| 1 | AE Wealth Management LLC | $433.5M | 8.9M | Added |
| 2 | MORGAN STANLEY | $327.1M | 6.7M | Added |
| 3 | BANK OF AMERICA CORP /DE/ | $238.1M | 4.9M | Added |
| 4 | LPL Financial LLC | $196.1M | 4.0M | Added |
| 5 | WELLS FARGO & COMPANY/MN | $143.4M | 2.9M | Added |
| 6 | RAYMOND JAMES FINANCIAL INC | $106.2M | 2.2M | Added |
| 7 | Kensington Asset Management, LLC | $99.1M | 2.0M | Added |
| 8 | Geneos Wealth Management Inc. | $66.1M | 1.4M | Added |
| 9 | SNS Financial Group, LLC | $64.4M | 1.3M | New |
| 10 | Private Advisor Group, LLC | $56.8M | 1.2M | Trimmed |
| 11 | Royal Bank of Canada | $33.9M | 694,400 | Added |
| 12 | TEXAS TREASURY SAFEKEEPING TRUST CO | $33.6M | 686,991 | Hold |
| 13 | Schneider Downs Wealth Management Advisors, LP | $32.7M | 669,210 | Added |
| 14 | Ritter Daniher Financial Advisory LLC / DE | $32.0M | 655,300 | Added |
| 15 | Cambridge Investment Research Advisors, Inc. | $29.1M | 596,197 | Added |
| 16 | OSAIC HOLDINGS, INC. | $28.6M | 584,979 | Added |
| 17 | Sovereign Investment Advisors, LLC | $26.8M | 545,365 | Added |
| 18 | COURIER CAPITAL LLC | $22.0M | 449,357 | Added |
| 19 | GREAT VALLEY ADVISOR GROUP, INC. | $21.2M | 432,861 | Added |
| 20 | Buck Wealth Strategies, LLC | $18.5M | 379,297 | Trimmed |
| 21 | Financial Enhancement Group LLC | $18.2M | 371,700 | Added |
| 22 | Trail Ridge Investment Advisors, LLC | $17.2M | 352,633 | Added |
| 23 | Accel Wealth Management | $16.8M | 343,952 | Trimmed |
| 24 | Stratos Wealth Partners, LTD. | $15.1M | 308,676 | Added |
| 25 | Sovran Advisors, LLC | $14.9M | 305,170 | Added |