| 1 | Royal Bank of Canada | $63.1M | 3.1M | Added |
| 2 | MORGAN STANLEY | $53.0M | 2.6M | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $46.0M | 2.3M | Added |
| 4 | Larson Financial Group LLC | $29.7M | 1.5M | Added |
| 5 | WELLS FARGO & COMPANY/MN | $28.4M | 1.4M | Trimmed |
| 6 | BANK OF AMERICA CORP /DE/ | $18.6M | 917,971 | Trimmed |
| 7 | LPL Financial LLC | $18.5M | 908,977 | Trimmed |
| 8 | Intrua Financial, LLC | $13.5M | 666,589 | Added |
| 9 | RAYMOND JAMES FINANCIAL INC | $12.0M | 589,599 | Added |
| 10 | Cetera Investment Advisers | $9.4M | 462,122 | Trimmed |
| 11 | AMERIPRISE FINANCIAL INC | $9.0M | 445,326 | Trimmed |
| 12 | SYKON CAPITAL LLC | $7.5M | 367,770 | New |
| 13 | OSAIC HOLDINGS, INC. | $7.4M | 365,033 | Added |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $7.4M | 363,930 | Trimmed |
| 15 | UBS Group AG | $6.5M | 321,028 | Added |
| 16 | Cambridge Investment Research Advisors, Inc. | $5.2M | 257,778 | Added |
| 17 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.7M | 233,056 | Added |
| 18 | ADELL HARRIMAN & CARPENTER INC | $4.0M | 196,499 | Added |
| 19 | Mariner, LLC | $2.6M | 129,002 | Added |
| 20 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | $2.4M | 119,249 | Trimmed |
| 21 | STEPHENS INC /AR/ | $2.4M | 118,235 | Added |
| 22 | MML INVESTORS SERVICES, LLC | $2.1M | 101,043 | Added |
| 23 | Rockefeller Capital Management L.P. | $2.0M | 97,140 | Trimmed |
| 24 | Merit Financial Group, LLC | $1.9M | 94,877 | Trimmed |
| 25 | Baird Financial Group, Inc. | $1.9M | 93,376 | Trimmed |