| 1 | JPMORGAN CHASE & CO | $2.29B | 43.9M | Trimmed |
| 2 | FMR LLC | $125.3M | 2.4M | Added |
| 3 | CAPTRUST FINANCIAL ADVISORS | $81.9M | 1.6M | Trimmed |
| 4 | MORGAN STANLEY | $79.8M | 1.5M | Added |
| 5 | M&T Bank Corp | $58.1M | 1.1M | Added |
| 6 | LPL Financial LLC | $54.3M | 1.0M | Trimmed |
| 7 | Schiavi & Co LLC | $50.8M | 972,807 | Added |
| 8 | Miracle Mile Advisors, LLC | $50.7M | 970,536 | Added |
| 9 | UBS Group AG | $47.4M | 908,104 | Added |
| 10 | Wealthquest Corp | $36.3M | 696,093 | New |
| 11 | MBM WEALTH CONSULTANTS, LLC | $26.8M | 513,387 | Added |
| 12 | BANK OF AMERICA CORP /DE/ | $20.8M | 399,217 | Trimmed |
| 13 | Scott Capital Advisors, LLC | $16.8M | 321,805 | Added |
| 14 | JONES FINANCIAL COMPANIES LLLP | $15.5M | 297,241 | Added |
| 15 | Essential Planning, LLC. | $15.5M | 296,964 | Added |
| 16 | TD Capital Management LLC | $14.3M | 273,341 | Added |
| 17 | Spinnaker Investment Group, LLC | $14.0M | 269,007 | New |
| 18 | Per Stirling Capital Management, LLC. | $13.7M | 263,352 | New |
| 19 | Intellus Advisors LLC | $12.7M | 244,244 | Added |
| 20 | RAYMOND JAMES FINANCIAL INC | $12.3M | 235,613 | Trimmed |
| 21 | FMA Wealth Management, LLC | $12.2M | 233,539 | Trimmed |
| 22 | Stonebridge Financial Group, LLC | $12.1M | 231,761 | Trimmed |
| 23 | HighTower Advisors, LLC | $11.0M | 211,649 | Added |
| 24 | Bulwark Capital Corp | $10.3M | 196,887 | Trimmed |
| 25 | Wealth Advisors of Tampa Bay, LLC | $10.0M | 192,111 | Added |