| 1 | PRICE T ROWE ASSOCIATES INC /MD/ | $864.4M | 24.3M | Added |
| 2 | LPL Financial LLC | $573.9M | 16.1M | Added |
| 3 | RAYMOND JAMES FINANCIAL INC | $199.9M | 5.6M | Added |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $188.0M | 5.3M | Added |
| 5 | MORGAN STANLEY | $144.9M | 4.1M | Added |
| 6 | WELLS FARGO & COMPANY/MN | $124.3M | 3.5M | Trimmed |
| 7 | OSAIC HOLDINGS, INC. | $120.2M | 3.4M | Trimmed |
| 8 | Baird Financial Group, Inc. | $98.2M | 2.8M | Trimmed |
| 9 | Voya Investment Management LLC | $84.8M | 2.4M | Trimmed |
| 10 | Royal Bank of Canada | $80.9M | 2.3M | Trimmed |
| 11 | Cambridge Investment Research Advisors, Inc. | $72.9M | 2.0M | Added |
| 12 | BANK OF AMERICA CORP /DE/ | $67.7M | 1.9M | Added |
| 13 | JONES FINANCIAL COMPANIES LLLP | $67.7M | 2.0M | Added |
| 14 | CPC Advisors, LLC | $64.9M | 1.8M | Added |
| 15 | Bank of New York Mellon Corp | $58.0M | 1.6M | Trimmed |
| 16 | Creative Planning | $57.7M | 1.6M | Added |
| 17 | Mesirow Financial Investment Management, Inc. | $54.4M | 1.5M | Added |
| 18 | Cetera Investment Advisers | $53.7M | 1.5M | Added |
| 19 | STIFEL FINANCIAL CORP | $51.3M | 1.4M | Added |
| 20 | Modern Wealth Management, LLC | $45.7M | 1.3M | Trimmed |
| 21 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $44.6M | 1.2M | Trimmed |
| 22 | GREAT VALLEY ADVISOR GROUP, INC. | $43.2M | 1.2M | Added |
| 23 | AMERIPRISE FINANCIAL INC | $43.1M | 1.2M | Trimmed |
| 24 | LEVEL FOUR ADVISORY SERVICES, LLC | $42.5M | 1.2M | Added |
| 25 | Evergreen Wealth Solutions, LLC | $38.0M | 1.1M | Added |