| 1 | BANK OF AMERICA CORP /DE/ | $1.00B | 4.5M | Added |
| 2 | LPL Financial LLC | $206.1M | 914,183 | Added |
| 3 | MORGAN STANLEY | $140.2M | 621,633 | Added |
| 4 | PGIM Custom Harvest LLC | $111.9M | 496,263 | Added |
| 5 | Compass Financial Group, INC/SD | $99.4M | 440,884 | Trimmed |
| 6 | WELLS FARGO & COMPANY/MN | $88.3M | 391,371 | Trimmed |
| 7 | Beacon Capital Management, Inc. | $83.4M | 369,724 | Trimmed |
| 8 | UBS Group AG | $73.6M | 326,457 | Added |
| 9 | Cetera Investment Advisers | $61.8M | 274,055 | Added |
| 10 | Empower Advisory Group, LLC | $60.9M | 270,255 | Added |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $55.5M | 246,022 | Trimmed |
| 12 | AMERIPRISE FINANCIAL INC | $52.2M | 230,760 | Added |
| 13 | RAYMOND JAMES FINANCIAL INC | $44.7M | 198,097 | Added |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $39.9M | 176,857 | Trimmed |
| 15 | STIFEL FINANCIAL CORP | $35.3M | 156,697 | Added |
| 16 | OSAIC HOLDINGS, INC. | $35.2M | 156,076 | Trimmed |
| 17 | Cambridge Investment Research Advisors, Inc. | $35.0M | 155,230 | Added |
| 18 | Ameritas Advisory Services, LLC | $31.6M | 140,086 | Added |
| 19 | Royal Bank of Canada | $31.0M | 137,333 | Added |
| 20 | Cerity Partners LLC | $24.5M | 108,434 | Trimmed |
| 21 | Rockefeller Capital Management L.P. | $24.3M | 107,763 | Trimmed |
| 22 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $23.1M | 102,314 | Trimmed |
| 23 | Apollon Wealth Management, LLC | $19.1M | 84,745 | Added |
| 24 | Blankinship & Foster, LLC | $18.6M | 82,532 | Added |
| 25 | Lido Advisors, LLC | $18.5M | 81,934 | Added |