| 1 | MORGAN STANLEY | $42.9M | 1.0M | Trimmed |
| 2 | Financial Engines Advisors L.L.C. | $41.2M | 967,226 | Trimmed |
| 3 | LPL Financial LLC | $31.7M | 744,264 | Trimmed |
| 4 | BANK OF AMERICA CORP /DE/ | $25.6M | 602,091 | Added |
| 5 | UBS Group AG | $18.0M | 423,062 | Added |
| 6 | WELLS FARGO & COMPANY/MN | $11.0M | 258,726 | Added |
| 7 | RAYMOND JAMES FINANCIAL INC | $9.3M | 219,286 | Trimmed |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $7.8M | 183,531 | Added |
| 9 | Sequent Planning LLC | $7.2M | 170,030 | Added |
| 10 | Private Advisor Group, LLC | $6.9M | 160,961 | Trimmed |
| 11 | Sovereign Investment Advisors, LLC | $6.5M | 153,622 | Added |
| 12 | Royal Bank of Canada | $6.2M | 145,374 | Trimmed |
| 13 | Cetera Investment Advisers | $5.9M | 139,306 | Trimmed |
| 14 | JONES FINANCIAL COMPANIES LLLP | $4.2M | 98,909 | Added |
| 15 | GOLDMAN SACHS GROUP INC | $4.0M | 94,451 | Added |
| 16 | Allworth Financial LP | $3.9M | 91,965 | Trimmed |
| 17 | HEFFERNAN ADVISORY, INC | $3.8M | 89,950 | Added |
| 18 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $3.0M | 70,535 | Trimmed |
| 19 | CITIGROUP INC | $2.9M | 68,597 | Added |
| 20 | PERSPECTIVE WEALTH ADVISORS LLC | $2.9M | 68,552 | Added |
| 21 | Wealthcare Advisory Partners LLC | $2.7M | 62,759 | Trimmed |
| 22 | Triad Wealth Partners, LLC | $2.7M | 62,432 | Added |
| 23 | ENVESTNET ASSET MANAGEMENT INC | $2.2M | 51,587 | Added |
| 24 | Baird Financial Group, Inc. | $2.1M | 49,250 | Added |
| 25 | OSAIC HOLDINGS, INC. | $2.1M | 49,182 | Added |