| 1 | MORGAN STANLEY | $61.9M | 1.5M | Added |
| 2 | LPL Financial LLC | $49.3M | 1.2M | Added |
| 3 | Vestmark Advisory Solutions, Inc. | $23.1M | 569,810 | Added |
| 4 | UBS Group AG | $9.3M | 229,072 | Added |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $8.3M | 204,014 | Added |
| 6 | Independent Advisor Alliance | $7.1M | 175,084 | New |
| 7 | Cambridge Investment Research Advisors, Inc. | $5.1M | 126,338 | Added |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $5.0M | 123,266 | Added |
| 9 | RAYMOND JAMES FINANCIAL INC | $4.9M | 121,432 | Trimmed |
| 10 | UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | $4.8M | 119,168 | New |
| 11 | GOLDMAN SACHS GROUP INC | $4.2M | 103,537 | Added |
| 12 | Ignite Planners, LLC | $3.8M | 94,276 | Added |
| 13 | GUARDIAN WEALTH ADVISORS, LLC / NC | $3.4M | 83,528 | Trimmed |
| 14 | Cetera Investment Advisers | $3.3M | 82,275 | Added |
| 15 | Wealthcare Advisory Partners LLC | $2.9M | 72,039 | Added |
| 16 | Kovack Advisors, Inc. | $2.6M | 65,056 | Trimmed |
| 17 | OSAIC HOLDINGS, INC. | $2.3M | 57,844 | Trimmed |
| 18 | Kestra Advisory Services, LLC | $2.0M | 48,816 | Added |
| 19 | Ameritas Advisory Services, LLC | $1.6M | 40,431 | Added |
| 20 | Gateway Wealth Partners, LLC | $1.6M | 38,606 | Added |
| 21 | JANE STREET GROUP, LLC | $1.5M | 37,991 | New |
| 22 | Harvest Investment Services, LLC | $1.2M | 30,477 | Trimmed |
| 23 | BANK OF AMERICA CORP /DE/ | $1.1M | 26,331 | Added |
| 24 | Atria Investments, Inc | $1.1M | 25,983 | Added |
| 25 | Gratus Wealth Advisors, LLC | $1.1M | 25,955 | Trimmed |