| 1 | MORGAN STANLEY | $145.5M | 665,150 | Added |
| 2 | WELLS FARGO & COMPANY/MN | $117.2M | 535,642 | Added |
| 3 | LPL Financial LLC | $106.4M | 486,245 | Added |
| 4 | BANK OF AMERICA CORP /DE/ | $85.9M | 392,631 | Added |
| 5 | AMERIPRISE FINANCIAL INC | $59.4M | 271,777 | Added |
| 6 | Focus Partners Wealth | $45.3M | 207,138 | Trimmed |
| 7 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $45.2M | 206,482 | Trimmed |
| 8 | Wealthfront Advisers LLC | $40.7M | 185,979 | Added |
| 9 | Cullen/Frost Bankers, Inc. | $39.1M | 178,698 | Trimmed |
| 10 | Rockefeller Capital Management L.P. | $36.6M | 167,485 | Trimmed |
| 11 | Sequoia Financial Advisors, LLC | $35.8M | 163,518 | Trimmed |
| 12 | SUMMIT WEALTH & RETIREMENT PLANNING, INC. | $28.1M | 128,389 | Trimmed |
| 13 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $21.1M | 97,668 | Trimmed |
| 14 | Argos Wealth Advisors, LLC | $18.4M | 84,133 | Added |
| 15 | Larson Financial Group LLC | $18.2M | 82,993 | Trimmed |
| 16 | Paul R. Ried Financial Group, LLC | $18.1M | 82,789 | Trimmed |
| 17 | UBS Group AG | $17.9M | 82,044 | Added |
| 18 | RAYMOND JAMES FINANCIAL INC | $15.2M | 69,522 | Trimmed |
| 19 | Thrivent Financial for Lutherans | $14.9M | 68,039 | Trimmed |
| 20 | STIFEL FINANCIAL CORP | $14.3M | 65,232 | Trimmed |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $13.9M | 63,462 | Trimmed |
| 22 | Peak Financial Management, Inc. | $13.5M | 61,857 | Trimmed |
| 23 | Cetera Investment Advisers | $13.2M | 60,242 | Added |
| 24 | Advance Capital Management, Inc. | $12.8M | 58,375 | Trimmed |
| 25 | MAINSTAY CAPITAL MANAGEMENT LLC /ADV | $11.8M | 53,826 | New |