| 1 | LPL Financial LLC | $108.6M | 2.2M | Added |
| 2 | Brookstone Capital Management | $104.9M | 2.1M | Added |
| 3 | MORGAN STANLEY | $101.5M | 2.0M | Trimmed |
| 4 | BANK OF AMERICA CORP /DE/ | $65.4M | 1.3M | Added |
| 5 | Financial Engines Advisors L.L.C. | $44.1M | 889,433 | Trimmed |
| 6 | RAYMOND JAMES FINANCIAL INC | $35.0M | 705,051 | Added |
| 7 | Royal Bank of Canada | $32.4M | 652,323 | Trimmed |
| 8 | JPMORGAN CHASE & CO | $29.2M | 592,662 | Added |
| 9 | FRANKLIN RESOURCES INC | $27.7M | 558,629 | Trimmed |
| 10 | UBS Group AG | $27.7M | 557,549 | Added |
| 11 | WELLS FARGO & COMPANY/MN | $25.7M | 519,027 | Trimmed |
| 12 | Avidian Wealth Enterprises, LLC | $23.3M | 468,957 | Added |
| 13 | Private Advisor Group, LLC | $18.0M | 362,812 | Added |
| 14 | AMERIPRISE FINANCIAL INC | $17.2M | 346,388 | Added |
| 15 | BANK OF MONTREAL /CAN/ | $14.0M | 281,621 | Added |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $14.0M | 281,342 | Added |
| 17 | FMR LLC | $13.5M | 271,534 | Trimmed |
| 18 | Cetera Investment Advisers | $13.2M | 265,749 | Added |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $11.8M | 238,032 | Trimmed |
| 20 | Janney Montgomery Scott LLC | $11.5M | 231,627 | Added |
| 21 | XML Financial, LLC | $11.1M | 224,691 | Added |
| 22 | JONES FINANCIAL COMPANIES LLLP | $10.4M | 210,964 | Added |
| 23 | STIFEL FINANCIAL CORP | $10.2M | 205,737 | Trimmed |
| 24 | Cambridge Investment Research Advisors, Inc. | $10.1M | 202,974 | Added |
| 25 | CWM, LLC | $10.0M | 201,339 | Trimmed |