| 1 | LPL Financial LLC | $208.2M | 5.7M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $136.3M | 3.7M | Added |
| 3 | RAYMOND JAMES FINANCIAL INC | $130.9M | 3.6M | Added |
| 4 | OSAIC HOLDINGS, INC. | $118.4M | 3.3M | Added |
| 5 | Capital Group Private Client Services, Inc. | $105.2M | 2.9M | Added |
| 6 | WELLS FARGO & COMPANY/MN | $99.4M | 2.7M | Added |
| 7 | Royal Bank of Canada | $56.3M | 1.5M | Trimmed |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $54.4M | 1.5M | Added |
| 9 | Cetera Investment Advisers | $47.1M | 1.3M | Added |
| 10 | Merit Financial Group, LLC | $42.4M | 1.2M | Added |
| 11 | JONES FINANCIAL COMPANIES LLLP | $40.2M | 1.1M | Added |
| 12 | Amplius Wealth Advisors, LLC | $36.2M | 994,569 | Added |
| 13 | MML INVESTORS SERVICES, LLC | $34.2M | 940,604 | Added |
| 14 | SK Wealth Management, LLC | $32.6M | 886,486 | Added |
| 15 | Johnson Bixby & Associates, LLC | $31.3M | 861,481 | Added |
| 16 | Cambridge Investment Research Advisors, Inc. | $29.1M | 800,967 | Added |
| 17 | D.A. DAVIDSON & CO. | $24.1M | 663,109 | Added |
| 18 | Gerber Kawasaki Wealth & Investment Management | $23.1M | 635,086 | Added |
| 19 | NewEdge Advisors, LLC | $21.0M | 576,001 | Added |
| 20 | STIFEL FINANCIAL CORP | $20.0M | 548,717 | Added |
| 21 | Sound View Wealth Advisors Group, LLC | $15.5M | 426,147 | Added |
| 22 | Souders Financial Advisors | $14.0M | 383,755 | Added |
| 23 | Private Advisor Group, LLC | $12.6M | 344,916 | Trimmed |
| 24 | First Heartland Consultants, Inc. | $12.1M | 333,462 | Trimmed |
| 25 | &PARTNERS | $11.3M | 308,806 | Added |