| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $29.3M | 1.0M | New |
| 2 | RAYMOND JAMES FINANCIAL INC | $24.9M | 878,492 | Added |
| 3 | Compound Planning, Inc. | $24.2M | 852,343 | Added |
| 4 | Royal Bank of Canada | $20.3M | 715,277 | Added |
| 5 | BANK OF AMERICA CORP /DE/ | $19.2M | 675,711 | Added |
| 6 | FIRST FOUNDATION ADVISORS | $16.8M | 593,307 | Added |
| 7 | BENJAMIN EDWARDS INC | $16.2M | 571,512 | Added |
| 8 | Private Wealth Asset Management, LLC | $13.4M | 470,837 | Added |
| 9 | D.A. DAVIDSON & CO. | $12.2M | 430,658 | Added |
| 10 | NIXON PEABODY TRUST CO | $11.8M | 417,073 | Added |
| 11 | EXCHANGE TRADED CONCEPTS, LLC | $11.4M | 401,098 | Added |
| 12 | Capital Analysts, LLC | $11.2M | 394,362 | Added |
| 13 | OSAIC HOLDINGS, INC. | $10.6M | 372,254 | Added |
| 14 | HighTower Advisors, LLC | $9.7M | 341,653 | Added |
| 15 | SK Wealth Management, LLC | $8.9M | 311,247 | Added |
| 16 | Sanctuary Advisors, LLC | $8.2M | 289,556 | Added |
| 17 | Apollon Wealth Management, LLC | $8.0M | 282,576 | Added |
| 18 | New England Capital Financial Advisors LLC | $7.1M | 251,152 | Added |
| 19 | RFG Advisory, LLC | $6.4M | 226,267 | Added |
| 20 | ENVESTNET ASSET MANAGEMENT INC | $6.4M | 225,972 | Added |
| 21 | Ascension Capital Advisors, Inc. | $5.9M | 209,272 | Added |
| 22 | United Advisor Group, LLC | $5.4M | 191,597 | Added |
| 23 | Visionary Wealth Advisors | $5.4M | 190,127 | Trimmed |
| 24 | Integrity Financial Corp /WA | $5.0M | 176,295 | Added |
| 25 | Veracity Capital LLC | $4.9M | 174,237 | New |