| 1 | FMR LLC | $851.4M | 16.1M | Trimmed |
| 2 | Retirement Planning Group, LLC | $294.2M | 5.6M | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $179.5M | 3.4M | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $125.2M | 2.4M | Added |
| 5 | Kestra Investment Management, LLC | $76.1M | 1.4M | Added |
| 6 | LPL Financial LLC | $72.3M | 1.4M | Added |
| 7 | BANK OF AMERICA CORP /DE/ | $71.6M | 1.4M | Added |
| 8 | Sanctuary Advisors, LLC | $45.8M | 867,190 | Added |
| 9 | Atria Investments, Inc | $39.5M | 746,717 | Trimmed |
| 10 | Advocacy Wealth Management, LLC | $32.6M | 616,638 | Added |
| 11 | STIFEL FINANCIAL CORP | $31.5M | 595,405 | Trimmed |
| 12 | Cetera Investment Advisers | $29.9M | 565,584 | Trimmed |
| 13 | Kestra Advisory Services, LLC | $25.6M | 485,327 | Trimmed |
| 14 | OneDigital Investment Advisors LLC | $25.5M | 481,970 | Added |
| 15 | RAYMOND JAMES FINANCIAL INC | $24.4M | 460,977 | Added |
| 16 | OSAIC HOLDINGS, INC. | $21.5M | 406,742 | Added |
| 17 | LIBERTY SQUARE WEALTH PARTNERS LLC | $18.8M | 356,575 | Added |
| 18 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $18.8M | 354,956 | Trimmed |
| 19 | Goldstone Financial Group, LLC | $18.7M | 353,428 | Trimmed |
| 20 | GEN Financial Management, INC. | $15.7M | 297,441 | Trimmed |
| 21 | AssuredPartners Investment Advisors, LLC | $13.1M | 248,292 | Added |
| 22 | Presper Financial Architects, LLC | $13.0M | 246,489 | Trimmed |
| 23 | Steward Partners Investment Advisory, LLC | $10.6M | 200,971 | Trimmed |
| 24 | Prasad Wealth Partners, LLC | $10.5M | 197,968 | Added |
| 25 | MML INVESTORS SERVICES, LLC | $9.9M | 186,664 | Added |