| 1 | LPL Financial LLC | $150.5M | 1.6M | Trimmed |
| 2 | Financial Engines Advisors L.L.C. | $121.3M | 1.3M | Trimmed |
| 3 | AE Wealth Management LLC | $117.0M | 1.2M | Added |
| 4 | NorthRock Partners, LLC | $104.0M | 1.1M | Added |
| 5 | MORGAN STANLEY | $81.2M | 846,263 | Added |
| 6 | Convergence Financial, LLC | $52.9M | 548,826 | Added |
| 7 | RAYMOND JAMES FINANCIAL INC | $48.1M | 501,223 | Added |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $44.2M | 460,690 | Added |
| 9 | Private Advisor Group, LLC | $40.8M | 425,586 | Added |
| 10 | JONES FINANCIAL COMPANIES LLLP | $36.3M | 385,508 | Added |
| 11 | First National Trust Co | $34.2M | 356,566 | Trimmed |
| 12 | Rehmann Capital Advisory Group | $33.8M | 352,653 | Added |
| 13 | GHP Investment Advisors, Inc. | $31.7M | 330,087 | Added |
| 14 | Klingman & Associates, LLC | $31.1M | 324,175 | Trimmed |
| 15 | Avantax Planning Partners, Inc. | $30.9M | 321,914 | Added |
| 16 | WCG Wealth Advisors LLC | $29.3M | 305,480 | Added |
| 17 | HighTower Advisors, LLC | $26.2M | 273,166 | Trimmed |
| 18 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $24.8M | 257,992 | Added |
| 19 | WELLS FARGO & COMPANY/MN | $24.2M | 251,879 | Trimmed |
| 20 | AMERIPRISE FINANCIAL INC | $23.4M | 244,786 | Trimmed |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $21.7M | 226,283 | Added |
| 22 | BANK OF AMERICA CORP /DE/ | $21.2M | 220,537 | Trimmed |
| 23 | Shakespeare Wealth Management, LLC | $20.7M | 215,676 | Added |
| 24 | Rodgers & Associates, LTD | $18.6M | 194,202 | Added |
| 25 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $17.3M | 180,601 | New |