| 1 | JPMORGAN CHASE & CO | $356.9M | 4.7M | Added |
| 2 | WELLS FARGO & COMPANY/MN | $64.8M | 814,902 | Added |
| 3 | LPL Financial LLC | $42.8M | 538,589 | Added |
| 4 | Royal Bank of Canada | $34.5M | 434,030 | Added |
| 5 | Independent Advisor Alliance | $34.2M | 430,289 | New |
| 6 | Hughes Financial Services, LLC | $30.2M | 379,941 | Added |
| 7 | Miracle Mile Advisors, LLC | $29.2M | 366,799 | Added |
| 8 | VESTOR CAPITAL, LLC | $28.7M | 361,189 | Added |
| 9 | UBS Group AG | $28.5M | 357,701 | Trimmed |
| 10 | RAYMOND JAMES FINANCIAL INC | $17.4M | 219,351 | Trimmed |
| 11 | Kestra Advisory Services, LLC | $17.1M | 215,392 | Added |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $13.2M | 166,126 | Added |
| 13 | Vertex Planning Partners, LLC | $12.5M | 157,205 | Added |
| 14 | Tradition Wealth Management, LLC | $11.7M | 146,533 | Added |
| 15 | SilverOak Wealth Management LLC | $10.4M | 131,306 | Added |
| 16 | MML INVESTORS SERVICES, LLC | $10.4M | 131,039 | Added |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $10.0M | 126,271 | Added |
| 18 | ERn Financial, LLC | $9.5M | 118,987 | Added |
| 19 | GFS Advisors, LLC | $9.4M | 32,775 | New |
| 20 | NewEdge Wealth, LLC | $8.8M | 111,154 | Added |
| 21 | MORGAN STANLEY | $8.7M | 108,765 | Trimmed |
| 22 | Freedom Financial Partners LLC | $8.5M | 107,231 | Added |
| 23 | ASSETMARK, INC | $8.3M | 104,503 | Added |
| 24 | Quadcap Wealth Management, LLC | $8.2M | 103,122 | Added |
| 25 | JONES FINANCIAL COMPANIES LLLP | $7.5M | 96,619 | Added |