| 1 | MORGAN STANLEY | $74.2M | 1.7M | Added |
| 2 | LPL Financial LLC | $68.8M | 1.6M | Added |
| 3 | RAYMOND JAMES FINANCIAL INC | $53.0M | 1.2M | Added |
| 4 | WELLS FARGO & COMPANY/MN | $42.5M | 957,401 | Added |
| 5 | JONES FINANCIAL COMPANIES LLLP | $42.2M | 955,944 | Added |
| 6 | Evensky & Katz LLC | $33.5M | 753,584 | Trimmed |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $25.0M | 563,783 | Added |
| 8 | BANK OF AMERICA CORP /DE/ | $24.1M | 542,152 | Trimmed |
| 9 | Spectrum Wealth Advisory Group, LLC | $19.0M | 426,864 | Added |
| 10 | Simplicity Wealth,LLC | $16.1M | 361,672 | Added |
| 11 | AMERIPRISE FINANCIAL INC | $15.4M | 346,923 | Added |
| 12 | Magnus Financial Group LLC | $14.9M | 335,278 | Added |
| 13 | Thrivent Financial for Lutherans | $11.1M | 250,308 | Added |
| 14 | Royal Bank of Canada | $9.3M | 208,409 | Added |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $9.1M | 204,808 | Added |
| 16 | MCF Advisors LLC | $7.7M | 174,250 | New |
| 17 | Cetera Investment Advisers | $5.7M | 127,351 | Added |
| 18 | CoreCap Advisors, LLC | $5.4M | 122,644 | Added |
| 19 | FFG RETIREMENT ADVISORS LLC | $5.3M | 119,272 | Added |
| 20 | Merit Financial Group, LLC | $4.7M | 105,262 | Trimmed |
| 21 | Orion Porfolio Solutions, LLC | $4.4M | 99,405 | Trimmed |
| 22 | Cambridge Investment Research Advisors, Inc. | $3.8M | 86,138 | Added |
| 23 | Cooper Financial Group | $3.5M | 79,529 | Added |
| 24 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.5M | 79,523 | Trimmed |
| 25 | CITIGROUP INC | $3.5M | 78,589 | New |