| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $69.1M | 1.8M | Added |
| 2 | RAYMOND JAMES FINANCIAL INC | $60.5M | 1.6M | Added |
| 3 | BANK OF AMERICA CORP /DE/ | $42.0M | 1.1M | Added |
| 4 | LPL Financial LLC | $41.0M | 1.1M | Added |
| 5 | Steward Partners Investment Advisory, LLC | $31.5M | 812,954 | Added |
| 6 | Legacy Wealth Management, Inc | $23.4M | 603,467 | Added |
| 7 | Goldstein Advisors, LLC | $20.3M | 523,488 | Added |
| 8 | Apollon Wealth Management, LLC | $18.3M | 473,390 | Added |
| 9 | Focus Partners Wealth | $14.2M | 0 | Exited |
| 10 | Johnson & White Wealth Management, LLC | $12.0M | 309,212 | Added |
| 11 | Cetera Investment Advisers | $11.4M | 294,952 | Added |
| 12 | Fragasso Financial Advisors Inc | $10.9M | 280,640 | Added |
| 13 | Avantax Planning Partners, Inc. | $10.8M | 279,200 | Added |
| 14 | JONES FINANCIAL COMPANIES LLLP | $10.8M | 279,045 | Added |
| 15 | Sepio Capital, LP | $10.3M | 266,503 | Added |
| 16 | INTEGRATED WEALTHCARE, LLC | $9.7M | 251,068 | Trimmed |
| 17 | Henderson Brothers Financial Partners, LLC | $9.4M | 243,873 | Added |
| 18 | Blue Water Asset Management | $8.7M | 223,764 | Added |
| 19 | LeClair Wealth Partners LLC | $8.7M | 223,764 | New |
| 20 | GGM Financials LLC | $8.3M | 214,262 | Added |
| 21 | ERn Financial, LLC | $8.1M | 208,727 | Trimmed |
| 22 | JPMORGAN CHASE & CO | $7.9M | 203,156 | Added |
| 23 | Per Stirling Capital Management, LLC. | $7.3M | 187,631 | Added |
| 24 | Kestra Advisory Services, LLC | $6.8M | 175,786 | Added |
| 25 | HighTower Advisors, LLC | $6.8M | 175,634 | Trimmed |