| 1 | FMR LLC | $588.0M | 16.6M | Added |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $70.0M | 2.0M | Added |
| 3 | Independence Financial Advisors, LLC | $34.7M | 993,502 | Added |
| 4 | LPL Financial LLC | $25.5M | 729,362 | Added |
| 5 | Sowa Financial Group, Inc. | $22.6M | 648,222 | Added |
| 6 | Thrivent Financial for Lutherans | $16.7M | 477,196 | New |
| 7 | RAYMOND JAMES FINANCIAL INC | $11.5M | 330,129 | Added |
| 8 | Cetera Investment Advisers | $8.6M | 246,013 | Added |
| 9 | Weil Company, Inc. | $8.4M | 242,032 | Trimmed |
| 10 | Advisory Resource Group | $7.5M | 214,451 | Added |
| 11 | FCG Investment Co | $7.5M | 214,137 | New |
| 12 | OSAIC HOLDINGS, INC. | $6.4M | 182,312 | Trimmed |
| 13 | MARSHALL INVESTMENT MANAGEMENT, LLC | $5.9M | 168,479 | New |
| 14 | Kestra Advisory Services, LLC | $4.9M | 139,037 | Trimmed |
| 15 | J.W. COLE ADVISORS, INC. | $4.8M | 138,046 | Trimmed |
| 16 | IHT Wealth Management, LLC | $4.3M | 123,314 | Added |
| 17 | Pathfinder Wealth Consulting, Inc. | $4.1M | 117,328 | Added |
| 18 | Cambridge Investment Research Advisors, Inc. | $3.7M | 104,938 | Added |
| 19 | Investmark Advisory Group LLC | $3.2M | 92,544 | Added |
| 20 | Royal Bank of Canada | $2.9M | 84,373 | Trimmed |
| 21 | Processus Wealth & Capital Management, LLC | $2.7M | 77,406 | Trimmed |
| 22 | ENVESTNET ASSET MANAGEMENT INC | $2.6M | 73,235 | Added |
| 23 | Stratos Wealth Partners, LTD. | $2.5M | 71,009 | Trimmed |
| 24 | MML INVESTORS SERVICES, LLC | $2.1M | 59,119 | Added |
| 25 | Baird Financial Group, Inc. | $2.0M | 57,961 | Hold |