| 1 | MORGAN STANLEY | $404.0M | 7.9M | Added |
| 2 | AMERIPRISE FINANCIAL INC | $74.0M | 1.5M | Added |
| 3 | LPL Financial LLC | $51.5M | 1.0M | Added |
| 4 | RAYMOND JAMES FINANCIAL INC | $24.5M | 481,906 | Added |
| 5 | D.A. DAVIDSON & CO. | $18.4M | 362,147 | Added |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $18.3M | 359,302 | Added |
| 7 | Per Stirling Capital Management, LLC. | $17.3M | 339,034 | Added |
| 8 | Rockefeller Capital Management L.P. | $17.2M | 337,629 | New |
| 9 | Tilson Financial Group, Inc. | $16.9M | 331,240 | Added |
| 10 | LeClair Wealth Partners LLC | $16.8M | 329,166 | New |
| 11 | Blue Water Asset Management | $16.8M | 329,166 | Added |
| 12 | Prism Advisors, Inc. | $15.2M | 298,979 | New |
| 13 | Platform Technology Partners | $13.3M | 260,234 | Added |
| 14 | Nemes Rush Group LLC | $11.1M | 218,876 | Added |
| 15 | Janney Montgomery Scott LLC | $10.3M | 202,908 | Added |
| 16 | HighTower Advisors, LLC | $9.5M | 186,370 | Trimmed |
| 17 | IHT Wealth Management, LLC | $8.1M | 159,020 | Added |
| 18 | MGO ONE SEVEN LLC | $7.5M | 147,445 | Added |
| 19 | CREATIVE FINANCIAL DESIGNS INC /ADV | $7.1M | 139,414 | New |
| 20 | Clear Trail Advisors, LLC | $6.8M | 133,525 | New |
| 21 | Royal Bank of Canada | $6.6M | 129,920 | Added |
| 22 | Gateway Wealth Partners, LLC | $6.6M | 129,586 | Added |
| 23 | WEALTHSPAN PARTNERS, LLC | $6.6M | 129,435 | Added |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | $6.5M | 126,982 | Added |
| 25 | Private Advisor Group, LLC | $6.3M | 123,004 | Added |