| 1 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | $97.8M | 4.3M | Added |
| 2 | HANTZ FINANCIAL SERVICES, INC. | $85.6M | 3.7M | Trimmed |
| 3 | Bank of New York Mellon Corp | $40.0M | 1.7M | Trimmed |
| 4 | LPL Financial LLC | $28.3M | 1.2M | Trimmed |
| 5 | SHP Wealth Management | $25.9M | 1.1M | Added |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $24.4M | 1.1M | Trimmed |
| 7 | FRANKLIN RESOURCES INC | $20.8M | 906,213 | Added |
| 8 | RAYMOND JAMES FINANCIAL INC | $20.1M | 876,493 | Added |
| 9 | Curran Financial Partners, LLC | $19.1M | 831,237 | Added |
| 10 | Sage Advisory Services, Ltd.Co. | $15.9M | 694,133 | Trimmed |
| 11 | Prentice Wealth Management LLC | $14.8M | 646,864 | Added |
| 12 | AMERIPRISE FINANCIAL INC | $14.6M | 638,924 | Trimmed |
| 13 | Cetera Investment Advisers | $12.6M | 548,795 | Added |
| 14 | ASSETMARK, INC | $11.7M | 509,695 | Added |
| 15 | DORVAL Corp | $7.9M | 346,058 | Added |
| 16 | Royal Bank of Canada | $7.9M | 345,503 | Added |
| 17 | Independence Financial Advisors, LLC | $6.9M | 298,880 | Added |
| 18 | Fifth Third Securities, Inc. | $6.6M | 289,209 | Added |
| 19 | AIRE ADVISORS, LLC | $6.2M | 272,527 | Added |
| 20 | OSAIC HOLDINGS, INC. | $6.1M | 265,740 | Added |
| 21 | Steward Partners Investment Advisory, LLC | $5.4M | 237,069 | Added |
| 22 | TRUIST FINANCIAL CORP | $4.9M | 211,967 | Added |
| 23 | Advisory Services Network, LLC | $4.7M | 203,666 | New |
| 24 | MML INVESTORS SERVICES, LLC | $4.4M | 191,164 | Added |
| 25 | Mission Hills Financial Advisory, LLC | $4.4M | 190,163 | Trimmed |