| 1 | Lido Advisors, LLC | $573.8M | 2.0M | Trimmed |
| 2 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $383.8M | 1.3M | Trimmed |
| 3 | Sixth Street Partners Management Company, L.P. | $383.8M | 1.3M | New |
| 4 | BANK OF AMERICA CORP /DE/ | $272.3M | 953,420 | Trimmed |
| 5 | LPL Financial LLC | $219.4M | 768,233 | Added |
| 6 | AGF MANAGEMENT LTD | $197.1M | 690,136 | Added |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $191.2M | 669,504 | Trimmed |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $190.9M | 668,463 | Added |
| 9 | MORGAN STANLEY | $116.3M | 407,348 | Added |
| 10 | MERCER GLOBAL ADVISORS INC /ADV | $102.1M | 357,389 | Trimmed |
| 11 | Kestra Investment Management, LLC | $92.3M | 323,063 | Trimmed |
| 12 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $91.4M | 319,994 | Trimmed |
| 13 | OSAIC HOLDINGS, INC. | $85.9M | 300,577 | Added |
| 14 | Jupiter Topco LLC | $77.4M | 271,093 | New |
| 15 | Cambridge Investment Research Advisors, Inc. | $73.6M | 257,555 | Trimmed |
| 16 | Portfolio Strategies, Inc. | $67.7M | 232,327 | Added |
| 17 | FMR LLC | $60.6M | 212,226 | Trimmed |
| 18 | PRINCIPAL SECURITIES, INC. | $56.8M | 198,769 | Trimmed |
| 19 | Kestra Advisory Services, LLC | $51.5M | 180,189 | Trimmed |
| 20 | JPMORGAN CHASE & CO | $43.1M | 154,792 | Added |
| 21 | Kovitz Investment Group Partners, LLC | $42.4M | 148,363 | Added |
| 22 | Independence Financial Advisors, LLC | $40.3M | 141,263 | Added |
| 23 | UBS Group AG | $37.3M | 130,558 | Added |
| 24 | Prime Capital Investment Advisors, LLC | $33.7M | 118,093 | Added |
| 25 | WELLS FARGO & COMPANY/MN | $32.8M | 114,710 | Added |