| 1 | LPL Financial LLC | $45.5M | 1.3M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $30.8M | 903,081 | Added |
| 3 | Rockefeller Capital Management L.P. | $30.3M | 889,014 | Added |
| 4 | FLAGSHIP HARBOR ADVISORS, LLC | $28.2M | 825,375 | Added |
| 5 | Janney Montgomery Scott LLC | $19.7M | 577,593 | Added |
| 6 | Riverwater Partners LLC | $17.4M | 509,397 | Trimmed |
| 7 | LIBERTY SQUARE WEALTH PARTNERS LLC | $14.6M | 428,793 | Added |
| 8 | PARK AVENUE SECURITIES LLC | $14.2M | 416,634 | Added |
| 9 | Redhawk Wealth Advisors, Inc. | $13.0M | 382,186 | Added |
| 10 | Tactive Advisors, LLC | $12.5M | 365,074 | Added |
| 11 | COTTONWOOD CAPITAL ADVISORS, LLC | $12.3M | 361,235 | Added |
| 12 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $11.5M | 337,647 | Trimmed |
| 13 | HighTower Advisors, LLC | $11.1M | 324,501 | Added |
| 14 | Royal Bank of Canada | $10.4M | 303,774 | Added |
| 15 | Wealthcare Advisory Partners LLC | $8.7M | 255,919 | New |
| 16 | Sanctuary Advisors, LLC | $8.5M | 248,343 | Added |
| 17 | IFG Advisory, LLC | $7.6M | 221,298 | New |
| 18 | Brookwood Investment Group LLC | $6.7M | 197,486 | Added |
| 19 | Equitable Holdings, Inc. | $6.6M | 192,536 | Added |
| 20 | FOUNDERS FINANCIAL SECURITIES LLC | $6.5M | 191,809 | Added |
| 21 | Global Retirement Partners, LLC | $6.3M | 185,348 | Added |
| 22 | Integrated Wealth Concepts LLC | $5.4M | 159,216 | Added |
| 23 | Sowell Financial Services LLC | $5.3M | 154,189 | Trimmed |
| 24 | Stratos Wealth Advisors, LLC | $4.8M | 139,621 | New |
| 25 | Accurate Wealth Management, LLC | $4.4M | 127,376 | Trimmed |