| 1 | Bank of New York Mellon Corp | $4.56B | 179.8M | Added |
| 2 | RAYMOND JAMES FINANCIAL INC | $206.1M | 7.0M | Added |
| 3 | Principle Wealth Partners LLC | $117.7M | 4.0M | Added |
| 4 | BANK OF AMERICA CORP /DE/ | $102.6M | 3.5M | Added |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $67.9M | 2.3M | Added |
| 6 | STIFEL FINANCIAL CORP | $48.3M | 1.6M | Added |
| 7 | LPL Financial LLC | $45.4M | 1.6M | Added |
| 8 | MJP ASSOCIATES INC /ADV | $33.2M | 1.1M | Added |
| 9 | Advisor OS, LLC | $33.2M | 1.1M | Added |
| 10 | Mariner, LLC | $28.5M | 960,263 | New |
| 11 | HighTower Advisors, LLC | $25.7M | 866,589 | Added |
| 12 | Steward Partners Investment Advisory, LLC | $22.1M | 746,035 | Added |
| 13 | Integrated Wealth Concepts LLC | $17.4M | 587,570 | Added |
| 14 | GOLDMAN SACHS GROUP INC | $12.9M | 512,061 | Added |
| 15 | SECURITY NATIONAL BANK OF SO DAK | $12.0M | 459,087 | New |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $11.9M | 413,071 | Added |
| 17 | SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | $11.7M | 446,726 | New |
| 18 | Bleakley Financial Group, LLC | $10.4M | 350,119 | Added |
| 19 | CRUX WEALTH ADVISORS | $10.2M | 342,566 | Added |
| 20 | OSAIC HOLDINGS, INC. | $9.2M | 311,673 | Added |
| 21 | StoneCrest Wealth Management, Inc. | $8.9M | 299,201 | Added |
| 22 | Trivium Point Advisory, LLC | $8.6M | 306,907 | Trimmed |
| 23 | Ruggaard & Associates LLC | $7.8M | 264,296 | Trimmed |
| 24 | Merit Financial Group, LLC | $7.2M | 244,141 | Added |
| 25 | Intentional Wealth Strategies, LLC | $6.8M | 229,887 | New |