| 1 | LPL Financial LLC | $710.5M | 18.7M | Added |
| 2 | Advance Capital Management, Inc. | $457.1M | 12.0M | Added |
| 3 | WELLS FARGO & COMPANY/MN | $384.9M | 10.1M | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $366.5M | 9.7M | Added |
| 5 | MORGAN STANLEY | $233.6M | 6.2M | Added |
| 6 | RAYMOND JAMES FINANCIAL INC | $215.4M | 5.7M | Added |
| 7 | Cetera Investment Advisers | $182.9M | 4.8M | Added |
| 8 | Forge Financial Services LLC | $145.9M | 3.8M | Added |
| 9 | OSAIC HOLDINGS, INC. | $136.1M | 3.6M | Added |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $132.2M | 3.5M | Added |
| 11 | Cambridge Investment Research Advisors, Inc. | $98.5M | 2.6M | Added |
| 12 | Royal Bank of Canada | $95.6M | 2.5M | Added |
| 13 | JONES FINANCIAL COMPANIES LLLP | $89.7M | 2.4M | Added |
| 14 | Kestra Advisory Services, LLC | $66.8M | 1.8M | Added |
| 15 | Aprio Wealth Management, LLC | $64.1M | 1.7M | Trimmed |
| 16 | Janney Montgomery Scott LLC | $60.5M | 1.6M | Added |
| 17 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $60.1M | 1.6M | Added |
| 18 | STIFEL FINANCIAL CORP | $59.4M | 1.6M | Added |
| 19 | MML INVESTORS SERVICES, LLC | $51.2M | 1.3M | Added |
| 20 | J. Derek Lewis & Associates Inc. | $50.8M | 1.3M | Added |
| 21 | BENJAMIN EDWARDS INC | $49.9M | 1.3M | Added |
| 22 | Compton Financial Group, LLC | $48.2M | 1.3M | Added |
| 23 | HARBOUR INVESTMENTS, INC. | $38.6M | 1.0M | Added |
| 24 | &PARTNERS | $38.3M | 1.0M | Added |
| 25 | KWB Wealth | $35.1M | 925,891 | Added |