| 1 | JPMORGAN CHASE & CO | $1.07B | 13.1M | Added |
| 2 | LPL Financial LLC | $617.2M | 7.3M | Added |
| 3 | AMERIPRISE FINANCIAL INC | $394.5M | 4.7M | Added |
| 4 | CAPTRUST FINANCIAL ADVISORS | $362.8M | 4.3M | Added |
| 5 | RAYMOND JAMES FINANCIAL INC | $281.1M | 3.3M | Added |
| 6 | JONES FINANCIAL COMPANIES LLLP | $240.3M | 2.9M | Added |
| 7 | BANK OF AMERICA CORP /DE/ | $188.6M | 2.2M | Added |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $132.6M | 1.6M | Added |
| 9 | Janney Montgomery Scott LLC | $131.7M | 1.6M | Trimmed |
| 10 | CWM, LLC | $118.8M | 1.4M | Trimmed |
| 11 | Royal Bank of Canada | $114.0M | 1.3M | Added |
| 12 | UBS Group AG | $107.0M | 1.3M | Trimmed |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $104.3M | 1.2M | Added |
| 14 | Cetera Investment Advisers | $101.1M | 1.2M | Added |
| 15 | WELLS FARGO & COMPANY/MN | $76.9M | 909,712 | Added |
| 16 | Avior Wealth Management, LLC | $67.0M | 793,135 | Trimmed |
| 17 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $65.7M | 813,173 | Trimmed |
| 18 | OSAIC HOLDINGS, INC. | $61.0M | 722,210 | Trimmed |
| 19 | Goldstein Advisors, LLC | $57.3M | 678,390 | Added |
| 20 | Focus Partners Wealth | $56.6M | 669,406 | Added |
| 21 | American Trust | $51.1M | 604,032 | Added |
| 22 | GGM Financials LLC | $50.8M | 601,161 | Added |
| 23 | Provenance Wealth Advisors, LLC | $47.2M | 558,867 | Trimmed |
| 24 | GREAT VALLEY ADVISOR GROUP, INC. | $46.5M | 550,429 | Trimmed |
| 25 | CARY STREET PARTNERS FINANCIAL LLC | $44.3M | 524,474 | Added |