| 1 | LPL Financial LLC | $140.3M | 4.9M | Added |
| 2 | RAYMOND JAMES FINANCIAL INC | $67.5M | 2.3M | Added |
| 3 | WELLS FARGO & COMPANY/MN | $65.4M | 2.3M | Added |
| 4 | AMERIPRISE FINANCIAL INC | $46.9M | 1.6M | Added |
| 5 | Royal Bank of Canada | $44.8M | 1.6M | Added |
| 6 | BANK OF AMERICA CORP /DE/ | $38.6M | 1.3M | Added |
| 7 | MORGAN STANLEY | $35.4M | 1.2M | Added |
| 8 | Summit Investment Advisory Services, LLC | $28.8M | 1.0M | Added |
| 9 | Larson Financial Group LLC | $22.9M | 795,484 | Added |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $18.0M | 626,845 | Trimmed |
| 11 | Cetera Investment Advisers | $17.9M | 621,105 | Added |
| 12 | OSAIC HOLDINGS, INC. | $16.7M | 580,223 | Added |
| 13 | Next Level Private LLC | $11.4M | 395,468 | Added |
| 14 | Sowell Financial Services LLC | $11.3M | 394,534 | Trimmed |
| 15 | CWM, LLC | $11.0M | 381,500 | Added |
| 16 | Equitable Holdings, Inc. | $9.3M | 327,590 | Added |
| 17 | Base Wealth Management LLC | $9.2M | 319,318 | Trimmed |
| 18 | JONES FINANCIAL COMPANIES LLLP | $8.2M | 286,714 | Added |
| 19 | STIFEL FINANCIAL CORP | $7.5M | 260,915 | Trimmed |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | $7.1M | 246,884 | Added |
| 21 | Steward Partners Investment Advisory, LLC | $4.9M | 170,637 | Added |
| 22 | D.A. DAVIDSON & CO. | $4.4M | 153,075 | Added |
| 23 | DAVENPORT & Co LLC | $4.2M | 144,519 | Added |
| 24 | SMITH, MOORE & CO. | $4.1M | 143,872 | Added |
| 25 | Tulsa Wealth Advisors, INC | $4.1M | 141,044 | New |