| 1 | MORGAN STANLEY | $127.1M | 701,720 | Added |
| 2 | WELLS FARGO & COMPANY/MN | $102.7M | 566,742 | Added |
| 3 | LPL Financial LLC | $89.6M | 494,755 | Added |
| 4 | BANK OF AMERICA CORP /DE/ | $69.2M | 382,241 | Trimmed |
| 5 | AMERIPRISE FINANCIAL INC | $52.3M | 289,260 | Added |
| 6 | Wealthfront Advisers LLC | $41.5M | 229,307 | Added |
| 7 | CAPE COD FIVE CENTS SAVINGS BANK | $38.5M | 212,440 | Trimmed |
| 8 | Rockefeller Capital Management L.P. | $38.0M | 209,652 | Added |
| 9 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $37.4M | 206,706 | Added |
| 10 | Focus Partners Wealth | $33.7M | 185,911 | Trimmed |
| 11 | Cullen/Frost Bankers, Inc. | $30.8M | 169,965 | Trimmed |
| 12 | Sequoia Financial Advisors, LLC | $29.3M | 161,492 | Trimmed |
| 13 | SUMMIT WEALTH & RETIREMENT PLANNING, INC. | $23.4M | 129,390 | Added |
| 14 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $20.2M | 109,537 | Added |
| 15 | Thrivent Financial for Lutherans | $15.6M | 85,849 | Added |
| 16 | Paul R. Ried Financial Group, LLC | $14.6M | 80,558 | Trimmed |
| 17 | Argos Wealth Advisors, LLC | $14.5M | 79,819 | Trimmed |
| 18 | Larson Financial Group LLC | $14.4M | 79,751 | Trimmed |
| 19 | Advance Capital Management, Inc. | $13.4M | 73,905 | Added |
| 20 | UBS Group AG | $13.2M | 72,759 | Trimmed |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $13.0M | 71,954 | Added |
| 22 | RAYMOND JAMES FINANCIAL INC | $12.0M | 66,269 | Trimmed |
| 23 | Cambridge Investment Research Advisors, Inc. | $11.9M | 65,662 | Added |
| 24 | Peak Financial Management, Inc. | $11.4M | 62,781 | Added |
| 25 | Cetera Investment Advisers | $11.3M | 62,162 | Added |