| 1 | LPL Financial LLC | $289.7M | 11.3M | Added |
| 2 | WELLS FARGO & COMPANY/MN | $96.1M | 3.8M | Added |
| 3 | RAYMOND JAMES FINANCIAL INC | $90.9M | 3.6M | Trimmed |
| 4 | Royal Bank of Canada | $63.3M | 2.5M | Added |
| 5 | STIFEL FINANCIAL CORP | $62.7M | 2.5M | Added |
| 6 | Cetera Investment Advisers | $62.5M | 2.4M | Added |
| 7 | OSAIC HOLDINGS, INC. | $55.7M | 2.2M | Added |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $51.5M | 2.0M | Added |
| 9 | Kestra Advisory Services, LLC | $32.2M | 1.3M | Added |
| 10 | Baird Financial Group, Inc. | $30.1M | 1.2M | Added |
| 11 | Independent Advisor Alliance | $29.3M | 1.1M | New |
| 12 | HARBOUR INVESTMENTS, INC. | $23.9M | 934,811 | Added |
| 13 | Cambridge Investment Research Advisors, Inc. | $23.3M | 911,414 | Trimmed |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $21.8M | 854,046 | Trimmed |
| 15 | PINNACLE ASSOCIATES LTD | $21.5M | 842,134 | Added |
| 16 | Arax Advisory Partners | $19.5M | 762,596 | Added |
| 17 | Merit Financial Group, LLC | $18.6M | 729,089 | Added |
| 18 | PARK NATIONAL CORP /OH/ | $17.4M | 680,532 | Added |
| 19 | Prospera Financial Services Inc | $17.3M | 678,830 | Added |
| 20 | ADAMSBROWN WEALTH CONSULTANTS LLC | $17.2M | 671,774 | Added |
| 21 | Janney Montgomery Scott LLC | $17.0M | 666,175 | Added |
| 22 | Focus Partners Wealth | $16.8M | 656,856 | Trimmed |
| 23 | Second Half Financial Partners, LLC | $16.0M | 628,118 | Hold |
| 24 | Prime Capital Investment Advisors, LLC | $15.9M | 621,989 | Added |
| 25 | Stratos Wealth Partners, LTD. | $15.7M | 615,145 | Added |