| 1 | WELLS FARGO & COMPANY/MN | $626.6M | 21.8M | Added |
| 2 | MORGAN STANLEY | $302.3M | 10.5M | Added |
| 3 | LPL Financial LLC | $95.8M | 3.3M | Added |
| 4 | Royal Bank of Canada | $45.0M | 1.6M | Added |
| 5 | UBS Group AG | $41.6M | 1.4M | Added |
| 6 | STOCK YARDS BANK & TRUST CO | $38.1M | 1.3M | Added |
| 7 | Cyndeo Wealth Partners, LLC | $32.5M | 1.1M | Added |
| 8 | OVERSEA-CHINESE BANKING Corp Ltd | $31.9M | 1.1M | New |
| 9 | RAYMOND JAMES FINANCIAL INC | $30.9M | 1.1M | Added |
| 10 | Carrera Capital Advisors | $30.5M | 1.1M | Trimmed |
| 11 | Flaharty Asset Management, LLC | $29.9M | 1.0M | Added |
| 12 | Csenge Advisory Group | $24.5M | 852,829 | Trimmed |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $21.9M | 762,562 | Added |
| 14 | Cambridge Investment Research Advisors, Inc. | $20.7M | 722,567 | Added |
| 15 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $20.7M | 721,249 | Trimmed |
| 16 | &PARTNERS | $20.7M | 717,306 | Added |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $18.9M | 658,870 | Trimmed |
| 18 | Valmark Advisers, Inc. | $17.8M | 619,499 | Added |
| 19 | HighPoint Advisor Group LLC | $17.4M | 605,971 | Added |
| 20 | OSAIC HOLDINGS, INC. | $16.4M | 572,748 | Added |
| 21 | Dunhill Financial, LLC | $16.2M | 564,778 | Added |
| 22 | Bison Wealth, LLC | $14.6M | 480,376 | Added |
| 23 | HFG Wealth Management, LLC | $14.2M | 493,104 | Trimmed |
| 24 | Financial Enhancement Group LLC | $13.6M | 479,942 | Added |
| 25 | Cetera Investment Advisers | $13.6M | 472,312 | Added |