| 1 | LPL Financial LLC | $101.3M | 6.0M | Added |
| 2 | Fiduciary Trust Co | $61.9M | 3.7M | Added |
| 3 | RAYMOND JAMES FINANCIAL INC | $61.4M | 3.7M | Added |
| 4 | Bank of New York Mellon Corp | $45.9M | 2.7M | Added |
| 5 | Royal Bank of Canada | $41.0M | 2.4M | Added |
| 6 | Koshinski Asset Management, Inc. | $31.7M | 1.9M | Added |
| 7 | NewEdge Advisors, LLC | $26.2M | 1.1M | Trimmed |
| 8 | Evergreen Wealth Solutions, LLC | $26.0M | 1.6M | Added |
| 9 | CWM, LLC | $25.8M | 1.5M | Added |
| 10 | Janney Montgomery Scott LLC | $24.3M | 1.4M | Added |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $22.4M | 1.3M | Added |
| 12 | Ferguson Shapiro LLC | $20.3M | 1.2M | Added |
| 13 | Prism Advisors, Inc. | $19.2M | 1.1M | Added |
| 14 | Mariner, LLC | $17.7M | 1.1M | Added |
| 15 | HighTower Advisors, LLC | $17.6M | 1.1M | Added |
| 16 | Rockefeller Capital Management L.P. | $16.7M | 992,962 | Added |
| 17 | NewEdge Wealth, LLC | $15.4M | 920,327 | Trimmed |
| 18 | Independent Advisor Alliance | $15.2M | 905,626 | Added |
| 19 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $14.8M | 872,126 | Trimmed |
| 20 | Berger Financial Group, Inc | $13.2M | 785,931 | New |
| 21 | Beaumont Financial Advisors, LLC | $12.9M | 767,260 | Trimmed |
| 22 | Parallel Advisors, LLC | $12.5M | 744,598 | Added |
| 23 | STIFEL FINANCIAL CORP | $12.2M | 728,925 | Added |
| 24 | IFP Advisors, Inc | $10.1M | 603,202 | Trimmed |
| 25 | Commonwealth Financial Services, LLC | $9.9M | 593,138 | Added |