| 1 | BANK OF AMERICA CORP /DE/ | $154.2M | 2.0M | Added |
| 2 | LPL Financial LLC | $54.7M | 704,775 | Added |
| 3 | Betterment LLC | $45.2M | 582,358 | Added |
| 4 | Royal Bank of Canada | $42.5M | 547,880 | Added |
| 5 | Johnson Financial Group, Inc. | $39.4M | 507,861 | New |
| 6 | OSAIC HOLDINGS, INC. | $32.8M | 422,448 | Added |
| 7 | Summit Financial, LLC | $28.4M | 366,127 | Added |
| 8 | First Commonwealth Financial Corp /PA/ | $23.7M | 305,536 | Added |
| 9 | Insight Wealth Strategies, LLC | $23.3M | 301,707 | Trimmed |
| 10 | RAYMOND JAMES FINANCIAL INC | $23.2M | 298,699 | Added |
| 11 | Keystone Financial Group, Inc. | $22.7M | 292,988 | Added |
| 12 | JONES FINANCIAL COMPANIES LLLP | $18.6M | 239,483 | Added |
| 13 | Mariner, LLC | $18.2M | 234,711 | Added |
| 14 | Diversified Portfolios, Inc. | $18.0M | 232,499 | Added |
| 15 | WNY Asset Management, LLC | $17.1M | 219,860 | Trimmed |
| 16 | Balance Wealth, LLC | $16.0M | 206,733 | Added |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $13.2M | 170,399 | Added |
| 18 | LEAVELL INVESTMENT MANAGEMENT, INC. | $12.8M | 165,370 | Added |
| 19 | ALPS ADVISORS INC | $12.4M | 159,805 | New |
| 20 | NavPoint Financial, Inc. | $11.7M | 151,332 | Added |
| 21 | Roehl & Yi Investment Advisors, LLC | $11.0M | 141,904 | Added |
| 22 | Lakewood Asset Management LLC | $11.0M | 141,422 | Added |
| 23 | Pasadena Private Wealth, LLC | $10.9M | 140,655 | Added |
| 24 | R. W. Roge & Company, Inc. | $9.9M | 127,432 | Added |
| 25 | HOWARD FINANCIAL SERVICES, LTD. | $9.7M | 125,340 | Added |