| 1 | Invesco Ltd. | $354.9M | 13.0M | Added |
| 2 | LPL Financial LLC | $76.2M | 2.8M | Trimmed |
| 3 | Bank of New York Mellon Corp | $65.9M | 2.4M | Trimmed |
| 4 | BANK OF AMERICA CORP /DE/ | $18.5M | 679,428 | Added |
| 5 | Cetera Investment Advisers | $17.7M | 647,324 | Trimmed |
| 6 | Petix & Botte Co | $17.6M | 646,593 | Added |
| 7 | WELLS FARGO & COMPANY/MN | $17.3M | 634,893 | Added |
| 8 | Scarborough Advisors, LLC | $14.1M | 516,440 | Trimmed |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $13.7M | 500,435 | Added |
| 10 | Spectrum Investment Advisors, Inc. | $13.2M | 482,813 | Added |
| 11 | GOLDMAN SACHS GROUP INC | $12.3M | 450,858 | Added |
| 12 | Private Advisor Group, LLC | $7.7M | 283,811 | Trimmed |
| 13 | Royal Bank of Canada | $7.7M | 281,793 | Trimmed |
| 14 | MORGAN STANLEY | $6.9M | 253,155 | Added |
| 15 | Econ Financial Services Corp | $6.2M | 226,050 | New |
| 16 | Kestra Advisory Services, LLC | $5.6M | 203,495 | Trimmed |
| 17 | Concurrent Investment Advisors, LLC | $4.6M | 168,010 | Added |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $4.3M | 156,340 | Trimmed |
| 19 | Independent Advisor Alliance | $4.1M | 149,096 | New |
| 20 | OSAIC HOLDINGS, INC. | $3.4M | 123,143 | Trimmed |
| 21 | Stewardship Advisors, LLC | $2.8M | 103,156 | Trimmed |
| 22 | Tower Research Capital LLC (TRC) | $2.3M | 85,182 | New |
| 23 | VestGen Advisors, LLC | $2.2M | 81,772 | Trimmed |
| 24 | Cambridge Investment Research Advisors, Inc. | $2.1M | 77,134 | Trimmed |
| 25 | Integrated Wealth Concepts LLC | $1.8M | 67,499 | Trimmed |