| 1 | FMR LLC | $991.0M | 19.8M | Added |
| 2 | JPMORGAN CHASE & CO | $429.8M | 9.0M | Trimmed |
| 3 | Dynasty Wealth Management, LLC | $360.2M | 7.2M | Trimmed |
| 4 | SAGESPRING WEALTH PARTNERS, LLC | $282.8M | 5.6M | Trimmed |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $145.4M | 2.9M | Added |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $133.9M | 2.7M | Added |
| 7 | CWM, LLC | $120.9M | 2.4M | Added |
| 8 | HUNTINGTON NATIONAL BANK | $86.5M | 1.7M | New |
| 9 | MORGAN STANLEY | $78.9M | 1.6M | Added |
| 10 | BANK OF AMERICA CORP /DE/ | $78.5M | 1.6M | Trimmed |
| 11 | Cetera Investment Advisers | $71.8M | 1.4M | Added |
| 12 | OneDigital Investment Advisors LLC | $67.3M | 1.3M | Added |
| 13 | WELLS FARGO & COMPANY/MN | $56.3M | 1.1M | Added |
| 14 | KFA Private Wealth Group, LLC | $52.6M | 1.1M | Added |
| 15 | MML INVESTORS SERVICES, LLC | $51.2M | 1.0M | Trimmed |
| 16 | Goodwin Investment Advisory | $41.9M | 836,772 | Trimmed |
| 17 | UBS Group AG | $41.4M | 825,993 | Added |
| 18 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $40.7M | 811,788 | Added |
| 19 | Portfolio Strategies, Inc. | $37.4M | 746,596 | Trimmed |
| 20 | RFG Advisory, LLC | $33.3M | 663,672 | Added |
| 21 | PNC Financial Services Group, Inc. | $32.6M | 650,024 | Added |
| 22 | Focus Partners Wealth | $32.1M | 639,600 | Added |
| 23 | Storgate, LLC | $30.7M | 612,060 | Added |
| 24 | Sowa Financial Group, Inc. | $30.2M | 601,668 | Added |
| 25 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $25.9M | 516,531 | Added |