| 1 | MORGAN STANLEY | $347.2M | 3.8M | Added |
| 2 | CWM, LLC | $345.3M | 3.7M | Trimmed |
| 3 | LPL Financial LLC | $315.7M | 3.4M | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $241.3M | 2.6M | Added |
| 5 | WELLS FARGO & COMPANY/MN | $206.1M | 2.2M | Added |
| 6 | AE Wealth Management LLC | $174.6M | 1.9M | Added |
| 7 | RAYMOND JAMES FINANCIAL INC | $165.5M | 1.8M | Added |
| 8 | OneDigital Investment Advisors LLC | $161.6M | 1.8M | Added |
| 9 | OSAIC HOLDINGS, INC. | $156.5M | 1.7M | Added |
| 10 | BANK OF AMERICA CORP /DE/ | $150.0M | 1.6M | Added |
| 11 | TECTONIC ADVISORS LLC | $149.8M | 1.6M | Added |
| 12 | Koss-Olinger Consulting, LLC | $116.9M | 1.3M | Trimmed |
| 13 | Cetera Investment Advisers | $102.8M | 1.1M | Added |
| 14 | Sand Hill Global Advisors, LLC | $98.3M | 1.1M | Added |
| 15 | Waverly Advisors, LLC | $94.3M | 1.0M | Added |
| 16 | Heirloom Wealth Management | $94.1M | 1.0M | Added |
| 17 | GREAT VALLEY ADVISOR GROUP, INC. | $88.2M | 956,087 | Trimmed |
| 18 | UBS Group AG | $84.1M | 911,703 | Added |
| 19 | JPMORGAN CHASE & CO | $82.2M | 893,415 | Added |
| 20 | CreativeOne Wealth, LLC | $77.1M | 835,724 | Added |
| 21 | Vickerman Investment Advisors, Inc. | $68.1M | 738,218 | Trimmed |
| 22 | Gotham Asset Management, LLC | $59.4M | 643,160 | Added |
| 23 | Royal Bank of Canada | $59.2M | 641,859 | Added |
| 24 | Buck Wealth Strategies, LLC | $58.0M | 628,413 | Added |
| 25 | PRUDENT INVESTORS NETWORK, INC. | $56.1M | 608,209 | Added |