| 1 | FMR LLC | $1.77B | 48.8M | Added |
| 2 | Fragasso Financial Advisors Inc | $139.7M | 3.8M | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $128.6M | 3.5M | Added |
| 4 | KFG WEALTH MANAGEMENT, LLC | $119.8M | 3.3M | Added |
| 5 | HUNTINGTON NATIONAL BANK | $113.9M | 3.1M | Added |
| 6 | LPL Financial LLC | $103.3M | 2.8M | Added |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $75.0M | 2.1M | Added |
| 8 | EdgeRock Capital LLC | $69.7M | 1.9M | Trimmed |
| 9 | HighTower Advisors, LLC | $62.5M | 1.7M | Added |
| 10 | CWM, LLC | $61.4M | 1.7M | Added |
| 11 | SHP Wealth Management | $60.5M | 1.7M | Added |
| 12 | RAYMOND JAMES FINANCIAL INC | $46.7M | 1.3M | Added |
| 13 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $39.1M | 1.1M | Trimmed |
| 14 | OSAIC HOLDINGS, INC. | $33.4M | 921,775 | Trimmed |
| 15 | Stadion Money Management, LLC | $31.4M | 866,015 | New |
| 16 | JPMORGAN CHASE & CO | $30.5M | 864,471 | Added |
| 17 | Kestra Advisory Services, LLC | $30.4M | 838,432 | Trimmed |
| 18 | VALLEY NATIONAL ADVISERS INC | $28.7M | 790,948 | New |
| 19 | AMERIPRISE FINANCIAL INC | $28.3M | 778,843 | Added |
| 20 | TWO SIGMA INVESTMENTS, LP | $23.2M | 638,900 | Trimmed |
| 21 | Blake Schutter Theil Wealth Advisors, LLC | $17.2M | 473,649 | Trimmed |
| 22 | Royal Bank of Canada | $15.6M | 428,917 | Added |
| 23 | Mascoma Wealth Management LLC | $15.1M | 416,910 | Added |
| 24 | BANK OF AMERICA CORP /DE/ | $14.5M | 399,974 | Added |
| 25 | Cetera Investment Advisers | $12.4M | 341,372 | Trimmed |