| 1 | COMMONWEALTH EQUITY SERVICES, LLC | $217.5M | 5.3M | Added |
| 2 | Cambridge Investment Research Advisors, Inc. | $176.5M | 4.3M | Added |
| 3 | CPC Advisors, LLC | $74.6M | 1.8M | Trimmed |
| 4 | Mesirow Financial Investment Management, Inc. | $64.8M | 1.6M | Added |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $51.7M | 1.2M | Trimmed |
| 6 | Private Advisor Group, LLC | $36.1M | 877,274 | Trimmed |
| 7 | CORA CAPITAL ADVISORS LLC | $33.0M | 803,919 | Added |
| 8 | EASTERN BANK | $28.3M | 687,377 | Added |
| 9 | ADE, LLC | $25.9M | 629,052 | Added |
| 10 | D.A. DAVIDSON & CO. | $19.4M | 471,096 | Trimmed |
| 11 | Cornerstone Advisory, LLC | $19.2M | 467,660 | Trimmed |
| 12 | FINANCIAL CONSULATE, INC | $18.8M | 456,246 | Added |
| 13 | Aprio Wealth Management, LLC | $18.6M | 451,652 | Trimmed |
| 14 | ARS Wealth Advisors Group, LLC | $18.4M | 448,691 | Added |
| 15 | Kestra Advisory Services, LLC | $17.5M | 425,905 | Added |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $16.7M | 406,410 | Added |
| 17 | Miracle Mile Advisors, LLC | $16.3M | 395,751 | Trimmed |
| 18 | Harfst & Associates, Inc. | $15.3M | 373,428 | Added |
| 19 | DKM Wealth Management, Inc. | $15.2M | 369,501 | Trimmed |
| 20 | Onyx Bridge Wealth Group LLC | $12.0M | 291,464 | Trimmed |
| 21 | MTM Investment Management, LLC | $11.9M | 290,407 | Added |
| 22 | Advocate Investing Services LLC | $11.6M | 282,278 | Trimmed |
| 23 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $10.9M | 265,218 | Added |
| 24 | Focus Financial Network, Inc. | $10.7M | 260,779 | Added |
| 25 | CERTIOR FINANCIAL GROUP, LLC | $10.5M | 255,998 | Added |