| 1 | ENVESTNET ASSET MANAGEMENT INC | $119.9M | 6.7M | Trimmed |
| 2 | Kestra Investment Management, LLC | $70.6M | 4.0M | Added |
| 3 | BANK OF AMERICA CORP /DE/ | $62.4M | 3.5M | Added |
| 4 | LPL Financial LLC | $38.4M | 2.2M | Trimmed |
| 5 | RAYMOND JAMES FINANCIAL INC | $28.2M | 1.6M | Added |
| 6 | Bank of New York Mellon Corp | $25.8M | 1.5M | Trimmed |
| 7 | Bramshill Investments, LLC | $22.1M | 1.2M | Trimmed |
| 8 | MORGAN STANLEY | $19.3M | 1.1M | Added |
| 9 | WELLS FARGO & COMPANY/MN | $16.2M | 912,106 | Added |
| 10 | Willis Johnson & Associates, Inc. | $13.6M | 763,819 | Added |
| 11 | Tortoise Investment Management, LLC | $11.3M | 634,387 | Added |
| 12 | HighTower Advisors, LLC | $10.5M | 588,787 | Trimmed |
| 13 | JANE STREET GROUP, LLC | $10.5M | 588,510 | Added |
| 14 | Hennion & Walsh Asset Management, Inc. | $10.4M | 586,281 | Added |
| 15 | ABLE Financial Group, LLC | $10.2M | 576,062 | Trimmed |
| 16 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $9.2M | 517,835 | Added |
| 17 | JPMORGAN CHASE & CO | $9.2M | 515,184 | Added |
| 18 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $9.0M | 508,751 | Added |
| 19 | MML INVESTORS SERVICES, LLC | $8.5M | 480,404 | Added |
| 20 | Manhattan West Asset Management, LLC | $8.3M | 466,030 | Trimmed |
| 21 | Cyndeo Wealth Partners, LLC | $7.8M | 438,155 | Added |
| 22 | Keystone Financial Group | $7.4M | 413,409 | Added |
| 23 | NICOLET BANKSHARES INC | $6.6M | 372,507 | Trimmed |
| 24 | Cetera Investment Advisers | $5.4M | 301,474 | Trimmed |
| 25 | Kestra Advisory Services, LLC | $5.0M | 281,063 | Added |