| 1 | PRINCIPAL FINANCIAL GROUP INC | $2.39B | 32.3M | Added |
| 2 | PRINCIPAL SECURITIES, INC. | $357.6M | 4.8M | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $339.2M | 4.6M | Added |
| 4 | Oasis Advisors, LLC | $20.1M | 270,674 | Trimmed |
| 5 | Segment Wealth Management, LLC | $19.8M | 267,031 | Added |
| 6 | Symphony Financial Services, Inc. | $18.5M | 249,857 | Added |
| 7 | Golden State Wealth Management, LLC | $15.8M | 213,613 | Added |
| 8 | Cambridge Investment Research Advisors, Inc. | $6.1M | 82,878 | Added |
| 9 | MCDONALD PARTNERS LLC | $4.4M | 59,997 | Added |
| 10 | Wealth Advisors of Iowa, LLC | $4.2M | 56,564 | Trimmed |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $4.2M | 56,399 | Trimmed |
| 12 | Capital Investment Advisory Services, LLC | $3.9M | 53,134 | Added |
| 13 | GREENWOOD CAPITAL ASSOCIATES LLC | $3.3M | 43,879 | Added |
| 14 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.8M | 23,845 | Added |
| 15 | Private Advisor Group, LLC | $1.6M | 21,234 | Added |
| 16 | Kestra Advisory Services, LLC | $1.4M | 19,269 | Trimmed |
| 17 | Prospera Financial Services Inc | $1.3M | 16,938 | Added |
| 18 | Richmond Investment Services, LLC | $1.2M | 15,765 | Trimmed |
| 19 | CARY STREET PARTNERS FINANCIAL LLC | $927,770 | 12,516 | Hold |
| 20 | Kraft, Davis & Associates, LLC | $682,632 | 9,241 | Hold |
| 21 | BASSO CAPITAL MANAGEMENT, L.P. | $490,496 | 6,617 | New |
| 22 | Cornerstone Wealth Management, LLC | $469,183 | 6,329 | Trimmed |
| 23 | Cornerstone Planning Group LLC | $312,689 | 4,203 | Trimmed |
| 24 | ASSETMARK, INC | $284,424 | 3,837 | Added |
| 25 | Cape Investment Advisory, Inc. | $178,793 | 2,412 | New |