| 1 | LPL Financial LLC | $183.8M | 4.0M | Added |
| 2 | PARK NATIONAL CORP /OH/ | $173.7M | 3.8M | Added |
| 3 | MORGAN STANLEY | $109.5M | 2.4M | Added |
| 4 | RAYMOND JAMES FINANCIAL INC | $70.3M | 1.5M | Added |
| 5 | Hennion & Walsh Asset Management, Inc. | $66.2M | 1.4M | Added |
| 6 | Capital Asset Advisory Services LLC | $58.0M | 1.3M | Added |
| 7 | AXXCESS WEALTH MANAGEMENT, LLC | $57.3M | 1.2M | New |
| 8 | BANK OF AMERICA CORP /DE/ | $49.6M | 1.1M | Added |
| 9 | UBS Group AG | $36.7M | 795,502 | Added |
| 10 | Cetera Investment Advisers | $36.7M | 795,480 | Added |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $34.7M | 751,061 | Added |
| 12 | SK Wealth Management, LLC | $33.1M | 693,751 | Trimmed |
| 13 | Steward Partners Investment Advisory, LLC | $32.5M | 704,543 | Added |
| 14 | MML INVESTORS SERVICES, LLC | $30.9M | 668,967 | Added |
| 15 | Stratos Investment Management, LLC | $28.3M | 611,848 | Added |
| 16 | Baird Financial Group, Inc. | $24.0M | 518,624 | Added |
| 17 | Horizon Wealth Management, LLC | $20.4M | 442,514 | Trimmed |
| 18 | Lido Advisors, LLC | $20.3M | 438,912 | Trimmed |
| 19 | Choice Wealth Advisors, LLC | $16.5M | 356,619 | Added |
| 20 | Cambridge Investment Research Advisors, Inc. | $15.5M | 335,602 | Added |
| 21 | Atria Investments, Inc | $15.1M | 326,330 | Trimmed |
| 22 | JANE STREET GROUP, LLC | $12.7M | 274,238 | Added |
| 23 | Impact Capital Partners LLC | $11.2M | 242,152 | Added |
| 24 | Burns Matteson Capital Management, LLC | $8.8M | 190,915 | Added |
| 25 | Tidemark, LLC | $8.6M | 187,217 | Trimmed |