| 1 | Invesco Ltd. | $384.9M | 14.2M | Added |
| 2 | LPL Financial LLC | $119.6M | 4.4M | Added |
| 3 | Bank of New York Mellon Corp | $65.9M | 2.4M | Added |
| 4 | Cetera Investment Advisers | $30.0M | 1.1M | Added |
| 5 | Commonwealth Financial Services, LLC | $28.8M | 1.1M | New |
| 6 | Private Advisor Group, LLC | $22.4M | 824,401 | Added |
| 7 | Petix & Botte Co | $17.9M | 657,924 | Added |
| 8 | BANK OF AMERICA CORP /DE/ | $16.7M | 615,776 | Trimmed |
| 9 | Stewardship Advisors, LLC | $16.1M | 593,954 | Added |
| 10 | Integrated Wealth Concepts LLC | $15.4M | 567,119 | Added |
| 11 | Spectrum Investment Advisors, Inc. | $15.1M | 556,899 | Added |
| 12 | Scarborough Advisors, LLC | $14.9M | 549,243 | Added |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $14.0M | 514,768 | Added |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $13.5M | 498,844 | Added |
| 15 | Concurrent Investment Advisors, LLC | $11.5M | 422,281 | Added |
| 16 | ASHTON THOMAS SECURITIES, LLC | $8.8M | 325,976 | Added |
| 17 | Garden State Investment Advisory Services LLC | $7.6M | 281,199 | Added |
| 18 | Royal Bank of Canada | $7.6M | 279,259 | Trimmed |
| 19 | MORGAN STANLEY | $6.9M | 255,748 | Added |
| 20 | Kestra Advisory Services, LLC | $6.1M | 224,900 | Added |
| 21 | Total Clarity Wealth Management, Inc. | $5.1M | 187,444 | Added |
| 22 | WELLS FARGO & COMPANY/MN | $4.9M | 180,745 | Trimmed |
| 23 | Cambridge Investment Research Advisors, Inc. | $4.9M | 179,958 | Added |
| 24 | Gladstone Institutional Advisory LLC | $4.2M | 153,921 | Added |
| 25 | Simplicity Wealth,LLC | $4.1M | 151,671 | Added |