| 1 | Invesco Ltd. | $1.03B | 15.0M | Trimmed |
| 2 | Balentine LLC | $357.8M | 5.2M | Added |
| 3 | MORGAN STANLEY | $277.9M | 4.1M | Trimmed |
| 4 | Bank of New York Mellon Corp | $257.1M | 3.8M | Added |
| 5 | LPL Financial LLC | $181.3M | 2.6M | Trimmed |
| 6 | BANK OF AMERICA CORP /DE/ | $115.7M | 1.7M | Trimmed |
| 7 | Arizona PSPRS Trust | $112.9M | 1.6M | Added |
| 8 | CI INVESTMENTS INC. | $90.9M | 1.3M | New |
| 9 | UBS Group AG | $81.0M | 1.2M | Added |
| 10 | Mariner, LLC | $53.9M | 786,924 | Trimmed |
| 11 | Arkadios Wealth Advisors | $52.7M | 768,374 | Added |
| 12 | HBK Sorce Advisory LLC | $51.1M | 721,672 | Trimmed |
| 13 | IHT Wealth Management, LLC | $49.1M | 716,998 | Added |
| 14 | WELLS FARGO & COMPANY/MN | $44.6M | 651,000 | Trimmed |
| 15 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $43.3M | 626,158 | Added |
| 16 | Integrated Wealth Concepts LLC | $31.7M | 462,337 | Added |
| 17 | RAYMOND JAMES FINANCIAL INC | $29.9M | 435,760 | Trimmed |
| 18 | Brookstone Capital Management | $28.6M | 417,609 | Trimmed |
| 19 | BALDWIN WEALTH PARTNERS LLC/MA | $28.3M | 412,246 | Trimmed |
| 20 | Kestra Advisory Services, LLC | $28.2M | 410,945 | Added |
| 21 | ASHTON THOMAS SECURITIES, LLC | $27.9M | 406,570 | Added |
| 22 | DAIDO LIFE INSURANCE CO | $27.6M | 403,056 | Hold |
| 23 | Financial Enhancement Group LLC | $25.1M | 365,652 | Added |
| 24 | ENVESTNET ASSET MANAGEMENT INC | $25.0M | 365,270 | Added |
| 25 | Concurrent Investment Advisors, LLC | $24.7M | 359,730 | Added |