| 1 | Retirement Planning Group, LLC | $192.8M | 2.6M | Added |
| 2 | WELLS FARGO & COMPANY/MN | $174.3M | 2.4M | Added |
| 3 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $150.6M | 2.1M | Added |
| 4 | MAINSTAY CAPITAL MANAGEMENT LLC /ADV | $114.0M | 1.6M | Trimmed |
| 5 | LPL Financial LLC | $79.1M | 1.1M | Added |
| 6 | Ellevest, Inc. | $73.1M | 1.0M | Trimmed |
| 7 | RAYMOND JAMES FINANCIAL INC | $58.9M | 808,250 | Added |
| 8 | Tanglewood Wealth Management, Inc. | $58.0M | 795,880 | Added |
| 9 | Willis Johnson & Associates, Inc. | $57.4M | 787,203 | Trimmed |
| 10 | MORGAN STANLEY | $53.8M | 737,550 | Added |
| 11 | Aptus Capital Advisors, LLC | $48.4M | 664,025 | Added |
| 12 | GUARDIAN WEALTH ADVISORS, LLC / NC | $44.5M | 610,225 | Trimmed |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $42.7M | 586,334 | Added |
| 14 | Coyle Financial Counsel LLC | $42.0M | 576,703 | Trimmed |
| 15 | Heck Capital Advisors, LLC | $40.6M | 555,714 | Trimmed |
| 16 | HighTower Advisors, LLC | $37.9M | 519,693 | Added |
| 17 | Kestra Advisory Services, LLC | $34.8M | 477,013 | Added |
| 18 | Janney Montgomery Scott LLC | $32.5M | 446,030 | Added |
| 19 | Kathmere Capital Management, LLC | $32.5M | 445,746 | Trimmed |
| 20 | Integrated Wealth Concepts LLC | $31.2M | 428,571 | Added |
| 21 | Investment Planning Advisors, Inc. | $30.0M | 411,418 | Trimmed |
| 22 | Legacy Financial Advisors, Inc. | $28.8M | 394,487 | Added |
| 23 | First Heartland Consultants, Inc. | $24.4M | 335,216 | Trimmed |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | $23.6M | 323,223 | Added |
| 25 | Beaumont Financial Advisors, LLC | $22.4M | 307,898 | Trimmed |