| 1 | LPL Financial LLC | $650.9M | 21.3M | Trimmed |
| 2 | JPMORGAN CHASE & CO | $369.3M | 12.2M | Added |
| 3 | MORGAN STANLEY | $302.3M | 9.9M | Added |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $104.9M | 3.4M | Added |
| 5 | TIAA Wealth Investment Management LLC | $85.0M | 2.8M | Trimmed |
| 6 | RAYMOND JAMES FINANCIAL INC | $79.0M | 2.6M | Added |
| 7 | BANK OF AMERICA CORP /DE/ | $62.1M | 2.0M | Added |
| 8 | Parcion Private Wealth LLC | $46.3M | 1.5M | Trimmed |
| 9 | Tidal Investments LLC | $42.6M | 1.4M | Added |
| 10 | Cardinal Point Capital Management ULC | $38.5M | 1.3M | Added |
| 11 | Beacon Pointe Advisors, LLC | $34.4M | 1.1M | Added |
| 12 | Goldstein Advisors, LLC | $33.0M | 1.1M | Added |
| 13 | Edge Wealth Management LLC | $32.6M | 1.1M | Added |
| 14 | Royal Bank of Canada | $32.2M | 1.1M | Added |
| 15 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | $29.7M | 968,970 | Added |
| 16 | Farther Finance Advisors, LLC | $29.2M | 955,584 | Added |
| 17 | Savant Capital, LLC | $29.2M | 953,743 | Trimmed |
| 18 | Concurrent Investment Advisors, LLC | $23.3M | 760,768 | Added |
| 19 | ENVESTNET ASSET MANAGEMENT INC | $23.1M | 754,052 | Added |
| 20 | ROCKLAND TRUST CO | $21.3M | 695,808 | Added |
| 21 | Cetera Investment Advisers | $21.1M | 690,416 | Added |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | $20.8M | 680,379 | Added |
| 23 | SUMMIT WEALTH & RETIREMENT PLANNING, INC. | $19.5M | 638,441 | Added |
| 24 | Penserra Capital Management LLC | $17.0M | 556,210 | Trimmed |
| 25 | Fortitude Family Office, LLC | $16.9M | 552,973 | Added |