| 1 | LPL Financial LLC | $308.3M | 5.6M | Added |
| 2 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $171.9M | 3.1M | Added |
| 3 | Cetera Investment Advisers | $115.1M | 2.1M | Added |
| 4 | SHP Wealth Management | $109.9M | 2.0M | Added |
| 5 | RAYMOND JAMES FINANCIAL INC | $81.7M | 1.5M | Added |
| 6 | GREAT VALLEY ADVISOR GROUP, INC. | $76.3M | 1.4M | Added |
| 7 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $56.7M | 1.0M | Added |
| 8 | Equitable Holdings, Inc. | $40.3M | 725,092 | Added |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $39.5M | 719,986 | Added |
| 10 | OSAIC HOLDINGS, INC. | $34.9M | 636,482 | Added |
| 11 | ADAMSBROWN WEALTH CONSULTANTS LLC | $32.6M | 594,609 | Added |
| 12 | Cambridge Investment Research Advisors, Inc. | $31.6M | 576,873 | Added |
| 13 | RFG Advisory, LLC | $31.3M | 570,425 | Added |
| 14 | HighTower Advisors, LLC | $31.0M | 565,325 | Added |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $30.7M | 559,915 | Added |
| 16 | Drake & Associates, LLC | $30.1M | 548,555 | Added |
| 17 | CWM, LLC | $29.6M | 538,915 | Added |
| 18 | BANK OF AMERICA CORP /DE/ | $29.4M | 535,605 | Added |
| 19 | MML INVESTORS SERVICES, LLC | $28.1M | 513,249 | Trimmed |
| 20 | PLANNING ALTERNATIVES LTD /ADV | $26.5M | 482,978 | New |
| 21 | Gratus Wealth Advisors, LLC | $25.1M | 456,816 | New |
| 22 | MANCHESTER FINANCIAL INC | $25.0M | 456,012 | Added |
| 23 | McIlrath & Eck, LLC | $25.0M | 455,519 | Added |
| 24 | Rooted Wealth Advisors, Inc. | $22.6M | 379,170 | Added |
| 25 | Retirement Management Systems Inc. | $22.2M | 405,406 | Added |