| 1 | LPL Financial LLC | $213.5M | 5.8M | Added |
| 2 | RAYMOND JAMES FINANCIAL INC | $70.6M | 1.9M | Trimmed |
| 3 | Cetera Investment Advisers | $56.8M | 1.5M | Added |
| 4 | MORGAN STANLEY | $41.0M | 1.1M | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $40.2M | 1.1M | Added |
| 6 | TOUNJIAN ADVISORY PARTNERS, LLC | $38.5M | 1.0M | New |
| 7 | Cambridge Investment Research Advisors, Inc. | $33.3M | 900,064 | Trimmed |
| 8 | OSAIC HOLDINGS, INC. | $28.8M | 777,672 | Added |
| 9 | Royal Bank of Canada | $20.1M | 541,872 | Added |
| 10 | ODonnell Financial Services, LLC | $19.2M | 517,844 | Added |
| 11 | Mach-1 Financial Group, LLC | $18.5M | 500,463 | Trimmed |
| 12 | Hobart Private Capital, LLC | $15.8M | 425,915 | Added |
| 13 | ASSETMARK, INC | $15.7M | 424,999 | Added |
| 14 | Independent Advisor Alliance | $15.5M | 419,671 | Trimmed |
| 15 | PARK NATIONAL CORP /OH/ | $13.9M | 376,330 | Added |
| 16 | D.A. DAVIDSON & CO. | $13.0M | 350,480 | Added |
| 17 | WELLS FARGO & COMPANY/MN | $12.2M | 330,749 | Trimmed |
| 18 | KPP Advisory Services LLC | $12.2M | 329,694 | Added |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $11.7M | 314,955 | Trimmed |
| 20 | Integrated Wealth Concepts LLC | $10.8M | 291,005 | Added |
| 21 | VestGen Advisors, LLC | $10.1M | 274,091 | Added |
| 22 | STIFEL FINANCIAL CORP | $9.4M | 254,760 | Added |
| 23 | NewEdge Advisors, LLC | $9.4M | 253,115 | Added |
| 24 | Kestra Advisory Services, LLC | $8.3M | 223,105 | Trimmed |
| 25 | Centennial Wealth Advisory LLC | $7.9M | 214,430 | Trimmed |