| 1 | LPL Financial LLC | $118.9M | 4.7M | Added |
| 2 | Wealthfront Advisers LLC | $116.3M | 4.6M | Trimmed |
| 3 | WELLS FARGO & COMPANY/MN | $107.2M | 4.2M | Trimmed |
| 4 | Pinnacle Wealth Planning Services, Inc. | $102.4M | 4.0M | Trimmed |
| 5 | Kensington Asset Management, LLC | $76.2M | 3.0M | Added |
| 6 | UBS Group AG | $64.8M | 2.5M | Added |
| 7 | MORGAN STANLEY | $60.4M | 2.4M | Added |
| 8 | RAYMOND JAMES FINANCIAL INC | $52.7M | 2.1M | Added |
| 9 | BANK OF AMERICA CORP /DE/ | $43.2M | 1.7M | Added |
| 10 | Fusion Capital, LLC | $36.6M | 1.4M | Added |
| 11 | Twelve Points Wealth Management LLC | $25.5M | 1.0M | Added |
| 12 | Creative Planning | $21.1M | 829,616 | Trimmed |
| 13 | AMERIPRISE FINANCIAL INC | $18.5M | 723,412 | Trimmed |
| 14 | Cambridge Investment Research Advisors, Inc. | $16.2M | 637,742 | Added |
| 15 | LANE BROTHERS & CO INC | $15.8M | 621,858 | Added |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $15.1M | 591,320 | Added |
| 17 | Demars Financial Group, LLC | $14.7M | 576,430 | Added |
| 18 | OLD MISSION CAPITAL LLC | $14.2M | 557,237 | Added |
| 19 | White Pine Investment CO | $14.2M | 555,325 | Added |
| 20 | Strategic Financial Concepts, LLC | $13.8M | 543,234 | New |
| 21 | PARSONS CAPITAL MANAGEMENT INC/RI | $12.8M | 501,143 | Added |
| 22 | MML INVESTORS SERVICES, LLC | $12.1M | 475,809 | Trimmed |
| 23 | Deseret Mutual Benefit Administrators | $11.7M | 458,322 | Added |
| 24 | Kingsview Wealth Management, LLC | $11.2M | 441,503 | Added |
| 25 | Cetera Investment Advisers | $10.7M | 419,095 | Added |