| 1 | HighTower Advisors, LLC | $160.8M | 1.9M | Added |
| 2 | MORGAN STANLEY | $125.9M | 1.5M | Added |
| 3 | RMG Wealth Management LLC | $117.3M | 1.3M | New |
| 4 | UBS Group AG | $113.8M | 1.4M | Added |
| 5 | RAYMOND JAMES FINANCIAL INC | $47.5M | 569,148 | Added |
| 6 | LPL Financial LLC | $37.2M | 445,448 | Trimmed |
| 7 | MEANS INVESTMENT CO., INC. | $36.1M | 432,405 | Added |
| 8 | Cetera Investment Advisers | $20.1M | 240,763 | Added |
| 9 | Aptus Capital Advisors, LLC | $18.5M | 222,148 | Added |
| 10 | Sunburst Financial Group, LLC | $18.4M | 220,648 | Added |
| 11 | WELLS FARGO & COMPANY/MN | $17.6M | 211,454 | Added |
| 12 | Steele Capital Management, Inc. | $16.0M | 191,542 | Added |
| 13 | Matrix Trust Co | $15.8M | 189,793 | Added |
| 14 | Stratos Wealth Partners, LTD. | $15.7M | 187,984 | Added |
| 15 | CREATIVE FINANCIAL DESIGNS INC /ADV | $15.6M | 186,408 | Added |
| 16 | Fortitude Financial, LLC | $15.2M | 182,541 | Added |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $14.7M | 175,656 | Trimmed |
| 18 | AMERIPRISE FINANCIAL INC | $12.5M | 149,314 | Trimmed |
| 19 | Northwest Wealth Advisors, LLC | $11.9M | 143,117 | Added |
| 20 | OSAIC HOLDINGS, INC. | $10.0M | 119,402 | Added |
| 21 | Kestra Advisory Services, LLC | $9.8M | 117,073 | Added |
| 22 | Farther Finance Advisors, LLC | $9.6M | 114,271 | Added |
| 23 | BANK OF AMERICA CORP /DE/ | $9.5M | 113,351 | Added |
| 24 | Royal Bank of Canada | $8.7M | 104,467 | Trimmed |
| 25 | MML INVESTORS SERVICES, LLC | $8.2M | 98,151 | Trimmed |