| 1 | MORGAN STANLEY | $259.3M | 4.8M | Added |
| 2 | UBS Group AG | $178.1M | 3.3M | Added |
| 3 | Creative Planning | $98.9M | 1.8M | Trimmed |
| 4 | WELLS FARGO & COMPANY/MN | $62.1M | 1.2M | Added |
| 5 | BANK OF AMERICA CORP /DE/ | $53.0M | 983,367 | Trimmed |
| 6 | LPL Financial LLC | $51.8M | 961,495 | Added |
| 7 | RAYMOND JAMES FINANCIAL INC | $37.6M | 697,228 | Added |
| 8 | UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | $29.5M | 546,689 | Added |
| 9 | EVERGREEN CAPITAL MANAGEMENT LLC | $25.6M | 475,437 | Trimmed |
| 10 | Madrid Financial Services | $25.4M | 470,703 | New |
| 11 | Gradient Investments LLC | $22.7M | 421,801 | Trimmed |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $22.6M | 419,368 | Added |
| 13 | Royal Bank of Canada | $21.7M | 403,392 | Added |
| 14 | Cetera Investment Advisers | $17.3M | 321,927 | Added |
| 15 | Jaffetilchin Investment Partners, LLC | $14.7M | 272,694 | Added |
| 16 | Rockefeller Capital Management L.P. | $14.6M | 271,113 | Trimmed |
| 17 | TECTONIC ADVISORS LLC | $14.6M | 270,264 | Added |
| 18 | Foundations Investment Advisors, LLC | $14.5M | 268,329 | Added |
| 19 | Greenspring Advisors, LLC | $13.4M | 248,283 | Added |
| 20 | Legacy Wealth Asset Management, LLC | $12.3M | 227,812 | Added |
| 21 | ADVISORS MANAGEMENT GROUP INC /ADV | $11.8M | 218,405 | Trimmed |
| 22 | Barry Investment Advisors, LLC | $11.0M | 205,014 | Added |
| 23 | OSAIC HOLDINGS, INC. | $10.2M | 189,568 | Added |
| 24 | Madison Asset Management, LLC | $10.0M | 186,095 | Trimmed |
| 25 | SEI INVESTMENTS CO | $9.9M | 184,166 | Added |