| 1 | JPMORGAN CHASE & CO | $757.9M | 9.8M | Trimmed |
| 2 | FMR LLC | $241.0M | 3.1M | Added |
| 3 | LPL Financial LLC | $176.4M | 2.3M | Added |
| 4 | Crestwood Advisors Group, LLC | $79.9M | 1.0M | Added |
| 5 | Cetera Investment Advisers | $54.8M | 702,324 | Added |
| 6 | Syntegra Private Wealth Group, LLC | $49.4M | 633,091 | Added |
| 7 | JONES FINANCIAL COMPANIES LLLP | $47.8M | 618,478 | Added |
| 8 | Bank of New York Mellon Corp | $45.3M | 580,188 | Added |
| 9 | GREAT VALLEY ADVISOR GROUP, INC. | $44.6M | 571,576 | Added |
| 10 | OSAIC HOLDINGS, INC. | $36.2M | 463,387 | Added |
| 11 | RAYMOND JAMES FINANCIAL INC | $35.6M | 455,639 | Added |
| 12 | Wagner Wealth Management, LLC | $34.3M | 440,073 | Added |
| 13 | Meridian Financial Partners LLC | $26.6M | 347,624 | Added |
| 14 | CGC Financial Services, LLC | $25.3M | 324,194 | Trimmed |
| 15 | VERUS CAPITAL PARTNERS, LLC | $21.7M | 278,665 | Added |
| 16 | Advisory Resource Group | $20.2M | 258,935 | Added |
| 17 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $18.1M | 231,431 | Trimmed |
| 18 | Retirement Management Systems Inc. | $17.8M | 228,395 | Added |
| 19 | WealthPlan Investment Management, LLC | $17.5M | 224,405 | Added |
| 20 | B & T Capital Management DBA Alpha Capital Management | $16.3M | 209,506 | Trimmed |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $15.0M | 191,937 | Added |
| 22 | Royal Bank of Canada | $14.8M | 190,278 | Added |
| 23 | Bond & Devick Financial Network, Inc. | $14.3M | 182,754 | Added |
| 24 | Kestra Advisory Services, LLC | $12.2M | 156,363 | Added |
| 25 | ENVESTNET ASSET MANAGEMENT INC | $11.2M | 143,634 | Added |