| 1 | HANTZ FINANCIAL SERVICES, INC. | $88.0M | 3.8M | Added |
| 2 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | $62.0M | 2.7M | Added |
| 3 | Bank of New York Mellon Corp | $44.5M | 1.9M | Added |
| 4 | LPL Financial LLC | $29.4M | 1.3M | Trimmed |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $26.3M | 1.1M | Added |
| 6 | BANK OF MONTREAL /CAN/ | $23.9M | 1.0M | Trimmed |
| 7 | SHP Wealth Management | $23.8M | 1.0M | Trimmed |
| 8 | FRANKLIN RESOURCES INC | $20.6M | 895,319 | Trimmed |
| 9 | RAYMOND JAMES FINANCIAL INC | $19.7M | 858,441 | Added |
| 10 | Curran Financial Partners, LLC | $16.9M | 733,549 | Added |
| 11 | Sage Advisory Services, Ltd.Co. | $16.5M | 716,210 | Added |
| 12 | AMERIPRISE FINANCIAL INC | $16.3M | 708,719 | Trimmed |
| 13 | Prentice Wealth Management LLC | $13.4M | 583,985 | Added |
| 14 | Cetera Investment Advisers | $11.1M | 484,630 | Trimmed |
| 15 | ASSETMARK, INC | $10.0M | 435,364 | Added |
| 16 | DORVAL Corp | $7.8M | 338,228 | Added |
| 17 | Royal Bank of Canada | $7.7M | 334,835 | Added |
| 18 | Independence Financial Advisors, LLC | $6.3M | 274,667 | Added |
| 19 | AIRE ADVISORS, LLC | $6.1M | 265,901 | Added |
| 20 | OSAIC HOLDINGS, INC. | $5.5M | 237,414 | Trimmed |
| 21 | Fifth Third Securities, Inc. | $5.3M | 229,598 | Added |
| 22 | MORGAN STANLEY | $5.2M | 224,053 | Added |
| 23 | BANK OF AMERICA CORP /DE/ | $5.1M | 220,883 | Added |
| 24 | Steward Partners Investment Advisory, LLC | $5.0M | 216,163 | Added |
| 25 | Mission Hills Financial Advisory, LLC | $4.7M | 203,066 | Added |