| 1 | LPL Financial LLC | $181.7M | 3.8M | Trimmed |
| 2 | MORGAN STANLEY | $164.7M | 3.4M | Added |
| 3 | BANK OF AMERICA CORP /DE/ | $112.8M | 2.3M | Trimmed |
| 4 | RAYMOND JAMES FINANCIAL INC | $83.5M | 1.7M | Added |
| 5 | Ameritas Advisory Services, LLC | $46.9M | 973,021 | Trimmed |
| 6 | Falcon Wealth Planning | $45.2M | 938,291 | Added |
| 7 | Creative Planning | $44.4M | 922,123 | Trimmed |
| 8 | AE Wealth Management LLC | $41.9M | 869,274 | Added |
| 9 | UBS Group AG | $38.8M | 805,917 | Trimmed |
| 10 | STIFEL FINANCIAL CORP | $37.3M | 775,119 | Trimmed |
| 11 | Trilogy Capital Inc. | $37.2M | 772,976 | Added |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $36.8M | 764,055 | Added |
| 13 | AMERIPRISE FINANCIAL INC | $31.1M | 645,850 | Trimmed |
| 14 | Eagle Strategies LLC | $28.3M | 586,867 | Trimmed |
| 15 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $23.6M | 490,142 | Trimmed |
| 16 | CAPITAL WEALTH MANAGEMENT, LLC | $21.3M | 442,405 | Added |
| 17 | HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | $20.4M | 423,435 | Trimmed |
| 18 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $19.5M | 405,550 | Added |
| 19 | Summit Asset Management, LLC | $18.5M | 384,949 | Added |
| 20 | WESCAP Management Group, Inc. | $18.4M | 382,037 | Trimmed |
| 21 | Marietta Wealth Management, LLC | $18.1M | 375,752 | Added |
| 22 | OSAIC HOLDINGS, INC. | $18.1M | 375,272 | Trimmed |
| 23 | WEALTH MANAGEMENT RESOURCES, INC. | $15.2M | 316,242 | Added |
| 24 | Gaddis Premier Wealth Advisors LLC | $15.0M | 310,807 | Added |
| 25 | WELLS FARGO & COMPANY/MN | $14.9M | 308,967 | Trimmed |