| 1 | Invesco Ltd. | $328.4M | 13.1M | Trimmed |
| 2 | LPL Financial LLC | $129.3M | 5.2M | Trimmed |
| 3 | MORGAN STANLEY | $72.0M | 2.9M | Added |
| 4 | Bank of New York Mellon Corp | $44.6M | 1.8M | Added |
| 5 | OSAIC HOLDINGS, INC. | $36.3M | 1.4M | Added |
| 6 | Fiduciary Planning LLC | $24.8M | 989,787 | Added |
| 7 | RAYMOND JAMES FINANCIAL INC | $21.0M | 838,914 | Added |
| 8 | STIFEL FINANCIAL CORP | $20.3M | 811,540 | Trimmed |
| 9 | Harfst & Associates, Inc. | $19.8M | 789,727 | Added |
| 10 | Cherry Creek Investment Advisors, Inc. | $17.0M | 680,973 | Trimmed |
| 11 | Equitable Holdings, Inc. | $15.3M | 609,520 | Added |
| 12 | WELLS FARGO & COMPANY/MN | $14.1M | 564,242 | Added |
| 13 | Cetera Investment Advisers | $13.6M | 543,151 | Added |
| 14 | Wealthcare Advisory Partners LLC | $12.8M | 509,921 | Trimmed |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $12.6M | 502,463 | Added |
| 16 | Concurrent Investment Advisors, LLC | $12.2M | 485,736 | Added |
| 17 | CALTON & ASSOCIATES, INC. | $11.8M | 469,425 | Trimmed |
| 18 | Cerro Pacific Wealth Advisors LLC | $10.8M | 432,203 | Added |
| 19 | PARSONS CAPITAL MANAGEMENT INC/RI | $10.7M | 429,364 | Added |
| 20 | ENVESTNET ASSET MANAGEMENT INC | $9.4M | 376,270 | Added |
| 21 | Vectors Research Management, LLC | $8.6M | 344,900 | Added |
| 22 | Cambridge Investment Research Advisors, Inc. | $7.4M | 295,403 | Trimmed |
| 23 | Arkadios Wealth Advisors | $7.4M | 294,700 | Added |
| 24 | Auour Investments LLC | $7.4M | 293,991 | New |
| 25 | HighTower Advisors, LLC | $7.3M | 290,844 | Trimmed |