| 1 | LPL Financial LLC | $232.5M | 2.0M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $121.4M | 1.1M | Added |
| 3 | MORGAN STANLEY | $79.3M | 688,546 | Added |
| 4 | Cetera Investment Advisers | $78.2M | 678,768 | Added |
| 5 | AMERIPRISE FINANCIAL INC | $62.5M | 542,440 | Trimmed |
| 6 | OSAIC HOLDINGS, INC. | $53.3M | 462,130 | Added |
| 7 | REICON WEALTH ADVISORS, LLC | $40.0M | 346,724 | Added |
| 8 | JONES FINANCIAL COMPANIES LLLP | $36.2M | 321,461 | Added |
| 9 | Bond & Devick Financial Network, Inc. | $35.9M | 311,446 | Trimmed |
| 10 | Altus Wealth Management, LLC | $35.6M | 308,732 | Added |
| 11 | RAYMOND JAMES FINANCIAL INC | $32.4M | 281,275 | Added |
| 12 | Private Advisor Group, LLC | $30.0M | 260,206 | Added |
| 13 | BANK OF AMERICA CORP /DE/ | $28.4M | 246,138 | Added |
| 14 | Thrivent Financial for Lutherans | $24.1M | 209,098 | Added |
| 15 | RFP Financial Group LLC | $21.2M | 184,357 | Trimmed |
| 16 | Cambridge Investment Research Advisors, Inc. | $21.1M | 182,746 | Added |
| 17 | CM WEALTH ADVISORS LLC | $17.4M | 151,136 | Added |
| 18 | STIFEL FINANCIAL CORP | $17.2M | 148,835 | Added |
| 19 | Prentice Wealth Management LLC | $16.0M | 138,942 | Trimmed |
| 20 | Fiduciary Planning LLC | $15.6M | 135,550 | Trimmed |
| 21 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $14.8M | 128,325 | Trimmed |
| 22 | GOLDMAN SACHS GROUP INC | $14.4M | 124,598 | Added |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | $13.8M | 120,041 | Added |
| 24 | PRINCIPAL SECURITIES, INC. | $12.9M | 111,670 | Added |
| 25 | Royal Bank of Canada | $11.9M | 103,346 | Added |