| 1 | BANK OF AMERICA CORP /DE/ | $79.0M | 439,825 | Added |
| 2 | USA FINANCIAL FORMULAS | $63.6M | 354,526 | New |
| 3 | TWO SIGMA INVESTMENTS, LP | $62.3M | 346,800 | Added |
| 4 | MORGAN STANLEY | $58.8M | 327,506 | Added |
| 5 | LPL Financial LLC | $42.7M | 238,055 | Added |
| 6 | ASSETMARK, INC | $27.4M | 152,872 | New |
| 7 | Camarda Financial Advisors, LLC | $20.3M | 112,984 | New |
| 8 | COMMERCE BANK | $19.3M | 107,225 | Trimmed |
| 9 | Foundations Investment Advisors, LLC | $16.5M | 91,995 | New |
| 10 | Modern Wealth Management, LLC | $16.3M | 91,062 | New |
| 11 | WELLS FARGO & COMPANY/MN | $16.1M | 89,501 | Trimmed |
| 12 | PRINCIPAL FINANCIAL GROUP INC | $16.0M | 89,156 | Added |
| 13 | AMERIPRISE FINANCIAL INC | $15.6M | 86,997 | Added |
| 14 | Cetera Investment Advisers | $15.4M | 86,055 | Added |
| 15 | UBS Group AG | $14.6M | 81,336 | Added |
| 16 | Cambridge Investment Research Advisors, Inc. | $14.3M | 79,550 | Added |
| 17 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $14.1M | 78,713 | Added |
| 18 | PGIM Custom Harvest LLC | $11.9M | 66,502 | Added |
| 19 | OSAIC HOLDINGS, INC. | $11.2M | 62,411 | Added |
| 20 | CoreCap Advisors, LLC | $11.0M | 61,497 | Added |
| 21 | Three Seasons Wealth, LLC | $10.4M | 57,963 | Added |
| 22 | BANK OF NOVA SCOTIA | $8.5M | 47,200 | Trimmed |
| 23 | Farther Finance Advisors, LLC | $7.8M | 43,515 | Added |
| 24 | Summit Financial Consulting LLC | $7.6M | 42,511 | Added |
| 25 | First Heartland Consultants, Inc. | $7.1M | 39,664 | Added |