| 1 | BANK OF AMERICA CORP /DE/ | $103.4M | 2.4M | Added |
| 2 | LPL Financial LLC | $65.3M | 1.5M | Added |
| 3 | CWM, LLC | $55.9M | 1.3M | Added |
| 4 | MERCER GLOBAL ADVISORS INC /ADV | $54.7M | 1.3M | Trimmed |
| 5 | Prestige Wealth Management Group LLC | $29.8M | 686,094 | Added |
| 6 | Prime Capital Investment Advisors, LLC | $29.4M | 675,916 | New |
| 7 | HighTower Advisors, LLC | $27.2M | 627,024 | Trimmed |
| 8 | Savant Capital, LLC | $25.5M | 587,789 | Trimmed |
| 9 | UBS Group AG | $25.4M | 584,935 | Added |
| 10 | WealthPlan Investment Management, LLC | $22.1M | 507,625 | Added |
| 11 | Private Advisor Group, LLC | $18.8M | 431,859 | Added |
| 12 | FIRST FOUNDATION ADVISORS | $13.9M | 320,599 | Added |
| 13 | RAYMOND JAMES FINANCIAL INC | $12.3M | 283,335 | Added |
| 14 | CITIZENS FINANCIAL GROUP INC/RI | $11.6M | 267,413 | Added |
| 15 | AMERIPRISE FINANCIAL INC | $11.5M | 264,791 | Trimmed |
| 16 | Grey Ledge Advisors, LLC | $11.5M | 264,850 | Added |
| 17 | MORGAN STANLEY | $11.5M | 264,328 | Added |
| 18 | Atria Investments, Inc | $11.4M | 263,486 | Added |
| 19 | KESTRA PRIVATE WEALTH SERVICES, LLC | $11.2M | 258,041 | Added |
| 20 | Smartleaf Asset Management LLC | $10.9M | 251,297 | Added |
| 21 | Cetera Investment Advisers | $9.1M | 209,397 | Added |
| 22 | Broussard Financial Group LLC | $8.0M | 183,633 | Added |
| 23 | Vestmark Advisory Solutions, Inc. | $6.9M | 158,989 | Added |
| 24 | RFG Advisory, LLC | $6.6M | 151,712 | Added |
| 25 | STIFEL FINANCIAL CORP | $5.9M | 135,553 | Trimmed |