| 1 | LPL Financial LLC | $254.5M | 5.1M | Added |
| 2 | BANK OF AMERICA CORP /DE/ | $148.0M | 3.0M | Added |
| 3 | Requisite Capital Management, LLC | $116.0M | 2.3M | Added |
| 4 | HighTower Advisors, LLC | $104.5M | 2.1M | Added |
| 5 | WELLS FARGO & COMPANY/MN | $85.8M | 1.7M | Added |
| 6 | Cornerstone Advisory, LLC | $80.0M | 1.6M | Added |
| 7 | RAYMOND JAMES FINANCIAL INC | $60.3M | 1.2M | Added |
| 8 | SK Wealth Management, LLC | $45.8M | 909,777 | Added |
| 9 | Eaton Financial Holdings Company, LLC | $44.4M | 887,498 | Added |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $38.2M | 763,843 | Added |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $38.1M | 761,731 | Trimmed |
| 12 | MISSION WEALTH MANAGEMENT, LP | $30.0M | 600,462 | Added |
| 13 | Modern Wealth Management, LLC | $29.1M | 582,931 | Added |
| 14 | Cerity Partners LLC | $28.8M | 575,284 | Added |
| 15 | Evergreen Wealth Solutions, LLC | $21.6M | 431,589 | Added |
| 16 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $21.3M | 424,787 | Added |
| 17 | UBS Group AG | $20.7M | 414,030 | Added |
| 18 | WNY Asset Management, LLC | $19.2M | 383,634 | Added |
| 19 | Royal Bank of Canada | $18.8M | 376,609 | Added |
| 20 | Graney & King, LLC | $18.6M | 372,385 | Added |
| 21 | Equitable Holdings, Inc. | $18.1M | 343,317 | Added |
| 22 | OSAIC HOLDINGS, INC. | $16.9M | 336,869 | Added |
| 23 | Cetera Investment Advisers | $14.8M | 294,924 | Added |
| 24 | Hilton Capital Management, LLC | $14.1M | 282,772 | Trimmed |
| 25 | CHILDRESS CAPITAL ADVISORS, LLC | $13.7M | 274,717 | Added |