| 1 | BANK OF AMERICA CORP /DE/ | $99.1M | 2.0M | Added |
| 2 | AE Wealth Management LLC | $60.5M | 1.2M | Added |
| 3 | SMITH, MOORE & CO. | $44.4M | 896,693 | Added |
| 4 | Focus Partners Wealth | $40.4M | 815,058 | Added |
| 5 | Tanager Wealth Management LLP | $27.6M | 556,988 | Added |
| 6 | ACCESS FINANCIAL SERVICES, INC. | $23.3M | 470,955 | Added |
| 7 | Buck Wealth Strategies, LLC | $15.7M | 317,960 | Added |
| 8 | Nemes Rush Group LLC | $12.3M | 248,562 | Added |
| 9 | Cetera Investment Advisers | $11.0M | 222,999 | Added |
| 10 | Janney Montgomery Scott LLC | $9.3M | 188,386 | Added |
| 11 | MORGAN STANLEY | $9.1M | 183,354 | Trimmed |
| 12 | Empowered Funds, LLC | $8.6M | 174,600 | Added |
| 13 | Financial Guidance Group, Inc. | $6.5M | 131,157 | Trimmed |
| 14 | Aptus Capital Advisors, LLC | $6.5M | 131,157 | Trimmed |
| 15 | eCIO, Inc. | $6.2M | 124,211 | Added |
| 16 | Warren Street Wealth Advisors, LLC | $5.7M | 114,873 | Trimmed |
| 17 | Orion Porfolio Solutions, LLC | $4.6M | 92,793 | Trimmed |
| 18 | North Forty Two & Co. | $4.5M | 90,005 | Added |
| 19 | ENVESTNET ASSET MANAGEMENT INC | $4.4M | 89,835 | Added |
| 20 | Baird Financial Group, Inc. | $4.1M | 83,366 | Added |
| 21 | Strait & Sound Wealth Management LLC | $3.6M | 73,030 | Trimmed |
| 22 | Lido Advisors, LLC | $3.4M | 68,650 | Added |
| 23 | Compass Financial Group, Inc. (Ohio) | $3.3M | 67,057 | Trimmed |
| 24 | Smart Portfolios, LLC | $3.3M | 65,970 | Added |
| 25 | GOLDMAN SACHS GROUP INC | $3.2M | 63,872 | Added |