| 1 | MORGAN STANLEY | $557.4M | 10.4M | Added |
| 2 | BANK OF AMERICA CORP /DE/ | $392.6M | 7.3M | Added |
| 3 | WELLS FARGO & COMPANY/MN | $174.6M | 3.2M | Added |
| 4 | LPL Financial LLC | $115.8M | 2.2M | Trimmed |
| 5 | Creative Planning | $115.3M | 2.1M | Trimmed |
| 6 | UBS Group AG | $105.4M | 2.0M | Trimmed |
| 7 | Kestra Investment Management, LLC | $90.2M | 1.7M | Trimmed |
| 8 | AMERIPRISE FINANCIAL INC | $84.5M | 1.6M | Trimmed |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $75.7M | 1.4M | Added |
| 10 | MERCER GLOBAL ADVISORS INC /ADV | $43.6M | 810,959 | Added |
| 11 | Royal Bank of Canada | $39.5M | 733,891 | Added |
| 12 | JPMORGAN CHASE & CO | $36.0M | 671,876 | Added |
| 13 | RAYMOND JAMES FINANCIAL INC | $35.8M | 665,509 | Trimmed |
| 14 | Cetera Investment Advisers | $32.0M | 595,293 | Trimmed |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $25.6M | 475,803 | Trimmed |
| 16 | Kestra Advisory Services, LLC | $23.4M | 435,794 | Trimmed |
| 17 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $23.4M | 434,774 | Added |
| 18 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $21.7M | 402,722 | Trimmed |
| 19 | Private Advisor Group, LLC | $21.5M | 399,296 | Added |
| 20 | ASPIRIANT, LLC | $19.4M | 360,842 | Trimmed |
| 21 | STATE OF WISCONSIN INVESTMENT BOARD | $16.8M | 311,419 | Hold |
| 22 | ASSETMARK, INC | $15.9M | 295,951 | Trimmed |
| 23 | Rockefeller Capital Management L.P. | $15.9M | 294,717 | Added |
| 24 | Baird Financial Group, Inc. | $15.5M | 287,923 | Added |
| 25 | CANANDAIGUA NATIONAL BANK & TRUST CO | $14.6M | 270,844 | Added |