| 1 | LPL Financial LLC | $654.8M | 18.9M | Added |
| 2 | WELLS FARGO & COMPANY/MN | $271.2M | 7.8M | Added |
| 3 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $267.0M | 7.7M | Trimmed |
| 4 | MORGAN STANLEY | $247.6M | 7.2M | Added |
| 5 | RAYMOND JAMES FINANCIAL INC | $205.4M | 5.9M | Added |
| 6 | UBS Group AG | $192.1M | 5.5M | Added |
| 7 | Cerity Partners LLC | $176.1M | 5.1M | Added |
| 8 | Royal Bank of Canada | $145.0M | 4.2M | Trimmed |
| 9 | BENJAMIN EDWARDS INC | $143.2M | 4.1M | Added |
| 10 | Capital Group Private Client Services, Inc. | $129.1M | 3.7M | Added |
| 11 | CAPTRUST FINANCIAL ADVISORS | $128.1M | 3.7M | Trimmed |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $110.9M | 3.2M | Added |
| 13 | BANK OF AMERICA CORP /DE/ | $103.7M | 3.0M | Added |
| 14 | SEI INVESTMENTS CO | $96.0M | 2.8M | Added |
| 15 | JPMORGAN CHASE & CO | $95.6M | 2.8M | Added |
| 16 | Confluence Wealth Services, Inc. | $84.2M | 2.4M | Added |
| 17 | JONES FINANCIAL COMPANIES LLLP | $82.7M | 2.4M | Added |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $72.0M | 2.1M | Added |
| 19 | OSAIC HOLDINGS, INC. | $71.8M | 2.1M | Added |
| 20 | INSPIRION WEALTH ADVISORS, LLC | $70.2M | 2.1M | Added |
| 21 | STIFEL FINANCIAL CORP | $68.2M | 2.0M | Added |
| 22 | ECLECTIC ASSOCIATES INC /ADV | $59.2M | 1.7M | Added |
| 23 | Cetera Investment Advisers | $53.6M | 1.5M | Added |
| 24 | MML INVESTORS SERVICES, LLC | $52.7M | 1.5M | Added |
| 25 | &PARTNERS | $51.7M | 1.5M | Added |