| 1 | RAYMOND JAMES FINANCIAL INC | $138.3M | 1.9M | Trimmed |
| 2 | Avantax Planning Partners, Inc. | $128.4M | 1.8M | New |
| 3 | LPL Financial LLC | $94.5M | 1.3M | Added |
| 4 | Cetera Investment Advisers | $77.2M | 1.1M | Added |
| 5 | MML INVESTORS SERVICES, LLC | $48.3M | 673,133 | Trimmed |
| 6 | MORGAN STANLEY | $43.1M | 600,341 | Added |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $39.9M | 556,296 | Added |
| 8 | JONES FINANCIAL COMPANIES LLLP | $36.2M | 517,225 | Added |
| 9 | OSAIC HOLDINGS, INC. | $32.4M | 450,969 | Trimmed |
| 10 | Beaumont Financial Advisors, LLC | $28.2M | 392,979 | Trimmed |
| 11 | Stratos Wealth Partners, LTD. | $25.1M | 349,984 | Added |
| 12 | Leverty Financial Group, LLC | $24.4M | 339,216 | Added |
| 13 | Balance Wealth, LLC | $19.3M | 268,448 | Trimmed |
| 14 | Royal Bank of Canada | $18.6M | 259,526 | Added |
| 15 | WELLS FARGO & COMPANY/MN | $17.9M | 248,655 | Added |
| 16 | MONECO Advisors, LLC | $15.7M | 219,224 | Trimmed |
| 17 | JPMORGAN CHASE & CO | $15.0M | 213,765 | Added |
| 18 | NOVEM GROUP | $11.7M | 162,249 | Trimmed |
| 19 | COZAD ASSET MANAGEMENT INC | $10.0M | 139,217 | Trimmed |
| 20 | AlphaCore Capital LLC | $9.4M | 130,662 | Trimmed |
| 21 | ENVESTNET ASSET MANAGEMENT INC | $8.8M | 122,738 | Added |
| 22 | Kestra Advisory Services, LLC | $7.9M | 110,349 | Added |
| 23 | LEVEL FOUR ADVISORY SERVICES, LLC | $7.2M | 100,069 | Trimmed |
| 24 | Crestwood Advisors Group, LLC | $7.1M | 99,027 | Added |
| 25 | DAVENPORT & Co LLC | $6.4M | 89,691 | Added |