| 1 | LPL Financial LLC | $99.0M | 2.1M | Added |
| 2 | Royal Bank of Canada | $82.0M | 1.7M | Added |
| 3 | RAYMOND JAMES FINANCIAL INC | $80.3M | 1.7M | Added |
| 4 | BANK OF AMERICA CORP /DE/ | $78.5M | 1.7M | Added |
| 5 | Advance Capital Management, Inc. | $68.4M | 1.5M | Added |
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $55.2M | 1.2M | Trimmed |
| 7 | OSAIC HOLDINGS, INC. | $45.8M | 973,570 | Added |
| 8 | Mesirow Financial Investment Management, Inc. | $43.1M | 917,976 | Added |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $26.5M | 562,999 | Added |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $23.8M | 506,659 | Added |
| 11 | Cetera Investment Advisers | $22.6M | 481,646 | Added |
| 12 | Janney Montgomery Scott LLC | $21.8M | 462,933 | Added |
| 13 | D.A. DAVIDSON & CO. | $20.1M | 427,042 | Added |
| 14 | JPMORGAN CHASE & CO | $19.2M | 416,711 | Trimmed |
| 15 | JONES FINANCIAL COMPANIES LLLP | $17.5M | 382,272 | Added |
| 16 | &PARTNERS | $17.5M | 372,339 | Added |
| 17 | Visionary Wealth Advisors | $14.6M | 309,612 | New |
| 18 | KWB Wealth | $13.7M | 298,673 | Trimmed |
| 19 | Legacy CG, LLC | $13.5M | 286,244 | New |
| 20 | LifeGoal Investments, LLC | $13.4M | 283,902 | Added |
| 21 | EQUITABLE TRUST CO | $12.5M | 266,489 | Added |
| 22 | MN Wealth Advisors, LLC | $12.3M | 261,124 | Added |
| 23 | Integrated Wealth Concepts LLC | $12.3M | 260,658 | New |
| 24 | CARY STREET PARTNERS FINANCIAL LLC | $12.1M | 257,962 | Added |
| 25 | NBZ Investment Advisors LLC | $12.0M | 254,277 | Added |