| 1 | MORGAN STANLEY | $190.4M | 4.3M | Added |
| 2 | LPL Financial LLC | $63.8M | 1.4M | Added |
| 3 | Royal Bank of Canada | $57.6M | 1.3M | Added |
| 4 | CAPTRUST FINANCIAL ADVISORS | $36.9M | 827,999 | New |
| 5 | Sovereign Investment Advisors, LLC | $33.3M | 746,732 | Added |
| 6 | RAYMOND JAMES FINANCIAL INC | $27.8M | 624,176 | Added |
| 7 | Bank of New York Mellon Corp | $24.5M | 549,525 | Trimmed |
| 8 | Modern Wealth Management, LLC | $20.9M | 471,068 | Added |
| 9 | CWM, LLC | $19.4M | 436,027 | Added |
| 10 | Legacy CG, LLC | $19.4M | 435,775 | Trimmed |
| 11 | BANK OF AMERICA CORP /DE/ | $18.1M | 405,460 | New |
| 12 | Stratos Wealth Partners, LTD. | $16.8M | 376,425 | Added |
| 13 | NOTTINGHAM ADVISORS, INC. | $13.2M | 297,415 | Added |
| 14 | Insight Wealth Strategies, LLC | $11.8M | 264,809 | Added |
| 15 | TWIN FOCUS CAPITAL PARTNERS, LLC | $11.3M | 252,819 | Trimmed |
| 16 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $8.9M | 199,591 | Added |
| 17 | JANE STREET GROUP, LLC | $8.7M | 195,209 | Added |
| 18 | Private Advisor Group, LLC | $8.5M | 190,859 | Added |
| 19 | MML INVESTORS SERVICES, LLC | $8.0M | 180,241 | New |
| 20 | Waterloo Capital, L.P. | $7.5M | 168,663 | Added |
| 21 | Cetera Investment Advisers | $7.5M | 167,958 | Added |
| 22 | Steward Partners Investment Advisory, LLC | $5.4M | 121,918 | Added |
| 23 | COURIER CAPITAL LLC | $5.0M | 111,505 | Added |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | $4.8M | 108,453 | Added |
| 25 | OSAIC HOLDINGS, INC. | $4.5M | 100,035 | Trimmed |