| 1 | HANTZ FINANCIAL SERVICES, INC. | $71.6M | 2.0M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $70.6M | 2.0M | Added |
| 3 | D.A. DAVIDSON & CO. | $55.7M | 1.5M | Added |
| 4 | TOBIAS FINANCIAL ADVISORS, INC. | $38.7M | 1.1M | Added |
| 5 | RAYMOND JAMES FINANCIAL INC | $34.8M | 963,990 | Added |
| 6 | MORGAN STANLEY | $34.3M | 948,989 | Trimmed |
| 7 | BANK OF AMERICA CORP /DE/ | $32.1M | 888,051 | Added |
| 8 | LPL Financial LLC | $26.5M | 733,726 | Added |
| 9 | Capital Analysts, LLC | $25.2M | 696,907 | Trimmed |
| 10 | Savant Capital, LLC | $24.8M | 685,196 | Added |
| 11 | Wealth Enhancement Trust Services, Inc. | $22.5M | 621,024 | Added |
| 12 | SENTINEL PENSION ADVISORS, LLC | $18.8M | 519,210 | New |
| 13 | New England Capital Financial Advisors LLC | $18.0M | 496,657 | Added |
| 14 | HighTower Advisors, LLC | $17.8M | 493,089 | Trimmed |
| 15 | Johnson Bixby & Associates, LLC | $17.8M | 492,437 | Added |
| 16 | First National Advisers, LLC | $15.2M | 421,698 | New |
| 17 | Smartleaf Asset Management LLC | $14.4M | 400,187 | Added |
| 18 | EARNED WEALTH ADVISORS, LLC | $13.8M | 381,977 | Added |
| 19 | Eldridge Investment Advisors, Inc. | $13.8M | 381,530 | Added |
| 20 | Private Wealth Asset Management, LLC | $13.2M | 366,347 | Added |
| 21 | Trilogy Capital Inc. | $12.6M | 348,992 | Trimmed |
| 22 | Thrivent Financial for Lutherans | $12.4M | 343,290 | Added |
| 23 | Freedom Financial Partners LLC | $12.2M | 338,201 | Added |
| 24 | First Heartland Consultants, Inc. | $10.8M | 297,480 | Trimmed |
| 25 | Curi Capital, LLC | $10.7M | 295,578 | Added |