| 1 | Bank of New York Mellon Corp | $145.6M | 4.3M | Added |
| 2 | MORGAN STANLEY | $95.0M | 2.8M | Added |
| 3 | UBS Group AG | $85.4M | 2.5M | Added |
| 4 | JONES FINANCIAL COMPANIES LLLP | $85.0M | 2.6M | Added |
| 5 | LPL Financial LLC | $80.6M | 2.4M | Added |
| 6 | Cetera Investment Advisers | $79.7M | 2.4M | Added |
| 7 | Royal Bank of Canada | $68.5M | 2.0M | Added |
| 8 | Venturi Wealth Management, LLC | $59.1M | 1.7M | Added |
| 9 | BANK OF AMERICA CORP /DE/ | $57.8M | 1.7M | Added |
| 10 | RAYMOND JAMES FINANCIAL INC | $43.4M | 1.3M | Added |
| 11 | Capital Group Private Client Services, Inc. | $42.2M | 1.2M | Added |
| 12 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $38.7M | 1.1M | Added |
| 13 | WELLS FARGO & COMPANY/MN | $35.9M | 1.1M | Added |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $29.3M | 865,683 | Added |
| 15 | Merit Financial Group, LLC | $26.1M | 770,904 | Added |
| 16 | LVW Advisors, LLC | $24.6M | 728,079 | Trimmed |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $20.6M | 607,768 | Added |
| 18 | OSAIC HOLDINGS, INC. | $20.2M | 597,153 | Added |
| 19 | STIFEL FINANCIAL CORP | $20.1M | 594,622 | Added |
| 20 | Private Advisor Group, LLC | $17.7M | 522,812 | Trimmed |
| 21 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $17.4M | 516,496 | Added |
| 22 | Freedom Financial Partners LLC | $15.1M | 447,824 | Added |
| 23 | JANE STREET GROUP, LLC | $14.7M | 433,235 | Added |
| 24 | Linscomb Wealth, Inc. | $14.4M | 424,704 | New |
| 25 | StrongBox Wealth, LLC | $12.9M | 380,438 | Added |