| 1 | LPL Financial LLC | $165.3M | 5.0M | Added |
| 2 | RAYMOND JAMES FINANCIAL INC | $108.3M | 3.3M | Added |
| 3 | OSAIC HOLDINGS, INC. | $88.2M | 2.7M | Added |
| 4 | Capital Group Private Client Services, Inc. | $72.8M | 2.2M | Added |
| 5 | Royal Bank of Canada | $57.4M | 1.7M | Added |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $43.3M | 1.3M | Added |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $39.5M | 1.2M | Trimmed |
| 8 | Merit Financial Group, LLC | $37.5M | 1.1M | Added |
| 9 | WELLS FARGO & COMPANY/MN | $33.0M | 997,667 | Added |
| 10 | Amplius Wealth Advisors, LLC | $32.9M | 992,381 | Trimmed |
| 11 | Cetera Investment Advisers | $27.4M | 827,453 | Added |
| 12 | Johnson Bixby & Associates, LLC | $27.3M | 825,821 | New |
| 13 | JONES FINANCIAL COMPANIES LLLP | $23.5M | 730,725 | Added |
| 14 | Cambridge Investment Research Advisors, Inc. | $20.0M | 605,396 | Added |
| 15 | MML INVESTORS SERVICES, LLC | $18.7M | 565,565 | Added |
| 16 | D.A. DAVIDSON & CO. | $18.4M | 555,174 | Added |
| 17 | SK Wealth Management, LLC | $17.5M | 520,740 | Added |
| 18 | STIFEL FINANCIAL CORP | $16.4M | 496,769 | Added |
| 19 | Private Advisor Group, LLC | $16.2M | 490,501 | Added |
| 20 | Gerber Kawasaki Wealth & Investment Management | $15.6M | 471,124 | Added |
| 21 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $13.4M | 403,474 | Added |
| 22 | First Heartland Consultants, Inc. | $13.3M | 400,919 | Added |
| 23 | Souders Financial Advisors | $11.9M | 360,747 | Trimmed |
| 24 | Sound View Wealth Advisors Group, LLC | $10.9M | 330,562 | Added |
| 25 | BIP Wealth, LLC | $9.9M | 297,561 | Trimmed |