| 1 | LPL Financial LLC | $226.0M | 4.8M | Added |
| 2 | BANK OF AMERICA CORP /DE/ | $178.5M | 3.8M | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $153.9M | 3.3M | Added |
| 4 | OSAIC HOLDINGS, INC. | $124.6M | 2.7M | Trimmed |
| 5 | Invesco Ltd. | $93.7M | 2.0M | Trimmed |
| 6 | CWM, LLC | $83.7M | 1.8M | Trimmed |
| 7 | MORGAN STANLEY | $75.9M | 1.6M | Trimmed |
| 8 | Bank of New York Mellon Corp | $62.3M | 1.3M | Added |
| 9 | Private Advisor Group, LLC | $59.2M | 1.3M | Added |
| 10 | Brio Consultants, LLC | $56.0M | 1.2M | Added |
| 11 | RTD Financial Advisors, Inc. | $39.3M | 839,094 | Added |
| 12 | HOWARD FINANCIAL SERVICES, LTD. | $36.0M | 768,519 | Added |
| 13 | RAYMOND JAMES FINANCIAL INC | $31.8M | 679,154 | Added |
| 14 | Dynamic Advisor Solutions LLC | $28.9M | 616,515 | Added |
| 15 | Independent Advisor Alliance | $28.7M | 613,523 | Added |
| 16 | Cetera Investment Advisers | $25.9M | 553,657 | Added |
| 17 | Brookstone Capital Management | $23.8M | 508,545 | Trimmed |
| 18 | Petix & Botte Co | $22.9M | 489,736 | Added |
| 19 | JONES FINANCIAL COMPANIES LLLP | $22.4M | 482,051 | Added |
| 20 | American Capital Advisory, LLC | $18.4M | 392,050 | Added |
| 21 | JOURNEY STRATEGIC WEALTH LLC | $17.8M | 380,778 | Added |
| 22 | KMG FIDUCIARY PARTNERS, LLC | $17.7M | 378,854 | Added |
| 23 | Richmond Investment Services, LLC | $16.8M | 359,478 | Added |
| 24 | WELLS FARGO & COMPANY/MN | $16.1M | 343,781 | Added |
| 25 | HighTower Advisors, LLC | $14.7M | 314,337 | Added |