| 1 | LPL Financial LLC | $98.0M | 1.2M | Added |
| 2 | BANK OF AMERICA CORP /DE/ | $71.1M | 869,363 | Added |
| 3 | Treasurer of the State of North Carolina | $51.0M | 623,863 | New |
| 4 | OSAIC HOLDINGS, INC. | $45.3M | 553,864 | Trimmed |
| 5 | UBS Group AG | $27.5M | 336,470 | Trimmed |
| 6 | STIFEL FINANCIAL CORP | $26.4M | 323,008 | Trimmed |
| 7 | Royal Bank of Canada | $25.4M | 311,230 | Added |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $23.2M | 283,874 | Added |
| 9 | RAYMOND JAMES FINANCIAL INC | $22.9M | 279,789 | Added |
| 10 | Aprio Wealth Management, LLC | $18.3M | 223,983 | Added |
| 11 | Itau Unibanco Holding S.A. | $16.6M | 202,713 | Added |
| 12 | Cetera Investment Advisers | $15.5M | 190,124 | Added |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $15.1M | 185,173 | Trimmed |
| 14 | ADAMSBROWN WEALTH CONSULTANTS LLC | $13.6M | 165,841 | Added |
| 15 | WELLS FARGO & COMPANY/MN | $13.4M | 164,361 | Added |
| 16 | Cambridge Investment Research Advisors, Inc. | $13.4M | 163,519 | Added |
| 17 | ELEVATION POINT WEALTH PARTNERS, LLC | $12.3M | 150,787 | Trimmed |
| 18 | Vestmark Advisory Solutions, Inc. | $12.2M | 149,412 | Trimmed |
| 19 | XP Advisory US, Inc. | $11.4M | 139,273 | New |
| 20 | Ted Buchan & Co | $11.1M | 135,212 | Added |
| 21 | MML INVESTORS SERVICES, LLC | $10.9M | 133,566 | Added |
| 22 | Kraft, Davis & Associates, LLC | $10.9M | 135,728 | Added |
| 23 | Quadcap Wealth Management, LLC | $10.0M | 122,431 | Added |
| 24 | Riggs Asset Managment Co. Inc. | $9.4M | 114,582 | Trimmed |
| 25 | Modern Wealth Management, LLC | $9.1M | 111,100 | New |