| 1 | MORGAN STANLEY | $150.0M | 1.0M | Added |
| 2 | LPL Financial LLC | $94.0M | 642,574 | Added |
| 3 | AMERIPRISE FINANCIAL INC | $84.2M | 575,480 | Trimmed |
| 4 | Fusion Family Wealth LLC | $79.8M | 545,385 | Trimmed |
| 5 | VANTAGEPOINT INVESTMENT ADVISERS LLC | $78.6M | 537,216 | Added |
| 6 | BANK OF AMERICA CORP /DE/ | $47.2M | 322,875 | Trimmed |
| 7 | WELLS FARGO & COMPANY/MN | $37.3M | 255,166 | Trimmed |
| 8 | Bleakley Financial Group, LLC | $31.2M | 213,037 | Added |
| 9 | Resonant Capital Advisors, LLC | $25.3M | 172,713 | Added |
| 10 | RAYMOND JAMES FINANCIAL INC | $21.3M | 145,721 | Added |
| 11 | RVW Wealth, LLC | $18.8M | 128,463 | Added |
| 12 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $18.6M | 127,415 | Added |
| 13 | UBS Group AG | $17.4M | 119,152 | Trimmed |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $14.0M | 95,551 | Added |
| 15 | JONES FINANCIAL COMPANIES LLLP | $12.1M | 82,709 | Added |
| 16 | OSAIC HOLDINGS, INC. | $11.2M | 76,802 | Added |
| 17 | EverSource Wealth Advisors, LLC | $7.0M | 47,603 | Trimmed |
| 18 | Ipsen Advisor Group LLC | $6.6M | 45,186 | Trimmed |
| 19 | Royal Bank of Canada | $6.1M | 41,746 | Trimmed |
| 20 | NWAM LLC | $5.8M | 39,343 | Trimmed |
| 21 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $5.7M | 39,065 | Added |
| 22 | Private Advisor Group, LLC | $5.2M | 35,265 | Trimmed |
| 23 | Marshall & Sterling Wealth Advisors Inc. | $5.1M | 34,972 | Added |
| 24 | Cetera Investment Advisers | $4.8M | 32,777 | Added |
| 25 | ENVESTNET ASSET MANAGEMENT INC | $4.5M | 30,677 | Added |