| 1 | LPL Financial LLC | $170.5M | 3.1M | Added |
| 2 | AMERIPRISE FINANCIAL INC | $112.1M | 2.0M | Trimmed |
| 3 | Orgel Wealth Management, LLC | $98.7M | 1.8M | Added |
| 4 | RAYMOND JAMES FINANCIAL INC | $83.6M | 1.5M | Trimmed |
| 5 | Cetera Investment Advisers | $79.9M | 1.5M | Added |
| 6 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $50.1M | 912,530 | Trimmed |
| 7 | Harbor Group, Inc. | $49.5M | 901,408 | Added |
| 8 | Larson Financial Group LLC | $49.4M | 899,001 | Added |
| 9 | BANK OF AMERICA CORP /DE/ | $37.1M | 675,138 | Trimmed |
| 10 | CWM, LLC | $36.7M | 667,636 | Trimmed |
| 11 | MORGAN STANLEY | $35.3M | 642,184 | Trimmed |
| 12 | HighTower Advisors, LLC | $32.4M | 588,955 | Added |
| 13 | Private Advisor Group, LLC | $26.7M | 485,374 | Trimmed |
| 14 | EAGLE WEALTH STRATEGIES LLC | $24.1M | 438,625 | Added |
| 15 | Federation des caisses Desjardins du Quebec | $23.6M | 430,250 | Added |
| 16 | STIFEL FINANCIAL CORP | $22.6M | 412,315 | Added |
| 17 | FINANCIAL CONSULATE, INC | $20.7M | 376,016 | Trimmed |
| 18 | Royal Bank of Canada | $17.7M | 322,764 | Added |
| 19 | JONES FINANCIAL COMPANIES LLLP | $17.2M | 318,988 | Added |
| 20 | ENVESTNET ASSET MANAGEMENT INC | $14.9M | 271,955 | Added |
| 21 | FLYNN ZITO CAPITAL MANAGEMENT, LLC | $14.6M | 265,790 | Trimmed |
| 22 | OSAIC HOLDINGS, INC. | $13.3M | 242,476 | Trimmed |
| 23 | Sherrill & Hutchins Financial Advisory, Inc | $13.2M | 241,098 | Added |
| 24 | Cambridge Investment Research Advisors, Inc. | $13.2M | 240,505 | Trimmed |
| 25 | Janney Montgomery Scott LLC | $11.2M | 204,337 | Added |