| 1 | JPMORGAN CHASE & CO | $684.1M | 10.5M | Added |
| 2 | FMR LLC | $160.6M | 2.4M | Added |
| 3 | LPL Financial LLC | $142.4M | 2.1M | Added |
| 4 | CWM, LLC | $70.4M | 1.1M | Added |
| 5 | Crestwood Advisors Group, LLC | $67.0M | 1.0M | Added |
| 6 | Cetera Investment Advisers | $45.5M | 680,755 | Added |
| 7 | Syntegra Private Wealth Group, LLC | $41.2M | 617,077 | Trimmed |
| 8 | Bank of New York Mellon Corp | $37.6M | 562,789 | Added |
| 9 | GREAT VALLEY ADVISOR GROUP, INC. | $37.1M | 555,081 | Added |
| 10 | JONES FINANCIAL COMPANIES LLLP | $30.1M | 459,413 | Added |
| 11 | Wagner Wealth Management, LLC | $28.8M | 431,428 | Added |
| 12 | OSAIC HOLDINGS, INC. | $27.8M | 416,078 | Trimmed |
| 13 | Arkadios Wealth Advisors | $27.2M | 407,600 | New |
| 14 | RAYMOND JAMES FINANCIAL INC | $26.7M | 399,611 | Added |
| 15 | Meridian Financial Partners LLC | $22.9M | 337,943 | Added |
| 16 | CGC Financial Services, LLC | $22.7M | 339,541 | Trimmed |
| 17 | SHP Wealth Management | $21.5M | 322,252 | Added |
| 18 | Independent Advisor Alliance | $18.9M | 283,108 | New |
| 19 | VERUS CAPITAL PARTNERS, LLC | $18.2M | 272,585 | Added |
| 20 | Advisory Resource Group | $17.3M | 258,399 | Added |
| 21 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $17.2M | 257,582 | Added |
| 22 | Retirement Management Systems Inc. | $14.4M | 215,235 | Added |
| 23 | B & T Capital Management DBA Alpha Capital Management | $14.0M | 209,699 | Added |
| 24 | WealthPlan Investment Management, LLC | $13.2M | 197,056 | Added |
| 25 | Royal Bank of Canada | $12.3M | 184,225 | Added |