| 1 | MORGAN STANLEY | $76.9M | 3.5M | Added |
| 2 | Focus Partners Wealth | $75.9M | 3.4M | Added |
| 3 | BANK OF AMERICA CORP /DE/ | $67.7M | 3.1M | Added |
| 4 | Stratos Wealth Advisors, LLC | $61.3M | 2.8M | Added |
| 5 | MERCER GLOBAL ADVISORS INC /ADV | $58.4M | 2.6M | Added |
| 6 | WELLS FARGO & COMPANY/MN | $42.4M | 1.9M | Trimmed |
| 7 | Arax Advisory Partners | $41.8M | 1.9M | New |
| 8 | RAYMOND JAMES FINANCIAL INC | $40.3M | 1.8M | Trimmed |
| 9 | Integrated Wealth Concepts LLC | $37.2M | 1.7M | Added |
| 10 | BAILARD, INC. | $31.9M | 1.4M | Added |
| 11 | UBS Group AG | $30.6M | 1.4M | Trimmed |
| 12 | Brookstone Capital Management | $30.4M | 1.4M | Added |
| 13 | Financial Advisory Corp | $29.8M | 1.3M | Added |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $29.7M | 1.3M | Added |
| 15 | Heartwood Wealth Advisors LLC | $28.9M | 1.3M | Added |
| 16 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $28.0M | 1.3M | Added |
| 17 | Asset Advisors Investment Management, LLC | $26.9M | 1.2M | Added |
| 18 | BlackRock, Inc. | $26.4M | 1.2M | Added |
| 19 | HM PAYSON & CO | $26.2M | 1.2M | Added |
| 20 | LPL Financial LLC | $24.6M | 1.1M | Added |
| 21 | Stratos Wealth Partners, LTD. | $23.0M | 1.0M | Added |
| 22 | ATWOOD & PALMER INC | $21.2M | 959,379 | Added |
| 23 | Horizon Advisory Services, Inc. | $20.4M | 922,765 | Added |
| 24 | Journey Advisory Group, LLC | $19.5M | 878,742 | Added |
| 25 | MKT Advisors LLC | $18.6M | 841,610 | Added |