| 1 | LPL Financial LLC | $222.1M | 7.0M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $107.1M | 3.4M | Added |
| 3 | Capital Group Private Client Services, Inc. | $100.9M | 3.2M | Added |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $99.6M | 3.2M | Added |
| 5 | RAYMOND JAMES FINANCIAL INC | $88.8M | 2.8M | Added |
| 6 | Cetera Investment Advisers | $75.8M | 2.4M | Added |
| 7 | WELLS FARGO & COMPANY/MN | $49.0M | 1.6M | Added |
| 8 | BENJAMIN EDWARDS INC | $42.3M | 1.3M | Added |
| 9 | BANK OF AMERICA CORP /DE/ | $41.1M | 1.3M | Added |
| 10 | Bank of New York Mellon Corp | $33.1M | 1.0M | Trimmed |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $26.2M | 830,936 | Trimmed |
| 12 | OSAIC HOLDINGS, INC. | $24.5M | 775,406 | Trimmed |
| 13 | CAPTRUST FINANCIAL ADVISORS | $22.6M | 715,222 | Added |
| 14 | Royal Bank of Canada | $19.3M | 612,823 | Added |
| 15 | Garrett Wealth Advisory Group, LLC | $19.0M | 601,726 | Added |
| 16 | MML INVESTORS SERVICES, LLC | $18.5M | 584,465 | Added |
| 17 | Waverly Advisors, LLC | $17.7M | 559,186 | Trimmed |
| 18 | JONES FINANCIAL COMPANIES LLLP | $17.6M | 574,566 | Added |
| 19 | UBS Group AG | $17.6M | 556,679 | Added |
| 20 | Merit Financial Group, LLC | $16.7M | 529,723 | Added |
| 21 | Confluence Wealth Services, Inc. | $16.2M | 512,908 | Added |
| 22 | PETREDIS INVESTMENT ADVISORS LLC | $15.8M | 501,303 | Added |
| 23 | Johnson Bixby & Associates, LLC | $15.2M | 482,119 | Added |
| 24 | Presper Financial Architects, LLC | $15.0M | 473,695 | New |
| 25 | Capital Analysts, LLC | $13.9M | 441,659 | Added |