| 1 | PRICE T ROWE ASSOCIATES INC /MD/ | $717.0M | 0 | Added |
| 2 | LPL Financial LLC | $28.3M | 548,958 | New |
| 3 | Souders Financial Advisors | $9.2M | 178,611 | Trimmed |
| 4 | Strategic Financial Concepts, LLC | $7.9M | 153,029 | Added |
| 5 | KICKSTAND VENTURES, LLC. | $7.1M | 137,198 | New |
| 6 | Cetera Investment Advisers | $4.3M | 83,614 | Added |
| 7 | Turner Financial Group, Inc. | $3.7M | 70,896 | New |
| 8 | Sunrise Financial Services, LLC | $2.7M | 53,062 | Added |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.3M | 44,977 | Trimmed |
| 10 | Intergy Private Wealth, LLC | $1.9M | 36,635 | Added |
| 11 | PFG Advisors | $1.8M | 34,560 | Added |
| 12 | Elm3 Financial Group, LLC | $1.5M | 29,493 | Added |
| 13 | JANE STREET GROUP, LLC | $1.1M | 22,022 | Trimmed |
| 14 | JONES FINANCIAL COMPANIES LLLP | $1.1M | 21,131 | Added |
| 15 | Heritage Wealth Management, Inc. | $903,470 | 17,521 | Added |
| 16 | Allworth Financial LP | $840,740 | 16,304 | Trimmed |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $789,223 | 15,305 | Added |
| 18 | Mariner, LLC | $778,735 | 15,102 | Added |
| 19 | Vines Capital Management, LLC | $716,702 | 13,899 | Added |
| 20 | AdvisorNet Financial, Inc | $682,861 | 13,243 | Trimmed |
| 21 | NATIXIS ADVISORS, LLC | $593,000 | 11,506 | New |
| 22 | RAYMOND JAMES FINANCIAL INC | $527,149 | 10,223 | Trimmed |
| 23 | JPMORGAN CHASE & CO | $516,476 | 10,011 | New |
| 24 | Tactive Advisors, LLC | $413,950 | 8,028 | Added |
| 25 | N.E.W. Advisory Services LLC | $388,693 | 7,538 | Trimmed |