| 1 | MORGAN STANLEY | $367.3M | 4.0M | Added |
| 2 | LPL Financial LLC | $352.9M | 3.8M | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $264.8M | 2.9M | Added |
| 4 | RAYMOND JAMES FINANCIAL INC | $257.1M | 2.8M | Added |
| 5 | WELLS FARGO & COMPANY/MN | $207.4M | 2.2M | Added |
| 6 | AE Wealth Management LLC | $170.0M | 1.8M | Trimmed |
| 7 | BANK OF AMERICA CORP /DE/ | $169.6M | 1.8M | Added |
| 8 | OneDigital Investment Advisors LLC | $169.3M | 1.8M | Added |
| 9 | OSAIC HOLDINGS, INC. | $165.7M | 1.8M | Added |
| 10 | TECTONIC ADVISORS LLC | $154.0M | 1.7M | Added |
| 11 | NewEdge Advisors, LLC | $135.9M | 1.5M | Added |
| 12 | Koss-Olinger Consulting, LLC | $124.2M | 1.3M | Added |
| 13 | Waverly Advisors, LLC | $122.9M | 1.3M | Added |
| 14 | Cetera Investment Advisers | $119.2M | 1.3M | Added |
| 15 | Sand Hill Global Advisors, LLC | $114.7M | 1.2M | Added |
| 16 | JPMORGAN CHASE & CO | $108.2M | 1.2M | Added |
| 17 | Heirloom Wealth Management | $106.6M | 1.2M | Added |
| 18 | GREAT VALLEY ADVISOR GROUP, INC. | $91.4M | 991,278 | Added |
| 19 | UBS Group AG | $87.3M | 946,854 | Added |
| 20 | CreativeOne Wealth, LLC | $83.5M | 905,609 | Added |
| 21 | Gotham Asset Management, LLC | $73.7M | 798,729 | Added |
| 22 | Royal Bank of Canada | $60.3M | 654,022 | Added |
| 23 | Buck Wealth Strategies, LLC | $60.1M | 651,556 | Added |
| 24 | Vickerman Investment Advisors, Inc. | $59.0M | 639,932 | Trimmed |
| 25 | Thrivent Financial for Lutherans | $59.0M | 639,633 | Added |