| 1 | JPMORGAN CHASE & CO | $2.37B | 45.3M | Added |
| 2 | CAPTRUST FINANCIAL ADVISORS | $84.9M | 1.6M | Added |
| 3 | MORGAN STANLEY | $75.4M | 1.4M | Added |
| 4 | LPL Financial LLC | $60.3M | 1.2M | Added |
| 5 | Miracle Mile Advisors, LLC | $47.9M | 918,297 | Added |
| 6 | Schiavi & Co LLC | $46.7M | 895,620 | Added |
| 7 | Allspring Global Investments Holdings, LLC | $45.6M | 875,688 | Added |
| 8 | UBS Group AG | $43.6M | 835,208 | Trimmed |
| 9 | M&T Bank Corp | $34.5M | 660,890 | Trimmed |
| 10 | BANK OF AMERICA CORP /DE/ | $21.0M | 402,817 | Added |
| 11 | MBM WEALTH CONSULTANTS, LLC | $17.7M | 339,073 | Added |
| 12 | TD Capital Management LLC | $13.8M | 263,719 | Added |
| 13 | JONES FINANCIAL COMPANIES LLLP | $13.4M | 256,575 | Added |
| 14 | Stonebridge Financial Group, LLC | $13.1M | 251,426 | Added |
| 15 | RAYMOND JAMES FINANCIAL INC | $12.4M | 238,074 | Added |
| 16 | FMA Wealth Management, LLC | $12.4M | 237,701 | Added |
| 17 | Bulwark Capital Corp | $12.3M | 236,214 | Added |
| 18 | JANE STREET GROUP, LLC | $12.2M | 233,532 | Added |
| 19 | Intellus Advisors LLC | $12.2M | 233,446 | Added |
| 20 | Essential Planning, LLC. | $11.9M | 228,857 | Added |
| 21 | HighTower Advisors, LLC | $10.9M | 209,656 | Trimmed |
| 22 | Boulder Wealth Advisors, LLC | $9.9M | 189,278 | Added |
| 23 | Wealth Advisors of Tampa Bay, LLC | $9.7M | 184,934 | Added |
| 24 | Private Advisor Group, LLC | $9.3M | 178,243 | Added |
| 25 | Juno Financial Group LLC | $8.7M | 166,445 | New |