| 1 | PRICE T ROWE ASSOCIATES INC /MD/ | $708.5M | 13.9M | Added |
| 2 | Souders Financial Advisors | $9.6M | 187,750 | Added |
| 3 | Strategic Financial Concepts, LLC | $6.4M | 124,071 | New |
| 4 | Cetera Investment Advisers | $3.8M | 75,255 | Added |
| 5 | Sunrise Financial Services, LLC | $2.5M | 49,963 | Added |
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.4M | 47,028 | Trimmed |
| 7 | PFG Advisors | $1.7M | 33,877 | Added |
| 8 | Intergy Private Wealth, LLC | $1.6M | 31,814 | Added |
| 9 | Elm3 Financial Group, LLC | $1.5M | 28,824 | Trimmed |
| 10 | JANE STREET GROUP, LLC | $1.2M | 22,585 | New |
| 11 | Allworth Financial LP | $847,972 | 16,625 | Trimmed |
| 12 | Heritage Wealth Management, Inc. | $832,249 | 16,317 | Added |
| 13 | RAYMOND JAMES FINANCIAL INC | $776,857 | 15,231 | Added |
| 14 | AdvisorNet Financial, Inc | $745,254 | 14,611 | Trimmed |
| 15 | Mariner, LLC | $723,710 | 14,189 | Added |
| 16 | N.E.W. Advisory Services LLC | $700,584 | 13,736 | Trimmed |
| 17 | Vines Capital Management, LLC | $690,098 | 13,530 | Trimmed |
| 18 | JONES FINANCIAL COMPANIES LLLP | $546,143 | 10,822 | Added |
| 19 | ENVESTNET ASSET MANAGEMENT INC | $536,141 | 10,512 | Trimmed |
| 20 | Tactive Advisors, LLC | $371,587 | 7,285 | Trimmed |
| 21 | Regal Investment Advisors LLC | $297,582 | 5,834 | Added |
| 22 | HighTower Advisors, LLC | $239,724 | 4,700 | New |
| 23 | Steward Partners Investment Advisory, LLC | $91,299 | 1,790 | New |
| 24 | OSAIC HOLDINGS, INC. | $37,508 | 735 | Added |
| 25 | UBS Group AG | $8,008 | 157 | New |