| 1 | AE Wealth Management LLC | $114.9M | 1.5M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $44.0M | 569,997 | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $30.3M | 392,229 | Trimmed |
| 4 | WEATHERLY ASSET MANAGEMENT L. P. | $24.2M | 313,281 | Added |
| 5 | Kestra Advisory Services, LLC | $20.8M | 269,400 | Trimmed |
| 6 | Cambridge Investment Research Advisors, Inc. | $19.2M | 249,058 | Added |
| 7 | ALTFEST L J & CO INC | $18.0M | 232,582 | Added |
| 8 | TTP Investments, Inc. | $17.8M | 230,921 | New |
| 9 | Investors Research Corp | $16.7M | 216,139 | Trimmed |
| 10 | Heirloom Wealth Management | $16.4M | 212,893 | New |
| 11 | Marotta Asset Management | $15.9M | 204,237 | Added |
| 12 | Buttonwood Financial Advisors Inc. | $15.5M | 200,861 | Trimmed |
| 13 | Aprio Wealth Management, LLC | $14.4M | 186,731 | Added |
| 14 | Gimbal Financial | $14.3M | 184,965 | New |
| 15 | ASSETMARK, INC | $13.8M | 178,834 | Added |
| 16 | Apollon Wealth Management, LLC | $11.8M | 153,172 | Trimmed |
| 17 | SPINNAKER TRUST | $8.0M | 104,144 | Added |
| 18 | Yoder Wealth Management, Inc. | $7.9M | 102,134 | Added |
| 19 | CITIGROUP INC | $7.6M | 98,234 | Added |
| 20 | Traynor Capital Management, Inc. | $6.2M | 79,857 | Trimmed |
| 21 | Financial Partners Group, Inc | $5.6M | 72,729 | Trimmed |
| 22 | Maltin Wealth Management, Inc. | $4.8M | 61,848 | Added |
| 23 | Barry Investment Advisors, LLC | $4.3M | 55,280 | Trimmed |
| 24 | McGlone Suttner Wealth Management, Inc. | $4.1M | 53,633 | Trimmed |
| 25 | PRINCIPAL SECURITIES, INC. | $3.4M | 44,399 | Added |