| 1 | LPL Financial LLC | $254.5M | 5.4M | Added |
| 2 | BANK OF AMERICA CORP /DE/ | $237.2M | 5.1M | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $173.0M | 3.7M | Added |
| 4 | OSAIC HOLDINGS, INC. | $133.2M | 2.8M | Added |
| 5 | Invesco Ltd. | $88.6M | 1.9M | Trimmed |
| 6 | MORGAN STANLEY | $79.7M | 1.7M | Added |
| 7 | Private Advisor Group, LLC | $66.6M | 1.4M | Added |
| 8 | Bank of New York Mellon Corp | $62.5M | 1.3M | Added |
| 9 | Brio Consultants, LLC | $58.6M | 1.3M | Added |
| 10 | RTD Financial Advisors, Inc. | $40.6M | 866,849 | Added |
| 11 | JONES FINANCIAL COMPANIES LLLP | $37.8M | 804,528 | Added |
| 12 | HOWARD FINANCIAL SERVICES, LTD. | $37.5M | 799,598 | Added |
| 13 | Dynamic Advisor Solutions LLC | $32.8M | 700,663 | Added |
| 14 | RAYMOND JAMES FINANCIAL INC | $32.7M | 698,589 | Added |
| 15 | Commonwealth Financial Services, LLC | $31.7M | 675,575 | New |
| 16 | Cetera Investment Advisers | $30.3M | 645,855 | Added |
| 17 | Northwest Financial Advisors | $24.9M | 531,961 | Added |
| 18 | Petix & Botte Co | $23.9M | 510,124 | Added |
| 19 | Brookstone Capital Management | $23.8M | 508,289 | Trimmed |
| 20 | American Capital Advisory, LLC | $20.1M | 429,003 | Added |
| 21 | HighTower Advisors, LLC | $18.9M | 402,684 | Added |
| 22 | MML INVESTORS SERVICES, LLC | $17.5M | 373,361 | Added |
| 23 | WELLS FARGO & COMPANY/MN | $16.8M | 357,563 | Added |
| 24 | KWB Wealth | $16.5M | 352,169 | Added |
| 25 | KMG FIDUCIARY PARTNERS, LLC | $16.3M | 348,756 | Trimmed |