| 1 | RAYMOND JAMES FINANCIAL INC | $187.8M | 7.4M | Added |
| 2 | FMR LLC | $169.6M | 6.7M | Added |
| 3 | SEI INVESTMENTS CO | $169.2M | 6.7M | Trimmed |
| 4 | WELLS FARGO & COMPANY/MN | $157.9M | 6.2M | Added |
| 5 | BANK OF AMERICA CORP /DE/ | $130.6M | 5.1M | Added |
| 6 | GOLDMAN SACHS GROUP INC | $126.9M | 5.0M | Trimmed |
| 7 | MORGAN STANLEY | $118.1M | 4.6M | Added |
| 8 | LPL Financial LLC | $89.6M | 3.5M | Added |
| 9 | WCG Wealth Advisors LLC | $46.6M | 1.8M | Added |
| 10 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $42.7M | 1.7M | Added |
| 11 | Avantax Planning Partners, Inc. | $41.9M | 1.6M | Trimmed |
| 12 | MERCER GLOBAL ADVISORS INC /ADV | $41.3M | 1.6M | Added |
| 13 | Bank of New York Mellon Corp | $40.8M | 1.6M | Added |
| 14 | AMERIPRISE FINANCIAL INC | $37.9M | 1.5M | Trimmed |
| 15 | UBS Group AG | $31.0M | 1.2M | Trimmed |
| 16 | Cetera Investment Advisers | $29.9M | 1.2M | Added |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $29.0M | 1.1M | Trimmed |
| 18 | Revolve Wealth Partners, LLC | $28.9M | 1.1M | Added |
| 19 | Tradewinds Capital Management, LLC | $25.2M | 992,182 | Added |
| 20 | Ocean Park Asset Management, LLC | $21.6M | 848,826 | New |
| 21 | JPMORGAN CHASE & CO | $20.7M | 812,251 | Trimmed |
| 22 | Farther Finance Advisors, LLC | $18.5M | 727,550 | Added |
| 23 | HighTower Advisors, LLC | $14.7M | 578,550 | Trimmed |
| 24 | Sanctuary Advisors, LLC | $14.4M | 566,641 | Added |
| 25 | Jordan Park Group LLC | $14.3M | 563,102 | Added |