| 1 | FMR LLC | $470.5M | 11.9M | Trimmed |
| 2 | MORGAN STANLEY | $272.0M | 6.9M | Added |
| 3 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $235.9M | 6.0M | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $195.4M | 5.0M | Added |
| 5 | LPL Financial LLC | $172.0M | 4.4M | Added |
| 6 | TECTONIC ADVISORS LLC | $104.5M | 2.6M | Added |
| 7 | OSAIC HOLDINGS, INC. | $89.5M | 2.3M | Added |
| 8 | UBS Group AG | $89.3M | 2.3M | Added |
| 9 | BANK OF AMERICA CORP /DE/ | $87.7M | 2.2M | Added |
| 10 | WELLS FARGO & COMPANY/MN | $71.4M | 1.8M | Trimmed |
| 11 | Corient Private Wealth LLC | $70.9M | 1.8M | Added |
| 12 | Kestra Investment Management, LLC | $66.7M | 1.7M | Trimmed |
| 13 | CAPITAL ADVISORS INC/OK | $54.0M | 1.4M | Trimmed |
| 14 | Cheviot Value Management, LLC | $54.0M | 1.4M | Trimmed |
| 15 | Royal Bank of Canada | $50.5M | 1.3M | Trimmed |
| 16 | Morling Financial Advisors, LLC | $45.3M | 1.1M | Added |
| 17 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $43.4M | 1.1M | Trimmed |
| 18 | Janney Montgomery Scott LLC | $37.5M | 948,830 | Trimmed |
| 19 | Bank of New York Mellon Corp | $33.6M | 852,368 | Added |
| 20 | FAS Wealth Partners, Inc. | $26.9M | 682,427 | Added |
| 21 | WEATHERLY ASSET MANAGEMENT L. P. | $26.8M | 678,852 | Added |
| 22 | Horizon Investments, LLC | $26.4M | 675,591 | Trimmed |
| 23 | WCG Wealth Advisors LLC | $26.4M | 669,685 | Trimmed |
| 24 | HighTower Advisors, LLC | $26.0M | 657,787 | Trimmed |
| 25 | PENSION & WEALTH MANAGEMENT ADVISORS, INC. | $25.7M | 651,453 | Added |