| 1 | LPL Financial LLC | $221.1M | 3.5M | Added |
| 2 | Forvis Mazars Wealth Advisors, LLC | $185.0M | 2.9M | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $163.9M | 2.6M | Added |
| 4 | BANK OF AMERICA CORP /DE/ | $154.7M | 2.4M | Added |
| 5 | Bank of New York Mellon Corp | $142.5M | 2.2M | Added |
| 6 | OSAIC HOLDINGS, INC. | $120.7M | 1.9M | Trimmed |
| 7 | RAYMOND JAMES FINANCIAL INC | $117.0M | 1.8M | Added |
| 8 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $109.4M | 1.7M | Trimmed |
| 9 | Cetera Investment Advisers | $101.3M | 1.6M | Added |
| 10 | CGC Financial Services, LLC | $69.7M | 1.1M | Added |
| 11 | HighTower Advisors, LLC | $64.2M | 1.0M | Added |
| 12 | AMERIPRISE FINANCIAL INC | $62.4M | 976,660 | Added |
| 13 | Legacy Financial Group LLC | $61.8M | 967,024 | Added |
| 14 | UBS Group AG | $58.8M | 919,308 | Added |
| 15 | Focus Partners Wealth | $49.9M | 780,654 | Added |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $47.9M | 749,393 | Added |
| 17 | RWA WEALTH PARTNERS, LLC | $45.3M | 708,571 | Trimmed |
| 18 | Peterson Wealth Advisors, LLC | $45.1M | 706,317 | Added |
| 19 | Taylor Securities Services, Inc. | $44.4M | 695,057 | Trimmed |
| 20 | JPMORGAN CHASE & CO | $34.4M | 543,744 | Added |
| 21 | Royal Bank of Canada | $32.7M | 511,303 | Added |
| 22 | MML INVESTORS SERVICES, LLC | $29.4M | 459,978 | Trimmed |
| 23 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $28.7M | 448,851 | Added |
| 24 | STIFEL FINANCIAL CORP | $27.9M | 437,084 | Added |
| 25 | Cambridge Investment Research Advisors, Inc. | $26.0M | 407,144 | Trimmed |