| 1 | WELLS FARGO & COMPANY/MN | $976.2M | 24.1M | Added |
| 2 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $538.6M | 13.3M | Added |
| 3 | AMERIPRISE FINANCIAL INC | $509.9M | 12.6M | Added |
| 4 | FMR LLC | $416.9M | 10.3M | Added |
| 5 | LPL Financial LLC | $260.2M | 6.4M | Added |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $156.2M | 3.8M | Added |
| 7 | RAYMOND JAMES FINANCIAL INC | $155.6M | 3.8M | Added |
| 8 | Advance Capital Management, Inc. | $132.0M | 3.3M | New |
| 9 | HUNTINGTON NATIONAL BANK | $123.1M | 0 | Added |
| 10 | Cetera Investment Advisers | $119.3M | 2.9M | Added |
| 11 | CITADEL ADVISORS LLC | $118.7M | 2.9M | New |
| 12 | OSAIC HOLDINGS, INC. | $108.9M | 2.7M | Added |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $80.5M | 2.0M | Added |
| 14 | MORGAN STANLEY | $76.4M | 1.9M | Added |
| 15 | Capital Analysts, LLC | $75.6M | 1.9M | Added |
| 16 | Kestra Advisory Services, LLC | $68.8M | 1.7M | Trimmed |
| 17 | Richard P Slaughter Associates Inc | $57.5M | 1.4M | Added |
| 18 | Royal Bank of Canada | $52.8M | 1.3M | Added |
| 19 | Madison Wealth Partners, Inc | $52.7M | 1.3M | Added |
| 20 | GW HENSSLER & ASSOCIATES LTD | $49.1M | 1.2M | Added |
| 21 | MML INVESTORS SERVICES, LLC | $44.0M | 1.1M | Added |
| 22 | KFG WEALTH MANAGEMENT, LLC | $38.5M | 947,794 | Added |
| 23 | McNamara Financial Services, Inc. | $31.4M | 773,260 | Added |
| 24 | BANK OF AMERICA CORP /DE/ | $30.0M | 740,187 | Added |
| 25 | Lifelong Wealth Advisors, Inc. | $29.9M | 736,675 | Trimmed |