| 1 | LPL Financial LLC | $152.9M | 2.6M | Trimmed |
| 2 | AMERIPRISE FINANCIAL INC | $122.9M | 2.1M | Added |
| 3 | Cetera Investment Advisers | $79.9M | 1.4M | Trimmed |
| 4 | RAYMOND JAMES FINANCIAL INC | $61.1M | 1.1M | Trimmed |
| 5 | Larson Financial Group LLC | $60.2M | 1.0M | Added |
| 6 | Harbor Group, Inc. | $54.7M | 945,316 | Added |
| 7 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $44.6M | 770,191 | Trimmed |
| 8 | MORGAN STANLEY | $38.7M | 669,365 | Added |
| 9 | HighTower Advisors, LLC | $36.2M | 624,932 | Added |
| 10 | BANK OF AMERICA CORP /DE/ | $34.1M | 588,329 | Trimmed |
| 11 | EAGLE WEALTH STRATEGIES LLC | $27.3M | 471,779 | Added |
| 12 | STIFEL FINANCIAL CORP | $24.8M | 428,809 | Added |
| 13 | FINANCIAL CONSULATE, INC | $22.0M | 379,294 | Added |
| 14 | Federation des caisses Desjardins du Quebec | $18.8M | 324,033 | Trimmed |
| 15 | JONES FINANCIAL COMPANIES LLLP | $17.3M | 297,592 | Trimmed |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $16.7M | 288,323 | Added |
| 17 | Private Advisor Group, LLC | $15.5M | 267,111 | Trimmed |
| 18 | Royal Bank of Canada | $14.5M | 250,727 | Trimmed |
| 19 | Sherrill & Hutchins Financial Advisory, Inc | $14.3M | 246,185 | Added |
| 20 | OSAIC HOLDINGS, INC. | $14.2M | 245,916 | Added |
| 21 | FLYNN ZITO CAPITAL MANAGEMENT, LLC | $13.1M | 226,978 | Trimmed |
| 22 | Stratos Investment Management, LLC | $12.2M | 211,505 | Added |
| 23 | OneDigital Investment Advisors LLC | $11.0M | 189,273 | Added |
| 24 | TrustBank | $10.8M | 185,943 | Added |
| 25 | Piedmont Capital Management, LLC/NC | $10.0M | 172,917 | Trimmed |