| 1 | MORGAN STANLEY | $178.6M | 3.5M | Added |
| 2 | AMERIPRISE FINANCIAL INC | $45.2M | 898,046 | Added |
| 3 | LPL Financial LLC | $37.0M | 735,098 | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $15.7M | 313,014 | Added |
| 5 | Garrett Wealth Advisory Group, LLC | $14.1M | 279,990 | Added |
| 6 | &PARTNERS | $13.5M | 267,880 | Added |
| 7 | Farther Finance Advisors, LLC | $10.5M | 208,495 | Added |
| 8 | Sunflower Bank, N.A. | $9.9M | 196,868 | Trimmed |
| 9 | Tilson Financial Group, Inc. | $9.1M | 180,493 | Added |
| 10 | Diversified Portfolios, Inc. | $7.6M | 150,334 | Added |
| 11 | OSAIC HOLDINGS, INC. | $6.2M | 124,112 | Added |
| 12 | Sanctuary Advisors, LLC | $5.3M | 105,711 | Trimmed |
| 13 | Rockefeller Capital Management L.P. | $4.9M | 97,400 | New |
| 14 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $4.4M | 86,721 | Added |
| 15 | MML INVESTORS SERVICES, LLC | $3.6M | 70,973 | Added |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $3.4M | 68,417 | Added |
| 17 | Summit Financial, LLC | $3.4M | 67,820 | Trimmed |
| 18 | Arkadios Wealth Advisors | $2.7M | 54,116 | Trimmed |
| 19 | Per Stirling Capital Management, LLC. | $2.7M | 53,927 | New |
| 20 | WEALTHSPAN PARTNERS, LLC | $2.7M | 53,492 | Trimmed |
| 21 | RAYMOND JAMES FINANCIAL INC | $2.5M | 50,358 | Added |
| 22 | Rossby Financial, LCC | $2.4M | 47,335 | Added |
| 23 | Stratos Investment Management, LLC | $2.3M | 45,800 | New |
| 24 | Valmark Advisers, Inc. | $2.3M | 45,634 | Added |
| 25 | Janney Montgomery Scott LLC | $2.3M | 45,336 | Added |