| 1 | MORGAN STANLEY | $40.0M | 3.7M | Trimmed |
| 2 | LPL Financial LLC | $36.7M | 3.4M | Added |
| 3 | Royal Bank of Canada | $35.9M | 3.3M | Added |
| 4 | Baird Financial Group, Inc. | $23.2M | 2.2M | Added |
| 5 | Cetera Investment Advisers | $17.0M | 1.6M | Added |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $17.0M | 1.6M | Added |
| 7 | RAYMOND JAMES FINANCIAL INC | $13.0M | 1.2M | Added |
| 8 | OSAIC HOLDINGS, INC. | $12.5M | 1.2M | Added |
| 9 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $12.1M | 1.1M | Trimmed |
| 10 | BANK OF AMERICA CORP /DE/ | $10.9M | 1.0M | Trimmed |
| 11 | Cambridge Investment Research Advisors, Inc. | $10.1M | 935,229 | Added |
| 12 | J.W. COLE ADVISORS, INC. | $10.0M | 930,496 | Added |
| 13 | COHEN & STEERS, INC. | $10.0M | 924,190 | Added |
| 14 | WELLS FARGO & COMPANY/MN | $8.5M | 783,832 | Trimmed |
| 15 | Kentucky Trust Co | $7.4M | 683,791 | Added |
| 16 | Apollon Wealth Management, LLC | $6.3M | 585,666 | Trimmed |
| 17 | N.E.W. Advisory Services LLC | $5.9M | 544,615 | Added |
| 18 | UBS Group AG | $5.7M | 532,247 | Added |
| 19 | Foundations Investment Advisors, LLC | $5.1M | 474,847 | Added |
| 20 | CAPTRUST FINANCIAL ADVISORS | $4.6M | 429,499 | Added |
| 21 | Smith Asset Management Co., LLC | $4.3M | 396,153 | Trimmed |
| 22 | Janney Montgomery Scott LLC | $4.2M | 385,741 | Added |
| 23 | RDA Financial Network | $3.7M | 344,768 | Added |
| 24 | Creative Planning | $3.7M | 344,525 | Trimmed |
| 25 | First Heartland Consultants, Inc. | $3.6M | 335,016 | Added |