| 1 | MORGAN STANLEY | $194.4M | 7.6M | Added |
| 2 | LPL Financial LLC | $194.3M | 7.6M | Added |
| 3 | Cetera Investment Advisers | $68.5M | 2.7M | Added |
| 4 | WELLS FARGO & COMPANY/MN | $65.3M | 2.5M | Added |
| 5 | JONES FINANCIAL COMPANIES LLLP | $61.3M | 2.4M | Added |
| 6 | Capital Group Private Client Services, Inc. | $60.4M | 2.3M | Trimmed |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $59.6M | 2.3M | Trimmed |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $56.5M | 2.2M | Added |
| 9 | Merit Financial Group, LLC | $51.6M | 2.0M | Added |
| 10 | Royal Bank of Canada | $41.6M | 1.6M | Added |
| 11 | BENJAMIN EDWARDS INC | $41.6M | 1.6M | Added |
| 12 | OSAIC HOLDINGS, INC. | $40.3M | 1.6M | Added |
| 13 | RAYMOND JAMES FINANCIAL INC | $39.0M | 1.5M | Added |
| 14 | Wood Tarver Financial Group, LLC | $36.6M | 1.4M | Trimmed |
| 15 | Baird Financial Group, Inc. | $35.3M | 1.4M | Added |
| 16 | KESTRA PRIVATE WEALTH SERVICES, LLC | $35.0M | 1.4M | Added |
| 17 | STIFEL FINANCIAL CORP | $34.7M | 1.3M | Added |
| 18 | UBS Group AG | $33.1M | 1.3M | Added |
| 19 | Bridgewealth Advisory Group, LLC | $29.1M | 1.1M | Added |
| 20 | Waterloo Capital, L.P. | $18.3M | 710,000 | New |
| 21 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $16.6M | 646,055 | Added |
| 22 | MML INVESTORS SERVICES, LLC | $15.9M | 616,594 | Added |
| 23 | IAM Advisory, LLC | $14.9M | 579,852 | Added |
| 24 | LANDAAS & CO /WI /ADV | $14.7M | 571,548 | Trimmed |
| 25 | Valmark Advisers, Inc. | $14.0M | 544,385 | Added |