| 1 | PRICE T ROWE ASSOCIATES INC /MD/ | $533.8M | 12.8M | Added |
| 2 | LPL Financial LLC | $196.0M | 4.7M | Added |
| 3 | MORGAN STANLEY | $25.8M | 618,978 | Added |
| 4 | OneDigital Investment Advisors LLC | $22.1M | 531,080 | Trimmed |
| 5 | Modern Wealth Management, LLC | $19.5M | 468,439 | New |
| 6 | OSAIC HOLDINGS, INC. | $9.0M | 216,975 | Added |
| 7 | Northwest Wealth Advisors, LLC | $8.6M | 205,589 | Added |
| 8 | Cetera Investment Advisers | $6.6M | 159,446 | Added |
| 9 | RAYMOND JAMES FINANCIAL INC | $4.5M | 108,071 | Added |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $4.4M | 105,635 | Added |
| 11 | JONES FINANCIAL COMPANIES LLLP | $4.3M | 103,413 | Added |
| 12 | Cambridge Investment Research Advisors, Inc. | $4.1M | 98,247 | Added |
| 13 | Hopwood Financial Services, Inc. | $2.2M | 51,863 | Added |
| 14 | Flaharty Asset Management, LLC | $1.8M | 42,060 | Trimmed |
| 15 | Corient Private Wealth LLC | $1.7M | 40,525 | Hold |
| 16 | INDEPENDENT FINANCIAL GROUP, LLC | $1.5M | 35,704 | Trimmed |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $1.3M | 31,779 | Added |
| 18 | Continuum Advisory, LLC | $1.3M | 31,775 | New |
| 19 | Quantinno Capital Management LP | $1.0M | 25,000 | Hold |
| 20 | N.E.W. Advisory Services LLC | $976,773 | 23,435 | Added |
| 21 | HighTower Advisors, LLC | $933,058 | 22,386 | Added |
| 22 | JANE STREET GROUP, LLC | $779,749 | 18,708 | Trimmed |
| 23 | Steward Partners Investment Advisory, LLC | $733,401 | 17,596 | Added |
| 24 | BROWN BROTHERS HARRIMAN & CO | $535,880 | 12,857 | New |
| 25 | CITADEL ADVISORS LLC | $344,860 | 8,274 | New |