| 1 | Retirement Planning Group, LLC | $231.4M | 4.3M | Added |
| 2 | HighTower Advisors, LLC | $189.6M | 3.5M | Added |
| 3 | LPL Financial LLC | $184.4M | 3.5M | Added |
| 4 | MORGAN STANLEY | $151.9M | 2.8M | Added |
| 5 | TRUST POINT INC. | $134.1M | 2.5M | Trimmed |
| 6 | BANK OF AMERICA CORP /DE/ | $109.0M | 2.0M | Added |
| 7 | Private Advisor Group, LLC | $69.6M | 1.3M | Added |
| 8 | RVW Wealth, LLC | $56.9M | 1.1M | Trimmed |
| 9 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $54.6M | 1.0M | Added |
| 10 | RAYMOND JAMES FINANCIAL INC | $42.3M | 792,207 | Added |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $28.7M | 536,656 | Added |
| 12 | UBS Group AG | $28.2M | 527,364 | Added |
| 13 | Rockefeller Capital Management L.P. | $27.0M | 506,026 | Added |
| 14 | COLUMBIA ADVISORY PARTNERS LLC | $22.8M | 426,047 | Added |
| 15 | Cetera Investment Advisers | $20.9M | 390,626 | Added |
| 16 | Prestige Wealth Management Group LLC | $19.2M | 359,265 | Trimmed |
| 17 | OSAIC HOLDINGS, INC. | $19.0M | 356,447 | Trimmed |
| 18 | Ritter Daniher Financial Advisory LLC / DE | $18.0M | 336,078 | Added |
| 19 | Kestra Advisory Services, LLC | $17.8M | 333,749 | Added |
| 20 | Legacy Financial Advisors, Inc. | $17.8M | 333,342 | Added |
| 21 | Etesian Wealth Advisors, Inc. | $15.8M | 294,796 | Added |
| 22 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $14.8M | 276,494 | Trimmed |
| 23 | Smartleaf Asset Management LLC | $14.2M | 277,406 | Added |
| 24 | Quattro Advisors LLC | $14.1M | 264,811 | Added |
| 25 | RESOLUTE CAPITAL, LLC | $12.9M | 241,770 | Added |