| 1 | WELLS FARGO & COMPANY/MN | $116.7M | 4.6M | Added |
| 2 | Wealthfront Advisers LLC | $116.6M | 4.6M | Trimmed |
| 3 | LPL Financial LLC | $109.5M | 4.3M | Trimmed |
| 4 | BANK OF AMERICA CORP /DE/ | $87.2M | 3.4M | Added |
| 5 | Kensington Asset Management, LLC | $84.9M | 3.3M | Added |
| 6 | Pinnacle Wealth Planning Services, Inc. | $80.8M | 3.2M | Trimmed |
| 7 | MORGAN STANLEY | $65.4M | 2.6M | Added |
| 8 | RAYMOND JAMES FINANCIAL INC | $52.4M | 2.0M | Trimmed |
| 9 | UBS Group AG | $46.2M | 1.8M | Trimmed |
| 10 | Fusion Capital, LLC | $39.1M | 1.5M | Added |
| 11 | Twelve Points Wealth Management LLC | $28.3M | 1.1M | Added |
| 12 | Insight Wealth Strategies, LLC | $28.2M | 1.1M | New |
| 13 | AMERIPRISE FINANCIAL INC | $27.0M | 1.1M | Added |
| 14 | Creative Planning | $20.9M | 817,993 | Trimmed |
| 15 | LANE BROTHERS & CO INC | $17.2M | 670,630 | Added |
| 16 | Demars Financial Group, LLC | $16.9M | 660,006 | Added |
| 17 | MML INVESTORS SERVICES, LLC | $15.2M | 595,180 | Added |
| 18 | Deseret Mutual Benefit Administrators | $14.9M | 581,638 | Added |
| 19 | Cambridge Investment Research Advisors, Inc. | $14.8M | 576,532 | Trimmed |
| 20 | White Pine Investment CO | $14.7M | 575,230 | Added |
| 21 | Strategic Financial Concepts, LLC | $13.5M | 528,739 | Trimmed |
| 22 | ENVESTNET ASSET MANAGEMENT INC | $12.5M | 487,112 | Trimmed |
| 23 | PARSONS CAPITAL MANAGEMENT INC/RI | $12.4M | 486,022 | Trimmed |
| 24 | Kingsview Wealth Management, LLC | $12.3M | 480,200 | Added |
| 25 | All Terrain Financial Advisors, LLC | $11.3M | 442,042 | Added |