| 1 | RAYMOND JAMES FINANCIAL INC | $135.7M | 4.6M | Added |
| 2 | LPL Financial LLC | $110.6M | 3.7M | Added |
| 3 | JONES FINANCIAL COMPANIES LLLP | $51.1M | 1.8M | Added |
| 4 | OLD SECOND NATIONAL BANK OF AURORA | $41.2M | 1.4M | Added |
| 5 | BANK OF AMERICA CORP /DE/ | $31.6M | 1.1M | Added |
| 6 | KESTRA PRIVATE WEALTH SERVICES, LLC | $31.2M | 1.0M | Added |
| 7 | Baron Wealth Management LLC | $29.0M | 974,446 | Trimmed |
| 8 | Capital Analysts, LLC | $25.7M | 864,447 | Added |
| 9 | Royal Bank of Canada | $24.8M | 835,557 | Added |
| 10 | River Street Advisors LLC | $20.9M | 701,739 | Added |
| 11 | Cetera Investment Advisers | $20.5M | 688,365 | Added |
| 12 | CMH Wealth Management LLC | $18.8M | 631,190 | Added |
| 13 | Annex Advisory Services, LLC | $17.5M | 587,778 | Trimmed |
| 14 | Integrated Wealth Concepts LLC | $15.4M | 519,737 | Added |
| 15 | Soltis Investment Advisors LLC | $14.0M | 471,473 | Added |
| 16 | Baird Financial Group, Inc. | $12.8M | 431,711 | New |
| 17 | STIFEL FINANCIAL CORP | $11.7M | 392,301 | Added |
| 18 | Spectrum Wealth Advisory Group, LLC | $11.3M | 379,635 | Added |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $8.3M | 277,637 | Added |
| 20 | Jeter Robert S II | $7.9M | 247,357 | New |
| 21 | ENVESTNET ASSET MANAGEMENT INC | $7.6M | 256,248 | Added |
| 22 | Mariner, LLC | $7.2M | 241,064 | Added |
| 23 | DAVENPORT & Co LLC | $6.6M | 221,313 | Added |
| 24 | Flaharty Asset Management, LLC | $6.2M | 209,354 | Added |
| 25 | MML INVESTORS SERVICES, LLC | $6.0M | 203,363 | New |