| 1 | LPL Financial LLC | $101.4M | 1.1M | Added |
| 2 | Betterment LLC | $70.7M | 774,716 | Added |
| 3 | BANK OF AMERICA CORP /DE/ | $51.6M | 565,875 | Added |
| 4 | AMERICAN NATIONAL BANK & TRUST | $50.1M | 548,883 | Added |
| 5 | FIRST FOUNDATION ADVISORS | $46.8M | 512,488 | Trimmed |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $34.3M | 375,842 | Trimmed |
| 7 | FIRST AMERICAN TRUST, FSB | $32.5M | 355,873 | Added |
| 8 | MORGAN STANLEY | $22.4M | 244,937 | Added |
| 9 | Richard P Slaughter Associates Inc | $22.2M | 242,768 | Trimmed |
| 10 | Paul R. Ried Financial Group, LLC | $17.5M | 191,659 | Added |
| 11 | VERUS CAPITAL PARTNERS, LLC | $16.6M | 181,978 | Added |
| 12 | Financial Architects, LLC | $16.2M | 177,580 | Added |
| 13 | IFP Advisors, Inc | $15.9M | 174,206 | Added |
| 14 | High Probability Advisors, LLC | $15.4M | 169,229 | Added |
| 15 | Duncan Williams Asset Management, LLC | $14.4M | 157,612 | Added |
| 16 | Heck Capital Advisors, LLC | $14.0M | 153,051 | Trimmed |
| 17 | Evergreen Wealth Solutions, LLC | $13.7M | 148,300 | Trimmed |
| 18 | Orion Porfolio Solutions, LLC | $12.0M | 130,953 | Trimmed |
| 19 | 1900 WEALTH MANAGEMENT LLC | $11.9M | 129,983 | Trimmed |
| 20 | Cetera Investment Advisers | $11.5M | 125,967 | Trimmed |
| 21 | Great Lakes Retirement, Inc. | $10.9M | 119,712 | Added |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | $10.8M | 118,791 | Trimmed |
| 23 | PRINCIPAL SECURITIES, INC. | $10.3M | 112,724 | Added |
| 24 | OSAIC HOLDINGS, INC. | $10.2M | 111,599 | Added |
| 25 | Royal Bank of Canada | $8.5M | 93,419 | Added |