| 1 | BANK OF AMERICA CORP /DE/ | $135.0M | 4.5M | Added |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $59.8M | 2.1M | Trimmed |
| 3 | Boothe Investment Group, Inc. | $52.6M | 1.7M | Added |
| 4 | Concurrent Investment Advisors, LLC | $44.3M | 1.5M | New |
| 5 | CITIGROUP INC | $40.7M | 1.3M | Added |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $38.5M | 1.3M | Added |
| 7 | LPL Financial LLC | $31.8M | 1.1M | Trimmed |
| 8 | Independence Wealth Advisors, LLC | $28.8M | 951,474 | Added |
| 9 | AE Wealth Management LLC | $28.4M | 938,908 | Trimmed |
| 10 | UBS Group AG | $24.5M | 809,774 | Added |
| 11 | IAG Wealth Partners, LLC | $24.0M | 794,860 | Trimmed |
| 12 | HighTower Advisors, LLC | $20.7M | 683,575 | Added |
| 13 | Altiora Financial Group, LLC | $19.1M | 630,394 | Trimmed |
| 14 | ASSETMARK, INC | $15.9M | 526,114 | Trimmed |
| 15 | Pasadena Private Wealth, LLC | $15.8M | 523,677 | Added |
| 16 | ABBINGTON INVESTMENT GROUP | $15.5M | 512,665 | Added |
| 17 | Beaumont Financial Advisors, LLC | $15.1M | 501,007 | New |
| 18 | &PARTNERS | $14.8M | 488,589 | Added |
| 19 | Fielder Capital Group LLC | $14.1M | 468,124 | Added |
| 20 | MML INVESTORS SERVICES, LLC | $13.2M | 435,211 | Added |
| 21 | PEAK FINANCIAL ADVISORS LLC | $13.0M | 430,361 | Trimmed |
| 22 | Orion Porfolio Solutions, LLC | $12.8M | 423,820 | Trimmed |
| 23 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | $12.2M | 404,628 | Trimmed |
| 24 | Ferguson Shapiro LLC | $12.2M | 402,709 | Added |
| 25 | Deane Retirement Strategies, Inc. | $12.1M | 399,338 | Added |