| 1 | MORGAN STANLEY | $117.9M | 5.7M | Added |
| 2 | BANK OF AMERICA CORP /DE/ | $102.9M | 5.0M | Added |
| 3 | WELLS FARGO & COMPANY/MN | $91.0M | 4.4M | Added |
| 4 | Arkadios Wealth Advisors | $74.0M | 3.6M | Added |
| 5 | IFC Advisors LLC | $61.7M | 3.0M | New |
| 6 | UBS Group AG | $50.0M | 2.4M | Added |
| 7 | Focus Partners Wealth | $29.5M | 1,000 | Trimmed |
| 8 | RAYMOND JAMES FINANCIAL INC | $27.4M | 1.3M | Added |
| 9 | CHANNEL WEALTH LLC | $24.9M | 1.2M | Added |
| 10 | OSAIC HOLDINGS, INC. | $24.7M | 1.2M | Added |
| 11 | Bank of New York Mellon Corp | $19.7M | 946,910 | Trimmed |
| 12 | Tortoise Investment Management, LLC | $13.8M | 662,643 | Added |
| 13 | Crescent Grove Advisors, LLC | $11.3M | 543,185 | Added |
| 14 | Baird Financial Group, Inc. | $11.3M | 543,828 | Trimmed |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $11.3M | 543,579 | Added |
| 16 | MBL Wealth, LLC | $11.2M | 540,604 | Added |
| 17 | STIFEL FINANCIAL CORP | $10.5M | 504,565 | Added |
| 18 | Greenwich Wealth Management LLC | $9.2M | 444,549 | Added |
| 19 | LPL Financial LLC | $9.0M | 431,890 | Added |
| 20 | Legacy CG, LLC | $8.2M | 394,432 | Added |
| 21 | Beacon Capital Management, Inc. | $7.5M | 363,219 | Trimmed |
| 22 | Sage Advisory Services, Ltd.Co. | $5.3M | 256,245 | Added |
| 23 | Precision Wealth Strategies, LLC | $4.8M | 229,983 | Added |
| 24 | Heritage Trust Co | $4.0M | 193,577 | Added |
| 25 | Wealthcare Advisory Partners LLC | $3.9M | 186,881 | Added |