| 1 | LPL Financial LLC | $141.2M | 2.9M | Added |
| 2 | RAYMOND JAMES FINANCIAL INC | $137.1M | 2.8M | Added |
| 3 | BANK OF AMERICA CORP /DE/ | $97.7M | 2.0M | Added |
| 4 | Royal Bank of Canada | $90.5M | 1.9M | Added |
| 5 | Advance Capital Management, Inc. | $78.2M | 1.6M | Added |
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $70.3M | 1.4M | Added |
| 7 | MORGAN STANLEY | $65.8M | 1.3M | Added |
| 8 | OSAIC HOLDINGS, INC. | $55.1M | 1.1M | Added |
| 9 | Mesirow Financial Investment Management, Inc. | $52.1M | 1.1M | Added |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $39.2M | 801,773 | Added |
| 11 | &PARTNERS | $33.7M | 686,176 | Added |
| 12 | JONES FINANCIAL COMPANIES LLLP | $31.8M | 648,875 | Added |
| 13 | Cetera Investment Advisers | $27.0M | 550,963 | Added |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $26.8M | 547,036 | Trimmed |
| 15 | Janney Montgomery Scott LLC | $26.7M | 545,895 | Added |
| 16 | ELEVATION POINT WEALTH PARTNERS, LLC | $25.4M | 519,149 | Added |
| 17 | D.A. DAVIDSON & CO. | $23.5M | 481,367 | Added |
| 18 | JPMORGAN CHASE & CO | $23.4M | 477,206 | Added |
| 19 | KWB Wealth | $18.9M | 385,710 | Added |
| 20 | LifeGoal Investments, LLC | $16.6M | 338,466 | Added |
| 21 | Legacy CG, LLC | $15.0M | 307,601 | Added |
| 22 | EQUITABLE TRUST CO | $14.5M | 296,087 | Added |
| 23 | MN Wealth Advisors, LLC | $14.5M | 295,720 | Added |
| 24 | Integrated Wealth Concepts LLC | $14.4M | 294,443 | Added |
| 25 | CARY STREET PARTNERS FINANCIAL LLC | $13.5M | 276,372 | Added |