| 1 | BANK OF AMERICA CORP /DE/ | $412.5M | 1.9M | Added |
| 2 | MORGAN STANLEY | $263.8M | 1.2M | Added |
| 3 | UBS Group AG | $138.4M | 631,279 | Trimmed |
| 4 | JPMORGAN CHASE & CO | $116.2M | 530,288 | Added |
| 5 | Cetera Investment Advisers | $112.8M | 514,718 | Added |
| 6 | LPL Financial LLC | $107.6M | 490,979 | Trimmed |
| 7 | AMERIPRISE FINANCIAL INC | $80.6M | 367,875 | Trimmed |
| 8 | RAYMOND JAMES FINANCIAL INC | $80.6M | 367,536 | Trimmed |
| 9 | Shakespeare Wealth Management, LLC | $76.4M | 348,545 | Added |
| 10 | OSAIC HOLDINGS, INC. | $67.4M | 306,817 | Added |
| 11 | Corient Private Wealth LLC | $65.8M | 300,035 | Trimmed |
| 12 | WELLS FARGO & COMPANY/MN | $63.7M | 290,756 | Added |
| 13 | Stordahl Capital Management, Inc. | $54.7M | 249,707 | Added |
| 14 | Cambridge Investment Research Advisors, Inc. | $41.9M | 191,215 | Added |
| 15 | HighTower Advisors, LLC | $40.1M | 182,867 | Trimmed |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $35.6M | 162,498 | Added |
| 17 | Grant Street Asset Management, Inc. | $34.7M | 158,481 | Added |
| 18 | Zhang Financial LLC | $27.2M | 124,151 | Added |
| 19 | PETREDIS INVESTMENT ADVISORS LLC | $26.4M | 120,521 | Trimmed |
| 20 | Modern Wealth Management, LLC | $21.7M | 99,005 | New |
| 21 | Royal Bank of Canada | $21.0M | 95,833 | Trimmed |
| 22 | MMA ASSET MANAGEMENT LLC | $19.5M | 89,033 | Added |
| 23 | Pathstone Holdings, LLC | $19.3M | 87,890 | Trimmed |
| 24 | Mesirow Financial Investment Management, Inc. | $18.7M | 85,349 | Added |
| 25 | Graves Light Lenhart Wealth, Inc. | $17.3M | 79,037 | Added |