| 1 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $1.06B | 41.7M | Added |
| 2 | GRIMES & Co WEALTH MANAGEMENT, LLC | $121.8M | 1.6M | Trimmed |
| 3 | AMERIPRISE FINANCIAL INC | $106.4M | 1.4M | Added |
| 4 | LPL Financial LLC | $77.6M | 990,829 | Trimmed |
| 5 | WELLS FARGO & COMPANY/MN | $65.0M | 830,638 | Trimmed |
| 6 | Sanchez Wealth Management Group | $39.4M | 503,947 | Added |
| 7 | RAYMOND JAMES FINANCIAL INC | $38.1M | 487,276 | Added |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $37.1M | 485,653 | Added |
| 9 | MORGAN STANLEY | $33.1M | 422,853 | Added |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $27.0M | 344,776 | Trimmed |
| 11 | Kestra Advisory Services, LLC | $23.5M | 299,982 | Added |
| 12 | BANK OF AMERICA CORP /DE/ | $22.1M | 281,897 | Trimmed |
| 13 | Cetera Investment Advisers | $20.0M | 255,102 | Added |
| 14 | JONES FINANCIAL COMPANIES LLLP | $14.6M | 190,487 | Added |
| 15 | Simplicity Wealth,LLC | $13.2M | 168,408 | Added |
| 16 | ELEVATION POINT WEALTH PARTNERS, LLC | $12.9M | 164,836 | Added |
| 17 | Vestmark Advisory Solutions, Inc. | $12.9M | 164,774 | Added |
| 18 | IAM Advisory, LLC | $12.6M | 161,529 | Trimmed |
| 19 | Cooper Financial Group | $11.1M | 141,443 | Added |
| 20 | ERn Financial, LLC | $10.4M | 132,924 | Added |
| 21 | Kingsview Wealth Management, LLC | $7.5M | 95,339 | New |
| 22 | UBS Group AG | $7.4M | 94,500 | Trimmed |
| 23 | PMG Wealth Management, Inc. | $6.1M | 78,077 | Added |
| 24 | Schneider Downs Wealth Management Advisors, LP | $5.2M | 65,873 | Trimmed |
| 25 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $5.0M | 63,441 | Trimmed |