| 1 | BANK OF AMERICA CORP /DE/ | $54.9M | 1.3M | Added |
| 2 | MERCER GLOBAL ADVISORS INC /ADV | $15.5M | 355,543 | Trimmed |
| 3 | WEALTH MANAGEMENT RESOURCES, INC. | $12.2M | 279,773 | Trimmed |
| 4 | RAYMOND JAMES FINANCIAL INC | $10.9M | 249,640 | Trimmed |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $7.4M | 169,126 | Trimmed |
| 6 | LPL Financial LLC | $5.9M | 134,542 | Trimmed |
| 7 | Brickley Wealth Management | $5.5M | 127,187 | Added |
| 8 | Burns Matteson Capital Management, LLC | $5.5M | 82,886 | Added |
| 9 | Creative Planning | $3.5M | 81,152 | Added |
| 10 | Royal Bank of Canada | $3.5M | 79,583 | Added |
| 11 | Kestra Advisory Services, LLC | $3.2M | 72,858 | Trimmed |
| 12 | Advisory Services Network, LLC | $3.1M | 70,653 | Added |
| 13 | Modern Wealth Management, LLC | $3.0M | 68,386 | Trimmed |
| 14 | UBS Group AG | $2.9M | 67,377 | Trimmed |
| 15 | SAGESPRING WEALTH PARTNERS, LLC | $2.9M | 66,306 | Trimmed |
| 16 | AMERIPRISE FINANCIAL INC | $2.9M | 65,756 | Added |
| 17 | Beacon Pointe Advisors, LLC | $2.8M | 64,845 | Trimmed |
| 18 | Rehmann Capital Advisory Group | $2.8M | 64,673 | Trimmed |
| 19 | JPMORGAN CHASE & CO | $2.7M | 62,995 | Trimmed |
| 20 | GOLDMAN SACHS GROUP INC | $2.4M | 55,271 | Added |
| 21 | Cambridge Investment Research Advisors, Inc. | $2.2M | 50,531 | Trimmed |
| 22 | WELLS FARGO & COMPANY/MN | $2.2M | 49,873 | Trimmed |
| 23 | GTS SECURITIES LLC | $2.1M | 47,778 | New |
| 24 | Armbruster Capital Management, Inc. | $2.0M | 46,540 | Added |
| 25 | ENVESTNET ASSET MANAGEMENT INC | $2.0M | 44,890 | Trimmed |