| 1 | LPL Financial LLC | $452.2M | 7.5M | Added |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $180.1M | 3.0M | Added |
| 3 | Retirement Planning Group, LLC | $170.2M | 2.8M | Added |
| 4 | MORGAN STANLEY | $163.6M | 2.7M | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $155.7M | 2.6M | Added |
| 6 | BANK OF AMERICA CORP /DE/ | $153.2M | 2.5M | Added |
| 7 | RAYMOND JAMES FINANCIAL INC | $140.6M | 2.3M | Added |
| 8 | JPMORGAN CHASE & CO | $131.2M | 2.2M | Added |
| 9 | Cetera Investment Advisers | $127.7M | 2.1M | Added |
| 10 | OSAIC HOLDINGS, INC. | $119.7M | 2.0M | Added |
| 11 | Dynasty Wealth Management, LLC | $113.8M | 1.9M | Added |
| 12 | WELLS FARGO & COMPANY/MN | $111.9M | 1.9M | Added |
| 13 | Kestra Advisory Services, LLC | $86.8M | 1.4M | Added |
| 14 | SAGESPRING WEALTH PARTNERS, LLC | $84.5M | 1.4M | Added |
| 15 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $55.1M | 914,634 | Trimmed |
| 16 | Arkadios Wealth Advisors | $49.2M | 816,312 | Added |
| 17 | Cambridge Investment Research Advisors, Inc. | $46.9M | 777,397 | Trimmed |
| 18 | MML INVESTORS SERVICES, LLC | $45.5M | 753,964 | Added |
| 19 | Kestra Investment Management, LLC | $41.8M | 692,813 | Trimmed |
| 20 | CHILDRESS CAPITAL ADVISORS, LLC | $39.9M | 661,037 | Added |
| 21 | VICTORY FINANCIAL GROUP, LLC | $38.6M | 640,420 | Added |
| 22 | Royal Bank of Canada | $38.6M | 639,618 | Added |
| 23 | Allworth Financial LP | $35.4M | 586,977 | Trimmed |
| 24 | Mariner, LLC | $34.2M | 566,766 | Added |
| 25 | Private Advisor Group, LLC | $32.4M | 537,233 | Trimmed |