| 1 | BANK OF AMERICA CORP /DE/ | $2.17B | 34.9M | Trimmed |
| 2 | LPL Financial LLC | $1.10B | 17.7M | Trimmed |
| 3 | MORGAN STANLEY | $889.1M | 14.3M | Trimmed |
| 4 | RAYMOND JAMES FINANCIAL INC | $515.2M | 8.3M | Added |
| 5 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $457.4M | 7.4M | Trimmed |
| 6 | WELLS FARGO & COMPANY/MN | $388.7M | 6.2M | Trimmed |
| 7 | Cetera Investment Advisers | $336.1M | 5.4M | Trimmed |
| 8 | UBS Group AG | $260.1M | 4.2M | Trimmed |
| 9 | OSAIC HOLDINGS, INC. | $250.0M | 4.0M | Added |
| 10 | Cambridge Investment Research Advisors, Inc. | $194.9M | 3.1M | Trimmed |
| 11 | AMERIPRISE FINANCIAL INC | $183.7M | 3.0M | Trimmed |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $178.3M | 2.9M | Trimmed |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $168.8M | 2.7M | Trimmed |
| 14 | Royal Bank of Canada | $142.3M | 2.3M | Added |
| 15 | JONES FINANCIAL COMPANIES LLLP | $132.5M | 2.1M | Added |
| 16 | HighTower Advisors, LLC | $111.9M | 1.8M | Added |
| 17 | Sequoia Financial Advisors, LLC | $110.8M | 1.8M | Trimmed |
| 18 | Kestra Advisory Services, LLC | $104.6M | 1.7M | Trimmed |
| 19 | MML INVESTORS SERVICES, LLC | $93.8M | 1.5M | Added |
| 20 | STIFEL FINANCIAL CORP | $89.1M | 1.4M | Added |
| 21 | Capital Asset Advisory Services LLC | $61.7M | 991,806 | Added |
| 22 | AXXCESS WEALTH MANAGEMENT, LLC | $59.8M | 961,433 | New |
| 23 | Baird Financial Group, Inc. | $59.6M | 958,083 | Trimmed |
| 24 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $53.0M | 826,966 | Added |
| 25 | Evensky & Katz LLC | $52.9M | 850,580 | Added |