| 1 | FMR LLC | $239.1M | 2.5M | Added |
| 2 | Advocacy Wealth Management, LLC | $106.6M | 1.1M | Added |
| 3 | LPL Financial LLC | $71.3M | 745,492 | Trimmed |
| 4 | WELLS FARGO & COMPANY/MN | $54.5M | 570,273 | Added |
| 5 | BANK OF AMERICA CORP /DE/ | $42.2M | 441,550 | Added |
| 6 | TD Capital Management LLC | $42.1M | 440,019 | Added |
| 7 | MORGAN STANLEY | $37.7M | 394,513 | Added |
| 8 | GREAT VALLEY ADVISOR GROUP, INC. | $35.4M | 370,534 | Added |
| 9 | JPMORGAN CHASE & CO | $31.7M | 331,094 | Added |
| 10 | KELLY FINANCIAL GROUP LLC | $28.6M | 299,442 | Added |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $25.0M | 261,567 | Trimmed |
| 12 | O'Connor Financial Group LLC | $19.4M | 202,851 | Trimmed |
| 13 | Beacon Capital Management, Inc. | $18.6M | 194,710 | Added |
| 14 | Royal Bank of Canada | $16.1M | 168,892 | Added |
| 15 | OneDigital Investment Advisors LLC | $14.9M | 156,063 | Added |
| 16 | HighTower Advisors, LLC | $12.8M | 133,806 | Trimmed |
| 17 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $11.9M | 125,367 | Added |
| 18 | UBS Group AG | $9.9M | 103,432 | Trimmed |
| 19 | Visionary Wealth Advisors | $8.9M | 92,607 | Added |
| 20 | Gateway Wealth Partners, LLC | $8.6M | 90,411 | Trimmed |
| 21 | EXCHANGE TRADED CONCEPTS, LLC | $8.5M | 88,719 | Added |
| 22 | Treasure Coast Financial Planning | $8.2M | 85,945 | Added |
| 23 | VALLEY NATIONAL ADVISERS INC | $7.7M | 80,061 | Added |
| 24 | Dynamic Advisor Solutions LLC | $7.4M | 77,855 | Added |
| 25 | CarsonAllaria Wealth Management, Ltd. | $7.1M | 74,416 | Added |