| 1 | LPL Financial LLC | $195.6M | 5.7M | Added |
| 2 | RAYMOND JAMES FINANCIAL INC | $66.0M | 1.9M | Added |
| 3 | Cetera Investment Advisers | $50.7M | 1.5M | Added |
| 4 | CWM, LLC | $44.6M | 1.3M | Trimmed |
| 5 | MORGAN STANLEY | $35.0M | 1.0M | Trimmed |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $33.8M | 993,254 | Trimmed |
| 7 | Cambridge Investment Research Advisors, Inc. | $30.7M | 900,496 | Trimmed |
| 8 | OSAIC HOLDINGS, INC. | $23.6M | 693,307 | Trimmed |
| 9 | Mach-1 Financial Group, LLC | $18.6M | 546,689 | Added |
| 10 | Royal Bank of Canada | $17.5M | 514,094 | Added |
| 11 | ODonnell Financial Services, LLC | $17.1M | 502,310 | Added |
| 12 | Independent Advisor Alliance | $16.0M | 471,261 | Added |
| 13 | Hobart Private Capital, LLC | $13.7M | 403,589 | Trimmed |
| 14 | ASSETMARK, INC | $13.5M | 397,456 | Added |
| 15 | WELLS FARGO & COMPANY/MN | $12.9M | 380,076 | Trimmed |
| 16 | PARK NATIONAL CORP /OH/ | $12.5M | 367,337 | Added |
| 17 | D.A. DAVIDSON & CO. | $11.9M | 350,180 | Trimmed |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $11.6M | 339,974 | Trimmed |
| 19 | KPP Advisory Services LLC | $10.8M | 317,299 | Added |
| 20 | Private Advisor Group, LLC | $10.8M | 316,027 | Trimmed |
| 21 | VestGen Advisors, LLC | $9.3M | 257,314 | Trimmed |
| 22 | Integrated Wealth Concepts LLC | $9.2M | 268,888 | Trimmed |
| 23 | STIFEL FINANCIAL CORP | $8.4M | 245,856 | Trimmed |
| 24 | Janney Montgomery Scott LLC | $8.2M | 242,125 | Added |
| 25 | Kestra Advisory Services, LLC | $7.9M | 230,796 | Trimmed |