| 1 | AMERIPRISE FINANCIAL INC | $289.5M | 7.6M | Added |
| 2 | MORGAN STANLEY | $237.3M | 6.2M | Added |
| 3 | BANK OF AMERICA CORP /DE/ | $115.0M | 3.0M | Added |
| 4 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | $114.4M | 3.0M | Trimmed |
| 5 | RAYMOND JAMES FINANCIAL INC | $106.0M | 2.8M | Added |
| 6 | LPL Financial LLC | $100.7M | 2.6M | Added |
| 7 | UBS Group AG | $80.1M | 2.1M | Added |
| 8 | Mariner, LLC | $60.5M | 1.6M | Trimmed |
| 9 | Go Invest LLC | $45.1M | 1.2M | Added |
| 10 | Royal Bank of Canada | $34.3M | 899,322 | Added |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $32.0M | 840,088 | Added |
| 12 | Mason & Associates Inc | $24.9M | 653,490 | Trimmed |
| 13 | FLYNN ZITO CAPITAL MANAGEMENT, LLC | $21.7M | 570,109 | Trimmed |
| 14 | Landmark Wealth Management, LLC | $18.9M | 496,162 | Added |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $14.7M | 386,956 | Added |
| 16 | OSAIC HOLDINGS, INC. | $14.6M | 382,883 | Added |
| 17 | Ameritas Investment Partners, Inc. | $13.6M | 356,633 | Added |
| 18 | Sanctuary Advisors, LLC | $11.0M | 288,042 | Trimmed |
| 19 | JANE STREET GROUP, LLC | $10.8M | 284,513 | Trimmed |
| 20 | Concurrent Investment Advisors, LLC | $10.2M | 268,863 | Added |
| 21 | Rockefeller Capital Management L.P. | $9.9M | 260,621 | Added |
| 22 | MARINO, STRAM & ASSOCIATES LLC | $9.3M | 245,335 | Trimmed |
| 23 | Gladstone Institutional Advisory LLC | $9.3M | 243,008 | Added |
| 24 | WCG Wealth Advisors LLC | $9.0M | 235,629 | New |
| 25 | TSFG, LLC | $8.5M | 221,907 | Added |