | $15.5M | 425,791 | Added |
| 7 | OSAIC HOLDINGS, INC. | $13.1M | 358,829 | Trimmed |
| 8 | STIFEL FINANCIAL CORP | $9.5M | 260,875 | Added |
| 9 | Beacon Bank & Trust | $7.8M | 213,409 | Added |
| 10 | Integrated Wealth Concepts LLC | $7.1M | 194,293 | Added |
| 11 | Nuveen, LLC | $5.7M | 156,838 | New |
| 12 | Clarendon Private LLC | $4.8M | 131,970 | Trimmed |
| 13 | JONES FINANCIAL COMPANIES LLLP | $4.7M | 131,581 | Added |
| 14 | CONGRESS ASSET MANAGEMENT CO | $4.0M | 108,255 | Trimmed |
| 15 | MGO ONE SEVEN LLC | $2.7M | 74,298 | Trimmed |
| 16 | Apollon Wealth Management, LLC | $1.5M | 42,376 | Added |
| 17 | Portside Wealth Group, LLC | $901,704 | 24,711 | Trimmed |
| 18 | DIVERSIFY WEALTH MANAGEMENT, LLC | $809,542 | 23,787 | Trimmed |
| 19 | Diversify Advisory Services, LLC | $809,542 | 23,787 | New |
| 20 | GK Wealth Management LLC | $728,524 | 19,965 | New |
| 21 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $593,218 | 16,257 | Added |
| 22 | NORDEN GROUP LLC | $592,524 | 16,238 | Added |
| 23 | NATIXIS ADVISORS, LLC | $544,000 | 14,927 | Added |
| 24 | Orion Porfolio Solutions, LLC | $531,988 | 14,579 | Trimmed |
| 25 | Aptus Capital Advisors, LLC | $449,155 | 12,309 | Added |