| 1 | LPL Financial LLC | $269.6M | 2.6M | Added |
| 2 | GREAT VALLEY ADVISOR GROUP, INC. | $115.5M | 1.1M | Added |
| 3 | RAYMOND JAMES FINANCIAL INC | $108.4M | 1.0M | Added |
| 4 | Larson Financial Group LLC | $99.4M | 946,484 | Added |
| 5 | AMERICAN CENTURY COMPANIES INC | $90.9M | 865,518 | Trimmed |
| 6 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $87.6M | 834,469 | Added |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $52.3M | 498,419 | Trimmed |
| 8 | BANK OF AMERICA CORP /DE/ | $46.6M | 443,414 | Trimmed |
| 9 | Independent Advisor Alliance | $40.3M | 384,167 | Added |
| 10 | OSAIC HOLDINGS, INC. | $38.7M | 368,087 | Added |
| 11 | Next Level Private LLC | $37.2M | 353,832 | Added |
| 12 | Procyon Advisors, LLC | $36.0M | 342,865 | Added |
| 13 | Intrua Financial, LLC | $32.9M | 313,720 | Added |
| 14 | Pinnacle Financial Partners, Inc. | $30.5M | 290,201 | Added |
| 15 | Sherrill & Hutchins Financial Advisory, Inc | $28.1M | 267,827 | New |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $27.9M | 265,404 | Trimmed |
| 17 | Private Advisor Group, LLC | $18.9M | 179,874 | Trimmed |
| 18 | Equitable Holdings, Inc. | $18.8M | 164,538 | Added |
| 19 | WELLS FARGO & COMPANY/MN | $18.8M | 178,840 | Trimmed |
| 20 | Anderson Financial Strategies, LLC | $17.7M | 157,237 | Added |
| 21 | TWO SIGMA INVESTMENTS, LP | $17.1M | 162,500 | Added |
| 22 | Cambridge Investment Research Advisors, Inc. | $15.9M | 151,561 | Added |
| 23 | Flaharty Asset Management, LLC | $15.9M | 151,015 | Added |
| 24 | Golden State Wealth Management, LLC | $14.3M | 136,245 | Added |
| 25 | IAM Advisory, LLC | $14.1M | 134,640 | Trimmed |