| 1 | BANK OF AMERICA CORP /DE/ | $51.8M | 2.3M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $44.4M | 2.0M | Added |
| 3 | MORGAN STANLEY | $43.8M | 1.9M | Added |
| 4 | Cetera Investment Advisers | $31.3M | 1.4M | Added |
| 5 | LPL Financial LLC | $29.8M | 1.3M | Added |
| 6 | UBS Group AG | $18.9M | 833,469 | Added |
| 7 | BlackRock, Inc. | $17.2M | 758,897 | Added |
| 8 | FRANKLIN RESOURCES INC | $16.7M | 739,101 | Added |
| 9 | Hamilton Wealth, LLC | $16.4M | 724,400 | Added |
| 10 | Columbus Macro, LLC | $15.3M | 675,779 | Added |
| 11 | PINEBRIDGE INVESTMENTS LLC | $10.5M | 463,942 | Trimmed |
| 12 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | $9.4M | 415,618 | Trimmed |
| 13 | PFG Advisors | $8.5M | 377,977 | Added |
| 14 | WealthShield Partners, LLC | $8.5M | 375,807 | Added |
| 15 | ASSETMARK, INC | $8.0M | 355,174 | Added |
| 16 | AlphaStar Capital Management, LLC | $7.5M | 330,756 | Added |
| 17 | VanWeelden Wealth Management, LLC | $7.1M | 312,558 | New |
| 18 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $6.7M | 295,482 | Trimmed |
| 19 | IHT Wealth Management, LLC | $6.5M | 289,245 | Added |
| 20 | Bank of New York Mellon Corp | $6.1M | 269,932 | Added |
| 21 | Sentinel Advisory Group, LLC | $6.0M | 266,898 | New |
| 22 | Royal Bank of Canada | $5.9M | 259,079 | Added |
| 23 | Golden State Equity Partners | $5.5M | 245,150 | Added |
| 24 | Janney Montgomery Scott LLC | $5.4M | 239,395 | Added |
| 25 | PRINCIPAL FINANCIAL GROUP INC | $4.8M | 211,925 | Added |