| 1 | Royal Bank of Canada | $56.1M | 3.0M | Trimmed |
| 2 | MORGAN STANLEY | $47.6M | 2.5M | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $41.1M | 2.2M | Added |
| 4 | WELLS FARGO & COMPANY/MN | $26.5M | 1.4M | Trimmed |
| 5 | Larson Financial Group LLC | $21.5M | 1.1M | Added |
| 6 | Independent Advisor Alliance | $20.0M | 1.1M | New |
| 7 | LPL Financial LLC | $18.3M | 973,632 | Trimmed |
| 8 | BANK OF AMERICA CORP /DE/ | $17.9M | 951,608 | Added |
| 9 | Intrua Financial, LLC | $11.9M | 634,584 | Added |
| 10 | RAYMOND JAMES FINANCIAL INC | $10.8M | 574,746 | Trimmed |
| 11 | Cetera Investment Advisers | $9.2M | 490,702 | Trimmed |
| 12 | AMERIPRISE FINANCIAL INC | $9.1M | 481,168 | Added |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $7.8M | 411,916 | Trimmed |
| 14 | UBS Group AG | $5.9M | 311,487 | Added |
| 15 | OSAIC HOLDINGS, INC. | $5.1M | 271,800 | Added |
| 16 | Cambridge Investment Research Advisors, Inc. | $4.3M | 230,607 | Added |
| 17 | ADELL HARRIMAN & CARPENTER INC | $3.6M | 191,374 | Added |
| 18 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.5M | 184,303 | Trimmed |
| 19 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | $2.3M | 124,501 | Trimmed |
| 20 | STEPHENS INC /AR/ | $2.1M | 111,640 | Added |
| 21 | Rockefeller Capital Management L.P. | $2.0M | 106,633 | Added |
| 22 | Merit Financial Group, LLC | $2.0M | 103,636 | Trimmed |
| 23 | Mariner, LLC | $1.9M | 99,668 | Added |
| 24 | Baird Financial Group, Inc. | $1.8M | 97,630 | Added |
| 25 | HighTower Advisors, LLC | $1.7M | 87,925 | Trimmed |