| 1 | Creative Planning | $126.4M | 1.7M | Trimmed |
| 2 | BANK OF AMERICA CORP /DE/ | $49.7M | 668,269 | Trimmed |
| 3 | MORGAN STANLEY | $26.5M | 355,981 | Added |
| 4 | Mariner, LLC | $24.3M | 326,605 | Trimmed |
| 5 | LPL Financial LLC | $17.9M | 241,315 | Added |
| 6 | WELLS FARGO & COMPANY/MN | $16.3M | 219,093 | Trimmed |
| 7 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $13.6M | 182,808 | Added |
| 8 | OLD MISSION CAPITAL LLC | $13.1M | 176,585 | Added |
| 9 | VICTORY CAPITAL MANAGEMENT INC | $12.2M | 164,766 | Hold |
| 10 | Apella Capital, LLC | $9.7M | 133,347 | Trimmed |
| 11 | AMERIPRISE FINANCIAL INC | $8.8M | 118,709 | Added |
| 12 | RPg Family Wealth Advisory, LLC | $8.4M | 112,547 | Added |
| 13 | Pure Financial Advisors, LLC | $8.3M | 112,298 | Trimmed |
| 14 | BIP Wealth, LLC | $7.1M | 95,321 | Added |
| 15 | N.E.W. Advisory Services LLC | $6.7M | 89,770 | Trimmed |
| 16 | Welch Financial Planning, LLC | $6.5M | 87,734 | Added |
| 17 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $5.7M | 77,308 | Added |
| 18 | BlackRock, Inc. | $5.7M | 76,054 | Added |
| 19 | WESCAP Management Group, Inc. | $5.2M | 69,663 | Trimmed |
| 20 | Transamerica Financial Advisors, LLC | $5.0M | 67,847 | Trimmed |
| 21 | Beacon Pointe Advisors, LLC | $5.0M | 67,611 | Added |
| 22 | Checchi Capital Advisers, LLC | $4.5M | 60,127 | Trimmed |
| 23 | Risk Paradigm Group, LLC | $4.2M | 57,119 | Added |
| 24 | WADDELL & ASSOCIATES, LLC | $3.9M | 51,981 | Trimmed |
| 25 | Tortoise Investment Management, LLC | $3.7M | 49,974 | Trimmed |