| 1 | Cetera Investment Advisers | $173.3M | 3.9M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $146.3M | 3.3M | Added |
| 3 | PRICE T ROWE ASSOCIATES INC /MD/ | $114.2M | 2.6M | Added |
| 4 | PNC Financial Services Group, Inc. | $104.5M | 2.4M | New |
| 5 | Glenview Trust Co | $91.1M | 2.1M | Added |
| 6 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $80.5M | 1.8M | Trimmed |
| 7 | BANK OF AMERICA CORP /DE/ | $63.3M | 1.4M | Trimmed |
| 8 | CWM, LLC | $59.8M | 1.4M | Added |
| 9 | JONES FINANCIAL COMPANIES LLLP | $52.7M | 1.2M | Added |
| 10 | Advisor OS, LLC | $48.2M | 1.1M | Added |
| 11 | MJP ASSOCIATES INC /ADV | $42.1M | 953,977 | Added |
| 12 | Trust Co of Kansas | $39.6M | 895,598 | Trimmed |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $34.4M | 779,079 | Added |
| 14 | Armstrong, Fleming & Moore, Inc | $24.7M | 558,950 | Added |
| 15 | Harbor Group, Inc. | $22.6M | 512,441 | Added |
| 16 | Janney Montgomery Scott LLC | $17.6M | 397,945 | Added |
| 17 | MARS JEWETT FINANCIAL GROUP, INC. | $17.4M | 393,034 | Added |
| 18 | RAYMOND JAMES FINANCIAL INC | $14.7M | 332,089 | Trimmed |
| 19 | Souders Financial Advisors | $13.7M | 309,473 | Added |
| 20 | Linscomb Wealth, Inc. | $12.8M | 289,448 | Trimmed |
| 21 | TWO SIGMA INVESTMENTS, LP | $12.0M | 271,600 | Added |
| 22 | D.A. DAVIDSON & CO. | $11.6M | 263,665 | Added |
| 23 | &PARTNERS | $10.6M | 240,507 | Added |
| 24 | Sound Income Strategies, LLC | $10.2M | 229,604 | Added |
| 25 | National Wealth Management Group, LLC | $9.2M | 208,099 | Trimmed |