| 1 | MORGAN STANLEY | $1.67B | 32.8M | Added |
| 2 | AMERIPRISE FINANCIAL INC | $299.7M | 5.9M | Added |
| 3 | WELLS FARGO & COMPANY/MN | $210.0M | 4.1M | Trimmed |
| 4 | FMR LLC | $203.4M | 4.0M | Added |
| 5 | BANK OF AMERICA CORP /DE/ | $181.0M | 3.6M | Added |
| 6 | LPL Financial LLC | $175.2M | 3.5M | Added |
| 7 | Prodigy Asset Management LLC | $116.2M | 2.3M | Added |
| 8 | RAYMOND JAMES FINANCIAL INC | $113.7M | 2.2M | Added |
| 9 | OSAIC HOLDINGS, INC. | $104.7M | 2.1M | Added |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $80.2M | 1.6M | Added |
| 11 | Provenance Wealth Advisors, LLC | $71.3M | 1.4M | New |
| 12 | PNC Financial Services Group, Inc. | $65.7M | 1.3M | Added |
| 13 | Janney Montgomery Scott LLC | $61.9M | 1.2M | Added |
| 14 | ALPS ADVISORS INC | $51.6M | 1.0M | New |
| 15 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $34.3M | 676,375 | Added |
| 16 | HighTower Advisors, LLC | $32.1M | 632,289 | Added |
| 17 | Valley Financial Group, Inc. | $26.4M | 519,233 | Added |
| 18 | Spire Wealth Management | $24.0M | 472,605 | Added |
| 19 | Retirement Management Systems Inc. | $23.8M | 469,813 | Added |
| 20 | Quadcap Wealth Management, LLC | $23.6M | 465,293 | Added |
| 21 | Cetera Investment Advisers | $22.1M | 435,824 | Added |
| 22 | Coign Capital Advisors LLC | $17.4M | 343,421 | Added |
| 23 | VICTORY FINANCIAL GROUP, LLC | $16.6M | 328,033 | Trimmed |
| 24 | ELEVATION POINT WEALTH PARTNERS, LLC | $15.3M | 301,126 | New |
| 25 | D.A. DAVIDSON & CO. | $14.8M | 291,617 | Added |