| 1 | LPL Financial LLC | $171.9M | 2.3M | Added |
| 2 | OSAIC HOLDINGS, INC. | $142.9M | 1.9M | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $130.5M | 1.7M | Added |
| 4 | RAYMOND JAMES FINANCIAL INC | $85.3M | 1.1M | Trimmed |
| 5 | MORGAN STANLEY | $68.9M | 906,214 | Trimmed |
| 6 | Cetera Investment Advisers | $66.1M | 870,093 | Added |
| 7 | WELLS FARGO & COMPANY/MN | $63.9M | 840,309 | Added |
| 8 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $46.3M | 609,649 | Added |
| 9 | Gratus Wealth Advisors, LLC | $39.5M | 520,253 | Added |
| 10 | BANK OF AMERICA CORP /DE/ | $36.1M | 474,699 | Added |
| 11 | CWM, LLC | $33.3M | 438,442 | Added |
| 12 | Apollon Wealth Management, LLC | $29.6M | 389,278 | Added |
| 13 | JONES FINANCIAL COMPANIES LLLP | $29.2M | 388,961 | Added |
| 14 | River Wealth Advisors LLC | $23.9M | 314,190 | Trimmed |
| 15 | HighTower Advisors, LLC | $21.2M | 278,545 | Added |
| 16 | Cambridge Investment Research Advisors, Inc. | $20.6M | 271,285 | Added |
| 17 | STIFEL FINANCIAL CORP | $19.4M | 255,832 | Added |
| 18 | Thrivent Financial for Lutherans | $18.5M | 243,847 | Added |
| 19 | Focus Financial Network, Inc. | $16.9M | 222,013 | Added |
| 20 | Mariner, LLC | $16.8M | 221,410 | Added |
| 21 | Modern Wealth Management, LLC | $16.7M | 217,165 | Trimmed |
| 22 | Armbruster Capital Management, Inc. | $15.4M | 202,501 | Added |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | $14.3M | 187,664 | Added |
| 24 | Clark Wealth Partners | $14.3M | 187,619 | Trimmed |
| 25 | NBZ Investment Advisors LLC | $14.0M | 184,296 | Added |