| 1 | JPMORGAN CHASE & CO | $1.15B | 11.9M | Trimmed |
| 2 | LPL Financial LLC | $776.9M | 7.9M | Added |
| 3 | CAPTRUST FINANCIAL ADVISORS | $433.7M | 4.4M | Added |
| 4 | RAYMOND JAMES FINANCIAL INC | $399.8M | 4.1M | Added |
| 5 | AMERIPRISE FINANCIAL INC | $396.6M | 4.0M | Trimmed |
| 6 | JONES FINANCIAL COMPANIES LLLP | $318.2M | 3.4M | Added |
| 7 | BANK OF AMERICA CORP /DE/ | $247.0M | 2.5M | Added |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $169.1M | 1.7M | Added |
| 9 | UBS Group AG | $133.5M | 1.4M | Added |
| 10 | Royal Bank of Canada | $133.5M | 1.4M | Added |
| 11 | Cetera Investment Advisers | $127.6M | 1.3M | Added |
| 12 | Janney Montgomery Scott LLC | $125.3M | 1.3M | Trimmed |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $117.4M | 1.2M | Trimmed |
| 14 | WELLS FARGO & COMPANY/MN | $110.7M | 1.1M | Added |
| 15 | Private Advisor Group, LLC | $108.0M | 1.1M | Added |
| 16 | Northwest Financial Advisors | $97.7M | 991,333 | Added |
| 17 | OSAIC HOLDINGS, INC. | $91.1M | 923,634 | Added |
| 18 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $79.5M | 867,409 | Added |
| 19 | Integrated Wealth Concepts LLC | $71.7M | 727,558 | Added |
| 20 | Goldstein Advisors, LLC | $69.0M | 700,355 | Added |
| 21 | Avior Wealth Management, LLC | $67.9M | 688,966 | Trimmed |
| 22 | Focus Partners Wealth | $67.1M | 680,124 | Added |
| 23 | American Trust | $60.8M | 616,315 | Added |
| 24 | GGM Financials LLC | $60.2M | 610,144 | Added |
| 25 | GREAT VALLEY ADVISOR GROUP, INC. | $57.0M | 578,497 | Added |