| 1 | Retirement Planning Group, LLC | $260.6M | 6.1M | Added |
| 2 | LPL Financial LLC | $229.4M | 5.4M | Trimmed |
| 3 | BANK OF AMERICA CORP /DE/ | $116.4M | 2.7M | Added |
| 4 | Capital Analysts, LLC | $69.2M | 1.6M | Added |
| 5 | RAYMOND JAMES FINANCIAL INC | $68.8M | 1.6M | Added |
| 6 | Sanctuary Advisors, LLC | $40.9M | 957,291 | Trimmed |
| 7 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $40.4M | 944,961 | Added |
| 8 | NewEdge Advisors, LLC | $37.4M | 876,397 | Added |
| 9 | Legacy Financial Advisors, Inc. | $36.8M | 860,443 | Added |
| 10 | MCF Advisors LLC | $35.1M | 808,938 | Trimmed |
| 11 | Cetera Investment Advisers | $34.7M | 812,033 | Added |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $32.3M | 756,101 | Added |
| 13 | Baron Wealth Management LLC | $32.0M | 748,975 | Added |
| 14 | Koshinski Asset Management, Inc. | $27.4M | 641,960 | Added |
| 15 | TriaGen Wealth Management LLC | $26.1M | 610,254 | Added |
| 16 | FLAGSHIP HARBOR ADVISORS, LLC | $25.5M | 596,243 | Added |
| 17 | Bank of New York Mellon Corp | $21.7M | 508,257 | Added |
| 18 | HARBOUR INVESTMENTS, INC. | $21.0M | 491,712 | Added |
| 19 | FRANKLIN RESOURCES INC | $18.6M | 435,715 | Added |
| 20 | AllGen Financial Advisors, Inc. | $17.7M | 414,857 | Added |
| 21 | KESTRA PRIVATE WEALTH SERVICES, LLC | $16.6M | 389,743 | Trimmed |
| 22 | STIFEL FINANCIAL CORP | $16.2M | 378,323 | Added |
| 23 | Vickerman Investment Advisors, Inc. | $15.3M | 357,350 | Trimmed |
| 24 | JONES FINANCIAL COMPANIES LLLP | $13.5M | 318,793 | Added |
| 25 | Cambridge Investment Research Advisors, Inc. | $12.5M | 292,855 | Trimmed |