| 1 | MORGAN STANLEY | $784.0M | 15.7M | Added |
| 2 | LPL Financial LLC | $684.5M | 13.7M | Added |
| 3 | WELLS FARGO & COMPANY/MN | $284.1M | 5.7M | Trimmed |
| 4 | UBS Group AG | $247.1M | 5.0M | Added |
| 5 | RAYMOND JAMES FINANCIAL INC | $212.8M | 4.3M | Added |
| 6 | Royal Bank of Canada | $167.2M | 3.4M | Added |
| 7 | Cetera Investment Advisers | $136.3M | 2.7M | Added |
| 8 | HighTower Advisors, LLC | $105.1M | 2.1M | Added |
| 9 | BANK OF AMERICA CORP /DE/ | $101.1M | 2.0M | Added |
| 10 | FIRST TRUST ADVISORS LP | $90.6M | 1.8M | Added |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $76.3M | 1.5M | Added |
| 12 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $67.3M | 1.4M | Added |
| 13 | Concurrent Investment Advisors, LLC | $65.5M | 1.3M | Trimmed |
| 14 | Berger Financial Group, Inc | $56.7M | 1.1M | Added |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $50.7M | 1.0M | Added |
| 16 | Clearwater Capital Advisors, LLC | $47.4M | 952,240 | Added |
| 17 | Harvest Investment Services, LLC | $44.9M | 902,106 | Added |
| 18 | Csenge Advisory Group | $44.9M | 901,794 | Added |
| 19 | Integrated Wealth Concepts LLC | $41.0M | 823,390 | Added |
| 20 | JONES FINANCIAL COMPANIES LLLP | $39.8M | 799,678 | Added |
| 21 | OSAIC HOLDINGS, INC. | $38.0M | 762,206 | Added |
| 22 | Cambridge Investment Research Advisors, Inc. | $37.3M | 749,561 | Added |
| 23 | HARBOUR INVESTMENTS, INC. | $35.8M | 718,902 | Trimmed |
| 24 | STIFEL FINANCIAL CORP | $33.8M | 678,374 | Trimmed |
| 25 | ASSETMARK, INC | $32.0M | 643,298 | Trimmed |