| 1 | LPL Financial LLC | $1.06B | 8.9M | Added |
| 2 | Financial Engines Advisors L.L.C. | $126.5M | 1.1M | Trimmed |
| 3 | BANK OF AMERICA CORP /DE/ | $111.9M | 939,694 | Trimmed |
| 4 | MORGAN STANLEY | $105.1M | 882,645 | Trimmed |
| 5 | AMERIPRISE FINANCIAL INC | $96.0M | 804,140 | Trimmed |
| 6 | NorthRock Partners, LLC | $87.3M | 732,397 | Added |
| 7 | Savant Capital, LLC | $67.5M | 626,233 | Added |
| 8 | Diversified Enterprises, LLC | $66.1M | 554,547 | Added |
| 9 | Everhart Financial Group, Inc. | $64.2M | 538,759 | Added |
| 10 | Cetera Investment Advisers | $61.7M | 518,242 | Added |
| 11 | WCG Wealth Advisors LLC | $48.1M | 403,762 | Trimmed |
| 12 | Rodgers & Associates, LTD | $48.1M | 403,692 | Trimmed |
| 13 | FAS Wealth Partners, Inc. | $45.3M | 380,346 | Added |
| 14 | Convergence Financial, LLC | $43.5M | 365,342 | Added |
| 15 | Avantax Planning Partners, Inc. | $42.0M | 352,536 | Added |
| 16 | Krilogy Financial LLC | $41.9M | 352,106 | Trimmed |
| 17 | RAYMOND JAMES FINANCIAL INC | $37.8M | 317,677 | Added |
| 18 | HighTower Advisors, LLC | $35.8M | 300,728 | Trimmed |
| 19 | Pacific Life Fund Advisors LLC | $34.1M | 286,594 | New |
| 20 | UBS Group AG | $33.6M | 281,801 | Trimmed |
| 21 | OSAIC HOLDINGS, INC. | $32.6M | 273,222 | Trimmed |
| 22 | Mariner, LLC | $30.6M | 256,942 | Trimmed |
| 23 | GHP Investment Advisors, Inc. | $30.3M | 254,137 | Added |
| 24 | AIRE ADVISORS, LLC | $27.4M | 230,151 | Added |
| 25 | JONES FINANCIAL COMPANIES LLLP | $27.4M | 232,974 | Added |