| 1 | BANK OF AMERICA CORP /DE/ | $209.6M | 5.9M | Added |
| 2 | LPL Financial LLC | $162.5M | 4.6M | Added |
| 3 | Americana Partners, LLC | $88.0M | 2.5M | Added |
| 4 | Kingsview Wealth Management, LLC | $76.8M | 2.2M | Added |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $55.2M | 1.6M | Trimmed |
| 6 | Chicago Partners Investment Group LLC | $46.7M | 1.3M | Trimmed |
| 7 | Cambridge Investment Research Advisors, Inc. | $28.5M | 806,175 | Added |
| 8 | Liberty Atlantic Advisors LLC | $22.6M | 637,906 | Added |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $20.1M | 567,059 | Added |
| 10 | Delta Investment Management, LLC | $19.8M | 558,310 | Trimmed |
| 11 | WETZEL INVESTMENT ADVISORS, INC. | $17.3M | 489,437 | Added |
| 12 | OSAIC HOLDINGS, INC. | $17.1M | 482,185 | Trimmed |
| 13 | RAYMOND JAMES FINANCIAL INC | $15.3M | 432,361 | Added |
| 14 | Brookstone Capital Management | $14.3M | 403,720 | Added |
| 15 | Cetera Investment Advisers | $13.6M | 382,879 | Added |
| 16 | Rothschild Wealth LLC | $13.2M | 372,737 | Added |
| 17 | HighTower Advisors, LLC | $12.9M | 363,843 | Added |
| 18 | Southland Equity Partners LLC | $11.1M | 313,667 | Trimmed |
| 19 | Advisory Services Network, LLC | $11.1M | 312,233 | Added |
| 20 | Rockefeller Capital Management L.P. | $9.5M | 268,650 | Added |
| 21 | CCG WEALTH MANAGEMENT, LLC | $9.1M | 255,746 | Added |
| 22 | MML INVESTORS SERVICES, LLC | $8.8M | 248,541 | Added |
| 23 | AE Wealth Management LLC | $8.8M | 247,244 | Added |
| 24 | Pinnacle Wealth Management Group, Inc. | $8.6M | 244,025 | Added |
| 25 | WINNOW WEALTH LLC | $8.6M | 242,979 | Trimmed |