| 1 | FMR LLC | $444.6M | 8.9M | Added |
| 2 | WELLS FARGO & COMPANY/MN | $62.4M | 1.2M | Added |
| 3 | RAYMOND JAMES FINANCIAL INC | $44.6M | 890,174 | Added |
| 4 | Athena Wealth Management, LLC | $40.7M | 812,484 | Added |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $34.5M | 689,383 | Trimmed |
| 6 | LPL Financial LLC | $26.3M | 525,613 | Added |
| 7 | AE Wealth Management LLC | $22.8M | 454,714 | Added |
| 8 | Kestra Advisory Services, LLC | $20.4M | 406,348 | Added |
| 9 | BANK OF AMERICA CORP /DE/ | $15.5M | 309,601 | Trimmed |
| 10 | WEALTH MANAGEMENT RESOURCES, INC. | $15.2M | 304,171 | New |
| 11 | MML INVESTORS SERVICES, LLC | $14.9M | 297,206 | Added |
| 12 | JANE STREET GROUP, LLC | $14.8M | 295,935 | Added |
| 13 | OSAIC HOLDINGS, INC. | $12.4M | 246,964 | Added |
| 14 | MORGAN STANLEY | $12.1M | 241,780 | Trimmed |
| 15 | Stratos Wealth Partners, LTD. | $11.3M | 225,336 | Added |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $10.4M | 207,532 | Added |
| 17 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $10.3M | 206,400 | Added |
| 18 | Sowell Financial Services LLC | $9.3M | 185,411 | Added |
| 19 | WealthTrust Axiom LLC | $9.3M | 185,258 | Added |
| 20 | Koshinski Asset Management, Inc. | $9.1M | 180,663 | Added |
| 21 | UBS Group AG | $7.7M | 153,932 | Trimmed |
| 22 | Financially Speaking Inc | $7.5M | 150,614 | Added |
| 23 | TABLEAUX LLC | $6.8M | 136,677 | Added |
| 24 | RCS Financial Planning, LLC | $6.3M | 125,130 | Added |
| 25 | Arete Wealth Advisors, LLC | $6.0M | 119,876 | Trimmed |