| 1 | LPL Financial LLC | $196.4M | 1.8M | Added |
| 2 | Financial Engines Advisors L.L.C. | $160.0M | 1.4M | Added |
| 3 | AE Wealth Management LLC | $146.3M | 1.3M | Added |
| 4 | NorthRock Partners, LLC | $129.3M | 1.2M | Added |
| 5 | MORGAN STANLEY | $94.8M | 845,458 | Trimmed |
| 6 | FAS Wealth Partners, Inc. | $62.3M | 555,604 | Added |
| 7 | RAYMOND JAMES FINANCIAL INC | $57.4M | 511,830 | Added |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $50.5M | 450,660 | Trimmed |
| 9 | Convergence Financial, LLC | $42.0M | 374,287 | Trimmed |
| 10 | First National Trust Co | $39.8M | 355,048 | Trimmed |
| 11 | Rehmann Capital Advisory Group | $39.7M | 353,924 | Added |
| 12 | Avantax Planning Partners, Inc. | $39.0M | 347,928 | Added |
| 13 | GHP Investment Advisors, Inc. | $37.7M | 336,389 | Added |
| 14 | JONES FINANCIAL COMPANIES LLLP | $37.3M | 339,005 | Trimmed |
| 15 | Private Advisor Group, LLC | $34.7M | 309,416 | Trimmed |
| 16 | Klingman & Associates, LLC | $33.4M | 297,555 | Trimmed |
| 17 | WCG Wealth Advisors LLC | $31.3M | 279,491 | Trimmed |
| 18 | HighTower Advisors, LLC | $30.3M | 269,961 | Trimmed |
| 19 | AMERIPRISE FINANCIAL INC | $26.4M | 235,378 | Trimmed |
| 20 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $26.4M | 235,194 | Trimmed |
| 21 | BANK OF AMERICA CORP /DE/ | $25.0M | 223,354 | Added |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | $24.1M | 214,737 | Trimmed |
| 23 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $21.0M | 187,373 | Added |
| 24 | Rodgers & Associates, LTD | $21.0M | 187,167 | Trimmed |
| 25 | Shakespeare Wealth Management, LLC | $20.5M | 183,300 | Trimmed |