| 1 | Cetera Investment Advisers | $208.6M | 4.2M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $163.0M | 3.3M | Trimmed |
| 3 | PRICE T ROWE ASSOCIATES INC /MD/ | $146.4M | 2.9M | Added |
| 4 | PNC Financial Services Group, Inc. | $115.5M | 2.3M | Trimmed |
| 5 | Glenview Trust Co | $114.8M | 2.3M | Added |
| 6 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $81.0M | 1.6M | Trimmed |
| 7 | BANK OF AMERICA CORP /DE/ | $79.2M | 1.6M | Added |
| 8 | JONES FINANCIAL COMPANIES LLLP | $69.4M | 1.4M | Added |
| 9 | Advisor OS, LLC | $61.7M | 1.2M | Added |
| 10 | MJP ASSOCIATES INC /ADV | $48.6M | 969,375 | Added |
| 11 | Trust Co of Kansas | $41.7M | 832,998 | Trimmed |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $41.0M | 819,263 | Added |
| 13 | Armstrong, Fleming & Moore, Inc | $29.1M | 580,080 | Added |
| 14 | Harbor Group, Inc. | $27.7M | 553,441 | Added |
| 15 | Janney Montgomery Scott LLC | $18.6M | 371,965 | Trimmed |
| 16 | MARS JEWETT FINANCIAL GROUP, INC. | $18.3M | 365,559 | Trimmed |
| 17 | Koshinski Asset Management, Inc. | $17.1M | 341,636 | Added |
| 18 | Creative Planning | $16.6M | 332,300 | Added |
| 19 | RAYMOND JAMES FINANCIAL INC | $16.2M | 324,040 | Trimmed |
| 20 | Souders Financial Advisors | $16.1M | 321,483 | Added |
| 21 | &PARTNERS | $14.7M | 293,996 | Added |
| 22 | Linscomb Wealth, Inc. | $14.5M | 289,957 | Added |
| 23 | D.A. DAVIDSON & CO. | $13.8M | 276,134 | Added |
| 24 | Sound Income Strategies, LLC | $13.6M | 271,438 | Added |
| 25 | TWO SIGMA INVESTMENTS, LP | $12.2M | 243,600 | Trimmed |