| 1 | Financial Engines Advisors L.L.C. | $2.21B | 32.4M | Trimmed |
| 2 | LPL Financial LLC | $42.2M | 619,351 | Trimmed |
| 3 | AMERIPRISE FINANCIAL INC | $41.7M | 612,314 | Trimmed |
| 4 | Baird Financial Group, Inc. | $38.1M | 558,892 | Added |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $22.4M | 329,373 | Added |
| 6 | UBS Group AG | $19.3M | 282,691 | Added |
| 7 | BANK OF AMERICA CORP /DE/ | $19.1M | 280,916 | Trimmed |
| 8 | Wealthcare Advisory Partners LLC | $17.4M | 255,848 | Added |
| 9 | MORGAN STANLEY | $16.1M | 235,895 | Trimmed |
| 10 | New England Private Wealth Advisors LLC | $14.7M | 215,732 | Added |
| 11 | RAYMOND JAMES FINANCIAL INC | $14.2M | 208,178 | Added |
| 12 | Wharton Business Group, LLC | $13.8M | 202,875 | Hold |
| 13 | CWM, LLC | $12.4M | 182,419 | Trimmed |
| 14 | Stratos Investment Management, LLC | $11.9M | 174,290 | Trimmed |
| 15 | Arkadios Wealth Advisors | $9.2M | 134,859 | Added |
| 16 | Betterment LLC | $8.7M | 127,167 | Added |
| 17 | Clearwater Capital Advisors, LLC | $8.6M | 126,310 | Added |
| 18 | CFS Investment Advisory Services, LLC | $8.3M | 110,233 | Trimmed |
| 19 | Mariner, LLC | $8.0M | 118,082 | Trimmed |
| 20 | Private Advisory Group LLC | $7.7M | 113,286 | New |
| 21 | Kestra Advisory Services, LLC | $7.3M | 107,352 | Added |
| 22 | Brookstone Capital Management | $7.2M | 106,103 | Added |
| 23 | BARRETT & COMPANY, INC. | $6.4M | 93,972 | Trimmed |
| 24 | DAYMARK WEALTH PARTNERS, LLC | $6.2M | 91,532 | Added |
| 25 | ENVESTNET ASSET MANAGEMENT INC | $6.2M | 91,501 | Added |