| 1 | MORGAN STANLEY | $74.7M | 3.4M | Added |
| 2 | BANK OF AMERICA CORP /DE/ | $59.8M | 2.8M | Added |
| 3 | MERCER GLOBAL ADVISORS INC /ADV | $55.9M | 2.6M | Added |
| 4 | WELLS FARGO & COMPANY/MN | $38.2M | 1.8M | Trimmed |
| 5 | Brookstone Capital Management | $36.8M | 1.7M | Trimmed |
| 6 | TRUE Private Wealth Advisors | $36.2M | 1.7M | Trimmed |
| 7 | Financial Advisory Corp | $34.6M | 1.6M | Added |
| 8 | RAYMOND JAMES FINANCIAL INC | $31.1M | 1.4M | Trimmed |
| 9 | Asset Advisors Investment Management, LLC | $29.0M | 1.3M | Added |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $28.0M | 1.3M | Added |
| 11 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $27.6M | 1.3M | Added |
| 12 | BlackRock, Inc. | $26.4M | 1.2M | Added |
| 13 | HENGEHOLD CAPITAL MANAGEMENT LLC | $24.1M | 1.1M | Added |
| 14 | AMERIPRISE FINANCIAL INC | $22.5M | 1.0M | Added |
| 15 | HM PAYSON & CO | $20.8M | 961,074 | Added |
| 16 | ATWOOD & PALMER INC | $20.8M | 958,727 | Added |
| 17 | UBS Group AG | $20.3M | 937,678 | Added |
| 18 | Integrated Wealth Concepts LLC | $19.9M | 921,429 | Added |
| 19 | Journey Advisory Group, LLC | $17.5M | 808,737 | Added |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | $17.1M | 790,679 | Trimmed |
| 21 | Arax Advisory Partners | $16.9M | 781,914 | New |
| 22 | Denver PWM, LLC | $14.8M | 685,352 | Added |
| 23 | MKT Advisors LLC | $14.3M | 661,757 | Added |
| 24 | LPL Financial LLC | $13.9M | 640,840 | Added |
| 25 | Merit Financial Group, LLC | $12.7M | 588,260 | Added |