| 1 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $156.2M | 3.2M | Trimmed |
| 2 | BANK OF AMERICA CORP /DE/ | $101.1M | 2.1M | Trimmed |
| 3 | AMERIPRISE FINANCIAL INC | $39.7M | 817,619 | Added |
| 4 | Gilbert & Cook, Inc. | $35.1M | 723,059 | Added |
| 5 | LPL Financial LLC | $26.8M | 551,260 | Added |
| 6 | MORGAN STANLEY | $21.9M | 450,808 | Trimmed |
| 7 | WELLS FARGO & COMPANY/MN | $21.3M | 437,896 | Added |
| 8 | Pinnacle Financial Partners, Inc. | $20.4M | 420,616 | Trimmed |
| 9 | SIMS INVESTMENT MANAGEMENT, LLC | $18.2M | 375,257 | Added |
| 10 | JONES FINANCIAL COMPANIES LLLP | $11.1M | 229,341 | Added |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $10.7M | 220,493 | Added |
| 12 | UBS Group AG | $10.3M | 212,837 | Trimmed |
| 13 | Cetera Investment Advisers | $9.9M | 204,417 | Trimmed |
| 14 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $6.5M | 134,793 | Trimmed |
| 15 | RAYMOND JAMES FINANCIAL INC | $6.2M | 127,688 | Added |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $6.0M | 124,207 | Trimmed |
| 17 | HighTower Advisors, LLC | $5.0M | 103,984 | Trimmed |
| 18 | Atlas Wealth LLC | $5.0M | 103,791 | Trimmed |
| 19 | Empire Financial Management Company, LLC | $4.0M | 81,545 | Trimmed |
| 20 | STIFEL FINANCIAL CORP | $3.1M | 64,556 | Added |
| 21 | Simplicity Wealth,LLC | $3.1M | 63,354 | Added |
| 22 | Cornell Pochily Investment Advisors, Inc. | $3.0M | 61,488 | Added |
| 23 | VISTA INVESTMENT PARTNERS LLC | $2.6M | 53,638 | Trimmed |
| 24 | MONEY CONCEPTS CAPITAL CORP | $2.6M | 52,845 | Trimmed |
| 25 | American Institute for Advanced Investment Management, LLP | $2.3M | 46,686 | Trimmed |