| 1 | Capital Group Private Client Services, Inc. | $1.05B | 24.8M | Added |
| 2 | LPL Financial LLC | $766.8M | 18.1M | Added |
| 3 | RAYMOND JAMES FINANCIAL INC | $633.9M | 15.0M | Added |
| 4 | MORGAN STANLEY | $552.8M | 13.1M | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $547.7M | 12.9M | Added |
| 6 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $457.0M | 10.8M | Trimmed |
| 7 | Cetera Investment Advisers | $374.1M | 8.8M | Added |
| 8 | WELLS FARGO & COMPANY/MN | $371.7M | 8.8M | Added |
| 9 | JONES FINANCIAL COMPANIES LLLP | $266.1M | 6.5M | Added |
| 10 | Forge Financial Services LLC | $243.5M | 5.8M | Trimmed |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $233.3M | 5.5M | Trimmed |
| 12 | UBS Group AG | $203.2M | 4.8M | Added |
| 13 | OSAIC HOLDINGS, INC. | $202.5M | 4.8M | Added |
| 14 | Royal Bank of Canada | $169.2M | 4.0M | Trimmed |
| 15 | BANK OF AMERICA CORP /DE/ | $164.7M | 3.9M | Trimmed |
| 16 | Cambridge Investment Research Advisors, Inc. | $149.5M | 3.5M | Added |
| 17 | MML INVESTORS SERVICES, LLC | $148.6M | 3.5M | Added |
| 18 | SEI INVESTMENTS CO | $92.3M | 2.2M | Added |
| 19 | Kestra Advisory Services, LLC | $84.5M | 2.0M | Added |
| 20 | &PARTNERS | $76.5M | 1.8M | Trimmed |
| 21 | NewEdge Advisors, LLC | $72.5M | 1.7M | Added |
| 22 | Financial Council, LLC | $66.9M | 1.6M | Added |
| 23 | Arlington Financial Advisors, LLC | $61.8M | 1.5M | Trimmed |
| 24 | Baird Financial Group, Inc. | $60.9M | 1.4M | Added |
| 25 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $59.3M | 1.4M | Added |