| 1 | FMR LLC | $1.13B | 28.2M | Added |
| 2 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $506.6M | 12.6M | Added |
| 3 | LPL Financial LLC | $368.7M | 9.2M | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $357.8M | 8.9M | Added |
| 5 | WELLS FARGO & COMPANY/MN | $352.5M | 8.8M | Added |
| 6 | OSAIC HOLDINGS, INC. | $318.8M | 7.9M | Added |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $269.2M | 6.7M | Added |
| 8 | AMERIPRISE FINANCIAL INC | $261.1M | 6.4M | Added |
| 9 | RAYMOND JAMES FINANCIAL INC | $215.3M | 5.4M | Added |
| 10 | Cetera Investment Advisers | $192.3M | 4.8M | Added |
| 11 | BANK OF AMERICA CORP /DE/ | $187.9M | 4.7M | Added |
| 12 | Kestra Advisory Services, LLC | $168.7M | 4.2M | Added |
| 13 | MORGAN STANLEY | $167.3M | 4.2M | Added |
| 14 | Syntegra Private Wealth Group, LLC | $164.1M | 4.1M | Added |
| 15 | Royal Bank of Canada | $115.5M | 2.9M | Added |
| 16 | Fragasso Financial Advisors Inc | $103.4M | 2.6M | Added |
| 17 | Cornerstone Planning Group LLC | $75.1M | 1.9M | Added |
| 18 | Advocacy Wealth Management, LLC | $69.0M | 1.7M | New |
| 19 | OneDigital Investment Advisors LLC | $66.9M | 1.7M | Added |
| 20 | ORRSTOWN FINANCIAL SERVICES INC | $61.6M | 1.5M | Added |
| 21 | UBS Group AG | $60.5M | 1.5M | Added |
| 22 | KFG WEALTH MANAGEMENT, LLC | $60.5M | 1.5M | Added |
| 23 | Wealth Alliance Advisory Group, LLC | $55.2M | 1.4M | Added |
| 24 | Financial Strategies Group, Inc. | $50.0M | 1.2M | Added |
| 25 | CGC Financial Services, LLC | $47.8M | 1.2M | Added |