| 1 | Capital Group Private Client Services, Inc. | $789.0M | 23.6M | Added |
| 2 | LPL Financial LLC | $567.2M | 17.0M | Added |
| 3 | RAYMOND JAMES FINANCIAL INC | $455.5M | 13.6M | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $402.7M | 12.1M | Added |
| 5 | MORGAN STANLEY | $399.2M | 12.0M | Added |
| 6 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $362.4M | 10.9M | Trimmed |
| 7 | Cetera Investment Advisers | $276.9M | 8.3M | Added |
| 8 | WELLS FARGO & COMPANY/MN | $241.4M | 7.2M | Added |
| 9 | Forge Financial Services LLC | $194.5M | 5.8M | Added |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $185.5M | 5.6M | Added |
| 11 | JONES FINANCIAL COMPANIES LLLP | $176.7M | 5.4M | Added |
| 12 | UBS Group AG | $145.3M | 4.4M | Added |
| 13 | Royal Bank of Canada | $135.7M | 4.1M | Added |
| 14 | BANK OF AMERICA CORP /DE/ | $133.8M | 4.0M | Added |
| 15 | OSAIC HOLDINGS, INC. | $126.8M | 3.8M | Trimmed |
| 16 | Cambridge Investment Research Advisors, Inc. | $112.2M | 3.4M | Added |
| 17 | MML INVESTORS SERVICES, LLC | $94.0M | 2.8M | Trimmed |
| 18 | SEI INVESTMENTS CO | $65.5M | 2.0M | Added |
| 19 | &PARTNERS | $65.1M | 1.9M | Added |
| 20 | Kestra Advisory Services, LLC | $52.2M | 1.6M | Added |
| 21 | Financial Council, LLC | $52.0M | 1.6M | Added |
| 22 | Arlington Financial Advisors, LLC | $49.3M | 1.5M | Added |
| 23 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $47.1M | 1.4M | Trimmed |
| 24 | Baird Financial Group, Inc. | $39.3M | 1.2M | Trimmed |
| 25 | JPMORGAN CHASE & CO | $36.4M | 1.1M | Added |