| 1 | SUMITOMO LIFE INSURANCE CO | $255.2M | 4.4M | New |
| 2 | MORGAN STANLEY | $62.9M | 1.1M | Added |
| 3 | LPL Financial LLC | $47.2M | 813,578 | Added |
| 4 | Heartwood Wealth Advisors LLC | $44.3M | 763,888 | Added |
| 5 | Allworth Financial LP | $41.4M | 713,262 | Trimmed |
| 6 | BANK OF AMERICA CORP /DE/ | $29.9M | 515,465 | Added |
| 7 | WELLS FARGO & COMPANY/MN | $27.2M | 469,271 | Added |
| 8 | RAYMOND JAMES FINANCIAL INC | $14.8M | 254,862 | Trimmed |
| 9 | AMERIPRISE FINANCIAL INC | $10.5M | 180,339 | Trimmed |
| 10 | OSAIC HOLDINGS, INC. | $9.9M | 170,818 | Added |
| 11 | Rockefeller Capital Management L.P. | $7.8M | 135,013 | Trimmed |
| 12 | Private Advisor Group, LLC | $6.6M | 114,638 | Trimmed |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $6.4M | 110,882 | Trimmed |
| 14 | JONES FINANCIAL COMPANIES LLLP | $6.0M | 100,957 | Added |
| 15 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $6.0M | 102,966 | Trimmed |
| 16 | UBS Group AG | $5.8M | 99,195 | Trimmed |
| 17 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $5.7M | 95,582 | Added |
| 18 | STIFEL FINANCIAL CORP | $5.6M | 96,349 | Trimmed |
| 19 | JPMORGAN CHASE & CO | $4.6M | 78,139 | Added |
| 20 | Cetera Investment Advisers | $4.3M | 74,350 | Trimmed |
| 21 | HUNTINGTON NATIONAL BANK | $4.3M | 73,620 | Trimmed |
| 22 | Janney Montgomery Scott LLC | $3.6M | 61,936 | Trimmed |
| 23 | HighTower Advisors, LLC | $3.5M | 59,993 | Trimmed |
| 24 | J.W. COLE ADVISORS, INC. | $3.2M | 55,584 | Added |
| 25 | Onyx Bridge Wealth Group LLC | $3.1M | 53,734 | Added |