| 1 | BANK OF AMERICA CORP /DE/ | $69.4M | 1.8M | Added |
| 2 | LPL Financial LLC | $68.9M | 1.7M | Added |
| 3 | Cetera Investment Advisers | $60.2M | 1.5M | Added |
| 4 | Trust Co | $55.7M | 1.4M | Added |
| 5 | MORGAN STANLEY | $53.5M | 1.4M | Added |
| 6 | WELLS FARGO & COMPANY/MN | $49.2M | 1.2M | Added |
| 7 | Comprehensive Wealth Management, LLC | $25.2M | 638,363 | Added |
| 8 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $22.2M | 562,151 | Added |
| 9 | AMERIPRISE FINANCIAL INC | $17.9M | 452,808 | Added |
| 10 | RAYMOND JAMES FINANCIAL INC | $15.7M | 397,836 | Added |
| 11 | Royal Bank of Canada | $15.3M | 386,601 | Added |
| 12 | Drake & Associates, LLC | $14.3M | 361,686 | Added |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $12.9M | 327,311 | Added |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $12.4M | 314,251 | Added |
| 15 | UBS Group AG | $11.5M | 292,207 | Added |
| 16 | swisspartners Advisors Ltd | $11.1M | 282,890 | Added |
| 17 | M&T Bank Corp | $10.6M | 268,363 | Trimmed |
| 18 | Bond & Devick Financial Network, Inc. | $10.1M | 256,258 | Trimmed |
| 19 | Steward Partners Investment Advisory, LLC | $9.2M | 232,651 | Added |
| 20 | OLD MISSION CAPITAL LLC | $9.1M | 230,402 | Added |
| 21 | WCG Wealth Advisors LLC | $9.1M | 230,263 | Trimmed |
| 22 | Plan Group Financial, LLC | $9.0M | 227,435 | Added |
| 23 | Concurrent Investment Advisors, LLC | $8.8M | 222,539 | Trimmed |
| 24 | MML INVESTORS SERVICES, LLC | $8.6M | 218,958 | Added |
| 25 | Keudell/Morrison Wealth Management | $8.3M | 211,199 | New |