| 1 | LPL Financial LLC | $356.2M | 17.1M | Added |
| 2 | MORGAN STANLEY | $156.3M | 7.5M | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $105.2M | 5.0M | Trimmed |
| 4 | LVZ, Inc. | $67.6M | 3.2M | Added |
| 5 | Cetera Investment Advisers | $63.5M | 3.0M | Added |
| 6 | Bouchey Financial Group Ltd | $61.1M | 2.9M | Added |
| 7 | HARBOUR INVESTMENTS, INC. | $59.9M | 2.9M | Added |
| 8 | STIFEL FINANCIAL CORP | $55.8M | 2.7M | Added |
| 9 | Evergreen Wealth Solutions, LLC | $45.9M | 2.2M | Added |
| 10 | RAYMOND JAMES FINANCIAL INC | $45.2M | 2.2M | Added |
| 11 | STEPHENS INC /AR/ | $41.8M | 2.0M | Added |
| 12 | Kestra Advisory Services, LLC | $36.1M | 1.7M | Added |
| 13 | &PARTNERS | $35.7M | 1.7M | Added |
| 14 | Royal Bank of Canada | $32.1M | 1.5M | Added |
| 15 | Cambridge Investment Research Advisors, Inc. | $31.8M | 1.5M | Added |
| 16 | OSAIC HOLDINGS, INC. | $31.4M | 1.5M | Added |
| 17 | Seascape Capital Management | $30.7M | 1.5M | Added |
| 18 | Centennial Wealth Advisory LLC | $29.6M | 1.4M | Added |
| 19 | FIRST TRUST ADVISORS LP | $29.0M | 1.4M | Added |
| 20 | Cyndeo Wealth Partners, LLC | $25.8M | 1.2M | Added |
| 21 | BENJAMIN EDWARDS INC | $25.8M | 1.2M | Added |
| 22 | Pine Valley Investments Ltd Liability Co | $25.1M | 1.2M | Added |
| 23 | Janney Montgomery Scott LLC | $24.1M | 1.2M | Added |
| 24 | Private Advisor Group, LLC | $23.6M | 1.1M | Added |
| 25 | First Heartland Consultants, Inc. | $20.7M | 991,947 | Added |