| 1 | FMR LLC | $668.0M | 16.7M | Added |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $106.4M | 2.7M | Added |
| 3 | CITIGROUP INC | $72.2M | 1.8M | New |
| 4 | LPL Financial LLC | $39.5M | 986,432 | Added |
| 5 | Independence Financial Advisors, LLC | $26.9M | 671,110 | Trimmed |
| 6 | Sowa Financial Group, Inc. | $26.3M | 656,484 | Added |
| 7 | OSAIC HOLDINGS, INC. | $23.2M | 579,147 | Added |
| 8 | Thrivent Financial for Lutherans | $19.4M | 485,013 | Added |
| 9 | MORGAN STANLEY | $14.9M | 371,293 | Added |
| 10 | RAYMOND JAMES FINANCIAL INC | $14.6M | 364,083 | Added |
| 11 | Cetera Investment Advisers | $11.3M | 283,000 | Added |
| 12 | Kestra Advisory Services, LLC | $11.2M | 278,280 | Added |
| 13 | Advisory Resource Group | $9.0M | 225,693 | Added |
| 14 | Weil Company, Inc. | $8.3M | 207,185 | Trimmed |
| 15 | MARSHALL INVESTMENT MANAGEMENT, LLC | $6.4M | 159,753 | Trimmed |
| 16 | TWO SIGMA INVESTMENTS, LP | $6.0M | 150,300 | New |
| 17 | Cambridge Investment Research Advisors, Inc. | $5.5M | 138,347 | Added |
| 18 | J.W. COLE ADVISORS, INC. | $5.4M | 135,369 | Trimmed |
| 19 | WELLS FARGO & COMPANY/MN | $5.2M | 128,947 | Added |
| 20 | IHT Wealth Management, LLC | $4.1M | 102,687 | Trimmed |
| 21 | Investmark Advisory Group LLC | $4.0M | 99,479 | Added |
| 22 | MML INVESTORS SERVICES, LLC | $3.9M | 97,145 | Added |
| 23 | ENVESTNET ASSET MANAGEMENT INC | $3.8M | 93,705 | Added |
| 24 | Stratos Wealth Partners, LTD. | $3.4M | 84,590 | Added |
| 25 | Royal Bank of Canada | $3.3M | 82,972 | Trimmed |