| 1 | ENVESTNET ASSET MANAGEMENT INC | $33.4M | 1.2M | Trimmed |
| 2 | PNC Financial Services Group, Inc. | $31.7M | 1.1M | Trimmed |
| 3 | MORGAN STANLEY | $27.6M | 992,423 | Added |
| 4 | LPL Financial LLC | $22.2M | 799,196 | Trimmed |
| 5 | BANK OF AMERICA CORP /DE/ | $19.2M | 689,144 | Added |
| 6 | Purpose Unlimited Inc. | $17.7M | 632,567 | Added |
| 7 | Bank of New York Mellon Corp | $14.0M | 505,159 | Added |
| 8 | WELLS FARGO & COMPANY/MN | $11.2M | 403,604 | Added |
| 9 | AMERIPRISE FINANCIAL INC | $10.7M | 386,314 | Trimmed |
| 10 | RAINEY & RANDALL WEALTH ADVISORS INC. | $9.9M | 356,683 | Added |
| 11 | FMR LLC | $8.7M | 311,619 | Trimmed |
| 12 | First Heartland Consultants, Inc. | $7.3M | 263,347 | Added |
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $7.2M | 257,828 | Added |
| 14 | RHUMBLINE ADVISERS | $6.9M | 248,717 | Trimmed |
| 15 | CITIGROUP INC | $6.8M | 244,561 | Trimmed |
| 16 | UBS Group AG | $6.2M | 223,369 | Trimmed |
| 17 | Invesco Ltd. | $4.6M | 166,531 | Trimmed |
| 18 | Brio Consultants, LLC | $4.1M | 146,521 | Trimmed |
| 19 | Modern Wealth Management, LLC | $3.9M | 141,418 | Trimmed |
| 20 | Antonelli Financial Advisors, LLC | $3.9M | 138,871 | Trimmed |
| 21 | Cetera Investment Advisers | $3.5M | 124,305 | Trimmed |
| 22 | RAYMOND JAMES FINANCIAL INC | $3.4M | 122,328 | Trimmed |
| 23 | BKM Wealth Management, LLC | $3.2M | 116,580 | Added |
| 24 | PARK AVENUE SECURITIES LLC | $3.2M | 115,103 | Added |
| 25 | DEUTSCHE BANK AG\ | $3.2M | 114,604 | Trimmed |