| 1 | BANK OF AMERICA CORP /DE/ | $2.27B | 36.3M | Trimmed |
| 2 | LPL Financial LLC | $1.16B | 18.6M | Trimmed |
| 3 | MORGAN STANLEY | $915.7M | 14.6M | Trimmed |
| 4 | RAYMOND JAMES FINANCIAL INC | $511.2M | 8.2M | Trimmed |
| 5 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $478.2M | 7.6M | Trimmed |
| 6 | WELLS FARGO & COMPANY/MN | $407.5M | 6.5M | Trimmed |
| 7 | Cetera Investment Advisers | $351.1M | 5.6M | Trimmed |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $305.0M | 4.9M | Added |
| 9 | UBS Group AG | $276.0M | 4.4M | Trimmed |
| 10 | OSAIC HOLDINGS, INC. | $231.9M | 3.7M | Trimmed |
| 11 | Cambridge Investment Research Advisors, Inc. | $197.3M | 3.2M | Trimmed |
| 12 | AMERIPRISE FINANCIAL INC | $191.7M | 3.1M | Trimmed |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $189.5M | 3.0M | Trimmed |
| 14 | Royal Bank of Canada | $134.3M | 2.1M | Trimmed |
| 15 | JONES FINANCIAL COMPANIES LLLP | $114.2M | 1.9M | Added |
| 16 | Sequoia Financial Advisors, LLC | $114.1M | 1.8M | Added |
| 17 | Kestra Advisory Services, LLC | $108.2M | 1.7M | Added |
| 18 | HighTower Advisors, LLC | $108.0M | 1.7M | Added |
| 19 | STIFEL FINANCIAL CORP | $87.7M | 1.4M | Added |
| 20 | MML INVESTORS SERVICES, LLC | $85.9M | 1.4M | Trimmed |
| 21 | Baird Financial Group, Inc. | $62.2M | 994,456 | Trimmed |
| 22 | Capital Asset Advisory Services LLC | $60.0M | 950,031 | Trimmed |
| 23 | Rockefeller Capital Management L.P. | $54.9M | 877,389 | Added |
| 24 | Evensky & Katz LLC | $52.5M | 838,488 | Added |
| 25 | Provident Wealth Management, LLC | $51.2M | 817,861 | Trimmed |