| 1 | BANK OF AMERICA CORP /DE/ | $157.8M | 2.8M | Trimmed |
| 2 | LPL Financial LLC | $78.0M | 1.4M | Added |
| 3 | MORGAN STANLEY | $72.6M | 1.3M | Added |
| 4 | Waverly Advisors, LLC | $59.8M | 1.1M | Trimmed |
| 5 | Cetera Investment Advisers | $57.7M | 1.0M | Added |
| 6 | WELLS FARGO & COMPANY/MN | $57.5M | 1.0M | Added |
| 7 | RAYMOND JAMES FINANCIAL INC | $56.4M | 1.0M | Trimmed |
| 8 | Arbor Investment Advisors, LLC | $44.9M | 805,518 | Added |
| 9 | Royal Bank of Canada | $42.8M | 767,863 | Added |
| 10 | Stonebridge Financial Group, LLC | $42.5M | 762,863 | Trimmed |
| 11 | FIRST FOUNDATION ADVISORS | $41.2M | 739,179 | Trimmed |
| 12 | WCG Wealth Advisors LLC | $35.4M | 634,759 | Trimmed |
| 13 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $23.1M | 422,426 | Added |
| 14 | NFP Retirement, Inc. | $19.9M | 355,967 | Trimmed |
| 15 | Sanctuary Advisors, LLC | $16.3M | 293,041 | Added |
| 16 | Baird Financial Group, Inc. | $16.1M | 288,249 | Trimmed |
| 17 | Equitable Holdings, Inc. | $16.0M | 286,779 | Added |
| 18 | Traction Financial Partners, LLC | $15.9M | 285,584 | Added |
| 19 | Johnson & White Wealth Management, LLC | $14.9M | 266,421 | Added |
| 20 | Three Bridge Wealth Advisors, LLC | $14.6M | 261,632 | Trimmed |
| 21 | CAPTRUST FINANCIAL ADVISORS | $13.8M | 247,800 | Trimmed |
| 22 | UBS Group AG | $13.5M | 241,394 | Trimmed |
| 23 | Federation des caisses Desjardins du Quebec | $13.4M | 241,085 | Trimmed |
| 24 | AlphaCore Capital LLC | $13.1M | 234,261 | Trimmed |
| 25 | AQR CAPITAL MANAGEMENT LLC | $12.5M | 224,734 | Added |