| 1 | Bank of New York Mellon Corp | $248.3M | 6.8M | Added |
| 2 | JONES FINANCIAL COMPANIES LLLP | $137.4M | 3.8M | Added |
| 3 | MORGAN STANLEY | $109.0M | 3.0M | Added |
| 4 | Cetera Investment Advisers | $101.6M | 2.8M | Added |
| 5 | UBS Group AG | $97.7M | 2.7M | Added |
| 6 | LPL Financial LLC | $88.8M | 2.4M | Added |
| 7 | Royal Bank of Canada | $80.1M | 2.2M | Added |
| 8 | BANK OF AMERICA CORP /DE/ | $73.5M | 2.0M | Added |
| 9 | Venturi Wealth Management, LLC | $66.0M | 1.8M | Added |
| 10 | Capital Group Private Client Services, Inc. | $52.1M | 1.4M | Added |
| 11 | RAYMOND JAMES FINANCIAL INC | $51.2M | 1.4M | Added |
| 12 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $43.5M | 1.2M | Added |
| 13 | WELLS FARGO & COMPANY/MN | $39.4M | 1.1M | Added |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $37.5M | 1.0M | Added |
| 15 | OSAIC HOLDINGS, INC. | $30.3M | 823,566 | Added |
| 16 | Merit Financial Group, LLC | $28.6M | 778,293 | Added |
| 17 | LVW Advisors, LLC | $24.4M | 662,732 | Trimmed |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $23.6M | 641,480 | Added |
| 19 | STIFEL FINANCIAL CORP | $23.2M | 630,547 | Added |
| 20 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $22.6M | 617,011 | Added |
| 21 | Linscomb Wealth, Inc. | $20.2M | 550,558 | Added |
| 22 | Freedom Financial Partners LLC | $17.7M | 481,888 | Added |
| 23 | MML INVESTORS SERVICES, LLC | $16.0M | 435,313 | Added |
| 24 | NATIXIS ADVISORS, LLC | $14.9M | 404,089 | Added |
| 25 | Cambridge Investment Research Advisors, Inc. | $14.8M | 403,485 | Added |