| 1 | FMR LLC | $754.2M | 16.9M | Added |
| 2 | Retirement Planning Group, LLC | $231.0M | 5.2M | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $147.6M | 3.3M | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $94.3M | 2.1M | Added |
| 5 | BANK OF AMERICA CORP /DE/ | $57.1M | 1.3M | Added |
| 6 | Kestra Investment Management, LLC | $55.0M | 1.2M | Trimmed |
| 7 | LPL Financial LLC | $54.5M | 1.2M | Added |
| 8 | Sanctuary Advisors, LLC | $37.6M | 841,578 | Added |
| 9 | STIFEL FINANCIAL CORP | $34.6M | 774,628 | Added |
| 10 | Atria Investments, Inc | $33.9M | 758,543 | Added |
| 11 | Cetera Investment Advisers | $26.0M | 581,286 | Trimmed |
| 12 | Advocacy Wealth Management, LLC | $25.4M | 568,950 | Added |
| 13 | Kestra Advisory Services, LLC | $25.0M | 558,311 | Added |
| 14 | RAYMOND JAMES FINANCIAL INC | $19.4M | 434,130 | Added |
| 15 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $18.5M | 414,021 | Added |
| 16 | OneDigital Investment Advisors LLC | $18.3M | 409,665 | Added |
| 17 | Goldstone Financial Group, LLC | $16.0M | 357,873 | Added |
| 18 | LIBERTY SQUARE WEALTH PARTNERS LLC | $14.2M | 317,635 | Added |
| 19 | GEN Financial Management, INC. | $13.6M | 303,411 | Added |
| 20 | OSAIC HOLDINGS, INC. | $12.7M | 284,471 | Trimmed |
| 21 | AssuredPartners Investment Advisors, LLC | $11.3M | 247,373 | Added |
| 22 | Presper Financial Architects, LLC | $11.0M | 246,864 | Added |
| 23 | Steward Partners Investment Advisory, LLC | $9.1M | 202,783 | Trimmed |
| 24 | Farther Finance Advisors, LLC | $8.8M | 195,691 | Added |
| 25 | Prasad Wealth Partners, LLC | $8.8M | 197,268 | Added |