| 1 | Invesco Ltd. | $220.7M | 4.1M | Trimmed |
| 2 | LPL Financial LLC | $77.2M | 1.4M | Added |
| 3 | CX Institutional | $49.5M | 927,556 | Trimmed |
| 4 | MORGAN STANLEY | $33.9M | 636,052 | Added |
| 5 | WELLS FARGO & COMPANY/MN | $33.0M | 618,978 | Added |
| 6 | JONES FINANCIAL COMPANIES LLLP | $29.5M | 550,723 | Added |
| 7 | UBS Group AG | $21.7M | 407,224 | Added |
| 8 | OSAIC HOLDINGS, INC. | $12.0M | 225,675 | Added |
| 9 | Cetera Investment Advisers | $11.3M | 212,536 | Added |
| 10 | RETIREMENT FINANCIAL SOLUTIONS, LLC | $10.4M | 195,187 | Added |
| 11 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | $9.0M | 169,378 | Added |
| 12 | Brookstone Capital Management | $8.9M | 166,836 | New |
| 13 | RAYMOND JAMES FINANCIAL INC | $8.5M | 160,175 | Added |
| 14 | LANE BROTHERS & CO INC | $8.0M | 149,447 | Added |
| 15 | Royal Bank of Canada | $5.0M | 94,471 | Added |
| 16 | FLAGSHIP HARBOR ADVISORS, LLC | $4.8M | 89,116 | Added |
| 17 | SageGuard Financial Group, LLC | $4.7M | 89,000 | Added |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $4.6M | 87,030 | Added |
| 19 | MJP ASSOCIATES INC /ADV | $4.2M | 78,670 | Added |
| 20 | Advisor OS, LLC | $4.2M | 78,670 | Added |
| 21 | Compass Financial Services Inc | $3.4M | 63,380 | Trimmed |
| 22 | Prospera Financial Services Inc | $3.2M | 60,377 | Added |
| 23 | NATIXIS ADVISORS, LLC | $2.9M | 55,127 | Added |
| 24 | STIFEL FINANCIAL CORP | $2.9M | 54,132 | Added |
| 25 | Perigon Wealth Management, LLC | $2.5M | 47,347 | Added |