| 1 | MORGAN STANLEY | $451.6M | 8.9M | Added |
| 2 | AMERIPRISE FINANCIAL INC | $85.6M | 1.7M | Added |
| 3 | LPL Financial LLC | $74.2M | 1.5M | Added |
| 4 | RAYMOND JAMES FINANCIAL INC | $29.3M | 575,254 | Added |
| 5 | Per Stirling Capital Management, LLC. | $27.6M | 542,407 | Added |
| 6 | Rockefeller Capital Management L.P. | $27.4M | 538,671 | Added |
| 7 | D.A. DAVIDSON & CO. | $20.2M | 397,741 | Added |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $19.8M | 389,668 | Added |
| 9 | Blue Water Asset Management | $17.7M | 348,359 | Added |
| 10 | Tilson Financial Group, Inc. | $17.2M | 338,935 | Added |
| 11 | Prism Advisors, Inc. | $15.9M | 311,981 | Added |
| 12 | Platform Technology Partners | $14.7M | 289,968 | Added |
| 13 | HighTower Advisors, LLC | $12.5M | 244,937 | Added |
| 14 | Nemes Rush Group LLC | $11.5M | 226,338 | Added |
| 15 | IHT Wealth Management, LLC | $8.0M | 157,002 | Trimmed |
| 16 | Clear Trail Advisors, LLC | $7.5M | 147,544 | Added |
| 17 | MGO ONE SEVEN LLC | $7.1M | 139,413 | Trimmed |
| 18 | Private Advisor Group, LLC | $7.0M | 137,764 | Added |
| 19 | Royal Bank of Canada | $6.9M | 136,217 | Added |
| 20 | WEALTHSPAN PARTNERS, LLC | $6.6M | 130,753 | Added |
| 21 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | $6.2M | 121,407 | Added |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | $5.8M | 114,821 | Trimmed |
| 23 | Waverly Advisors, LLC | $5.3M | 103,919 | Trimmed |
| 24 | Merit Financial Group, LLC | $4.4M | 85,729 | Added |
| 25 | OSAIC HOLDINGS, INC. | $4.3M | 85,318 | Added |