| 1 | Retirement Planning Group, LLC | $225.3M | 5.7M | Added |
| 2 | LPL Financial LLC | $218.4M | 5.5M | Added |
| 3 | FRANKLIN RESOURCES INC | $164.3M | 6.4M | Added |
| 4 | BANK OF AMERICA CORP /DE/ | $88.4M | 2.3M | Added |
| 5 | Capital Analysts, LLC | $63.7M | 1.6M | Added |
| 6 | CWM, LLC | $60.1M | 1.5M | Added |
| 7 | RAYMOND JAMES FINANCIAL INC | $48.6M | 1.2M | Added |
| 8 | Sanctuary Advisors, LLC | $38.8M | 974,007 | Trimmed |
| 9 | Legacy Financial Advisors, Inc. | $33.9M | 852,674 | Trimmed |
| 10 | MCF Advisors LLC | $32.3M | 812,187 | New |
| 11 | Cetera Investment Advisers | $29.5M | 741,503 | Added |
| 12 | Baron Wealth Management LLC | $29.4M | 739,650 | Added |
| 13 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $29.1M | 730,408 | Added |
| 14 | Koshinski Asset Management, Inc. | $24.4M | 612,081 | Added |
| 15 | TriaGen Wealth Management LLC | $23.5M | 590,157 | Added |
| 16 | FLAGSHIP HARBOR ADVISORS, LLC | $22.6M | 567,769 | Added |
| 17 | HARBOUR INVESTMENTS, INC. | $18.8M | 471,580 | Added |
| 18 | Bank of New York Mellon Corp | $18.0M | 452,005 | Added |
| 19 | JPMORGAN CHASE & CO | $17.7M | 602,631 | Added |
| 20 | KESTRA PRIVATE WEALTH SERVICES, LLC | $16.9M | 425,349 | Trimmed |
| 21 | STIFEL FINANCIAL CORP | $14.9M | 375,134 | Added |
| 22 | ENVESTNET ASSET MANAGEMENT INC | $14.9M | 373,977 | Added |
| 23 | JANE STREET GROUP, LLC | $14.6M | 374,623 | Trimmed |
| 24 | Vickerman Investment Advisors, Inc. | $14.3M | 360,114 | Trimmed |
| 25 | Mariner, LLC | $13.1M | 330,037 | Trimmed |