| 1 | Coppell Advisory Solutions LLC | $122.5M | 54 | New |
| 2 | MORGAN STANLEY | $105.3M | 1.7M | Added |
| 3 | LPL Financial LLC | $52.8M | 842,571 | Added |
| 4 | Gradient Investments LLC | $34.5M | 551,638 | Added |
| 5 | WELLS FARGO & COMPANY/MN | $30.9M | 493,001 | Added |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $11.9M | 190,522 | Added |
| 7 | HighTower Advisors, LLC | $10.2M | 162,655 | Trimmed |
| 8 | Cetera Investment Advisers | $9.7M | 154,209 | Added |
| 9 | Royal Bank of Canada | $9.2M | 146,627 | Added |
| 10 | THRYVE WEALTH MANAGEMENT LLC | $9.1M | 145,321 | Added |
| 11 | GTS SECURITIES LLC | $8.3M | 132,366 | Added |
| 12 | Carter Financial Group, INC. | $7.5M | 120,017 | Trimmed |
| 13 | OPPENHEIMER & CO INC | $6.3M | 101,335 | Trimmed |
| 14 | Janney Montgomery Scott LLC | $6.2M | 98,984 | Added |
| 15 | Columbus Macro, LLC | $6.2M | 98,258 | Added |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $5.6M | 89,777 | Added |
| 17 | GERBER, LLC | $5.6M | 89,771 | Added |
| 18 | MML INVESTORS SERVICES, LLC | $5.2M | 83,627 | Added |
| 19 | NWAM LLC | $4.9M | 78,053 | Trimmed |
| 20 | Mattson Financial Services, LLC | $4.7M | 79,643 | Trimmed |
| 21 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $4.7M | 75,175 | Added |
| 22 | Ausdal Financial Partners, Inc. | $4.7M | 74,980 | New |
| 23 | Riggs Asset Managment Co. Inc. | $4.6M | 72,705 | New |
| 24 | Advyzon Investment Management, LLC | $4.5M | 72,122 | New |
| 25 | LEAVELL INVESTMENT MANAGEMENT, INC. | $4.5M | 71,930 | Trimmed |