| 1 | MORGAN STANLEY | $258.8M | 4.9M | Added |
| 2 | UBS Group AG | $177.7M | 3.3M | Added |
| 3 | Creative Planning | $94.2M | 1.8M | Trimmed |
| 4 | WELLS FARGO & COMPANY/MN | $59.9M | 1.1M | Trimmed |
| 5 | BANK OF AMERICA CORP /DE/ | $54.7M | 1.0M | Added |
| 6 | LPL Financial LLC | $49.0M | 922,223 | Trimmed |
| 7 | RAYMOND JAMES FINANCIAL INC | $35.1M | 661,393 | Trimmed |
| 8 | UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | $29.0M | 546,034 | Trimmed |
| 9 | Madrid Financial Services | $25.9M | 488,670 | Added |
| 10 | EVERGREEN CAPITAL MANAGEMENT LLC | $25.4M | 478,511 | Added |
| 11 | Gradient Investments LLC | $23.2M | 436,144 | Added |
| 12 | Royal Bank of Canada | $19.8M | 373,651 | Trimmed |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $19.5M | 368,127 | Trimmed |
| 14 | Cetera Investment Advisers | $15.0M | 282,310 | Trimmed |
| 15 | Rockefeller Capital Management L.P. | $14.8M | 279,377 | Added |
| 16 | TECTONIC ADVISORS LLC | $14.8M | 277,970 | Added |
| 17 | Greenspring Advisors, LLC | $13.3M | 250,248 | Added |
| 18 | Legacy Wealth Asset Management, LLC | $12.1M | 227,634 | Trimmed |
| 19 | ADVISORS MANAGEMENT GROUP INC /ADV | $11.6M | 218,447 | Added |
| 20 | OSAIC HOLDINGS, INC. | $11.3M | 212,176 | Added |
| 21 | Barry Investment Advisors, LLC | $10.9M | 205,167 | Added |
| 22 | Naviter Wealth, LLC | $10.7M | 201,119 | Added |
| 23 | SEI INVESTMENTS CO | $10.2M | 192,242 | Added |
| 24 | EXCHANGE TRADED CONCEPTS, LLC | $10.1M | 191,084 | Added |
| 25 | Focus Partners Wealth | $9.3M | 175,672 | Added |