| 1 | LPL Financial LLC | $782.2M | 20.1M | Added |
| 2 | AMERIPRISE FINANCIAL INC | $587.4M | 15.1M | Added |
| 3 | MORGAN STANLEY | $241.9M | 6.2M | Added |
| 4 | RAYMOND JAMES FINANCIAL INC | $220.9M | 5.7M | Added |
| 5 | BANK OF AMERICA CORP /DE/ | $220.1M | 5.6M | Trimmed |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $127.0M | 3.3M | Trimmed |
| 7 | OSAIC HOLDINGS, INC. | $118.4M | 3.0M | Added |
| 8 | WELLS FARGO & COMPANY/MN | $96.2M | 2.5M | Added |
| 9 | Gradient Investments LLC | $90.4M | 2.3M | Added |
| 10 | Bogart Wealth, LLC | $89.1M | 2.3M | Added |
| 11 | Stratos Investment Management, LLC | $81.9M | 2.1M | Added |
| 12 | Amplius Wealth Advisors, LLC | $64.8M | 1.7M | Added |
| 13 | Stratos Wealth Partners, LTD. | $61.1M | 1.6M | Trimmed |
| 14 | Cetera Investment Advisers | $55.8M | 1.4M | Added |
| 15 | Royal Bank of Canada | $45.7M | 1.2M | Added |
| 16 | Drake & Associates, LLC | $45.2M | 1.2M | Added |
| 17 | Mason & Associates Inc | $39.2M | 1.0M | Trimmed |
| 18 | DAYMARK WEALTH PARTNERS, LLC | $37.9M | 972,266 | Added |
| 19 | JPMORGAN CHASE & CO | $34.0M | 895,555 | Added |
| 20 | BlueStem Wealth Partners, LLC | $33.6M | 862,284 | Trimmed |
| 21 | JONES FINANCIAL COMPANIES LLLP | $33.2M | 874,028 | Added |
| 22 | UBS Group AG | $33.1M | 848,908 | Added |
| 23 | Spectrum Wealth Advisory Group, LLC | $32.3M | 829,116 | Added |
| 24 | Stadion Money Management, LLC | $31.6M | 811,668 | New |
| 25 | Ameritas Advisory Services, LLC | $27.3M | 701,242 | Added |